MAI Capital Management More: the full row for MAI Capital Management 5,842 $168K <0.01% +608 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 5,694 $164K 0.01% +84 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 5,482 $158K <0.01% -5,390 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5,374 $155K 0.01% +3,979 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,568 $132K <0.01% -1,510 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4,431 $128K <0.01% +1,021 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,338 $125K <0.01% +1,613 13F-HR/A Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 4,121 $119K 0.01% 0 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 4,067 $117K <0.01% -139 13F-HR Timeline ACME, LLC More: the full row for ACME, LLC 3,752 $108K 1.44% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 3,580 $103K 0.12% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,222 $103K <0.01% +410 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 3,548 $102K 0.02% +3,530 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 3,566 $102K <0.01% -210,824 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 3,405 $98.2K 0.01% +26 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 3,362 $96.9K 0.01% -1,676 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,271 $94.3K <0.01% -3,068 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,177 $91.6K <0.01% -489 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,049 $87.9K <0.01% -142 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 2,927 $84.4K <0.01% +1,817 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,787 $80.3K <0.01% +2,534 13F-HR Timeline Group Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 2,724 $78.5K <0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 2,703 $77.9K <0.01% +848 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 2,618 $75.5K 0.04% new 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 2,616 $75.4K 0.01% +1,311 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 2,587 $74.6K 0.03% -2,422 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 2,491 $71.8K 0.09% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 2,300 $66.3K 0.01% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 2,300 $66.3K 0.02% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,294 $66.1K <0.01% +174 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 2,247 $64.8K <0.01% +31 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 2,232 $64.3K 0.03% +153 13F-HR/A Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,187 $63.1K <0.01% 0 13F-HR Timeline Group TrinityBridge Ltd More: the full row for TrinityBridge Ltd 2,170 $63K <0.01% +150 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 2,125 $61.3K 0.04% 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,121 $61.1K 0.01% -169 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 2,097 $60.5K <0.01% new 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,090 $60.3K 0.01% +47 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,071 $59.7K <0.01% +1,946 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 2,025 $58.4K 0.03% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,854 $53.5K 0.01% -12 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,725 $49.7K <0.01% +321 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 1,678 $48.4K 0.01% 0 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 1,658 $47.8K 0.05% +1,000 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,630 $47K 0.02% +1,118 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,755 $46.7K <0.01% -166 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,400 $40.4K 0.01% -50 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,380 $39.8K <0.01% -232 13F-HR Timeline State of Alaska, Department of Revenue More: the full row for State of Alaska, Department of Revenue 1,360 $39K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,314 $37.9K <0.01% +80 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,273 $36.7K <0.01% +250 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,200 $34.6K <0.01% -500 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,182 $34.1K <0.01% -229 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,181 $34K <0.01% -375 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,154 $33.3K 0.02% +100 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 1,126 $32.5K <0.01% new 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 1,115 $32.1K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,000 $28.8K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,000 $28.8K <0.01% 0 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 1,000 $28.8K 0.01% new 13F-HR Timeline PeakShares LLC More: the full row for PeakShares LLC 1,000 $28.8K 0.03% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 996 $28.7K 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 959 $27.6K <0.01% +656 13F-HR/A Timeline Group Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 948 $27.3K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 889 $25.6K <0.01% +298 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 794 $22.9K <0.01% -10 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 758 $21.9K <0.01% -56 13F-HR Timeline Group Bleichroeder LP More: the full row for Bleichroeder LP 750 $21.6K <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 727 $21K <0.01% +259 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 725 $20.9K 0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 669 $19.3K <0.01% +50 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 650 $18.7K <0.01% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 647 $18.7K <0.01% +621 13F-HR/A Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 627 $18.1K <0.01% +27 13F-HR Timeline City State Bank More: the full row for City State Bank 600 $17.3K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 600 $17.3K <0.01% -24 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 590 $17K <0.01% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 555 $16K <0.01% -38,362 13F-HR Timeline Group PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 545 $15.7K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 524 $15.1K <0.01% +402 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 520 $15K 0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 506 $14.6K <0.01% +6 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 487 $14K <0.01% new 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 487 $14K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 473 $13.6K <0.01% 0 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 452 $13K <0.01% +252 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 450 $13K <0.01% +95 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 400 $11.9K <0.01% +100 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 410 $11.8K 0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 406 $11.7K 0.01% -76 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 400 $11.5K 0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 395 $11.4K <0.01% new 13F-HR/A Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 377 $10.9K <0.01% +9 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 370 $10.7K <0.01% +120 13F-HR Timeline Ravenstone Capital Management Inc. More: the full row for Ravenstone Capital Management Inc. 370 $10.7K 0.01% 0 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 350 $10.3K 0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 334 $9.63K <0.01% +121 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 325 $9.37K <0.01% +100 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 324 $9.34K <0.01% +17 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 310 $8.94K <0.01% -172 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 330 $8.94K <0.01% +230 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 301 $8.67K <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 300 $8.65K <0.01% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 301 $8K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 275 $7.93K <0.01% -24 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 260 $7.5K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 250 $7.21K <0.01% -30 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 235 $6.78K <0.01% 0 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 228 $6.57K <0.01% -17,254 13F-HR Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 226 $6.52K <0.01% +30 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 221 $6.37K <0.01% +91 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 221 $6.37K <0.01% +10 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 216 $6.23K <0.01% -371 13F-HR/A Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 210 $6.05K <0.01% -250 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 240 $6K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 200 $5.86K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 200 $5.77K <0.01% -120 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 200 $5.77K <0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 200 $5.77K <0.01% +150 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 200 $5.77K <0.01% 0 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 200 $5.77K <0.01% 0 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 109 $5.23K <0.01% +2 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 180 $5.19K <0.01% -235 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 180 $5.19K <0.01% +80 13F-HR Timeline Allianz SE in group Allianz SE More: the full row for Allianz SE 176 $5.07K <0.01% -17,965 13F-HR Timeline Group Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 175 $5.04K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 200 $5K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 178 $5K <0.01% -147 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 162 $4.67K <0.01% +15 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 160 $4.61K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 150 $4.33K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 150 $4.33K <0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 150 $4.33K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 147 $4.24K <0.01% +20 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 147 $4.24K <0.01% new 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 144 $4K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 122 $4K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 162 $3.58K <0.01% new 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 117 $3.37K <0.01% -238 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 115 $3.31K <0.01% -85 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 101 $2.91K <0.01% +100 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 100 $2.88K <0.01% -100 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 100 $2.88K <0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 100 $2.88K <0.01% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 100 $2.88K <0.01% 0 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 100 $2.88K <0.01% 0 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 100 $2.88K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 100 $2.88K <0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 100 $2.88K <0.01% 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 100 $2.77K <0.01% -125 13F-HR Timeline Group Hurley Capital, LLC More: the full row for Hurley Capital, LLC 93 $2.68K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 89 $2.57K <0.01% +77 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 87 $2.51K <0.01% new 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 76 $2.19K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 76 $2.19K <0.01% -27 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 76 $2.19K <0.01% 0 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 61 $2.05K <0.01% +11 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 71 $2.05K <0.01% -11 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 71 $2.04K <0.01% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 70 $2.02K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 70 $2.02K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 110 $2K <0.01% +15 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 100 $2K <0.01% 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 66 $1.9K <0.01% 0 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 63 $1.82K <0.01% new 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 58 $1.66K <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 52 $1.5K <0.01% -3 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 50 $1.44K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 49 $1.41K <0.01% +14 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 48 $1.38K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 46 $1.33K <0.01% -509 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 44 $1.27K <0.01% +10 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 40 $1.15K <0.01% new 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 40 $1.15K <0.01% new 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 40 $1.15K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 40 $1.15K <0.01% 0 13F-HR/A Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 36 $1.04K <0.01% 0 13F-HR Timeline My Portfolio Guide, LLC More: the full row for My Portfolio Guide, LLC 35 $1.01K <0.01% 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 34 $981 <0.01% +9 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 32 $923 <0.01% +11 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 32 $923 <0.01% 0 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 32 $923 <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 30 $865 <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 28 $807 <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 27 $778 <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 25 $720 <0.01% -4 13F-HR Timeline Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 22 $634 <0.01% 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 20 $577 <0.01% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 20 $577 <0.01% +4 13F-HR Timeline Group Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 19 $548 <0.01% -119 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 18 $519 <0.01% +15 13F-HR Timeline Polar Asset Management Partners Inc. More: the full row for Polar Asset Management Partners Inc. 16 $461 <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 14 $404 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 11 $318 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 11 $317 <0.01% +5 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $288 <0.01% 0 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 10 $288 <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 9 $259 <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 8 $230 <0.01% +5 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 7 $202 <0.01% 0 13F-HR Timeline