SALZHAUER MICHAEL in group SALZHAUER MICHAEL More: the full row for SALZHAUER MICHAEL 3,529 $258K 0.11% 0 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,464 $253K <0.01% -670 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 3,443 $252K <0.01% 0 13F-HR/A Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 3,287 $240K <0.01% -743 13F-HR/A Timeline Group CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 3,200 $234K <0.01% -1,216 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 3,092 $226K <0.01% -2,712 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 3,084 $225K 0.03% +1 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 3,055 $225K <0.01% -27 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 3,075 $225K <0.01% new 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,966 $217K <0.01% new 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 2,965 $217K 0.01% +1 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 2,916 $213K <0.01% -30 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 2,903 $212K <0.01% -474 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 2,865 $209K 0.01% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 2,862 $209K 0.05% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,793 $204K <0.01% -364 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 2,750 $201K 0.01% new 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 2,500 $183K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,430 $178K 0.02% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 2,383 $174K 0.01% 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 2,231 $163K 0.01% +4 13F-HR Timeline Group STRS OHIO More: the full row for STRS OHIO 2,200 $161K <0.01% +600 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 2,000 $146K 0.04% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,854 $136K <0.01% +1,786 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,780 $130K <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,527 $112K <0.01% +16 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 879 $64.8K <0.01% +53 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 836 $61.1K <0.01% +362 13F-HR/A Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 828 $60.6K <0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 825 $60.3K <0.01% +70 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 812 $59.3K <0.01% -45 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 738 $54K 0.03% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 705 $51.5K <0.01% +146 13F-HR Timeline Group Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 661 $48.3K 0.01% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 659 $48.2K <0.01% +213 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 650 $47.5K <0.01% +110 13F-HR Timeline Group S&T Bank/PA More: the full row for S&T Bank/PA 631 $46.1K 0.01% 0 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 600 $43.8K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 565 $41.3K <0.01% 0 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 554 $40.5K <0.01% +1 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 540 $39.5K <0.01% 0 13F-HR Timeline Group Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 424 $31K 0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 415 $30.3K <0.01% -3 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 401 $29.3K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 389 $28.4K <0.01% +3 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 379 $27.7K <0.01% +1 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 358 $26.7K <0.01% +224 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 342 $25K 0.02% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 329 $24K 0.01% 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 300 $21.9K <0.01% -14 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 285 $20.8K <0.01% new 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 283 $20.7K <0.01% +31 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 269 $19.7K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 260 $19K <0.01% -13 13F-HR Timeline Trust Co More: the full row for Trust Co 251 $18.3K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 246 $18K <0.01% +112 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 186 $13.6K 0.01% +2 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 182 $13.3K 0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 161 $11.8K 0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 159 $11.6K <0.01% -4 13F-HR Timeline Group Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 147 $10.7K 0.01% 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 146 $10.7K <0.01% -1 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 143 $10.4K 0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 126 $9.2K <0.01% +1 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 126 $9K <0.01% -142 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 118 $8.62K <0.01% +6 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 117 $8.55K <0.01% +48 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 114 $8.33K <0.01% +13 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 110 $8.04K <0.01% +8 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 104 $7.6K <0.01% -515 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 93 $6.8K <0.01% -126 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 78 $5.7K <0.01% -3,467 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 72 $5.26K <0.01% +8 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 71 $5.23K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 70 $5.08K <0.01% +1 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 65 $4.75K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 58 $4.24K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 54 $3.95K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 48 $3.51K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 48 $3.51K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 48 $3.51K <0.01% +2 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 45 $3.42K <0.01% new 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 37 $2.71K <0.01% 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 35 $2.56K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 33 $2.41K <0.01% -6 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 32 $2.34K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 30 $2.19K <0.01% 0 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 29 $2.13K <0.01% +12 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 27 $1.97K <0.01% -10 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 26 $1.9K <0.01% +21 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 26 $1.9K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 25 $1.83K <0.01% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 24 $1.75K <0.01% -34 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 19 $1.39K <0.01% -13 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 19 $1.39K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 17 $1.24K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 12 $877 <0.01% 0 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 11 $804 <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 7 $512 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 7 $512 <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 7 $512 <0.01% 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 6 $442 <0.01% +3 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 6 $442 <0.01% 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 6 $439 <0.01% 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 4 $293 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 4 $293 <0.01% +2 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4 $292 <0.01% +1 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4 $292 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 3 $220 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $220 <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1 $73 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1 $70 <0.01% new 13F-HR Timeline