White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 13,965 $1.34M 0.19% +433 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 13,907 $1.33M 0.02% +9,494 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 13,256 $1.27M <0.01% -8,489 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 12,881 $1.23M 0.04% +1,255 13F-HR Timeline Group First Western Trust Bank More: the full row for First Western Trust Bank 12,843 $1.23M 0.06% +23 13F-HR Timeline Lorne Steinberg Wealth Management Inc. More: the full row for Lorne Steinberg Wealth Management Inc. 12,750 $1.22M 0.29% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 12,662 $1.21M <0.01% -2,708 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 12,605 $1.21M 1.17% +650 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 12,493 $1.2M 0.03% +2,514 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 12,373 $1.19M 0.01% +174 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 12,377 $1.18M 0.02% +1,172 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 12,315 $1.18M 0.57% 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 12,255 $1.17M 0.05% +188 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 11,834 $1.13M 0.06% +176 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) 11,698 $1.12M 0.03% -3,793 13F-HR Timeline Group DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 11,594 $1.12M 0.02% +708 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 11,600 $1.11M 0.01% -42 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 11,507 $1.1M 1.12% -1,766 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 11,388 $1.09M 0.71% +183 13F-HR Timeline Capital CS Group, LLC More: the full row for Capital CS Group, LLC 11,384 $1.09M 2.25% +22 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 11,203 $1.07M 0.01% +200 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 11,133 $1.07M 0.32% -2,015 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 11,000 $1.05M 0.17% new 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 11,045 $1.05M 0.16% -907 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 10,077 $965K 0.03% -12,880 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 9,961 $953K 0.02% -85 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 9,835 $941K 0.01% -345 13F-HR Timeline Group BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 9,669 $926K 0.12% -19,413 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 9,630 $922K 0.33% +432 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 9,500 $909K 0.19% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 9,210 $882K 0.05% +7,660 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 9,096 $871K 0.25% -158 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 9,033 $865K 0.23% -2,569 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 9,032 $865K 0.24% -2,050 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 9,027 $864K 0.03% -7,097 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 8,896 $852K <0.01% +3,914 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 8,784 $841K 0.48% -1,669 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 8,780 $840K 0.53% +1,843 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 8,754 $838K 0.01% -98 13F-HR Timeline TEACHERS RETIREMENT SYSTEM OF THE STATE… More: the full row for TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 8,621 $825K 0.01% 0 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 8,414 $805K 0.54% -222 13F-HR Timeline Cedrus Wealth Group LLC More: the full row for Cedrus Wealth Group LLC 8,402 $804K 0.9% +253 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 8,396 $804K <0.01% -4,586 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 8,263 $791K 0.01% +880 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 8,070 $773K 0.03% -32,931 13F-HR Timeline Blue Capital, Inc. 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Paul & Associates, LLC 7,577 $725K 0.24% -555 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 7,568 $724K 0.07% +51 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 7,507 $719K 0.08% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 7,429 $711K 0.06% -556 13F-HR Timeline Group Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 7,036 $673K 0.28% +235 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 7,082 $670K <0.01% -1,934 13F-HR Timeline Group KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 7,001 $670K 0.16% -47,874 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 6,987 $669K 0.15% -1,846 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 6,972 $667K <0.01% -1,675 13F-HR Timeline Probity Advisors, Inc. 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LLC 6,772 $648K 0.44% +960 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 6,700 $641K 0.02% -220 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 6,677 $639K 0.2% -12 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 6,667 $638K 1.43% +3,894 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 6,660 $637K 0.41% +92 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 6,634 $635K 0.02% +164 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 6,500 $622K 0.1% 0 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 6,435 $616K 0.38% 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 6,396 $612K 0.02% +4,078 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 6,396 $612K 0.2% +94 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 6,117 $586K 0.32% +68 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 6,106 $584K 0.02% +1,003 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 5,981 $573K 0.06% +15 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 5,914 $566K 0.01% -367 13F-HR/A Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 5,887 $563K 0.07% +358 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 5,884 $563K 1.01% +2,858 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 5,834 $559K 0.59% +3,374 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 5,796 $555K 0.02% +642 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 5,547 $531K 0.02% +99 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 5,544 $531K 0.01% -502 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 5,493 $526K <0.01% 0 13F-HR Timeline Group NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 5,429 $520K 0.08% -150 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 5,414 $518K 0.12% +121 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 5,380 $515K <0.01% 0 13F-HR Timeline Group Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 5,308 $508K 0.05% 0 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 5,100 $488K 0.07% -1,000 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 5,080 $486K 0.06% -2,924 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 5,065 $485K 0.06% +56 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 5,002 $479K 0.02% 0 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 4,993 $478K 0.1% +335 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 4,993 $478K 0.09% -3,594 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,927 $472K 0.01% 0 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 4,905 $469K 0.6% 0 13F-HR Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 4,903 $469K 0.08% new 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 4,815 $465K 0.23% -309 13F-HR Timeline Omnitrust Wealth Management, Inc More: the full row for Omnitrust Wealth Management, Inc 4,841 $463K 0.6% -427 13F-HR Timeline Fullerton Advisors, LLC More: the full row for Fullerton Advisors, LLC 4,729 $453K 0.47% +53 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 4,594 $440K 0.02% -194 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,557 $436K 