CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 10,521 $481K <0.01% +178 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 10,482 $479K <0.01% +4,127 13F-HR Timeline Group Savant Capital, LLC More: the full row for Savant Capital, LLC 10,339 $472K <0.01% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 9,717 $444K 0.03% -1,164 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 9,437 $431K <0.01% +263 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 9,318 $426K 0.07% +1,031 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 9,126 $417K 0.02% +1,177 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 8,953 $409K 0.02% 0 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 8,790 $402K 0.05% -30 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 8,696 $397K 0.11% +3 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 8,654 $395K 0.05% -400 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 8,649 $395K 0.04% +1,366 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 8,574 $392K 0.02% -1,605 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 8,127 $371K 0.3% -943 13F-HR Timeline Group Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 8,117 $371K 0.09% 0 13F-HR Timeline BFI Wealth Solutions, LLC More: the full row for BFI Wealth Solutions, LLC 8,000 $366K 0.27% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 7,787 $356K 0.01% -221 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 7,747 $354K 0.2% -169 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 7,600 $347K 0.06% 0 13F-HR Timeline 46 Peaks LLC More: the full row for 46 Peaks LLC 7,508 $343K 0.22% -4,477 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 7,237 $331K 0.02% -1,479 13F-HR/A Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 7,203 $329K 0.02% -4 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 7,032 $321K 0.01% +248 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 7,010 $320K 0.01% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 6,786 $310K 0.02% +630 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 6,777 $310K 0.06% -3 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 6,776 $310K -99 Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 6,551 $308K 0.04% -15,433 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 6,576 $301K 0.07% new 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 6,554 $300K 0.21% +107 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 6,531 $298K 0.01% new 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 6,359 $291K 0.09% -111 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6,331 $289K 0.02% -267 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 6,317 $289K 0.03% -8,094 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 6,092 $277K 0.06% +1,125 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 6,058 $277K 0.06% +4 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 6,027 $275K <0.01% -911 13F-HR/A Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 5,893 $269K 0.01% -37 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 5,862 $268K 0.02% 0 13F-HR Timeline Dala Group, LLC More: the full row for Dala Group, LLC 5,803 $265K 0.22% -438 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 5,776 $264K 0.06% -736 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 5,740 $262K 0.1% -83 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 5,553 $254K 0.2% -3,122 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 5,449 $252K 0.03% 0 13F-HR Timeline Apollon Financial, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Financial, LLC 5,324 $243K 0.03% new 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,311 $243K 0.01% +103 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,301 $242K <0.01% -336 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 5,270 $241K 0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 5,044 $231K <0.01% +255 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,930 $225K 0.02% 0 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 4,894 $224K <0.01% new 13F-HR Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 4,866 $222K 0.01% -554 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 4,824 $220K 0.1% +132 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 4,786 $219K 0.02% -6,958 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 4,626 $211K 0.01% -209 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 4,593 $209K <0.01% new 13F-HR Timeline Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 4,439 $203K <0.01% new 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 4,420 $202K <0.01% +635 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 4,351 $199K <0.01% 0 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 3,705 $169K 0.01% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 3,068 $169K 0.07% +2,676 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 3,672 $168K 0.11% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,314 $151K <0.01% +208 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 3,168 $145K <0.01% -142 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,113 $142K <0.01% +11 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 2,887 $132K 0.02% +1,966 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,794 $127K 0.01% -145 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 2,645 $121K 0.04% 0 13F-HR Timeline Group EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 2,621 $120K 0.03% +33 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 2,414 $110K 0.01% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,377 $109K <0.01% new 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,338 $107K <0.01% +2,073 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,143 $97.9K <0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,894 $86.6K <0.01% 0 13F-HR Timeline Group Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 1,871 $85.5K 0.02% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,845 $84.3K 0.01% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 1,733 $79.2K 0.01% new 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 1,645 $75.2K 0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,623 $74.2K 0.03% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,561 $70.9K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,409 $64.4K <0.01% new 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/ 1,384 $63.6K <0.01% +99 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,267 $57.9K <0.01% new 13F-HR Timeline Group Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 1,250 $57.1K <0.01% 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,235 $56.5K 0.01% 0 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 1,219 $56.4K 0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,136 $51.9K <0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,076 $49.2K <0.01% 0 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 983 $44.9K <0.01% 0 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 978 $44.7K <0.01% 0 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 949 $43.4K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 906 $41.4K <0.01% -190 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 903 $41.3K <0.01% new 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 902 $41.2K 0.03% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 883 $40.4K 0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 849 $38.8K <0.01% -560 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 800 $36.6K <0.01% -102 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 800 $36.6K <0.01% +625 13F-HR Timeline Group EFG International AG in group EFG International AG More: the full row for EFG International AG 796 $36.4K <0.01% +12 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 688 $31K <0.01% +169 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 603 $27.6K <0.01% -6 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 585 $26.7K <0.01% 0 13F-HR Timeline Group PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 583 $26.6K 0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 524 $23.9K <0.01% +298 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 509 $23.3K 0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 505 $23.1K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 466 $21.3K <0.01% -32 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 436 $19.9K <0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 436 $19.9K <0.01% 0 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 433 $19.8K 0.01% 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 426 $19.5K <0.01% 0 13F-HR/A Timeline Group MASECO LLP More: the full row for MASECO LLP 342 $15.6K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 337 $15.4K <0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 336 $15.4K 0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 317 $14.5K <0.01% 0 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 299 $13.8K 0.01% +4 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 300 $13.7K <0.01% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 300 $13.7K <0.01% new 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 269 $12.3K <0.01% +3 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 250 $11.4K <0.01% new 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 227 $10.4K <0.01% +2 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 223 $10.2K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 150 $7K <0.01% +2 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 141 $6.45K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 140 $6.4K <0.01% new 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 138 $6.31K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 132 $6.01K <0.01% -25 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 123 $5.62K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 107 $4.89K <0.01% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 94 $4.27K <0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 79 $3.61K <0.01% new 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 69 $3.15K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 67 $3.05K <0.01% new 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 61 $2.77K <0.01% +1 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 60 $2.74K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 54 $2.47K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 47 $2.15K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 45 $2.06K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 39 $1.78K <0.01% 0 13F-HR Timeline Harborfront Financial Group LLC More: the full row for Harborfront Financial Group LLC 35 $1.62K 0.01% 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 33 $1.51K <0.01% new 13F-HR Timeline Group GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 29 $1.32K <0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 23 $1.05K <0.01% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 17 $777 <0.01% new 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 3 $137 <0.01% new 13F-HR Timeline