CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,073 $320K <0.01% -96 13F-HR Timeline Group E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 1,056 $315K 0.01% -39 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 1,040 $310K 0.01% +333 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 1,014 $302K <0.01% -179 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,013 $302K <0.01% -204 13F-HR Timeline Group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 1,008 $300K 0.01% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 997 $297K <0.01% -122 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 990 $295K <0.01% +14 13F-HR Timeline Group Scientech Research LLC More: the full row for Scientech Research LLC 987 $294K 0.07% -990 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 988 $294K 0.01% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 980 $292K 0.03% -389 13F-HR Timeline Aware Super Pty Ltd as trustee of Aware… More: the full row for Aware Super Pty Ltd as trustee of Aware Super 975 $290K <0.01% -7,056 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 955 $284K <0.01% -1 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 944 $281K 0.01% +62 13F-HR Timeline Group BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 927 $276K 0.05% 0 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 908 $270K 0.02% +100 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 908 $270K 0.04% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 904 $269K <0.01% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 882 $263K 0.02% +778 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 873 $260K <0.01% -233 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 872 $260K <0.01% +75 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 856 $255K 0.01% 0 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 854 $254K 0.05% +15 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 850 $253K 0.02% -86 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 849 $253K 0.15% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 828 $247K 0.02% +181 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 821 $245K 0.05% new 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 808 $241K 0.08% new 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 807 $240K 0.03% -183 13F-HR Timeline NEOS Investment Management LLC More: the full row for NEOS Investment Management LLC 806 $240K <0.01% +4 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 803 $239K 0.03% new 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 800 $238K 0.02% -1,070 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 796 $237K 0.02% new 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 795 $237K 0.01% 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 794 $237K <0.01% -139 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,496 $236K <0.01% -1,387 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 790 $235K 0.03% new 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 781 $233K 0.01% -1,244 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 781 $233K <0.01% +553 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 776 $231K 0.06% -242 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 774 $231K 0.01% -1 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 960 $230K 0.01% -108 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 772 $230K 0.05% -176 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 767 $228K <0.01% +8 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 757 $225K <0.01% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 747 $223K 0.01% -91 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 740 $220K 0.01% -300 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 737 $220K 0.01% -10 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 733 $218K 0.01% -2 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,320 $218K 0.01% -254 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 730 $217K 0.01% +89 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 725 $216K -10 Timeline MQS Management LLC More: the full row for MQS Management LLC 705 $210K 0.12% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 702 $209K 0.03% -228 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 695 $206K 0.01% new 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 692 $206K 0.01% -69 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 690 $205K 0.02% +161 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 687 $205K <0.01% new 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 677 $202K 0.01% new 13F-HR/A Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 664 $198K 0.01% +628 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 635 $189K 0.18% 0 13F-HR/A Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 623 $186K 0.02% +100 13F-HR/A Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 622 $185K 0.02% 0 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 608 $181K <0.01% new 13F-HR Timeline Group Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 579 $172K 0.02% 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 537 $160K 0.02% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 513 $153K -44 Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 500 $149K 0.01% 0 13F-HR/A Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 498 $148K <0.01% -21 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 497 $148K <0.01% -162 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 489 $145K <0.01% +33 13F-HR Timeline Group Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 476 $142K 0.03% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 446 $133K 0.01% +71 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 440 $131K 0.06% -200 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 431 $128K 0.05% -7 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 431 $128K 0.05% 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 408 $122K <0.01% +257 13F-HR Timeline Group OSSIAM More: the full row for OSSIAM 404 $120K <0.01% -299 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 398 $119K 0.07% -133 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 363 $108K <0.01% +62 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 360 $107K <0.01% new 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 338 $101K <0.01% +52 13F-HR Timeline Group Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 345 $100K <0.01% +345 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 319 $95K <0.01% +118 13F-HR/A Timeline Quarry LP More: the full row for Quarry LP 310 $92.3K 0.02% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 300 $88K <0.01% +16 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 293 $87.3K <0.01% +167 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 314 $79.7K <0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 256 $76.3K <0.01% +224 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 256 $76.3K 0.05% +247 13F-HR Timeline CX Institutional More: the full row for CX Institutional 238 $71K <0.01% -179 13F-HR/A Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 235 $70.1K <0.01% -15 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 228 $67.9K <0.01% 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 220 $65.5K 0.02% +17 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 220 $65.4K <0.01% +20 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 