National Philanthropic Trust More: the full row for National Philanthropic Trust 5,366 $273K <0.01% new 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 5,315 $270K 0.02% new 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 5,254 $267K 0.01% -28,698 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,209 $265K 0.01% new 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 5,191 $264K <0.01% -8,599 13F-HR Timeline Group Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 5,153 $262K 0.04% 13F-HR Timeline TOBAM More: the full row for TOBAM 5,130 $261K 0.07% -41,059 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 5,072 $258K <0.01% +1,669 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 5,019 $255K <0.01% +1,097 13F-HR Timeline Group Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 5,014 $255K 0.01% new 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 5,004 $254K 0.03% -4,994 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 5,003 $254K <0.01% new 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 4,942 $251K 0.09% +2,302 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,881 $248K <0.01% +1,537 13F-HR/A Timeline SECTORAL ASSET MANAGEMENT INC More: the full row for SECTORAL ASSET MANAGEMENT INC 4,350 $248K 0.21% -655 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 4,848 $246K 0.1% new 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 4,781 $243K <0.01% new 13F-HR Timeline Group JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 4,762 $242K 0.08% new 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 5,005 $241K <0.01% -1,000 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 4,549 $237K 0.01% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,639 $236K <0.01% new 13F-HR Timeline Resona Asset Management Co.,Ltd. in group Resona Asset Management Co.,L… More: the full row for Resona Asset Management Co.,Ltd. 4,838 $233K <0.01% +408 13F-HR Timeline Group C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 4,560 $232K 0.11% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,477 $227K 0.01% -5,700 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 4,434 $225K <0.01% new 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 4,428 $225K 0.01% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,388 $223K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,368 $222K <0.01% +1,185 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 4,346 $221K <0.01% -442 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 4,306 $219K 0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,256 $216K <0.01% +965 13F-HR Timeline DoubleLine ETF Adviser LP More: the full row for DoubleLine ETF Adviser LP 4,226 $215K 0.08% new 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 4,220 $214K <0.01% new 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 4,186 $213K <0.01% new 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 4,130 $210K 0.05% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 4,082 $207K <0.01% new 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 4,063 $206K 1.01% new 13F-HR Timeline PERKINS CAPITAL MANAGEMENT INC More: the full row for PERKINS CAPITAL MANAGEMENT INC 4,000 $203K 0.19% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 3,969 $202K 0.01% -24,952 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,946 $200K 0.01% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 3,906 $198K 0.22% -18,063 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,672 $187K <0.01% +11 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 3,303 $165K <0.01% +3,039 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 3,212 $163K 0.01% 0 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,126 $159K 0.02% +118 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 2,950 $150K <0.01% -850 13F-HR Timeline Group Centiva Capital, LP More: the full row for Centiva Capital, LP 2,733 $139K 0.01% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,670 $136K 0.02% -362 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 2,351 $119K <0.01% -3,734 13F-HR Timeline OP Asset Management Ltd More: the full row for OP Asset Management Ltd 2,296 $117K <0.01% new 13F-HR/A Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 2,250 $114K <0.01% +76 13F-HR/A Timeline Group Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,268 $113K 0.06% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 2,200 $112K 0.02% -5,300 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,194 $111K <0.01% +402 13F-HR/A Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,166 $110K <0.01% +336 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,145 $109K <0.01% -685 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,807 $91.8K 0.01% +282 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,800 $91.4K 0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,789 $90.9K <0.01% -20 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,783 $89.2K 0.01% -541 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,701 $86.4K 0.01% +225 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,664 $84.5K <0.01% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1,628 $82.7K 0.02% new 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,626 $82.6K 0.04% +1,109 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 1,579 $80.2K 0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,496 $76K <0.01% +177 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,449 $73.6K <0.01% -1,067 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,425 $72.4K <0.01% +146 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,417 $72K <0.01% +401 13F-HR/A Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 1,335 $67.8K 0.02% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,311 $66.6K <0.01% +148 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,302 $66.1K 0.01% -250 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,287 $65.4K <0.01% -168 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 1,231 $62.5K 0.03% -496 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,208 $61.4K 0.03% +8 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,176 $59.7K 0.01% +494 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,123 $57K <0.01% 0 13F-HR Timeline Group Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 1,066 $54.2K 0.04% 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,026 $52.1K <0.01% -3,942 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,000 $50.8K <0.01% 0 13F-HR Timeline Encore Global Management, LP More: the full row for Encore Global Management, LP 1,000 $50.8K 0.04% 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 994 $50.5K 0.01% -67 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 1,003 $50K 0.01% +137 13F-HR/A Timeline Maj Invest Holding A/S in group Maj Invest Holding A/S More: the full row for Maj Invest Holding A/S 990 $50K <0.01% 0 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,000 $48.8K <0.01% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 956 $47.9K 0.03% -12 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 925 $47K <0.01% +462 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 960 $46.3K <0.01% +134 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 900 $45.7K 0.02% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 850 $43.2K <0.01% -2 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 843 $42.8K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 837 $41.9K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 822 $41.8K 0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 801 $40.7K <0.01% +208 13F-HR Timeline Group J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 786 $39.9K <0.01% +20 