Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 660 $65K <0.01% 0 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 606 $60.1K <0.01% 0 13F-HR/A Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 600 $59.5K <0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 584 $57.9K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 576 $57K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Collier Financial More: the full row for Collier Financial 500 $49.6K 0.04% 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 489 $48.5K 0.05% -248 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 488 $48.3K <0.01% 0 13F-HR Timeline Group Fairman Group, LLC More: the full row for Fairman Group, LLC 475 $47.1K 0.04% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 458 $45.4K 0.01% +27 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 458 $45.4K 0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 450 $45K 0.01% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 450 $44.6K <0.01% 0 13F-HR Timeline Group Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 447 $44.3K <0.01% 0 13F-HR Timeline Group VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 429 $42.5K 0.04% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 422 $42.4K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 398 $40.2K <0.01% -2 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 405 $40.1K 0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 378 $37.5K <0.01% +263 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 360 $35.7K <0.01% 0 13F-HR Timeline Group Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 347 $34.4K 0.03% new 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 309 $30.6K 0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 304 $30.1K <0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 283 $28K 0.02% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 281 $27.9K <0.01% +7 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 277 $27.5K <0.01% 0 13F-HR Timeline Group BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 270 $26.8K 0.02% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 255 $25.6K <0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 250 $24.8K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 230 $22.8K <0.01% 0 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 223 $22.1K 0.01% -100 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 221 $22K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 209 $20.7K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 204 $20.2K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 198 $19.9K 0.01% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 200 $19.8K 0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 200 $19.8K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 200 $19.8K <0.01% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 194 $19.2K <0.01% 0 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 188 $18.6K <0.01% -113 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 188 $18.6K <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 184 $18.2K <0.01% -28 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 168 $16.6K <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 165 $16.4K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 162 $16.1K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 167 $16K <0.01% 0 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 153 $15K <0.01% -88 13F-HR Timeline Group Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 150 $14.9K 0.01% 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 145 $14K <0.01% -155 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 132 $13.1K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 85 $8.43K <0.01% 0 13F-HR/A Timeline Archer Investment Corp More: the full row for Archer Investment Corp 83 $8.23K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 81 $8.03K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 80 $7.93K <0.01% -10 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 77 $7.63K <0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 72 $7.14K <0.01% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 71 $7.04K <0.01% -996 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 75 $7K <0.01% -100 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 68 $6.74K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 68 $6.74K <0.01% -119 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 62 $6.14K <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 62 $6.13K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 40 $3.96K <0.01% new 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 31 $3.07K <0.01% 0 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 30 $2.97K <0.01% new 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 18 $1.78K <0.01% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 13 $1.31K <0.01% 0 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 10 $991 <0.01% 0 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 8 $793 <0.01% 0 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 6 $595 <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 5 $496 <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 5 $496 <0.01% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 2 $168 <0.01% -325 13F-HR Timeline Group