217 $64.6K <0.01% -61 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 213 $63.5K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 213 $63.4K <0.01% +12 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 193 $57.5K <0.01% +106 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 169 $50.3K 0.03% -13 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 160 $47.7K <0.01% new 13F-HR/A Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 157 $46.8K <0.01% +1 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 151 $45K 0.03% new 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 167 $39K 0.02% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 126 $37.5K <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 123 $36.6K <0.01% +42 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 112 $33.4K <0.01% +107 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 110 $32.8K <0.01% +10 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 100 $29.8K <0.01% -82 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 99 $29.5K <0.01% +44 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 93 $27.7K <0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 90 $26.8K 0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 87 $25.3K <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 84 $25K <0.01% +71 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 83 $24.7K <0.01% +5 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 81 $24.1K <0.01% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 81 $24K <0.01% +13 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 80 $23.8K 0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 74 $22K 0.01% +5 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 70 $20K <0.01% +13 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 67 $20K <0.01% +45 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 65 $19.3K <0.01% -1,678 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 62 $18.5K <0.01% +5 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 50 $14.9K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 48 $14.3K <0.01% -10 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 48 $14.3K 0.01% +4 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 46 $13.7K <0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 43 $12.8K <0.01% -20 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 40 $12K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 40 $11.9K <0.01% +3 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 40 $11.9K <0.01% -10 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 39 $11.6K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 39 $11.6K <0.01% +32 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 38 $11.3K <0.01% +5 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 37 $11K <0.01% new 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 30 $9K <0.01% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 30 $8.94K <0.01% +15 13F-HR/A Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 30 $8.94K 0.01% +10 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 28 $8.34K <0.01% -13 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 27 $8.04K <0.01% +1 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 25 $7.45K <0.01% -61 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 24 $7.15K <0.01% -2 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 21 $6.43K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 21 $6.26K <0.01% -8 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 20 $5.96K <0.01% +1 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 20 $5.96K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 19 $5.66K <0.01% +5 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 19 $5.66K <0.01% 0 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 19 $5.66K <0.01% -4 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 17 $5.06K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 16 $4.77K <0.01% -200 13F-HR Timeline Group Solstein Capital, LLC More: the full row for Solstein Capital, LLC 16 $4.77K <0.01% new 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 16 $4.77K <0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 15 $4.47K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 15 $4.47K <0.01% +10 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 14 $4.17K <0.01% -35 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 16 $4K <0.01% +2 13F-HR/A Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 13 $3.87K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 13 $3.87K <0.01% -1 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 13 $3.87K <0.01% +4 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 11 $3.32K <0.01% +1 13F-HR Timeline Group Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 11 $3.28K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 11 $3.28K <0.01% +5 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 11 $3.28K <0.01% -3 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 20 $3.15K <0.01% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 13 $3K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 10 $2.98K <0.01% 0 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 10 $2.98K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 10 $2.98K <0.01% +8 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 9 $2.68K <0.01% -16 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 9 $2.68K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 8 $2.38K <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 7 $2.14K <0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 6 $1.84K <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 6 $1.79K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 6 $1.79K <0.01% +3 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 6 $1.79K <0.01% +3 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 6 $1.79K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 5 $1.49K <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 5 $1.49K <0.01% +4 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 5 $1.49K <0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 5 $1.49K <0.01% -5 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 4 $1.19K <0.01% -2 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4 $1.19K <0.01% -4 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 7 $1.07K <0.01% +3 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 3 $894 <0.01% +1 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 3 $894 <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 3 $894 <0.01% -1 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 3 $894 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 3 $894 <0.01% +1 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 3 $894 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $894 <0.01% +1 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 3 $894 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 3 $893 <0.01% +2 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2 $596 <0.01% new 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 2 $596 <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 2 $596 <0.01% 0 13F-HR/A Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 2 $596 <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 2 $596 <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 2 $596 <0.01% 0 13F-HR Timeline