MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,549,908 $126M 0.01% -678,388 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 2,513,300 $124M 0.09% +1,396,300 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 2,119,844 $105M 0.05% +166,972 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/ 1,912,214 $94.5M 0.01% +567,299 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,178,001 $58.2M 0.01% -111,683 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,136,070 $56.1M 0.01% +406,387 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 877,517 $43.4M 0.01% -291,978 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 872,938 $43.1M -77,484 Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 680,069 $33.6M 0.57% new 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 672,660 $33.2M 0.01% -228,948 13F-HR Timeline Group D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 667,627 $33M 0.02% +338,438 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 658,740 $32.5M 0.01% +4,089 13F-HR Timeline Group MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 621,621 $30.7M 0.03% +532,128 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 548,004 $27.1M <0.01% -1,229,792 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 419,481 $20.7M 0.27% -17,889 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 394,591 $19.5M 0.06% +284,729 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 376,493 $18.6M 0.23% +89,764 13F-HR Timeline TD Asset Management Inc More: the full row for TD Asset Management Inc 367,200 $18.1M 0.02% new 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 356,119 $17.6M <0.01% +26,517 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 316,762 $15.7M 0.01% +268,231 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 278,094 $14.5M 0.14% +277,464 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 273,580 $13.5M 0.45% -19,395 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 250,115 $12.4M 0.23% +23,372 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 250,020 $12.4M 0.01% new 13F-HR Timeline Group REDSTONE WEALTH MANAGEMENT, LLC More: the full row for REDSTONE WEALTH MANAGEMENT, LLC 233,348 $11.5M 7.52% +92,347 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 231,147 $11.4M 2.09% +143,227 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 226,567 $11.2M 0.01% -22,842 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 209,746 $10.4M 0.01% -103,934 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 200,285 $9.9M 1.29% -11,576 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 197,443 $9.76M 0.01% +522 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 184,550 $9.47M 0.02% -3,643 13F-HR Timeline SAVA PENZISKO DRUSHTVO A.D. SKOPJE More: the full row for SAVA PENZISKO DRUSHTVO A.D. SKOPJE 198,379 $9.15M 2.44% +16,098 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 179,007 $8.85M 0.01% +21,656 13F-HR Timeline Group Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 178,122 $8.8M 0.01% -4,809 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 170,933 $8.45M 0.02% +67,785 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 161,648 $8.25M <0.01% -27,252 13F-HR Timeline Group ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 157,345 $7.77M 0.75% +55,065 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 154,893 $7.65M 0.01% +43,629 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 153,972 $7.61M 0.01% +25,328 13F-HR/A Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 149,105 $7.56M <0.01% +5,395 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 135,649 $6.7M 0.32% +68,616 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 134,066 $6.62M 0.51% new 13F-HR Timeline CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 131,470 $6.5M 2.29% +1,240 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 125,665 $6.21M 2.51% +23,731 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 117,570 $6.14M 0.11% +117,184 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 114,080 $5.62M 3.42% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 108,904 $5.38M 0.01% -298 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 103,983 $5.14M 0.03% -37,111 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 102,552 $5.07M 0.01% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 99,693 $4.93M <0.01% +32,947 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 98,494 $4.87M 0.02% +7,588 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 96,571 $4.77M 1.1% -4,546 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 95,487 $4.72M 0.01% -14,601 13F-HR/A Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 93,753 $4.63M 0.87% -802 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 93,677 $4.63M 0.5% +82,065 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 89,149 $4.41M 0.17% +11,655 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 88,308 $4.36M 0.17% -11,495 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 86,557 $4.28M 0.05% -1,162 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 84,598 $4.18M +14,680 Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 84,282 $4.16M 0.11% -90,501 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 83,942 $4.15M 0.15% 0 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 80,072 $3.96M 0.3% -8,828 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 77,986 $3.85M 0.06% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 75,655 $3.74M 0.01% +13,341 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 66,463 $3.28M 0.08% -4,148 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. 