MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 9,360 $304K 0.03% -423 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 9,227 $299K <0.01% -817 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 9,186 $298K <0.01% -9,627 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 9,097 $297K 0.04% +57 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 8,916 $297K 0.13% 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 9,130 $296K 0.08% -61 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 9,143 $296K 0.02% -1,416 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 9,089 $295K 0.01% 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 9,080 $295K 0.02% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 9,056 $294K 0.01% -53 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 9,054 $294K 0.11% new 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 8,917 $289K <0.01% new 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 8,898 $289K 0.02% +1,803 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 8,897 $289K 0.01% -210 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 8,807 $286K new Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 8,783 $285K 0.01% +1,027 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 8,701 $282K <0.01% -1,034 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 8,687 $282K 0.01% +2,144 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 8,658 $281K 0.01% +5,459 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 8,646 $281K <0.01% -25,188 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 8,628 $280K 0.08% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 8,545 $277K <0.01% +725 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 8,530 $277K 0.01% +481 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 8,485 $275K 0.01% -90 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 8,387 $272K <0.01% -607 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 8,350 $271K 0.05% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 8,315 $270K 0.06% new 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 8,230 $267K 0.04% +99 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 8,154 $265K 0.09% +4,939 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 8,119 $263K 0.01% -4,931 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 8,103 $263K 0.07% -100 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 8,063 $262K 0.04% -1,529 13F-HR/A Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 8,038 $261K 0.14% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 8,030 $260K <0.01% +7 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 8,029 $260K 0.01% -452 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 7,644 $260K 0.12% 0 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 7,900 $256K 0.11% 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 7,813 $253K 0.08% -20 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 7,812 $253K 0.03% -1,444 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 7,759 $252K 0.01% +112 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 7,663 $249K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 7,541 $245K <0.01% -1,620 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 7,485 $243K 0.02% +238 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 7,481 $243K 0.01% +77 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 7,429 $241K 0.22% 0 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 7,427 $241K 0.03% -1,896 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 7,391 $240K <0.01% -1,466 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 7,697 $239K 0.02% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 7,361 $239K 0.01% -6,207 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 7,354 $239K <0.01% -2,642 13F-HR/A Timeline Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 7,335 $238K <0.01% -8,797 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 7,332 $238K 0.01% -362 13F-HR Timeline Group Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 7,304 $237K 0.01% new 13F-HR Timeline Group Navigation Wealth Management, Inc. More: the full row for Navigation Wealth Management, Inc. 7,292 $237K 0.35% 0 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 7,288 $236K <0.01% -13,154 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 7,258 $235K <0.01% -2,017 13F-HR Timeline CULTIVAR CAPITAL, INC. More: the full row for CULTIVAR CAPITAL, INC. 7,210 $234K 0.17% 0 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 7,121 $231K 0.01% -570 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 7,100 $230K 0.06% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 7,091 $230K 0.01% -705 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 7,062 $229K 0.06% 0 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 7,035 $228K 0.04% -31 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 6,967 $226K 0.02% -308 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 6,903 $225K 0.05% +41 13F-HR Timeline Quarry LP More: the full row for Quarry LP 6,850 $222K 0.05% new 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 6,836 $222K 0.09% +52 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,833 $222K <0.01% -1,268 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 6,806 $221K 0.13% -1 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 6,767 $220K 0.01% +18 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 6,728 $218K 0.01% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 6,721 $218K 0.01% new 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 6,669 $216K 0.04% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 6,661 $216K <0.01% +1,051 13F-HR Timeline Group Resona Asset Management Co.,Ltd. in group Resona Asset Management Co.,L… More: the full row for Resona Asset Management Co.,Ltd. 6,711 $216K <0.01% -42,029 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 6,636 $215K 0.01% +458 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 6,547 $212K <0.01% +374 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 6,543 $212K 0.02% 0 13F-HR Timeline ACADEMY CAPITAL MANAGEMENT More: the full row for ACADEMY CAPITAL MANAGEMENT 6,521 $212K 0.03% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 6,519 $211K 0.01% new 13F-HR Timeline Group LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 6,458 $209K 0.01% +18 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 6,442 $209K <0.01% +123 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 6,428 $209K <0.01% -2,843 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 6,403 $208K <0.01% +408 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 6,403 $208K 0.02% new 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 6,400 $208K 0.01% +393 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 6,387 $207K 0.02% -292 13F-HR/A Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 6,382 $207K 0.05% 0 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 6,333 $205K 0.14% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 6,327 $205K 0.01% -220 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 6,308 $205K 0.01% +23 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 6,305 $205K 0.05% -700 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 6,051 $196K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,996 $195K <0.01% +2,125 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,770 $187K <0.01% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,690 $185K 0.01% +2,408 13F-HR Timeline Group Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 5,514 $179K 0.04% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 5,220 $169K 0.05% -80 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 5,201 $169K 0.1% +1,657 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 5,118 $166K <0.01% +935 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 4,957 $161K 0.09% new 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 4,887 $159K 0.01% -162 13F-HR Timeline Group Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 4,633 $150K 0.02% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 4,690 $148K 0.08% +310 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 4,500 $146K 0.09% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 4,363 $142K 0.02% +2,576 13F-HR/A Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 4,313 $140K 0.01% -1,459 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,042 $131K <0.01% -104 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 4,024 $131K <0.01% +1,227 13F-HR Timeline Group CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 3,981 $129K 0.12% +2 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 3,881 $126K 0.02% -3 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 3,530 $115K 0.01% -16 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 3,500 $114K 0.06% 0 13F-HR Timeline Group DANSKE BANK A/S More: the full row for DANSKE BANK A/S 3,400 $110K <0.01% -61,693 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,298 $107K <0.01% +1,715 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,215 $104K <0.01% +2,885 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 3,195 $104K <0.01% -233 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 3,178 $103K <0.01% 0 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 3,100 $101K 0.11% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,855 $92.6K 0.01% -539 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,849 $92.4K 0.01% -303 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,837 $92K 0.01% -506 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,759 $89.5K <0.01% -309 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 2,485 $80.6K 0.04% new 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 2,480 $80.5K <0.01% new 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,341 $75.9K <0.01% +180 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,326 $75.5K 0.01% -264 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,156 $70.1K <0.01% -503 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 2,127 $69K 0.03% +2,124 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,100 $68.1K <0.01% -9 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 2,042 $66.2K 0.03% -1,049 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 2,016 $65.4K <0.01% 0 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 2,000 $65.2K <0.01% +220 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 2,000 $64.9K 0.01% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 2,000 $64.9K 0.02% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 1,925 $62.5K 0.03% +1 13F-HR Timeline OSSIAM More: the full row for OSSIAM 1,868 $60.6K <0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,866 $60.5K <0.01% new 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,779 $58K 0.04% -214 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,712 $58K 0.03% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,762 $57.2K <0.01% +709 13F-HR Timeline Group MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 1,684 $54.6K <0.01% new 13F-HR/A Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1,542 $53.3K 0.01% -192 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 1,560 $50.6K <0.01% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,555 $50K 0.04% new 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 1,500 $48.7K 0.03% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,448 $47K <0.01% +585 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,412 $45.8K 0.01% -4,418 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,392 $45.4K 0.01% -41 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 1,390 $45.1K 0.06% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 1,389 $45.1K 0.04% 0 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 1,400 $45K 0.02% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 1,356 $44K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,354 $43.9K <0.01% -38 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,291 $43.1K <0.01% -302 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,310 $42.5K 0.03% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,309 $42.5K <0.01% -544 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 1,300 $42.2K 0.02% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,309 $42K 0.01% -18 13F-HR/A Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,294 $42K <0.01% new 13F-HR Timeline City State Bank More: the full row for City State Bank 1,155 $37.5K 0.01% -600 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,130 $36.7K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,122 $36.4K <0.01% +105 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,093 $35.5K <0.01% +30 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,080 $35K <0.01% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 1,076 $34.9K 0.02% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,074 $34.8K <0.01% -439 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,072 $34.8K <0.01% -82 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,056 $34.2K 0.01% -194 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,056 $34K <0.01% +474 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 1,017 $33K 0.01% +5 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 938 $31.6K <0.01% +19 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 950 $30.8K 0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 946 $30.7K 0.02% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 939 $30.2K <0.01% -468 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 922 $29.9K <0.01% +6 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 916 $29.7K <0.01% -124 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 916 $29.7K 0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 915 $29.7K <0.01% +588 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 905 $29.3K <0.01% +16 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 901 $29K <0.01% +62 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 892 $29K <0.01% +8 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 886 $28.7K 0.03% -167 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 837 $27.3K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 801 $26K <0.01% -58 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 798 $25.9K <0.01% +1 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 776 $25.2K <0.01% -244 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 764 $24.8K <0.01% new 13F-HR/A Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 745 $24.2K <0.01% +209 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 740 $24K <0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 722 $23.4K 0.02% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 712 $23.2K <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. 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