Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,817,402 $172M 0.84% +617,842 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 1,072,960 $101M 3.15% -13,329 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 897,742 $84.8M <0.01% +36,605 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 684,007 $64.6M 0.01% +276,466 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 672,889 $63.5M 0.02% +39,197 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 561,188 $53M 0.39% +17,903 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 523,041 $49.4M 0.01% +122,863 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 496,522 $47M 4.62% +8,716 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 430,220 $40.6M 3.61% +1,412 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 411,694 $38.9M 0.01% +20,849 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 363,366 $34.3M <0.01% -265,139 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 336,009 $31.7M -6,891 Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 313,613 $29.6M 0.02% +78,454 13F-HR Timeline Group GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 305,636 $28.9M 1.63% +8,986 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 254,095 $24M 0.11% +245,725 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 225,517 $21.3M 0.38% +6,447 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 212,183 $20M 0.17% -8,773 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 195,825 $18.5M 2.42% +5,540 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 164,238 $15.5M 0.17% +7,879 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 155,012 $14.6M 0.43% +7,816 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 145,523 $13.7M 1.61% -6,099 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 132,189 $12.5M <0.01% +8,424 13F-HR Timeline Group Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 126,937 $12M 1.42% +36,894 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 118,491 $11.2M <0.01% +34,556 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 103,614 $9.78M 0.01% -4,032 13F-HR Timeline Group Kilter Group LLC More: the full row for Kilter Group LLC 100,593 $9.5M 3.44% -4,288 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 98,211 $9.27M 0.15% +8,249 13F-HR Timeline MTC Wealth Management LLC More: the full row for MTC Wealth Management LLC 97,732 $9.23M 4.14% -1,821 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 91,808 $8.67M 0.01% +5,059 13F-HR Timeline Oak Barrel Wealth Advisory LLC More: the full row for Oak Barrel Wealth Advisory LLC 86,937 $8.21M 3.62% 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 85,137 $8.04M 0.78% -2,986 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 83,924 $7.92M <0.01% -4,914 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 83,054 $7.84M 0.01% +48,608 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 73,837 $6.97M 0.13% -3,668 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 70,918 $6.74M 0.01% -9,602 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 69,669 $6.58M 1.23% -660 13F-HR Timeline CROBAN More: the full row for CROBAN 68,719 $6.49M 2.86% +42,188 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 68,506 $6.47M 0.29% +12,052 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 66,000 $6.29M 0.97% -34,000 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 66,165 $6.25M 0.01% +7,824 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 58,995 $5.57M 0.27% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 58,799 $5.55M 0.11% -19 13F-HR Timeline Group Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 58,410 $5.52M 3.03% -140 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 56,310 $5.32M 0.07% +1,155 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 54,987 $5.19M 0.27% -2,813 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 49,755 $4.7M 0.15% +1,270 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 49,456 $4.67M 0.5% +1,649 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 49,303 $4.65M 0.13% -249 13F-HR Timeline Group Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 47,484 $4.48M 0.24% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 44,421 $4.19M 0.01% -60,510 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 40,342 $3.81M 0.02% new 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 39,350 $3.72M 0.05% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 38,566 $3.64M 0.01% -33 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 38,411 $3.63M <0.01% +4,987 13F-HR Timeline Group VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 38,003 $3.59M 0.68% +454 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 37,488 $3.54M -13 Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 36,880 $3.48M 0.01% -2,613 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 33,321 $3.15M 1.24% +1,527 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 32,639 $3.08M 0.07% +2 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 31,196 $2.95M 0.02% -3,389 13F-HR/A Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 31,061 $2.93M 0.16% +1,196 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 30,231 $2.87M 1.69% +2,479 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 29,603 $2.8M <0.01% -2,659 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 29,555 $2.79M 0.11% -1,350 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 27,700 $2.62M 0.65% new 13F-HR Timeline HANSEATIC MANAGEMENT SERVICES INC More: the full row for HANSEATIC MANAGEMENT SERVICES INC 25,814 $2.44M 1.79% -656 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 25,247 $2.38M <0.01% -768 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 24,077 $2.27M <0.01% -19,715 13F-HR Timeline Group CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 23,447 $2.21M 0.05% +3,216 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 22,996 $2.17M 0.01% -11,049 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 22,587 $2.13M 0.97% +1,144 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 21,574 $2.1M 0.01% new 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 22,002 $2.08M 0.01% -312 13F-HR Timeline Group Firestone Capital Management More: the full row for Firestone Capital Management 21,203 $2M 0.37% +5,325 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 20,767 $1.96M 0.02% +302 13F-HR Timeline Group Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 20,750 $1.96M 0.23% +1,312 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 19,613 $1.85M 0.57% +127 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 19,548 $1.85M 0.25% +2,974 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 19,184 $1.81M <0.01% +2,426 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 17,869 $1.69M 0.03% new 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 16,798 $1.59M 0.55% +10 13F-HR Timeline Security National Bank More: the full row for Security National Bank 16,021 $1.51M 0.18% +5,279 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 15,641 $1.48M 0.28% +15,321 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 14,335 $1.35M 0.04% +2,406 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 13,609 $1.28M 0.01% +810 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 12,503 $1.18M 0.05% -213 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 12,316 $1.16M <0.01% -13,438 13F-HR Timeline Group Mendel Money Management More: the full row for Mendel Money Management 12,169 $1.15M 