Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,915 $153K <0.01% -3 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1,885 $151K 0.03% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,867 $149K 0.11% +1,050 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,861 $149K 0.01% -34 13F-HR Timeline Zurcher Kantonalbank (Zurich Cantonalba… More: the full row for Zurcher Kantonalbank (Zurich Cantonalbank) 1,873 $145K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,738 $139K <0.01% -6,464 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,638 $132K <0.01% +768 13F-HR Timeline Group Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,637 $131K 0.07% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,629 $130K 0.01% +1,514 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 1,580 $126K 0.05% new 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 1,550 $124K 0.01% -250 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,521 $118K <0.01% +43 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,430 $114K <0.01% new 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 1,403 $112K 0.08% -472 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 1,405 $112K 0.01% -37,177 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 1,399 $112K 0.11% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,302 $104K 0.02% new 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 1,300 $104K 0.03% new 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 1,148 $91.9K 0.01% new 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,121 $89.7K 0.01% +115 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 1,110 $88.9K 0.05% new 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 1,077 $86.2K 0.07% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 1,070 $85.7K 0.06% -317 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,010 $80.9K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,000 $80K 0.04% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 995 $79.7K 0.01% +510 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 974 $78K 0.04% -101,968 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 929 $74.4K 0.01% -946 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 905 $72.4K <0.01% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 900 $72K <0.01% new 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 885 $71K 0.02% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 870 $69.6K <0.01% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 863 $69.1K 0.02% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 850 $68K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 805 $64.4K <0.01% -284 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 794 $63.6K 0.01% +479 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 775 $62K 0.02% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 750 $60K 0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 744 $59.6K <0.01% -28 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 682 $54.6K 0.02% +120 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 655 $52.4K <0.01% 0 13F-HR Timeline Group DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 625 $50K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 600 $48.1K 0.01% +500 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 569 $45.5K 0.01% +444 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 565 $45.2K 0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 558 $44.7K <0.01% +258 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 6,100 $44.5K 0.01% -40,000 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 540 $43.2K <0.01% 0 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 525 $42K 0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 512 $41K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 506 $40.5K <0.01% -5,335 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 500 $40K 0.01% 0 13F-HR Timeline Longitude (Cayman) Ltd. More: the full row for Longitude (Cayman) Ltd. 500 $40K 0.03% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 500 $40K 0.01% 0 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 500 $40K 0.02% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 480 $38.4K <0.01% +40 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 473 $37.9K 0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 467 $37.4K 0.01% -215 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 450 $36K <0.01% 0 13F-HR Timeline Vanguard National Trust Co in group VANGUARD GROUP INC More: the full row for Vanguard National Trust Co 425 $34K <0.01% 13F-HR Timeline Group Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 420 $33.6K 0.02% 0 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 407 $31.6K 0.01% new 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 1,000 $31K <0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 380 $30.4K <0.01% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 375 $30K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 371 $29.7K <0.01% +124 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 366 $29.2K <0.01% -62 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 353 $28.3K 0.01% +30 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 350 $28K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 350 $28K <0.01% -14 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 323 $25.8K <0.01% +248 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 320 $25.7K <0.01% -8,398 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 318 $25.5K 0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 315 $25.2K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 295 $24K 0.02% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 290 $23.2K <0.01% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 280 $22.4K 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 277 $22.2K <0.01% +242 13F-HR Timeline Group STEPH & CO More: the full row for STEPH & CO 275 $22K 0.01% new 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 275 $22K <0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 265 $21.2K 0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 260 $20.8K <0.01% 0 13F-HR Timeline PURSUIT WEALTH STRATEGIES, LLC More: the full row for PURSUIT WEALTH STRATEGIES, LLC 250 $20K 0.03% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 225 $18K 0.01% +31 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 218 $17.5K <0.01% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 207 $16.6K 0.01% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 200 $16K 0.01% +100 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 200 $16K <0.01% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 200 $16K <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 200 $16K <0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 195 $15.6K <0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 190 $15.2K 0.01% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 180 $14.4K <0.01% new 13F-HR Timeline REICON WEALTH ADVISORS, LLC More: the full row for REICON WEALTH ADVISORS, LLC 180 $14.4K 0.01% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 170 $13.6K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 164 $13.2K <0.01% -5,072 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 164 $13.1K <0.01% new 13F-HR/A Timeline Group FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 115 $12.6K 0.01% 0 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 160 $12.4K <0.01% -465 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 151 $12.1K 0.01% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 149 $11.9K <0.01% -224 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 147 $11.8K <0.01% new 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 129 $10.3K <0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 125 $10K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LM Advisors LLC More: the full row for LM Advisors LLC 789 $9.86K 0.16% +570 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 120 $9.61K <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 115 $9.22K 0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 100 $8.83K <0.01% new 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 110 $8.81K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 100 $8.01K 0.01% 0 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 100 $8.01K <0.01% 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 100 $8K <0.01% 0 13F-HR Timeline Group Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 94 $8K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 96 $7.68K <0.01% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 89 $7.12K <0.01% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 88 $7.04K <0.01% new 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 85 $6.8K <0.01% new 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 75 $6.04K <0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 75 $6.04K <0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 70 $5.6K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 70 $5.6K <0.01% new 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 68 $5.44K <0.01% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 66 $5.28K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 66 $5.28K <0.01% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 60 $4.8K <0.01% new 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 59 $4.72K <0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 56 $4.48K <0.01% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 55 $4.41K <0.01% -6,594 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 55 $4.4K <0.01% 0 13F-HR Timeline Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 50 $4K <0.01% new 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 50 $4K <0.01% -418 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 48 $3.84K <0.01% new 13F-HR Timeline Group Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 43 $3.44K <0.01% new 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 40 $3.2K <0.01% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 40 $3.2K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 37 $2.96K <0.01% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 35 $2.8K <0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 26 $2.08K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 25 $2K <0.01% -280 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 28 $2K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Blue Trust, Inc. More: the full row for Blue Trust, Inc. 23 $1.84K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 20 $1.6K <0.01% new 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 18 $1.44K <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 17 $1.36K <0.01% -276 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 15 $1.2K <0.01% new 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 12 $1K <0.01% new 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 12 $961 <0.01% new 13F-HR Timeline Group Go Invest LLC More: the full row for Go Invest LLC 11 $889 <0.01% +1 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 10 $802 <0.01% 0 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $801 <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 10 $801 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 10 $800 <0.01% new 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 8 $641 <0.01% +4 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 7 $560 <0.01% new 13F-HR Timeline