MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,440,023 $214M 0.01% +432,620 13F-HR/A Timeline Group MENORA MIVTACHIM HOLDINGS LTD. in group MENORA MIVTACHIM HOLDINGS LTD. More: the full row for MENORA MIVTACHIM HOLDINGS LTD. 2,561,450 $159M 0.75% -1,385,000 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/ 1,733,087 $108M 0.01% +22,365 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,516,647 $94.3M 0.03% -10,690 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,023,971 $63.6M -25,889 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 990,933 $61.6M 0.01% -19,867 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 762,405 $47.4M 0.01% +17,355 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 654,330 $40.7M 0.01% +21,022 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 631,552 $39.3M 0.01% -12,733 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 418,622 $26M 0.43% +15,790 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 328,593 $20.5M <0.01% -512 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 325,151 $20.2M 0.02% -6,340 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 312,108 $19.4M 0.03% -18,416 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 292,731 $18.9M 0.03% +1,388 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 299,530 $18.6M 0.71% -2,890 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 285,784 $17.8M 0.23% new 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 252,529 $15.7M 0.01% +242,966 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 252,479 $15.7M 0.23% -16,209 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 245,086 $15.2M 0.02% -41,597 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 230,481 $14.3M <0.01% -17,716 13F-HR/A Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 215,196 $13.4M 0.31% +21,988 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 207,281 $12.9M 0.07% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 204,944 $12.7M 0.02% -24,054 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 203,032 $12.6M 0.01% +156,046 13F-HR Timeline Group ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 202,744 $12.6M 1.82% +1,439 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 189,419 $11.8M 0.01% +22,362 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 187,253 $11.6M 0.01% +9,725 13F-HR Timeline Group Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 173,273 $10.8M 0.38% -7,294 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 167,200 $10.4M 0.02% -39,200 13F-HR Timeline Group SAVA PENZISKO DRUSHTVO A.D. SKOPJE More: the full row for SAVA PENZISKO DRUSHTVO A.D. SKOPJE 145,148 $9.02M 2.91% 0 13F-HR Timeline REDSTONE WEALTH MANAGEMENT, LLC More: the full row for REDSTONE WEALTH MANAGEMENT, LLC 142,349 $8.85M 6.99% 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 140,818 $8.75M 0.06% -2,711 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 140,187 $8.71M 0.02% -2,475 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 137,575 $8.55M 0.01% +4,149 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 136,883 $8.51M 0.78% -891 13F-HR Timeline CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 130,475 $8.11M 3.07% -475 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 125,892 $7.82M 0.02% +4,313 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 117,866 $7.33M 1.71% +25 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 117,844 $7.32M <0.01% -373,030 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 110,690 $6.88M 0.56% +3,292 13F-HR Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 110,605 $6.87M 0.01% new 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 109,850 $6.83M 0.02% -435 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 109,644 $6.81M 0.03% +1,981 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 107,345 $6.67M 1.71% -5,911 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 102,523 $6.37M 2.92% +257 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 101,260 $6.29M 0.01% -2,441 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 101,032 $6.28M 0.01% -2,668 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 101,007 $6.28M 0.27% +1,505 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 95,989 $5.97M 0.03% 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 94,525 $5.88M 1.23% new 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 93,165 $5.79M 0.49% -1,766 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 91,406 $5.68M 0.27% -5,031 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 91,345 $5.68M 0.01% -5,875 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 90,907 $5.65M 0.07% -1,815 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 90,526 $5.63M <0.01% -7,934 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 84,687 $5.26M 0.01% -1,141 13F-HR Timeline Group J. Goldman & Co LP More: the full row for J. Goldman & Co LP 83,942 $5.22M 0.2% +10,604 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 81,859 $5.09M 0.14% +2,331 13F-HR/A Timeline Group Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 81,740 $5.08M 0.97% +3,005 13F-HR/A Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 77,633 $4.83M 0.22% +1,339 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 74,354 $4.62M 2.2% -257 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 73,043 $4.54M -3,726 Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 71,244 $4.43M 0.11% -1,026 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 68,842 $4.28M 0.07% +10,711 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 68,767 $4.27M 0.01% -2,937 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 67,677 $4.21M 0.02% -4,845 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 67,259 $4.18M <0.01% -4,060 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 65,836 $4.09M 0.26% +630 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 65,425 $4.07M 0.29% +1,785 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 65,287 $4.06M -1,670 Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 63,386 $3.94M 0.23% -430 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 62,593 $3.89M +3,147 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 59,858 $3.72M 0.14% new 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 59,805 $3.72M 0.71% +151 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 59,787 $3.72M 0.01% +7,270 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) 59,016 $3.67M 0.09% +26,555 13F-HR Timeline Group CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 57,055 $3.55M 0.76% -819 13F-HR Timeline Econ Financial Services Corp More: the full row for Econ Financial Services Corp 56,807 $3.53M 1.77% -4,280 13F-HR Timeline Somerset Group LLC More: the full row for Somerset Group LLC 53,937 $3.47M 2.61% -135 13F-HR Timeline Walleye Trading LLC in group Walleye Capital LLC More: the full row for Walleye Trading LLC 54,396 $3.38M 0.05% -265 13F-HR Timeline Group Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 49,852 $3.21M 0.13% -1,170 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 51,500 $3.2M 0.14% +2,622 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 50,846 $3.16M 0.19% +460 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 50,145 $3.12M 0.01% -8,622 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 50,031 $3.11M 0.11% +36,003 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 49,613 $3.08M 0.06% -1,679 13F-HR/A Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 49,557 $3.08M 0.97% +49,489 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 49,552 $3.08M <0.01% +12,135 13F-HR Timeline Group NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 48,970 $3.04M 0.65% -150 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 48,863 $3.04M 0.23% -5,208 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 50,113 $3.02M 0.07% +2,520 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 47,516 $2.95M 0.02% +6,107 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 46,273 $2.88M 0.01% -5,916 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 45,903 $2.85M <0.01% -7,125 13F-HR/A Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 45,366 $2.82M <0.01% -29,027 13F-HR/A Timeline Group Evergreen Wealth Partners LLC More: the full row for Evergreen Wealth Partners LLC 43,303 $2.69M 2.27% 13F-HR Timeline Concord Investment Counsel Inc. More: the full row for Concord Investment Counsel Inc. 42,849 $2.66M 0.86% -1,601 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 40,981 $2.55M <0.01% +8,475 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 40,293 $2.5M <0.01% +128 13F-HR Timeline Group Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 40,252 $2.5M 1.01% -4,951 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 38,736 $2.41M 0.01% +31,392 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 37,101 $2.31M <0.01% -29,083 13F-HR Timeline Group WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 36,902 $2.29M 0.06% -488 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 34,913 $2.17M 0.04% -693 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 34,860 $2.17M <0.01% +214 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 34,778 $2.16M 0.03% -891 13F-HR Timeline Group Vision Retirement, LLC More: the full row for Vision Retirement, LLC 33,818 $2.1M 0.56% 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 33,801 $2.1M 0.05% +654 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 33,170 $2.06M <0.01% +509 13F-HR/A Timeline Group GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 32,488 $2.02M 0.89% +118 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 31,562 $1.96M 0.11% new 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 31,383 $1.95M 1.83% 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 31,784 $1.86M 0.05% -41,901 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 29,375 $1.83M 0.02% -60 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 29,278 $1.82M 0.19% +1,085 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 29,160 $1.81M 1.13% -5,120 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 29,100 $1.81M <0.01% +20,200 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 29,077 $1.81M 0.65% -1,769 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 28,799 $1.79M 0.43% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 28,714 $1.78M <0.01% -678 13F-HR Timeline Group Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 28,680 $1.78M 0.24% +4,657 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 28,642 $1.78M 0.01% -2,393 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 28,365 $1.76M <0.01% +24,000 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 28,110 $1.75M 0.04% +913 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 27,987 $1.74M 1.25% -4,310 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 27,515 $1.71M 0.03% -145 13F-HR/A Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 27,098 $1.68M 0.01% -1,835 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 26,869 $1.67M 0.01% -2,712 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 26,783 $1.66M 0.05% -3,329 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 26,710 $1.66M 0.05% +2,425 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 26,656 $1.66M 0.53% +735 