Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 3,080 $504K 0.03% +131 13F-HR Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 3,044 $498K 0.09% -1,992 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 2,969 $485K 0.26% new 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 2,968 $485K 0.01% +197 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 2,947 $482K 0.06% +241 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 2,947 $482K 0.01% +178 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,934 $480K 0.04% +26 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 4,412 $470K 0.02% +2,912 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 2,841 $465K 0.06% -8 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,810 $459K 0.01% -29 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 2,808 $459K 0.05% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,765 $452K 0.01% -398 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 2,763 $452K <0.01% new 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 2,719 $445K <0.01% -672 13F-HR Timeline GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 2,700 $442K <0.01% +860 13F-HR Timeline Group Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 2,500 $409K 0.08% 0 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 2,499 $409K 0.01% -1,617 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 2,458 $402K 0.04% -12,274 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 2,445 $400K 0.03% +1,800 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 2,424 $396K 0.12% -244 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 2,347 $384K 0.02% +1,829 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 2,338 $382K 0.03% -61 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,291 $375K 0.01% -31 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,291 $375K 0.01% +266 13F-HR/A Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,260 $370K 0.01% +229 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 2,214 $362K <0.01% -263 13F-HR Timeline Group OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 2,204 $360K <0.01% new 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 2,203 $360K 0.19% +146 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 2,199 $360K 0.1% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,162 $356K <0.01% -154 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 2,170 $355K 0.28% -540 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 2,161 $353K <0.01% +264 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,141 $350K 0.04% -109 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 2,138 $350K 0.01% new 13F-HR Timeline Group Keenan, LLC More: the full row for Keenan, LLC 2,121 $347K 0.29% 0 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 2,119 $346K 0.05% +1,755 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,089 $342K <0.01% +18 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 2,076 $339K <0.01% -69 13F-HR Timeline Group Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 2,041 $334K 0.01% -123 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,040 $334K <0.01% +206 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,031 $333K 0.05% 0 13F-HR Timeline Group Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 2,020 $330K 0.21% 0 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 2,010 $329K <0.01% new 13F-HR Timeline Group JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 2,003 $328K 0.1% -61 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,000 $327K 0.02% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,991 $326K 0.01% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 1,980 $324K <0.01% +427 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 1,966 $321K 0.04% new 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 1,916 $313K <0.01% +98 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,913 $313K 0.04% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,908 $312K <0.01% +331 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 2,000 $307K 0.08% 0 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 1,844 $302K 0.11% new 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,828 $299K 0.02% +27 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,814 $297K 0.01% +141 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,789 $293K <0.01% +142 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,786 $292K <0.01% +468 13F-HR Timeline American Trust More: the full row for American Trust 1,710 $280K 0.02% +196 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,697 $277K 0.02% new 13F-HR Timeline VARCOV Co. More: the full row for VARCOV Co. 1,649 $270K 0.1% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,747 $268K 0.01% +304 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,594 $261K 0.03% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,529 $250K 0.01% -111 13F-HR Timeline ANB BANK More: the full row for ANB BANK 1,507 $246K 0.1% -441 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,503 $246K 0.08% -70 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 1,502 $246K <0.01% -135 13F-HR Timeline Group Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 1,501 $245K 0.02% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,485 $243K 0.01% +35 13F-HR Timeline Group Allegheny Financial Group More: the full row for Allegheny Financial Group 1,479 $242K 0.03% -2 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 1,434 $234K <0.01% +35 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,433 $234K 0.01% +262 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 1,422 $233K <0.01% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,421 $232K 0.02% +28 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 1,704 $230K <0.01% new 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,389 $227K <0.01% new 13F-HR Timeline Group OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,334 $218K <0.01% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,325 $217K 0.02% +54 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 1,307 $214K <0.01% -1,224 13F-HR Timeline Group JGP Global Gestao de Recursos Ltda. More: the full row for JGP Global Gestao de Recursos Ltda. 1,296 $212K 0.95% -1,203 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 1,275 $208K 0.1% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,270 $208K 0.01% -1,730 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 1,264 $207K 0.01% -176 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 1,253 $205K 0.1% -129 13F-HR Timeline Morgan Creek Capital Management, LLC More: the full row for Morgan Creek Capital Management, LLC 1,251 $205K 0.14% new 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 1,244 $203K 0.12% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,227 $201K <0.01% +672 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 1,200 $196K 0.13% +500 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,165 $190K <0.01% +279 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,083 $177K 0.01% -23 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1,084 $177K <0.01% new 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 1,048 $171K 0.02% -25 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,033 $170K 0.04% +5 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,017 $166K 0.02% -3 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 936 $153K <0.01% -81,449 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 826 $135K <0.01% +79 13F-HR/A Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 823 $135K <0.01% -145 13F-HR Timeline Group