Ironclad Investments LLC More: the full row for Ironclad Investments LLC 153,639 $115M 49.39% -1,525 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 153,582 $115M 2.57% -1,102 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 153,501 $115M 28.45% -1,870 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 151,003 $114M 26.86% +51,447 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 151,738 $114M 12.39% +2,789 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 151,600 $114M 0.71% +23,595 13F-HR Timeline Group UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 151,429 $113M 13.22% -845 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 151,365 $113M 0.5% -22,525 13F-HR Timeline Group SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 151,191 $113M 18.05% -321 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 150,835 $113M 4.41% +6,362 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 150,012 $112M 2.95% +53,916 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 149,520 $112M 5.11% +6,126 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 149,301 $112M 5.56% +24,120 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 146,111 $109M 27.12% -1,521 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 144,976 $109M 17.79% +1,853 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 144,760 $108M 5.28% -1,073 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 144,753 $108M 0.18% -2,031 13F-HR Timeline Bull Oak Capital, LLC More: the full row for Bull Oak Capital, LLC 144,614 $108M 36.08% +25,547 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 144,124 $108M 2.05% +2,577 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 143,909 $108M 5.18% +8,004 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 142,937 $107M 7.98% -2,363 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 142,460 $107M 1.16% -460 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 142,095 $106M 2.12% -11,969 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 142,225 $106M 3.44% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 141,287 $106M 10.19% -3,049 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 140,529 $105M 16.02% -1,256 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 139,445 $104M 0.79% -8,185 13F-HR Timeline Gray Private Wealth, LLC More: the full row for Gray Private Wealth, LLC 139,376 $104M 45.11% +3,411 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 139,300 $104M 13.87% +38,455 13F-HR Timeline Progeny 3, Inc. More: the full row for Progeny 3, Inc. 139,069 $104M 5.37% 0 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 138,176 $103M 4.47% +3,463 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 137,564 $103M 12.3% -633 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 137,118 $103M 8.88% +2,588 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 136,664 $102M 4.13% +4,928 13F-HR Timeline Alaska Permanent Capital Management, LLC group of 2 filers holding More: the full row for Alaska Permanent Capital Management, LLC 136,065 $102M -501 Timeline Jupiter Topco LLC in group Janus Henderson More: the full row for Jupiter Topco LLC 136,281 $102M 0.04% 13F-HR Timeline Group Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 135,052 $101M 6.24% +13 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 134,978 $101M 8.42% +13 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 134,386 $101M 27.99% +4,261 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 132,375 $99.1M 1.33% +8,913 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 132,328 $99.1M 12.69% -11,094 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 132,103 $98.9M 1.09% -7,664 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 131,827 $98.7M 10.33% +7,789 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 131,439 $98.4M 5.72% +32,891 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 131,220 $98.3M 1.35% +1,101 13F-HR Timeline Group COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 130,054 $97.4M 1.71% -4,651 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 129,530 $97M 15.62% +2,278 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 129,473 $97M 27.53% +1,069 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 129,349 $96.9M 0.11% +9,103 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 128,402 $96.2M 1.98% -35,928 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 127,920 $95.8M 9.73% +4,783 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 127,183 $95.2M 1.47% -12,355 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 127,047 $95.1M 15.25% -408 13F-HR Timeline NerdWallet Wealth Partners, LLC More: the full row for NerdWallet Wealth Partners, LLC 127,022 $95.1M 32.78% +13,153 13F-HR Timeline New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 126,855 $95M 35.46% -926 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 126,814 $95M 12.16% -531 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 126,494 $94.7M 1.37% -29,547 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 126,391 $94.7M 10.76% +4,208 13F-HR Timeline Missouri Education Pension Trust More: the full row for Missouri Education Pension Trust 124,141 $93M 34% -93,685 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 124,080 $92.9M 28.68% -435 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 124,013 $92.9M 12.49% +1,641 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 123,492 $92.5M 2.86% +10,531 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 122,731 $91.9M 16.78% +3,113 13F-HR Timeline Shelter Mutual Insurance Co group of 2 filers holding More: the full row for Shelter Mutual Insurance Co 122,325 $91.6M +9,770 Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 122,102 $91.4M 0.05% -27,023 