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 26,913 $1.63M 0.01% +1,045 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 25,156 $1.56M <0.01% -616 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 24,845 $1.54M 0.07% -131 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 24,549 $1.53M 0.01% +349 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 24,315 $1.51M 0.06% +22,246 13F-HR Timeline Group Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 23,942 $1.49M 0.06% +6,041 13F-HR Timeline Group TPG Advisors LLC More: the full row for TPG Advisors LLC 23,508 $1.46M 0.91% -187 13F-HR Timeline Titiun Yejiel More: the full row for Titiun Yejiel 23,063 $1.43M 1.76% 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 22,967 $1.43M 0.69% -225 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 22,732 $1.41M 0.34% +395 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 22,593 $1.4M 0.05% +1,950 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 22,343 $1.39M 0.07% +1,870 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 22,343 $1.39M 0.22% -550 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 21,990 $1.37M 0.01% +77 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 21,631 $1.34M 0.08% +376 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 21,527 $1.34M 0.07% +17,170 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 21,315 $1.32M 0.02% -259 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 21,229 $1.32M 0.02% -345 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 21,021 $1.31M 0.03% -3,631 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 21,090 $1.27M 0.32% 0 13F-HR Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 20,284 $1.26M 0.45% -1,345 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 19,955 $1.24M 0.01% +1,170 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 19,933 $1.24M <0.01% new 13F-HR Timeline Group Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 19,766 $1.23M 0.37% -846 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 19,286 $1.2M 0.02% +840 13F-HR/A Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 18,770 $1.17M 0.29% -1,910 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 18,337 $1.14M 0.7% -242 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 18,136 $1.13M 0.3% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 18,004 $1.12M 0.03% -3,312 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 17,900 $1.11M 0.31% 0 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 17,710 $1.1M 0.24% 0 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 17,500 $1.09M 0.06% +7,500 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 17,423 $1.08M 0.01% -6 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 17,247 $1.07M 0.39% -3,063 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 17,168 $1.07M 0.06% +16,907 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 16,868 $1.05M <0.01% -1,216 13F-HR Timeline Group Mathes Company, Inc. More: the full row for Mathes Company, Inc. 16,570 $1.03M 0.37% 0 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 16,302 $1.01M 0.41% +26 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 16,288 $1.01M 0.1% -1,179 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 16,014 $995K 0.98% -95 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 16,000 $994K 0.49% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 15,811 $983K 0.01% +4,524 13F-HR Timeline Group Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 15,643 $972K 0.2% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 15,566 $967K 0.05% -513 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 15,519 $965K 0.08% -678 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 15,307 $951K <0.01% 0 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 15,154 $942K <0.01% +2,897 13F-HR Timeline Group LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 14,740 $916K 0.27% +150 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 14,449 $898K 0.01% +7,216 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 14,424 $896K 0.23% +3,929 13F-HR Timeline Solutions 4 Wealth, Ltd More: the full row for Solutions 4 Wealth, Ltd 14,315 $890K 1.34% -953 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 14,229 $884K 0.03% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 14,215 $883K 0.02% -1,225 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 14,106 $877K 0.01% -2,028 13F-HR Timeline Group Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 13,883 $863K 0.04% +2,564 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 13,802 $858K -349 Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 13,698 $851K 0.18% new 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 13,693 $851K 0.01% new 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 13,625 $847K 0.03% 0 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 13,591 $845K 0.02% -139 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 13,497 $839K 0.04% -481 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 13,420 $834K 0.01% +1,690 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 12,917 $809K 0.01% +175 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 12,980 $807K 0.02% -904 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 12,683 $788K 0.01% -431 13F-HR Timeline Group SPINNAKER TRUST More: the full row for SPINNAKER TRUST 12,604 $783K 0.04% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 12,301 $764K 0.02% +454 13F-HR Timeline Variant Private Wealth, LLC More: the full row for Variant Private Wealth, LLC 12,205 $759K 0.79% -9,984 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 12,163 $756K 0.01% +1 13F-HR Timeline