Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 723 $414K 0.14% 0 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 714 $409K 0.04% 0 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 708 $406K 0.03% +141 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 708 $406K <0.01% -225 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 704 $404K 0.14% +40 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 700 $401K 0.07% 0 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 700 $401K 0.05% +107 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 694 $398K 0.03% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 683 $391K 0.01% -3 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 665 $381K 0.07% -435 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 652 $374K 0.01% +10 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 635 $364K 0.06% -215 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 634 $363K <0.01% +31 13F-HR Timeline Group OPPENHEIMER ASSET MANAGEMENT INC. in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 628 $360K <0.01% -59 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 624 $358K 0.01% +48 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 622 $356K <0.01% +244 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 613 $351K <0.01% +7 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 569 $346K 0.01% +9 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 598 $343K 0.08% +17 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 598 $342K <0.01% -8 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 584 $335K 0.04% -222 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 582 $334K 0.04% +79 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 574 $329K 0.02% -62 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 570 $327K <0.01% new 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 565 $324K 0.01% -163 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 563 $323K 0.12% -24 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 557 $319K <0.01% -18 13F-HR Timeline Group Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 556 $319K 0.03% new 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 552 $316K 0.05% +1 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 551 $316K 0.01% +92 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 550 $315K <0.01% +6 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 550 $315K 0.03% +27 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 545 $312K <0.01% new 13F-HR Timeline Group Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 541 $311K 0.2% 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 530 $304K 0.02% new 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 529 $303K 0.01% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 520 $303K 0.01% +24 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 526 $302K 0.04% -12 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 526 $301K 0.07% +2 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 518 $297K 0.07% 0 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) 517 $296K 0.01% -355 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 504 $289K 0.01% +98 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 504 $289K 0.14% +56 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 504 $289K <0.01% 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 501 $287K 0.19% 0 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 500 $287K 0.08% 0 13F-HR Timeline OSSIAM More: the full row for OSSIAM 499 $286K <0.01% +443 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 504 $286K <0.01% +53 13F-HR Timeline Group CADINHA & CO LLC More: the full row for CADINHA & CO LLC 490 $281K 0.05% -70 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 486 $279K 0.13% -20 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 478 $274K 0.01% -89 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 473 $271K 0.03% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 470 $269K <0.01% +42 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 461 $264K <0.01% +96 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 460 $264K 0.06% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 457 $262K 0.02% +54 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 454 $260K <0.01% +93 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 451 $259K 0.01% new 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 451 $259K 0.02% +99 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 442 $253K 0.08% -289 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 432 $248K 0.07% +2 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 431 $247K <0.01% -249 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 426 $244K 0.01% 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 423 $242K 0.01% new 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 423 $242K 0.02% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 422 $242K 0.01% -24 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 421 $241K 0.01% -15 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 416 $238K 0.05% new 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 409 $234K <0.01% +52 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 394 $234K 0.02% -41 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 408 $234K <0.01% -107 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 408 $234K 0.03% new 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 402 $230K 0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 397 $228K <0.01% +4 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 392 $225K 0.03% new 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 389 $223K <0.01% new 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 382 $219K 0.01% -30 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 382 $219K 0.01% new 13F-HR Timeline Group Laurion Capital Management LP More: the full row for Laurion Capital Management LP 380 $218K 0.03% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 377 $216K <0.01% -73 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 372 $213K 0.05% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 366 $210K <0.01% -882 13F-HR/A Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 363 $208K 0.01% -25 13F-HR/A Timeline World Investment Advisors More: the full row for World Investment Advisors 358 $205K <0.01% new 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 352 $202K 0.07% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 342 $196K 0.01% new 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 323 $185K +11 Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 306 $175K 0.04% -460 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 302 $173K 0.1% new 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 291 $167K <0.01% new 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 262 $150K <0.01% -159 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 260 $149K <0.01% -13 13F-HR Timeline Group Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 249 $143K 0.01% 0 13F-HR/A Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 217 $125K 0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 216 $123K 0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 206 $118K 0.01% 0 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 203 $116K 0.06% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 