BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,106 $207K <0.01% -1,259 13F-HR Timeline Group Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 2,188 $205K <0.01% 0 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 2,076 $204K 0.02% new 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 2,072 $203K <0.01% new 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 2,053 $202K 0.07% new 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 2,042 $201K 0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,000 $197K 0.03% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,819 $179K <0.01% -51 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,674 $165K <0.01% +151 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1,667 $164K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,575 $155K <0.01% +9 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,400 $138K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,314 $129K <0.01% +1,007 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 1,123 $117K 0.08% +732 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 1,163 $114K 0.09% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1,126 $111K 0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 1,036 $102K 0.03% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,019 $100K <0.01% -93 13F-HR Timeline Titan Wealth (CI) Ltd in group Titan Investment Solutions Ltd More: the full row for Titan Wealth (CI) Ltd 945 $93K 0.03% 0 13F-HR Timeline Group Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 898 $88K <0.01% 0 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 872 $85.8K 0.01% -27 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 830 $81.7K <0.01% -100 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 800 $78.7K <0.01% 0 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 732 $72K <0.01% +3 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 729 $71.8K 0.01% +6 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 690 $67.9K 0.02% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 604 $59.4K 0.01% +45 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 604 $59K <0.01% +241 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 570 $56.1K <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 520 $51.2K 0.01% 0 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 495 $48.7K 0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 469 $46.1K <0.01% 0 13F-HR Timeline Group LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 441 $43.4K 0.02% new 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 433 $42.6K <0.01% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 420 $41.3K 0.03% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 350 $34.4K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 348 $34.2K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 341 $33.5K <0.01% +3 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 315 $31K <0.01% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 312 $30.7K <0.01% -34 13F-HR Timeline Group Align Financial, LLC More: the full row for Align Financial, LLC 301 $29.6K 0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 292 $28.8K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 252 $24.8K <0.01% +2 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 249 $24.5K 0.01% -110 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 244 $24K 0.01% +2 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 230 $22.6K <0.01% 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 230 $22.6K <0.01% 0 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 220 $21.6K 0.01% 0 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 218 $21.5K 0.01% +2 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 218 $21.5K <0.01% +107 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 212 $20.9K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 202 $19.9K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 200 $19.7K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 190 $18.7K <0.01% +1 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 186 $18.3K <0.01% +82 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 182 $17.9K <0.01% +2 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 174 $17.1K <0.01% new 13F-HR Timeline Group Downshift Financial, LLC More: the full row for Downshift Financial, LLC 174 $17.1K 0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 156 $15.3K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 150 $14.8K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 136 $13.4K <0.01% +82 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 135 $13.3K <0.01% -45 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 125 $12.3K <0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 124 $12.2K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 123 $12K <0.01% -305 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 106 $10.5K <0.01% +4 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 105 $10.3K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 105 $10.3K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 100 $9.95K <0.01% 0 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 94 $9.25K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 92 $9.05K <0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 89 $8.73K <0.01% 0 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 80 $7.87K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 79 $7.77K <0.01% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 76 $7.48K <0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 73 $7.18K <0.01% new 13F-HR Timeline Mondrian Investment Partners LTD More: the full row for Mondrian Investment Partners LTD 62 $6.12K <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 62 $6.1K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 61 $6K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 60 $5.9K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 60 $5.9K <0.01% new 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 58 $5.71K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 55 $5.41K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 50 $4.92K <0.01% 0 13F-HR Timeline Aristotle Capital Management, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Capital Management, LLC 48 $4.75K <0.01% new 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 44 $4.39K <0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 44 $4.33K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 32 $3.15K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 30 $2.95K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 30 $2.95K <0.01% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 24 $2.36K <0.01% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 23 $2.26K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 20 $1.93K <0.01% +1 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 18 $1.76K <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 16 $1.58K <0.01% new 13F-HR Timeline Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 16 $1.57K <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 12 $1.18K <0.01% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 12 $1.18K <0.01% 0 13F-HR/A Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 11 $1.1K <0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 10 $999 <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 9 $885 <0.01% -39 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 6 $592 <0.01% 0 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 4 $405 <0.01% new 13F-HR Timeline Group