0.42% +2,810 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 11,990 $1.13M <0.01% +5,214 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 11,838 $1.12M 0.12% -357 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 11,522 $1.09M <0.01% -28,581 13F-HR/A Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 11,079 $1.05M 0.06% -505 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 10,869 $1.03M 0.01% +384 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 10,542 $995K 0.14% +583 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 10,017 $946K 0.06% -362 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 8,809 $832K <0.01% -865 13F-HR Timeline Group Allie Family Office LLC More: the full row for Allie Family Office LLC 8,747 $826K 0.31% 0 13F-HR/A Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 8,642 $816K 0.18% -397 13F-HR Timeline Paragon Capital Management LLC More: the full row for Paragon Capital Management LLC 8,492 $802K 0.37% +184 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 8,198 $774K 0.34% +2,214 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 8,120 $767K <0.01% new 13F-HR/A Timeline Group Barnett & Company, Inc. More: the full row for Barnett & Company, Inc. 7,945 $750K 0.56% +1,230 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 7,260 $685K 0.27% -165 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 7,088 $669K 0.06% +1 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 7,040 $665K 0.05% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 6,876 $649K 0.07% +534 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 6,344 $599K 0.01% -1,206 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 6,195 $585K 0.12% 0 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 6,092 $575K 0.21% -41 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 6,039 $570K 0.01% 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 5,980 $565K 0.31% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 5,781 $546K <0.01% -1,213 13F-HR Timeline Group RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 5,566 $526K 0.17% +99 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 5,444 $514K 0.22% 0 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 5,096 $481K 0.14% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 5,056 $477K 0.03% +485 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 5,046 $476K <0.01% +1,561 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 4,978 $470K <0.01% +1 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,915 $464K <0.01% +44 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 4,735 $447K <0.01% +11 13F-HR Timeline Orographic Financial Advisors, LLC More: the full row for Orographic Financial Advisors, LLC 4,401 $433K 0.29% -52 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 4,485 $423K 0.13% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 4,452 $420K 0.01% new 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 4,450 $420K 0.16% -1,384 13F-HR Timeline Stratos Wealth Advisors, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Advisors, LLC 4,148 $392K 0.02% 0 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 4,114 $388K 0.02% +832 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,009 $378K 0.01% -204 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3,547 $335K 0.02% -300 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 3,525 $333K 0.02% -80 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 3,521 $332K 0.02% -182 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 3,425 $323K 0.04% -191 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 3,387 $320K <0.01% 0 13F-HR Timeline Group Breakwater Capital Group More: the full row for Breakwater Capital Group 3,368 $318K 0.04% new 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 3,344 $316K 0.01% 0 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 3,337 $315K 0.04% -414 13F-HR/A Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 3,268 $309K 0.18% -102 13F-HR Timeline Blue Water Asset Management More: the full row for Blue Water Asset Management 3,210 $303K 0.1% +102 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,010 $284K <0.01% +8 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 2,988 $282K 0.07% +779 13F-HR Timeline Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 2,834 $268K <0.01% 0 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 2,777 $262K <0.01% new 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 2,750 $260K 0.07% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,700 $255K <0.01% 0 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 2,614 $249K 0.2% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 2,529 $239K 0.01% 0 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 2,527 $239K 0.02% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,460 $232K <0.01% -318 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 2,346 $222K <0.01% new 13F-HR Timeline Group BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 2,263 $221K 0.09% -380 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 2,302 $217K <0.01% -2,329 13F-HR Timeline Group LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 2,289 $216K 0.02% new 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 2,206 $208K 0.05% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 2,177 $206K <0.01% new 13F-HR Timeline Group SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 2,175 $205K 0.01% new 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 1,803 $170K 0.15% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,626 $154K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,600 $151K 0.01% 0 13F-HR Timeline Group Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,528 $144K -17,569 Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,505 $142K <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 1,369 $129K 0.01% 0 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,369 $129K <0.01% +1,268 13F-HR Timeline Group KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 1,195 $113K 0.02% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,148 $108K 0.01% +3 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 934 $88.2K <0.01% +392 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 881 $83.2K <0.01% +3 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 802 $75.7K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 476 $44.9K <0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 364 $34.4K 0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 360 $34K <0.01% -24 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 331 $31.2K <0.01% +1 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 324 $30.6K <0.01% new 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 321 $30.3K 0.01% +1 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 315 $29.7K <0.01% +276 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 300 $28.3K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 296 $28.3K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 208 $19.6K <0.01% -25 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 160 $15.1K 0.01% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 151 $14.3K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 128 $12.1K <0.01% new 13F-HR Timeline Group Timbuktu Capital Management, LLC More: the full row for Timbuktu Capital Management, LLC 46 $4.34K 0.01% 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1 $94 <0.01% 0 13F-HR Timeline