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 122,036 $91.4M 1.71% +27,869 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 121,968 $91.3M +90 Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 121,926 $91.3M 16.93% +3,431 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 121,796 $91.2M 15.73% -65 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 121,498 $91M 0.39% -5,644 13F-HR Timeline Genoa Capital Gestora de Recursos Ltda. More: the full row for Genoa Capital Gestora de Recursos Ltda. 121,200 $90.8M 45.45% +48,583 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 120,402 $90.2M 2.4% +6,279 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 120,000 $89.9M 0.4% new 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 119,723 $89.7M 0.58% +8,285 13F-HR Timeline Group TITAN GLOBAL CAPITAL MANAGEMENT USA LLC More: the full row for TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 117,802 $88.2M 11.17% +11,036 13F-HR/A Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 117,740 $88.2M 4.4% +918 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 117,337 $87.9M 3.12% +159 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 116,381 $87.2M 0.82% -153 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 115,979 $86.9M 8.83% +21,364 13F-HR Timeline Passaic Partners LLC More: the full row for Passaic Partners LLC 115,530 $86.5M 8.27% +12,079 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 115,487 $86.5M 6.83% -210 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 122,271 $86.3M 1.43% +16,763 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 115,160 $86.2M 1.84% -9,138 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 114,825 $86M 3.4% +9,514 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 114,456 $85.7M 7.04% +46,637 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 113,897 $85.3M 9.74% -2,110 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 113,454 $85M 20.36% -11,196 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 113,426 $84.9M 11.84% +9,238 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 113,409 $84.9M 0.04% +25,446 13F-HR Timeline Group PJT Investments Corp. More: the full row for PJT Investments Corp. 113,296 $84.8M 28.69% +7,014 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 112,291 $84.1M 5.46% +2,828 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 112,278 $84.1M 1.44% new 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 112,156 $84M 2.06% new 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 111,606 $83.6M 1.74% +12,598 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 111,568 $83.6M 12.42% +49,865 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 111,015 $83.1M 2.63% +6,549 13F-HR Timeline Strategic Point Investment Advisors, LLC More: the full row for Strategic Point Investment Advisors, LLC 110,810 $83M 10.81% +3,793 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 110,722 $82.9M 0.02% -6,910 13F-HR Timeline Group Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 110,359 $82.6M 3.09% +4,349 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 109,892 $82.3M 27.57% -7,063 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 109,476 $82M 16.88% +569 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 109,155 $81.7M 10.98% +1,748 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 108,112 $81.6M 10.08% +3,093 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 108,944 $81.6M 5.79% +113 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 108,794 $81.5M 14.87% +25,209 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 108,582 $81.3M 1.9% +2,125 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 108,102 $81M 16.82% +23,419 13F-HR Timeline CLG LLC More: the full row for CLG LLC 107,058 $80.2M 17.6% +4,382 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 106,900 $80.1M 7.3% +5,593 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 106,161 $79.5M 0.07% +34,945 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 106,124 $79.5M 0.21% +9,194 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 105,678 $79.1M 17.45% -6,729 13F-HR/A Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 105,677 $79.1M 5.11% +9,485 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 105,489 $79M 4.05% -1,419 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 105,288 $78.8M 0.84% +1,229 13F-HR Timeline Group BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 104,951 $78.6M 17.58% +2,055 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 104,089 $78M 0.53% +37 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 103,867 $77.8M 2.25% +8,616 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 102,670 $77.3M 12.1% -3,322 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 102,531 $76.8M 22.83% +4,887 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 102,340 $76.6M 1.81% +6,976 13F-HR Timeline HWG Holdings LP More: the full row for HWG Holdings LP 101,924 $76.3M 17.26% +7,273 13F-HR Timeline Standpoint Asset Management, LLC More: the full row for Standpoint Asset Management, LLC 101,300 $75.9M 15.9% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 100,954 $75.6M 1.4% +11,878 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 100,654 $75.4M 4.05% +1,023 13F-HR Timeline Group CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 100,647 $75.4M 18.07% +302 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 100,364 $75.3M 7.94% +3,756 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 100,513 $75.3M 6.77% -48,499 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 100,495 $75.3M 6.04% -3,294 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 100,377 $75.2M 8.94% +144 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 100,336 $75.1M 0.85% -920 