63,955 $3.16M <0.01% -2,984 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 63,754 $3.15M 0.04% -2,812 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 59,753 $2.95M <0.01% -2,557 13F-HR Timeline Group Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 58,821 $2.91M 0.15% +1,145 13F-HR Timeline Cauble & Harre Wealth Management, Inc. More: the full row for Cauble & Harre Wealth Management, Inc. 58,768 $2.9M 2.33% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 56,760 $2.8M 0.6% +44,799 13F-HR/A Timeline LM Advisors LLC More: the full row for LM Advisors LLC 55,197 $2.73M 0.32% +52,106 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 55,233 $2.73M -9,627 Timeline Somerset Group LLC More: the full row for Somerset Group LLC 52,231 $2.68M 1.88% -1,870 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 54,190 $2.68M 0.07% new 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 53,719 $2.65M 0.1% +1,860 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 53,559 $2.65M <0.01% -305 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 53,353 $2.64M <0.01% +21,981 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 53,213 $2.63M <0.01% -6,151 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 50,622 $2.5M 0.13% -268 13F-HR Timeline O'Connor Alternative Investments LLC More: the full row for O'Connor Alternative Investments LLC 50,000 $2.47M 0.18% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 49,491 $2.45M 0.12% -1,643 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 49,239 $2.44M 0.01% +382 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 47,760 $2.4M 0.45% -700 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 44,262 $2.24M 0.12% -27,916 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 44,958 $2.22M <0.01% -29,497 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 44,370 $2.19M <0.01% +7,876 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 44,153 $2.18M 0.04% -4,323 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 43,896 $2.17M 0.12% new 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 42,783 $2.11M 0.01% new 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 42,498 $2.1M 0.04% +17,694 13F-HR Timeline Group Certified Advisory Corp More: the full row for Certified Advisory Corp 42,418 $2.1M 0.17% -89,251 13F-HR Timeline Concord Investment Counsel Inc. More: the full row for Concord Investment Counsel Inc. 42,288 $2.09M 0.57% -149 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 41,500 $2.05M <0.01% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 41,061 $2.03M 0.04% new 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 40,948 $2.02M 0.05% +5,701 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 40,497 $2M <0.01% -107,222 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 39,617 $1.96M 0.01% +12,347 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 37,348 $1.85M <0.01% -2,977 13F-HR Timeline Group Corient Private Wealth LP group of 2 filers holding More: the full row for Corient Private Wealth LP 36,727 $1.81M -4,493 Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 36,151 $1.79M <0.01% -8,500 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 36,043 $1.78M <0.01% +28,889 13F-HR Timeline Group SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 35,868 $1.77M 0.03% +6,863 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 34,759 $1.72M 0.03% +6,807 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 34,313 $1.7M 0.02% -455 13F-HR Timeline Group Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 33,420 $1.65M 0.59% -1,562 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 33,273 $1.64M <0.01% +47 13F-HR Timeline Group QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 33,134 $1.64M 0.35% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 33,111 $1.64M 0.01% -399 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 32,789 $1.62M 0.07% -807 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 32,692 $1.62M 0.18% -1,603 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 31,811 $1.57M <0.01% -2,840 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 31,341 $1.55M 0.04% +3,294 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 30,612 $1.51M 0.03% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 30,566 $1.51M 0.04% new 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 30,445 $1.5M 0.03% -3,850 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 30,128 $1.49M -5,199 Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 30,091 $1.49M 0.6% -2,297 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 29,444 $1.45M 0.13% -338 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 29,078 $1.44M 0.02% -1,913 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 28,147 $1.39M 0.05% +3,510 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 27,387 $1.35M 0.03% -442 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 27,178 $1.34M 0.01% new 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 26,346 $1.3M 0.01% -16,595 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 26,120 $1.29M 0.33% +11,180 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 25,958 $1.28M 0.34% -1,175 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 25,909 $1.28M 0.05% +1,579 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 25,730 $1.27M 0.01% -297 13F-HR Timeline MENORA MIVTACHIM HOLDINGS LTD. in group MENORA MIVTACHIM HOLDINGS LTD. More: the full row for MENORA MIVTACHIM HOLDINGS LTD. 25,000 $1.24M <0.01% -49,648 13F-HR Timeline Group Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 24,502 $1.21M 0.66% -2,822 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 24,326 $1.2M 0.03% -2,264 