188 $108K <0.01% +3 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 159 $91.1K 0.01% new 13F-HR/A Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 153 $87.7K 0.06% -174 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 150 $86K 0.03% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 140 $80.3K 0.03% new 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 133 $76.2K 0.05% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 129 $73.9K <0.01% -1 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 110 $63.1K 0.01% -28 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 109 $62.5K 0.02% +6 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 107 $61.3K <0.01% +37 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 102 $57.9K 0.01% +38 13F-HR/A Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 100 $57.3K 0.02% 0 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 94 $53.9K <0.01% new 13F-HR/A Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 91 $52K 0.01% +10 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 89 $51K <0.01% +17 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 82 $49K 0.03% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 81 $46.4K <0.01% -4 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 81 $46.4K <0.01% +45 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 80 $45.9K 0.01% +51 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 76 $43.2K <0.01% -21 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 72 $41K <0.01% -33 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 69 $39.6K <0.01% -18 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 69 $39.6K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 67 $38.4K 0.02% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 64 $36.7K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 64 $36.7K <0.01% +15 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 55 $32.9K <0.01% -2,435 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 53 $30.4K <0.01% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 49 $28.7K <0.01% +5 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 49 $28.1K <0.01% -59 13F-HR/A Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 43 $24.6K <0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 40 $22.9K <0.01% -3 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 40 $22.9K 0.01% -30 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 39 $22.4K <0.01% -3 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 39 $22.4K <0.01% +21 13F-HR/A Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 37 $21.2K <0.01% 0 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 34 $19.5K <0.01% new 13F-HR Timeline Group Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 34 $19.5K <0.01% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 34 $19.5K <0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 33 $18.9K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 30 $17.2K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 30 $17.2K <0.01% -1 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 29 $17K 0.01% -2 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 29 $16.6K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 29 $16.6K 0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 26 $15.6K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 27 $15.5K <0.01% +1 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 26 $14.9K <0.01% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 24 $14K 0.01% -29 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 24 $13.8K <0.01% -2,165 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 22 $13K <0.01% new 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 22 $12.6K <0.01% new 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 22 $12.6K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 21 $12K <0.01% -3 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 21 $12K 0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 20 $11.5K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 18 $10.3K <0.01% -1,527 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 18 $10.3K 0.01% -1 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 18 $10.2K <0.01% -3 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 17 $9.74K <0.01% +11 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 16 $9.17K <0.01% +6 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 15 $8.6K <0.01% +1 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 15 $8.6K <0.01% -83 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 18 $8.05K 0.09% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 14 $8.04K <0.01% -2 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 13 $7.45K <0.01% new 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 13 $7.45K <0.01% 0 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 12 $7K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 9 $5.17K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 9 $5.16K <0.01% +9 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 9 $5.16K <0.01% +4 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 8 $4.65K <0.01% 0 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 8 $4.59K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 8 $4.59K <0.01% +2 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 7 $4.02K <0.01% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 7 $4.01K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 7 $4.01K <0.01% -5 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 7 $4.01K <0.01% +3 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 7 $4.01K <0.01% -2 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 7 $4.01K <0.01% 0 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 7 $4K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 6 $3.45K <0.01% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 6 $3.44K <0.01% -6 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 6 $3.44K <0.01% -10 13F-HR Timeline Group Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 6 $3.44K <0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 6 $3.44K <0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 6 $3.44K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 5 $3K <0.01% +4 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 5 $2.87K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 5 $2.87K <0.01% new 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 4 $2.29K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 4 $2.29K <0.01% -2 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 4 $2.29K <0.01% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 4 $2.29K <0.01% new 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 4 $2.29K <0.01% +2 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 4 $2K <0.01% +2 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Avion Wealth More: the full row for Avion Wealth 4 $2K <0.01% 0 13F-HR/A Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 3 $2K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3 $1.72K <0.01% -4 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3 $1.72K <0.01% -1 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 3 $1.72K <0.01% -2 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 3 $1.72K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 2 $1.15K <0.01% +1 13F-HR Timeline