Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 1,655 $248K 0.01% 0 13F-HR Timeline Schiavi & Co LLC More: the full row for Schiavi & Co LLC 1,655 $248K 0.09% +335 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,653 $248K <0.01% +178 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 1,643 $246K 0.01% -30,051 13F-HR Timeline Group Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 1,636 $245K 0.01% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,622 $243K 0.03% -99 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,618 $242K <0.01% -11 13F-HR Timeline Group DF DENT & CO INC More: the full row for DF DENT & CO INC 1,610 $241K <0.01% -4,407 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 1,607 $241K 0.01% -105 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 1,602 $240K 0.08% -361 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 1,600 $240K 0.02% 0 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 1,599 $239K 0.02% +282 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 1,596 $239K 0.02% -1,538 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 1,579 $236K 0.01% new 13F-HR Timeline Group CW Advisors, LLC More: the full row for CW Advisors, LLC 1,576 $236K <0.01% -1,467 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,563 $234K <0.01% new 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 1,560 $234K 0.11% -125 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,555 $233K 0.02% +514 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,612 $232K 0.01% -18 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 1,544 $231K 0.01% new 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 1,532 $229K <0.01% new 13F-HR Timeline Group CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,531 $229K 0.11% 0 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 1,530 $229K 0 Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,504 $225K 0.02% +239 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 1,500 $225K 0.03% 0 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 1,481 $222K 0.06% -87 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,478 $221K 0.01% -81 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,466 $220K 0.01% -152 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,463 $219K <0.01% +119 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 1,448 $217K 0.21% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,439 $215K 0.01% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,411 $211K 0.01% +21 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 1,411 $211K <0.01% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,410 $211K 0.01% -229 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,390 $208K 0.02% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,387 $208K 0.08% -65 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 1,376 $206K <0.01% new 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 1,357 $203K 0.07% new 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 1,352 $202K 0.01% -150 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,225 $183K <0.01% +252 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,222 $183K 0.08% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,163 $175K 0.02% +204 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,141 $171K 0.03% +784 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 1,080 $162K <0.01% -155 13F-HR/A Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,069 $160K 0.02% -128 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 1,039 $156K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,035 $155K <0.01% -183 13F-HR Timeline Blue Trust, Inc. 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More: the full row for CI INVESTMENTS INC. 838 $126K <0.01% -51 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 818 $123K <0.01% -56 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 813 $122K 0.01% -228 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 800 $120K 0.06% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 789 $118K 0.01% -1,112 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 731 $109K <0.01% +67 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 724 $108K 0.02% +223 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 700 $105K 0.01% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 678 $102K 0.04% -797 13F-HR Timeline Pinnacle Bancorp, Inc. 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A. More: the full row for WEBSTER BANK, N. A. 388 $58.1K 0.01% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 379 $56.8K 0.01% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 351 $52.6K <0.01% +41 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 341 $51.1K 0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 340 $50.9K 0.02% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 339 $50.7K <0.01% -7 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 325 $48.7K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 305 $45.7K 0.02% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 300 $44.9K <0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 290 $43.4K 0.01% +120 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 285 $42.7K 0.01% -21 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 263 $39.4K <0.01% +75 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 262 $39.2K 0.04% -15 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 252 $37.7K <0.01% +12 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 243 $36.4K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 241 $36.1K <0.01% 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 235 $35.2K <0.01% +108 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 229 $34.3K <0.01% -85 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. 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WEALTH MANAGEMENT LLC 148 $22.2K <0.01% +58 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 143 $22K 0.01% +18 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 143 $21.4K <0.01% +22 13F-HR Timeline Group Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 140 $21K 0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 140 $21K 0.02% +21 13F-HR Timeline WEST PACES ADVISORS INC. 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LLC More: the full row for Capital Advisors, Ltd. LLC 86 $13K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 84 $12.6K <0.01% +14 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 83 $12.4K <0.01% +9 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 82 $12.3K <0.01% +4 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 81 $12.1K 0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 79 $11.8K <0.01% -191 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 78 $11.7K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. 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Walkup & Associates, Inc. 72 $10.8K 0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 71 $10.6K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 70 $10.5K <0.01% -8 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 70 $10.5K 0.01% 0 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 68 $10.2K 0.05% new 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 67 $10K <0.01% +43 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 67 $10K <0.01% +1 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 66 $9.88K <0.01% 0 13F-HR/A Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 66 $9.88K 0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 63 $9.44K 0.01% -35 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 63 $9.44K 0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 60 $8.99K <0.01% -18 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 59 $8.84K <0.01% 0 13F-HR Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 58 $8.69K <0.01% -27,847 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 53 $7.94K <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 53 $7.94K <0.01% +46 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 52 $7.79K <0.01% -11 13F-HR/A Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 51 $7.64K <0.01% 0 13F-HR Timeline Aviso Financial Inc. 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