MATAURO, LLC More: the full row for MATAURO, LLC 16,354 $400K 0.05% -1,745 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 16,168 $396K 0.12% +6,076 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 15,847 $388K 0.08% +75 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 15,802 $387K 0.01% +580 13F-HR Timeline Group WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 15,540 $380K 0.28% -130 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 15,346 $376K 0.01% -16,225 13F-HR Timeline One68 Global Capital, LLC More: the full row for One68 Global Capital, LLC 15,000 $367K 0.78% new 13F-HR/A Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 7,967 $351K 0.04% new 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 14,238 $348K 0.13% -977 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 14,210 $348K -24,134 Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 13,927 $341K <0.01% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 13,822 $338K 0.01% +5,096 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 13,117 $321K 0.04% 0 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 12,500 $306K 0.01% new 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 12,435 $304K 0.23% +3,265 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 12,409 $304K <0.01% -2,187 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 12,328 $302K <0.01% -139,554 13F-HR/A Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 11,900 $291K 0.02% -1,750 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 11,866 $290K <0.01% +1,744 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 11,591 $284K <0.01% -17,059 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 11,586 $284K 0.04% +3,925 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 11,075 $271K 0.02% -100 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 11,000 $269K 0.01% +2,000 13F-HR Timeline Black Maple Capital Management LP More: the full row for Black Maple Capital Management LP 11,000 $269K 0.18% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 10,896 $267K <0.01% +613 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 10,593 $259K <0.01% -10,093 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 10,474 $256K 0.09% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 10,013 $245K <0.01% -3,371 13F-HR Timeline Group Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 10,000 $245K 0.02% new 13F-HR Timeline Group LPWM LLC More: the full row for LPWM LLC 9,684 $237K 0.05% 0 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 9,660 $236K <0.01% new 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 9,616 $235K 0.01% +1,385 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 9,268 $227K <0.01% new 13F-HR/A Timeline Group WASHINGTON GROWTH STRATEGIES LLC More: the full row for WASHINGTON GROWTH STRATEGIES LLC 9,220 $226K 0.13% 0 13F-HR Timeline Rayburn West Financial Services LLC More: the full row for Rayburn West Financial Services LLC 5,267 $224K 0.12% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 9,038 $221K <0.01% +1,406 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 8,709 $213K 0.03% +412 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 8,684 $212K 0.05% 0 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 8,662 $212K 0.05% new 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 8,623 $211K <0.01% new 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 8,598 $210K 0.06% -155 13F-HR Timeline TOWLE & CO More: the full row for TOWLE & CO 8,547 $209K 0.07% new 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 8,503 $208K 0.01% 0 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 8,480 $208K 0.08% -532 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 7,448 $206K 0.07% -1,094 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 8,316 $203K <0.01% -10,204 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 8,272 $202K <0.01% new 13F-HR Timeline Group One River Asset Management, LLC More: the full row for One River Asset Management, LLC 7,270 $178K 0.85% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 6,500 $159K <0.01% -3,662 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 5,854 $143K 0.04% new 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 5,588 $137K 0.01% -569 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 5,250 $128K <0.01% +2,515 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,237 $104K <0.01% -502 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 3,600 $102K 0.07% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,045 $99K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,895 $95.3K 0.01% +2,582 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 3,650 $89.3K 0.02% -783 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 2,773 $67.9K 0.04% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,667 $65.3K <0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,349 $57.5K <0.01% +153 13F-HR Timeline Group AGUR PROVIDENT & TRAINING FUNDS MANAGEM… More: the full row for AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 227,500 $52.4K 0.28% 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,086 $51K <0.01% -64 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) 2,050 $50.2K <0.01% -8,986 13F-HR Timeline Group Clear Street Group Inc. in group Clear Street Group Inc. More: the full row for Clear Street Group Inc. 1,954 $47.8K <0.01% new 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 1,855 $45.4K <0.01% new 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,775 $44.6K <0.01% +425 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,571 $38.4K 0.01% -6,953 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 1,319 $35.4K 0.02% -182 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 1,340 $32.8K 0.01% +670 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,335 $32.7K 0.01% +308 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 1,325 $32.4K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,228 $30.1K <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1,220 $29.9K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,160 $28.4K <0.01% +41 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,000 $24.5K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 900 $22K <0.01% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 883 $21.6K 0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 862 $21.1K <0.01% 0 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 850 $20.8K 0.01% new 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 741 $18.1K <0.01% 0 13F-HR Timeline Group Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 700 $17.9K 0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 693 $17K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 627 $15.3K <0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 534 $13.1K 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 483 $11.8K <0.01% -2,000 13F-HR Timeline Group EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 480 $11.7K <0.01% 0 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 351 $8.59K <0.01% -575 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 309 $7.56K <0.01% -677 13F-HR Timeline Group Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 302 $7.4K 0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 300 $7.34K <0.01% 0 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 300 $7.34K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 282 $6.9K <0.01% -24 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 250 $6.12K <0.01% +150 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 224 $5.48K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 225 $5.47K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 212 $5.19K <0.01% +100 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 201 $4.91K <0.01% -37,177 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 200 $4.89K <0.01% 0 13F-HR Timeline Group MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 181 $4.43K <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 173 $4.23K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 114 $2.79K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 111 $2.72K <0.01% 0 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 100 $2.45K <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 100 $2.45K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 100 $2.45K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 93 $2.26K <0.01% 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 88 $2.15K <0.01% 0 13F-HR/A Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 100 $2K <0.01% new 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 80 $1.96K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 77 $1.88K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 70 $1.71K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 55 $1.35K <0.01% new 13F-HR Timeline Group Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 50 $1.22K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 26 $628 <0.01% -8,464 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 15 $368 <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 7 $171 <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 6 $156 <0.01% 0 13F-HR Timeline