GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 2,687,242 $135M 0.02% -127,764 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/ 1,345,731 $67.8M 0.01% +8,063 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,310,621 $66.1M <0.01% -8,839 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,008,756 $50.8M 0.01% -30,528 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 599,514 $30.2M 0.01% -54,494 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 519,403 $26.2M 0.01% +9,730 13F-HR Timeline Group Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 461,131 $23.2M <0.01% -37,356 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 446,518 $22.5M <0.01% -36 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 437,865 $22.1M <0.01% +50,750 13F-HR Timeline Group Boothe Investment Group, Inc. More: the full row for Boothe Investment Group, Inc. 423,814 $21.4M 7.83% +8,958 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 407,449 $20.5M 0.04% +350 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 368,672 $18.6M 0.01% -5,518 13F-HR Timeline Group PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 268,095 $13.5M 0.79% +16,888 13F-HR Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 219,907 $11.1M 3.47% +4,144 13F-HR/A Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 188,715 $9.51M 0.34% +925 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 171,336 $8.64M 0.71% +2,230 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 154,452 $7.78M 0.03% 0 13F-HR Timeline Group VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 149,799 $7.55M 0.5% +9,140 13F-HR Timeline Group CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 144,030 $7.26M 0.24% 0 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 125,944 $6.35M 0.01% +18,193 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 114,401 $5.77M <0.01% -23,481 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 109,390 $5.51M 0.01% -4,283 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 108,119 $5.45M 1.95% +9,699 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 102,999 $5.19M +16,222 Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 102,297 $5.16M 0.01% -3,972 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 98,974 $4.99M 0.02% -2,712 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 90,040 $4.54M 3.42% -4,891 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 86,321 $4.35M 0.67% +684 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 77,786 $3.92M <0.01% -3,553 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 72,896 $3.72M 0.01% -5,029 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 71,239 $3.59M <0.01% -43,838 13F-HR/A Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 71,439 $3.56M <0.01% +5,256 13F-HR Timeline Group Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 62,246 $3.14M 0.03% +2,554 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 57,622 $2.9M 0.05% 0 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 56,360 $2.84M 0.08% +6,804 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 54,925 $2.77M <0.01% +2,561 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 54,882 $2.74M <0.01% +12,741 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 54,065 $2.72M 0.05% -1,396 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 53,578 $2.7M <0.01% +4,856 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 53,320 $2.69M <0.01% -2,587 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 53,317 $2.69M <0.01% +1,149 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 52,839 $2.66M <0.01% +25,173 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 50,538 $2.55M 0.01% +436 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 46,491 $2.34M 0.1% -5,949 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 45,956 $2.32M <0.01% -5,061 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 42,644 $2.13M 0.13% +2,820 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 40,163 $2.02M <0.01% -6,512 13F-HR Timeline Group Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 35,547 $1.79M 0.81% +740 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 35,036 $1.77M 0.07% +3,829 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 34,578 $1.74M 0.11% -175 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 33,873 $1.71M <0.01% +4,495 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 29,739 $1.5M 0.3% -15 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 29,181 $1.47M 0.01% -270 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 29,025 $1.46M <0.01% 0 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 28,778 $1.45M <0.01% -18,775 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 26,604 $1.34M 0.09% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 25,877 $1.3M <0.01% +287 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 25,102 $1.26M <0.01% +8,623 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 24,706 $1.25M 0.02% new 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 22,800 $1.15M 0.07% +700 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 21,259 $1.07M <0.01% -4,587 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 21,010 $1.06M 0.14% new 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 20,354 $1.03M 0.05% -1,600 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 19,877 $994K 0.06% -170 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 19,470 $981K <0.01% -16 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 17,700 $892K <0.01% 0 13F-HR Timeline Group Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 17,650 $890K <0.01% -8,950 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 17,362 $875K <0.01% 0 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 16,794 $846K 0.01% 0 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 16,359 $824K <0.01% +1,526 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 15,824 $798K <0.01% -840 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 15,019 $757K 0.02% +1,140 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 14,790 $755K 0.15% 0 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 14,900 $751K 0.08% +210 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 14,800 $746K 0.01% -110 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 14,675 $740K <0.01% -138 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 14,461 $729K 0.02% +37 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 13,685 $690K 0.01% +1,007 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 13,640 $687K 0.06% 0 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 12,990 $655K 0.06% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 11,961 $603K 0.01% -310 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 11,764 $593K 0.01% -152 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 11,670 $588K 1.25% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 11,374 $573K 0.43% 0 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 11,343 $572K 0.43% -21 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 11,245 $567K 0.08% +1,827 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 11,150 $562K 0.01% -166 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 11,013 $555K 0.02% +57 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 10,440 $526K <0.01% 0 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 10,328 $521K 0.01% -1,047 