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 99,101 $74.2M 28.83% +5,737 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 99,058 $74.2M 6.28% +1,308 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 99,046 $74.2M 15.49% +8,217 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 98,618 $73.9M 13.32% +8,528 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 98,603 $73.8M 4.77% -3,175 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 720 $73.5M 8.91% 0 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 97,653 $73.1M 11.37% -2,020 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 97,544 $73M 2.19% -918 13F-HR Timeline Group FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 96,974 $72.6M 10.4% -2,801 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 96,552 $72.3M 0.36% +326 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 96,530 $72.3M 8.01% +3,137 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 96,395 $72.2M 6.4% -2,162 13F-HR/A Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 95,110 $71.2M 1.69% +45,824 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 94,579 $70.8M 15.16% +34,643 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 94,430 $70.7M 17.1% +1,104 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 94,718 $70.5M 1.87% +17,225 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 94,016 $70.4M 2.4% +16,684 13F-HR Timeline Group FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 93,877 $70.3M 5.02% +7,821 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 93,564 $70.1M 2.3% +49,692 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 93,258 $69.8M 9.1% +4,530 13F-HR Timeline Twele Capital Management, Inc. More: the full row for Twele Capital Management, Inc. 93,090 $69.7M 11.39% -4,992 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 93,087 $69.7M 19.02% +1,625 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 92,756 $69.5M 16.73% -20,339 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 92,723 $69.4M 3.46% +4,153 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 91,907 $68.8M 17.72% +36,296 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 92,089 $68.8M 9.87% +1,747 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 91,712 $68.7M 0.65% +39,965 13F-HR Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 91,980 $68.5M -116,640 Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 91,398 $68.4M 12.85% +235 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 91,163 $68.3M 19.15% -1,282 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 91,033 $68.2M 10.44% +2,021 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 90,945 $68.1M 21.34% +886 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 90,811 $68M 10.83% +565 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 90,706 $67.9M 19.13% +14,817 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 90,479 $67.8M 0.17% +22,018 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 90,254 $67.6M 20.69% -566 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 89,755 $67.2M 6.57% +8,929 13F-HR Timeline 26North Partners LP More: the full row for 26North Partners LP 88,849 $66.5M 100% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 88,651 $66.4M 2.77% +14,207 13F-HR Timeline Group Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 88,113 $66M 4.2% -2,858 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 87,982 $65.9M 3.79% +2,781 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 87,796 $65.7M 3.79% +6,513 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 87,712 $65.7M 8.31% +418 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 87,516 $65.5M 0.15% 0 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 87,118 $65.2M 11.15% +1,762 13F-HR Timeline MKD WEALTH COACHES, LLC More: the full row for MKD WEALTH COACHES, LLC 86,824 $65M 55.55% +1,879 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 86,564 $64.8M 5.26% +1,799 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 86,485 $64.8M 1.25% -1,143 13F-HR Timeline Group HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 85,966 $64.4M 3.73% +5,908 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 85,882 $64.3M 10.2% +1,696 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 85,754 $64.2M 1.18% +44,760 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 85,501 $64M 0.67% +20,730 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 85,307 $63.9M 10.24% +26,694 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 84,992 $63.6M 1.35% -17,846 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 84,750 $63.5M 11.7% +3,428 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 84,701 $63.4M 3.07% +75 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 84,605 $63.4M 3.21% -4,876 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 84,585 $63.3M 17.78% -6,674 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 84,395 $63.2M 16.49% +7,814 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 84,200 $63.1M 9.12% -185 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 84,099 $63M 10.74% +1,494 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 83,774 $62.8M 0.91% +3,737 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 83,796 $62.7M 2.51% -940 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 83,512 $62.5M 5.23% +20,701 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 83,433 $62.5M 2.09% -30,055 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 83,186 $62.3M 25.15% +909 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 83,064 $62.2M 11.64% -883 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 83,004 $62.2M 13.96% +13,708 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 82,768 $62M 2.98% -2,114 13F-HR Timeline