Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 4,826 $334K 0.01% -28,553 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 4,814 $334K 0.01% +3,732 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,803 $333K 0.01% -9,907 13F-HR Timeline Group Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 4,798 $333K 0.03% +702 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 4,789 $332K <0.01% -9,900 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 4,776 $331K 0.08% +305 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 4,772 $331K 0.01% new 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 4,754 $329K 0.11% -1,456 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 4,729 $328K 0.06% -8,838 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 4,692 $325K 0.02% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 4,670 $324K 0.02% -681 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,655 $323K 0.01% +1,167 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 4,650 $322K 0.25% -5 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 4,620 $320K 0.04% -384 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 4,602 $319K 0.09% -1,762 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 4,597 $319K 0.21% -731 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,534 $314K 0.02% -466 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 4,529 $314K 0.01% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 4,523 $313K <0.01% +773 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,510 $313K <0.01% -1,340 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 4,483 $311K 0.07% -575 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 4,467 $310K 0.05% new 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 4,464 $309K 0.01% -439 13F-HR Timeline Group PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 4,406 $305K 0.05% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 4,391 $304K 0.02% -3,681 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 4,386 $304K 0.04% new 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 4,385 $304K 0.12% new 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 4,379 $303K 0.02% new 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 4,372 $303K 0.02% +2,289 13F-HR Timeline LSP Investment Advisors, LLC in group LSP Investment Advisors, LLC More: the full row for LSP Investment Advisors, LLC 4,364 $302K 0.22% 0 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 4,358 $302K 0.02% -272 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 4,337 $301K 0.21% +570 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 4,309 $299K 0.05% -15 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 4,271 $296K 0.07% +888 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 4,270 $296K 0.21% 0 13F-HR Timeline Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 4,251 $295K 0.03% new 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 3,217 $294K 0.08% new 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 4,229 $293K 0.48% new 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 4,212 $292K 0.04% +7 13F-HR Timeline Alamea Verwaltungs GmbH More: the full row for Alamea Verwaltungs GmbH 4,130 $286K 0.21% +1,411 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 4,129 $286K <0.01% -3,413 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 4,101 $284K 0.01% -2,409 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 4,085 $283K 0.07% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 4,051 $281K 0.02% -800 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 4,045 $280K 0.1% -290 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 4,040 $280K 0.06% +1,990 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 4,010 $278K 0.05% +1,276 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 3,982 $276K 0.07% 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 3,971 $275K 0.02% new 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 3,959 $274K 0.03% -716 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 3,928 $272K 0.03% new 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 3,923 $272K 0.19% 0 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 3,845 $266K 0.08% +1,495 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,836 $266K <0.01% -114 13F-HR Timeline Group VARCOV Co. More: the full row for VARCOV Co. 3,798 $263K 0.1% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,800 $263K 0.01% 0 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 3,795 $263K 0.03% -3 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,759 $261K 0.01% +190 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 3,758 $260K 0.02% +1,023 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 3,755 $260K <0.01% new 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 3,754 $260K <0.01% +230 13F-HR Timeline Group SANDS CAPITAL MANAGEMENT, LLC More: the full row for SANDS CAPITAL MANAGEMENT, LLC 3,746 $260K <0.01% new 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 3,741 $259K 0.24% -414 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 3,724 $258K 0.01% -5,145 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 3,712 $257K 0.02% +1,600 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,707 $257K 0.01% +677 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 3,695 $256K 0.03% -37 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,691 $256K 0.01% +3,381 13F-HR Timeline JUPITER ASSET MANAGEMENT LTD in group JUPITER ASSET MANAGEMENT LTD More: the full row for JUPITER ASSET MANAGEMENT LTD 3,688 $256K <0.01% -78,365 13F-HR Timeline Group V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 3,632 $252K 0.03% +841 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 3,605 $250K 0.02% -770 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 3,594 $249K 0.04% new 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 3,564 $247K 0.01% -261 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 3,544 $245K 0.01% new 13F-HR Timeline Group EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 3,511 $243K 0.02% +172 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,492 $242K <0.01% +3,388 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,489 $242K 0.01% -382 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 3,466 $240K 0.02% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,458 $240K 0.01% +1,600 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 3,458 $240K 0.04% new 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,412 $236K 0.02% +1,180 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 3,385 $235K 0.02% -22 13F-HR Timeline Carlyle Group Inc. in group Carlyle Group Inc. More: the full row for Carlyle Group Inc. 3,376 $234K <0.01% 0 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 3,370 $234K <0.01% +581 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 3,362 $233K 0.16% -59 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 3,357 $233K 0.03% 0 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 3,351 $232K 0.02% -4,448 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 3,290 $228K 0.01% -529,109 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 3,279 $227K 0.04% new 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 3,277 $227K 0.1% +260 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 3,271 $227K <0.01% +651 13F-HR/A Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,262 $226K 0.02% +1,182 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 3,137 $225K 0.06% 0 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 3,240 $225K 0.01% +1,074 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 3,221 $223K 0.06% 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 3,214 $223K 0.05% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,198 $222K 0.03% +835 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 3,179 $220K 0.03% +769 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 