E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 816 $133K 0.06% +103 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 765 $125K <0.01% 0 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 758 $124K 0.01% +410 13F-HR Timeline Group Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 743 $121K 0.01% new 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 730 $119K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 726 $119K <0.01% +91 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 723 $118K 0.01% -120 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 699 $115K 0.01% +369 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 701 $115K <0.01% -8 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 662 $108K 0.03% +42 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 616 $101K 0.01% +573 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 445 $72.8K <0.01% -259 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 444 $72.7K <0.01% +206 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 439 $71.8K 0.03% +107 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 414 $67.7K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 376 $61.5K 0.01% +136 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 333 $54.5K 0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 326 $53.3K 0.06% -1,095 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 324 $53K <0.01% -16 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 304 $49.7K <0.01% -564 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 300 $49.5K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 287 $46.9K <0.01% +44 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 284 $46.4K <0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 283 $46.3K <0.01% -147 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 280 $45.8K 0.02% 0 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 250 $40.9K 0.02% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 247 $40.4K <0.01% -9 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 240 $39.2K 0.02% new 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 240 $39K <0.01% -3,365 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 238 $38.9K <0.01% +51 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 228 $37.3K <0.01% +10 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 219 $35.8K 0.01% +135 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 214 $35K <0.01% 0 13F-HR Timeline Group Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 200 $32.7K 0.01% -2 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 175 $28.6K <0.01% new 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 184 $28.2K <0.01% 0 13F-HR Timeline Group J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 161 $26.3K <0.01% +136 13F-HR Timeline CX Institutional More: the full row for CX Institutional 150 $25K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 152 $24.9K <0.01% -215 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 143 $23.4K <0.01% new 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 219 $23.4K 0.01% -16 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 137 $22.4K 0.02% 0 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 150 $21.1K <0.01% -1,740 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 122 $19.9K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 120 $19.6K <0.01% +34 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 118 $19.3K <0.01% new 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 115 $18.8K 0.01% 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 114 $18.6K 0.01% +52 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 108 $17.7K <0.01% -814 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 99 $16.2K 0.01% -19 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 86 $14K 0.01% -81 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 84 $13.7K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 79 $13K <0.01% -35 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 77 $12.6K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 76 $12.4K <0.01% -45 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 74 $12.1K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 72 $11.8K <0.01% +36 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 71 $11.6K <0.01% +23 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 70 $11.5K <0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 69 $11.3K <0.01% +1 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 68 $11.1K <0.01% new 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 62 $10.1K 0.06% 0 13F-HR Timeline Group Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 57 $9.32K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 57 $9.32K <0.01% +22 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 55 $8.93K <0.01% +3 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 54 $8.83K <0.01% +1 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 52 $8.5K <0.01% +3 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 60 $8.37K <0.01% +22 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 50 $8.18K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 43 $7.03K <0.01% +21 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 42 $6.87K <0.01% +14 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 41 $6.79K <0.01% +38 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 40 $6.54K <0.01% +38 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 40 $6.54K <0.01% +13 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 40 $6.54K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 38 $6.21K <0.01% -36 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 38 $6.21K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 37 $6.05K <0.01% -2 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 37 $6.05K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 36 $5.89K <0.01% +11 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 36 $5.89K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 36 $5.89K <0.01% +12 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 35 $5.72K <0.01% +11 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 34 $5.56K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 33 $5.4K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 33 $5.4K <0.01% +15 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 31 $5.07K <0.01% -2 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 31 $5.07K <0.01% new 13F-HR/A Timeline Avion Wealth More: the full row for Avion Wealth 34 $5K <0.01% -4 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 30 $4.96K <0.01% +1 13F-HR Timeline Group EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 30 $4.91K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 30 $4.91K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 29 $4.74K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 29 $4.74K <0.01% -13 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 26 $4.25K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 26 $4.23K <0.01% +2 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 29 $4K <0.01% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 52 $3.97K <0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 23 $3.76K <0.01% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 21 $3.43K <0.01% +9 13F-HR/A Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 21 $3.43K <0.01% +2 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 20 $3.27K <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 19 $3.11K <0.01% -813 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 18 $3K <0.01% -4 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them.