0.01% +2,025 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 4,500 $431K <0.01% -159,100 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,491 $430K 0.04% -70 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 4,419 $423K 0.08% -3 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 4,350 $416K <0.01% +108 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 4,326 $414K 0.02% +299 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,358 $413K 0.01% -43 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 4,187 $405K 0.01% 0 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 4,153 $397K 0.24% new 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 4,088 $391K 0.05% -86 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 4,036 $390K <0.01% 0 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 4,054 $388K 0.25% +272 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 4,033 $386K 0.06% new 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 4,030 $386K 0.03% 0 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 3,989 $382K 0.08% new 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 3,965 $380K <0.01% +34 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,923 $376K 0.01% -48 13F-HR Timeline SURIENCE PRIVATE WEALTH LLC More: the full row for SURIENCE PRIVATE WEALTH LLC 3,854 $369K 0.4% -18,693 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,809 $365K 0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 3,749 $359K 2.72% -3,000 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 3,737 $358K 0.09% -495 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 3,733 $357K 0.06% -2,564 13F-HR Timeline FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 3,717 $356K 0.17% new 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 3,716 $356K <0.01% 0 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 3,700 $354K 0.23% 0 13F-HR Timeline Hyundai Investments Co., Ltd. More: the full row for Hyundai Investments Co., Ltd. 3,727 $353K 0.4% -782 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,684 $353K 0.01% -598 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 3,619 $349K 0.02% -22 13F-HR/A Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 3,640 $348K <0.01% -1,499 13F-HR Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 3,630 $347K 0.03% new 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 3,601 $345K <0.01% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 3,552 $340K <0.01% -2,065 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 3,535 $338K 0.01% +9 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 3,531 $338K 0.11% +976 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 3,523 $337K 0.08% new 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 3,498 $335K 0.12% -365 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,474 $333K 0.01% -19 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 3,459 $331K 0.2% +316 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 3,450 $330K 0.01% -370 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 3,443 $330K 0.34% -670 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 3,420 $328K <0.01% -240 13F-HR Timeline Group Realta Investment Advisors More: the full row for Realta Investment Advisors 3,420 $327K 0.11% -950 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,352 $321K 0.01% 0 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 3,337 $319K 0.09% +125 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 3,307 $317K 0.32% +415 13F-HR Timeline October Effect Ltd More: the full row for October Effect Ltd 3,287 $315K 0.36% +309 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 3,275 $313K 0.49% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,261 $312K 0.01% +89 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 3,207 $311K 0.14% 0 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 3,245 $311K 0.05% -4,173 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 3,245 $311K 0.05% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 3,197 $306K <0.01% +292 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 3,183 $305K 0.2% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,180 $304K 0.01% +27 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 3,333 $303K <0.01% -1,038 13F-HR Timeline Group AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 3,124 $300K 0.18% +500 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 3,132 $299K 0.24% -302 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 3,120 $299K 0.11% new 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 3,019 $289K 0.03% -328 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 3,000 $287K <0.01% 0 13F-HR Timeline Group SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 2,970 $284K 0.01% +33 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,965 $284K 0.03% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,964 $284K 0.01% -229 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 2,960 $282K 0.03% new 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 2,929 $280K 0.04% -1,268 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 2,883 $278K 0.26% +10 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,930 $278K 0.02% +9 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 2,856 $273K 0.08% -982 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,862 $273K 0.01% -144 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,822 $270K 0.01% -32 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 2,813 $269K 0.14% +23 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 2,795 $268K 0.12% +456 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 2,783 $266K 0.07% -20 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 2,776 $266K <0.01% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,765 $265K <0.01% 0 13F-HR Timeline Group WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 2,720 $260K 0.22% new 13F-HR/A Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 2,667 $255K 0.01% -47,067 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 2,659 $255K 0.08% +214 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,612 $251K 0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,599 $249K <0.01% +148 13F-HR/A Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 2,580 $247K <0.01% -958 13F-HR Timeline Group FF Advisors,LLC More: the full row for FF Advisors,LLC 2,552 $247K 0.1% new 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 2,530 $242K 0.01% new 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 2,528 $242K <0.01% -8,582 13F-HR Timeline Group Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 2,522 $241K <0.01% -76 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 2,500 $239K 0.09% 0 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 2,478 $237K <0.01% 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,460 $235K <0.01% new 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 2,445 $234K 0.02% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,428 $234K 0.03% -140 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 2,430 $233K 0.06% +159 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,404 $230K 0.01% 0 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 2,401 $230K 0.06% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,390 $229K 0.01% +407 13F-HR/A Timeline Group OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 2,389 $229K 0.21% new 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 2,371 $227K 0.06% 0 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 2,368 $227K 0.06% -1,252 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 2,312 $221K 0.02% -8,434 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,300 $220K 0.01% 0 13F-HR Timeline Group