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 24,266 $1.2M 0.33% +2,225 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 24,099 $1.19M 0.01% 0 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 23,882 $1.18M <0.01% -2,603 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 23,495 $1.16M 0.01% -5,310 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 23,190 $1.15M 0.94% -6,088 13F-HR Timeline Titiun Yejiel More: the full row for Titiun Yejiel 23,063 $1.14M 0.99% 0 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 23,055 $1.14M 0.59% -3,845 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 22,936 $1.13M 0.02% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 22,757 $1.12M 0.01% +10,860 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 22,528 $1.12M 0.01% -219 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 21,552 $1.12M 0.22% +8,641 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 21,993 $1.09M 0.35% -4,429 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 21,577 $1.07M 0.13% -5,404 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 21,518 $1.06M 0.03% +4,101 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 21,126 $1.04M <0.01% +10,410 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 21,093 $1.04M 0.23% +1 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 21,026 $1.04M 0.43% -1,875 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 20,915 $1.03M 0.04% -529 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 20,795 $1.03M 0.28% new 13F-HR Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 19,127 $1.02M 0.34% 0 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 20,583 $1.02M 0.22% -2,324 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 20,582 $1.02M 0.15% -1,224 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 19,052 $1.01M 0.02% -1 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 19,129 $1.01M <0.01% +14,221 13F-HR Timeline OPTIMAS CAPITAL Ltd More: the full row for OPTIMAS CAPITAL Ltd 19,900 $983K 1.51% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 19,490 $963K 0.01% +3,069 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 18,343 $906K 0.02% new 13F-HR Timeline Group BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 17,900 $884K 0.22% 0 13F-HR Timeline Evergreen Wealth Partners LLC More: the full row for Evergreen Wealth Partners LLC 17,764 $878K 0.53% -9,150 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 17,710 $875K 0.17% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 17,555 $867K 0.02% -3,126 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 17,145 $847K <0.01% -993 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 16,985 $839K 0.03% 0 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 16,922 $836K 0.46% -1,307 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 16,487 $815K 0.29% +133 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 16,000 $791K 0.29% 0 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 15,656 $774K 0.66% -384 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 15,654 $773K 0.03% +2,650 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 14,723 $773K 0.42% -2,188 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 15,511 $766K <0.01% new 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 15,400 $761K 0.01% +705 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 15,199 $751K 0.01% new 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 15,064 $744K 0.02% +1,439 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 14,993 $741K 0.01% +2,178 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 13,553 $714K 0.05% +2,234 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 14,164 $700K 0.01% -734 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 13,909 $687K <0.01% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 13,809 $682K <0.01% -384 13F-HR Timeline Group Seven Fleet Capital Management LP More: the full row for Seven Fleet Capital Management LP 13,800 $682K 0.11% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 13,378 $669K 0.01% -976 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 13,373 $661K 0.02% -943 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 13,136 $649K 0.01% -1,120 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 13,097 $647K 0.16% -5,426 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 12,948 $640K 0.17% -502 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 12,728 $629K 0.11% new 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 12,678 $626K 0.02% -1,124 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 12,611 $623K 0.04% +5,199 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 12,604 $623K 0.03% 0 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 12,406 $613K <0.01% 0 13F-HR Timeline Group AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 12,186 $602K 0.21% +1,162 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 12,127 $599K <0.01% +608 13F-HR Timeline Variant Private Wealth, LLC More: the full row for Variant Private Wealth, LLC 12,123 $599K 0.67% -90 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 11,962 $591K 0.33% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 11,788 $582K 0.02% +301 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 11,770 $582K 0.18% -4,800 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 11,737 $580K <0.01% +673 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 11,721 $579K <0.01% +5,466 13F-HR Timeline Group Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 11,716 $579K 0.05% +101 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 11,655 $575K 0.14% -108 13F-HR Timeline