ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 10,000 $36.6K 0.02% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 9,850 $36.1K 0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 9,471 $34.7K 0.01% -1,191 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 9,400 $34.4K <0.01% -11,169,085 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 7,556 $27.7K <0.01% +2,938 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 7,522 $27.5K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 7,500 $27.4K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 7,402 $27.1K <0.01% +429 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 7,000 $25.6K 0.02% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,672 $24.5K <0.01% -3,134 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 6,515 $23.8K <0.01% new 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 5,195 $19K <0.01% -1,237 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 5,000 $18.3K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 4,076 $14.8K <0.01% +2,222 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4,016 $14.7K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,268 $12K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,145 $11.5K <0.01% +1,845 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 3,975 $11K 0.01% 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 2,500 $9.15K 0.01% -2,500 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,405 $8.8K <0.01% -5,120 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 2,247 $8.22K <0.01% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,200 $8.05K <0.01% +200 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,000 $7.32K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2,000 $7.32K <0.01% -1,000 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,980 $7.25K <0.01% +1,398 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,979 $7.22K <0.01% new 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,884 $6.9K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,788 $6.54K <0.01% -712 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,722 $6.3K <0.01% +333 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,500 $5.5K <0.01% -132,642 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,500 $5.49K <0.01% new 13F-HR/A Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,500 $5.49K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,300 $4.76K <0.01% +1,089 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,043 $4K <0.01% -1,303 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,000 $3.66K <0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,000 $3.66K <0.01% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,000 $3.66K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 973 $3.56K <0.01% -124 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 899 $3.29K <0.01% +226 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 872 $3.19K <0.01% -9,132 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 814 $2.98K <0.01% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 755 $2.76K <0.01% -40 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 750 $2.75K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 738 $2.7K <0.01% -690 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 718 $2.63K <0.01% new 13F-HR Timeline Group Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 635 $2.32K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 615 $2.25K <0.01% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 579 $2K <0.01% +100 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 500 $1.83K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 499 $1.83K <0.01% -1,537 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 451 $1.65K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 441 $1.61K <0.01% -26 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 412 $1.51K <0.01% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 400 $1.46K <0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 375 $1.37K <0.01% 0 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 352 $1.3K <0.01% +117 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 350 $1.28K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 327 $1.2K <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 300 $1.1K <0.01% 0 13F-HR Timeline Channing Global Advisors, LLC More: the full row for Channing Global Advisors, LLC 294 $1.08K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 294 $1.08K <0.01% -193 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 231 $887 <0.01% -89 13F-HR/A Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 237 $867 <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 233 $853 <0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 213 $780 <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 208 $762 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 196 $717 <0.01% +38 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 190 $695 <0.01% 0 13F-HR/A Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 188 $689 <0.01% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 187 $684 <0.01% -105 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 162 $593 <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 150 $549 <0.01% -360 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 147 $539 <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 141 $516 <0.01% -506 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 132 $483 <0.01% +59 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 115 $421 <0.01% new 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 105 $384 <0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 105 $384 <0.01% new 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 80 $293 <0.01% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 54 $198 <0.01% new 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 50 $183 <0.01% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 25 $92 <0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 24 $88 <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 12 $44 <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1 $4 <0.01% -147 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 21,027 $0 0% -3,540 13F-HR Timeline Value filed as zero, left out of ratios. Covestor Ltd More: the full row for Covestor Ltd 81 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 4 $3.58K new 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.