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 772 $39.2K <0.01% +385 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 770 $39.1K <0.01% 0 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 726 $36.9K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 700 $35.6K 0.05% 0 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 699 $35.5K <0.01% -103,068 13F-HR Timeline Group SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 690 $35.1K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 664 $33.7K <0.01% +139 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 636 $32.3K 0.02% 0 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 601 $30.5K 0.01% new 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 569 $28.9K 0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 563 $28.6K <0.01% +30 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 551 $28K 0.01% 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 525 $26.7K 0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 520 $26.4K 0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 500 $25.4K <0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 500 $25.4K 0.01% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 500 $25.4K 0.07% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 497 $25.2K <0.01% 0 13F-HR Timeline Group Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 495 $25.1K 0.01% +1 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 493 $25K <0.01% -49 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 482 $24.5K 0.02% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 439 $22.3K <0.01% +39 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 439 $22.3K <0.01% +344 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 424 $21.5K <0.01% +80 13F-HR/A Timeline Group SMA Capital LLC More: the full row for SMA Capital LLC 421 $21.4K 0.01% new 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 400 $20.3K 0.01% 0 13F-HR Timeline Group BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 400 $20.3K 0.01% 0 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 400 $20.3K <0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 375 $19.1K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 372 $18.9K <0.01% +60 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 359 $18K <0.01% +22 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 359 $18K <0.01% +250 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 335 $17K <0.01% +300 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 335 $17K <0.01% +33 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 331 $16.8K <0.01% +51 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 319 $16.2K <0.01% +300 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 318 $16.2K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 329 $16K <0.01% -287 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 306 $15.5K 0.01% 0 13F-HR Timeline Evelyn Partners Investment Management S… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management Services Ltd 304 $15.4K <0.01% 0 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 300 $15.2K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 302 $15K 0.01% -194 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 300 $15K <0.01% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 274 $13.9K 0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 263 $13.4K <0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 250 $12.7K 0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 248 $12.6K <0.01% -25 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 248 $12.6K <0.01% +50 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 237 $12K <0.01% +102 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 230 $11.7K <0.01% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 215 $10.9K <0.01% new 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 214 $10.9K 0.01% -96 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 215 $10.8K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 210 $10.7K <0.01% 0 13F-HR Timeline Group Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 210 $10.7K <0.01% 0 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 203 $10.3K <0.01% -34,074 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 201 $10.2K <0.01% new 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 200 $10.2K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 200 $10.2K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 200 $10.2K <0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 200 $10.2K <0.01% 0 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 200 $9.03K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 189 $9K <0.01% +53 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 173 $8.79K <0.01% +160 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 163 $8.28K <0.01% -157 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 150 $7.62K <0.01% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 150 $7.62K <0.01% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 147 $7.47K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 146 $7.42K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 145 $7.37K <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 141 $7.16K 0.01% -88 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 137 $6.96K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 137 $6.96K <0.01% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 136 $6.91K <0.01% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 135 $6.86K <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 124 $6.31K <0.01% -40 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 124 $6.3K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 124 $6.3K <0.01% -3 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 121 $6.15K 0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 120 $6.1K <0.01% +101 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 119 $6.05K <0.01% +1 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 118 $6K <0.01% -500 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 127 $5.93K <0.01% +106 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 115 $5.84K <0.01% +41 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 109 $5.54K <0.01% -32 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 108 $5.49K <0.01% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 105 $5.33K <0.01% -110 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 104 $5.28K <0.01% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 103 $5.23K <0.01% new 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 100 $5.08K <0.01% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 100 $5.08K <0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 100 $5.08K <0.01% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 100 $5.08K <0.01% new 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 100 $5.08K <0.01% 0 13F-HR/A Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 100 $5.08K <0.01% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 100 $5.08K <0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 100 $5.08K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 100 $5.08K <0.01% -300 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 100 $5.08K <0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 107 $5.06K <0.01% +3 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 98 $4.98K <0.01% new 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 97 $4.93K 0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 96 $4.88K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 87 $4.42K <0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 160 $4.42K <0.01% -75 13F-HR Timeline