3,179 $220K +3,142 Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,171 $220K <0.01% -1,050 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 3,152 $218K 0.05% new 13F-HR/A Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,147 $218K <0.01% -266 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 3,127 $217K 0.08% +498 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,126 $217K 0.01% +72 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 3,125 $217K 0.02% -7,174 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 3,115 $216K 0.01% -247 13F-HR Timeline 6th Street Advisors, LLC More: the full row for 6th Street Advisors, LLC 3,111 $216K 0.14% 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 4,272 $216K 0.02% +1,033 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 3,110 $216K 0.02% +343 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 3,100 $215K 0.03% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,094 $214K <0.01% -243 13F-HR/A Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,084 $214K <0.01% +814 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 3,080 $213K 0.09% +70 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,037 $213K <0.01% +615 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 3,062 $212K 0.17% +469 13F-HR Timeline Paradiem, LLC More: the full row for Paradiem, LLC 3,060 $212K 0.05% -5,806 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 3,057 $212K 0.02% +221 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 3,050 $211K 0.06% +200 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 3,037 $210K 0.01% -59 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 3,037 $210K 0.08% 0 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 3,017 $209K 0.11% -2,116 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 3,013 $209K 0.07% +920 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 3,008 $208K 0.03% +946 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 3,000 $208K 0.06% 0 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 3,000 $208K 0.16% 0 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 2,989 $207K 0.01% +885 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 2,980 $207K <0.01% -87,360 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 2,973 $206K 0.01% -338 13F-HR Timeline Group Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 2,950 $204K 0.12% new 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 2,950 $204K 0.11% new 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 2,945 $204K 0.04% -2,725 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2,935 $203K 0.02% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,925 $203K 0.01% +663 13F-HR Timeline Marest Capital, LLC More: the full row for Marest Capital, LLC 2,906 $201K 0.12% -5,614 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 2,900 $201K <0.01% new 13F-HR Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 2,888 $200K 0.14% new 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 2,887 $200K 0.02% 0 13F-HR Timeline Brooklands Fund Management Ltd More: the full row for Brooklands Fund Management Ltd 2,800 $194K 0.26% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,733 $189K 0.02% -14 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 2,674 $185K 0.02% +622 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 2,666 $185K 0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 2,404 $167K 0.01% +2,239 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 2,402 $166K 0.01% -2,743 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 2,393 $166K <0.01% new 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 2,301 $159K 0.12% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 2,251 $156K 0.11% -811 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,162 $152K 0.1% +1,936 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,174 $151K 0.01% -229 13F-HR Timeline DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 2,133 $148K 0.14% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 2,085 $144K 0.07% +2,061 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,959 $136K <0.01% +173 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 1,936 $134K <0.01% +608 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,902 $132K 0.1% +555 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,880 $130K 0.01% +417 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 1,852 $128K 0.05% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,845 $128K 0.07% +1,737 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 1,770 $123K 0.01% new 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 1,714 $119K <0.01% -33,570 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,651 $114K <0.01% -156 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 1,614 $112K 0.04% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,602 $111K <0.01% +251 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 1,573 $109K 0.02% +100 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,551 $107K <0.01% -588 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,544 $107K <0.01% +202 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,511 $105K 0.01% +900 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,500 $104K <0.01% +200 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,453 $101K 0.01% -1,837 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,423 $98.6K 0.01% -3,814 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 1,375 $95.3K 0.02% -9,136 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,350 $93.6K <0.01% -1,117 13F-HR Timeline City State Bank More: the full row for City State Bank 1,340 $92.9K 0.02% +320 13F-HR Timeline Avenir Tech Ltd More: the full row for Avenir Tech Ltd 1,250 $86.6K 0.01% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 1,231 $85.3K 0.06% -16 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,202 $83.3K 0.01% -315 13F-HR Timeline Trask Adam Roland More: the full row for Trask Adam Roland 1,184 $82.1K 0.08% 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,180 $81.8K 0.01% +117 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,172 $81.2K <0.01% -752 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,155 $79.6K 0.01% +849 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,138 $78.9K <0.01% -1,971 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 1,128 $78.2K 0.06% -717 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,087 $75.3K 0.02% -640 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 1,075 $74.5K 0.03% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 979 $67.8K 0.01% +470 13F-HR Timeline Group Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 975 $67.6K 0.01% 0 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 973 $67.4K 0.01% -62 13F-HR Timeline Quarry LP More: the full row for Quarry LP 912 $63.2K 0.01% -2,136 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 900 $62.4K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 894 $61.9K <0.01% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 872 $60.4K 0.01% +36 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 829 $57.5K 0.12% new 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 828 $57.4K 0.02% 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 827 $57.3K <0.01% +289 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 826 $57.2K 0.01% +570 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 780 $54.1K 0.01% -390 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 779 $54K 0.03% +92 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 767 $53.2K <0.01% 0 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 766 $53.1K 0.01% -382 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 752 $52K 0.04% -511 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 676 $46.8K <0.01% +134 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 650 $45K 0.01% +210 13F-HR Timeline