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 10,312 $520K 0.02% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 9,922 $500K <0.01% -3,025 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 9,350 $471K 0.03% -360 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 9,095 $458K <0.01% +1,724 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 8,409 $424K <0.01% +2,670 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 8,334 $420K 0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 8,286 $418K 0.18% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 8,169 $412K <0.01% -203 13F-HR/A Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 8,159 $411K 0.1% +655 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 8,000 $403K 0.07% 0 13F-HR Timeline Group ALETHEA CAPITAL MANAGEMENT, LLC More: the full row for ALETHEA CAPITAL MANAGEMENT, LLC 7,925 $399K 0.26% 0 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 7,912 $399K 0.25% 0 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 7,663 $386K 0.03% -185 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 7,406 $373K 0.25% 0 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 7,261 $371K 0.11% +1 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 7,262 $366K <0.01% -170 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 7,165 $361K 0.01% -99,803 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 7,025 $354K 0.07% -1,438 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 6,740 $340K 0.08% -450 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 6,633 $334K <0.01% -120 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 6,580 $332K 0.15% 0 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 6,306 $318K 0.23% +1 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,277 $316K 0.01% -398 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 5,982 $301K 0.12% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 5,925 $299K 0.03% -89 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,863 $295K 0.01% +1 13F-HR Timeline Group Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 5,530 $283K 0.12% 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 5,600 $282K 0.07% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,516 $278K 0.01% -266 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 5,502 $277K <0.01% -84 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 0 $274K 0.22% 0 13F-HR Timeline Amount filed as zero, left out of ratios. HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,438 $274K <0.01% -642 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 5,434 $274K <0.01% 0 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 5,257 $265K <0.01% +22 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 5,239 $264K 0.01% -132 13F-HR Timeline Group Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 4,911 $248K 0.02% -250 13F-HR/A Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 4,900 $247K 0.07% 0 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 4,866 $245K 0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 4,848 $244K <0.01% +2,000 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 4,713 $238K <0.01% -435 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 4,624 $233K <0.01% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 4,563 $230K <0.01% -3,522 13F-HR Timeline Group Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 4,400 $222K 0.1% 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 4,395 $222K 0.1% 0 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 4,175 $216K 0.08% 0 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 4,228 $213K <0.01% +2 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,170 $210K <0.01% +2 13F-HR Timeline Group Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 4,320 $208K 0.02% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,000 $202K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 4,000 $202K 0.05% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,735 $188K <0.01% +1,332 13F-HR Timeline Group West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 3,714 $187K 0.03% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,446 $176K <0.01% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 3,439 $173K 0.07% -54 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 3,356 $169K 0.03% 0 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 3,310 $167K 0.06% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 3,000 $151K 0.04% 0 13F-HR Timeline Westwind Capital More: the full row for Westwind Capital 2,933 $148K 0.03% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,569 $131K <0.01% +869 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 2,568 $129K <0.01% 0 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2,566 $129K <0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,418 $122K <0.01% -1,000 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,312 $117K 0.01% +2,062 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 2,200 $111K <0.01% new 13F-HR Timeline Group Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 1,900 $95.8K <0.01% +1,500 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,838 $92.6K <0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 1,773 $89.4K <0.01% -1,352 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,729 $87.1K <0.01% 0 13F-HR/A Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 934 $81.1K 0.01% new 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 1,600 $80.6K 0.01% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,560 $78.6K 0.01% 0 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,304 $65.7K <0.01% -110 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,180 $59.5K 0.02% 0 13F-HR Timeline Group North Capital, Inc. More: the full row for North Capital, Inc. 1,117 $56.3K 0.04% +1 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,116 $56.2K 0.02% 0 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 1,060 $53K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,034 $52.1K <0.01% -7,040 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 1,022 $51.5K 0.03% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,000 $50.4K <0.01% -1,000 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 992 $50K <0.01% 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 950 $47.9K <0.01% +150 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 830 $41.8K <0.01% +317 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 760 $38.3K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 732 $36.9K <0.01% -80 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 724 $36.5K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 703 $35.4K <0.01% +10 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 660 $33.3K <0.01% 0 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 568 $28.6K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 552 $27.8K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 543 $27.4K <0.01% new 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 533 $26.9K 0.01% +58 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 500 $25.2K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 494 $24.9K 0.01% 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 414 $20.9K <0.01% +1 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 407 $20.5K <0.01% 0 13F-HR Timeline Group Pinnacle Bancorp, Inc. 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