BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 3,945 $520K <0.01% -555 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,893 $513K 0.03% +828 13F-HR Timeline Woodline Partners LP More: the full row for Woodline Partners LP 3,890 $512K <0.01% -68,408 13F-HR/A Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 3,883 $512K 0.03% +107 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 3,882 $511K <0.01% -553 13F-HR Timeline PSP Research LLC More: the full row for PSP Research LLC 3,848 $507K 0.36% +114 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 3,835 $505K 0.01% +916 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 3,818 $503K 0.1% 0 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 3,767 $496K 0.98% new 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 3,723 $490K 0.08% new 13F-HR Timeline Group GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 3,693 $487K <0.01% -59 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,690 $486K 0.01% new 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 3,680 $485K 0.01% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 3,629 $478K 0.01% +1,429 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 3,582 $472K 0.01% -88 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,527 $465K 0.01% -705 13F-HR Timeline E. Ohman J:or Asset Management AB More: the full row for E. Ohman J:or Asset Management AB 3,512 $463K 0.01% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,502 $461K <0.01% -379 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 3,459 $456K 0.22% +476 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,431 $452K 0.01% +77 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,388 $446K <0.01% -44 13F-HR Timeline Group Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 3,359 $443K 0.01% +620 13F-HR Timeline Group Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 3,347 $441K 0.01% -135 13F-HR Timeline Group OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 3,344 $441K 0.02% -982 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 3,327 $438K 0.01% -907 13F-HR Timeline PINEBRIDGE INVESTMENTS LLC More: the full row for PINEBRIDGE INVESTMENTS LLC 3,315 $437K <0.01% new 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 3,293 $434K 0.27% 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 3,292 $434K 0.06% +1,502 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,254 $429K 0.01% new 13F-HR Timeline Group Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 3,249 $428K 0.08% -3,851 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,242 $427K 0.01% new 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 3,238 $427K 0.08% +966 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,235 $426K 0.01% +15 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 3,229 $425K 0.01% -127 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 3,211 $423K 0.09% new 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 3,260 $420K 0.04% -248 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 3,093 $407K 0.03% +457 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 3,083 $406K 0.01% 0 13F-HR Timeline Group Navalign, LLC More: the full row for Navalign, LLC 3,069 $404K 0.1% -540 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 3,046 $401K <0.01% -42,930 13F-HR Timeline Group ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 3,040 $400K 0.01% +334 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 3,025 $399K <0.01% +1,189 13F-HR Timeline Group PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 3,011 $397K 0.02% +211 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,947 $391K <0.01% +193 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 2,960 $390K 0.08% -208 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 2,934 $387K 0.07% -401 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,932 $386K <0.01% -17 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 2,869 $378K 0.2% -431 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,860 $377K <0.01% -38 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,846 $375K 0.02% -198 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 2,831 $373K 0.02% -578 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 2,828 $373K <0.01% +106 13F-HR Timeline Group Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 2,827 $372K 0.38% +477 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,822 $372K <0.01% +251 13F-HR Timeline Group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 2,793 $368K 0.01% -2,933 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,792 $368K 0.01% -89 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,334 $364K 0.01% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,696 $355K <0.01% -481 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 2,681 $353K <0.01% -146 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,649 $349K 0.01% new 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 2,634 $347K 0.02% +730 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 2,626 $346K 0.03% +669 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,617 $345K <0.01% -216 13F-HR Timeline Group SECTORAL ASSET MANAGEMENT INC More: the full row for SECTORAL ASSET MANAGEMENT INC 2,300 $344K 0.28% -375 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 2,587 $341K <0.01% -148 13F-HR Timeline Group GenTrust, LLC More: the full row for GenTrust, LLC 2,541 $335K 0.01% +781 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,535 $334K <0.01% +4 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 2,526 $333K 0.14% -2,726 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,508 $330K 0.02% -20 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 2,505 $330K 0.01% -899 13F-HR Timeline ADAR1 Capital Management, LLC in group ADAR1 Capital Management, LLC More: the full row for ADAR1 Capital Management, LLC 2,500 $329K 0.02% new 13F-HR Timeline Group MQS Management LLC More: the full row for MQS Management LLC 2,471 $326K 0.22% +429 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 2,463 $324K 0.05% +688 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 2,464 $322K 0.04% -30 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 2,430 $320K 0.18% 0 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 2,385 $314K 0.23% +42 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 2,357 $311K 0.01% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 2,356 $310K <0.01% new 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,355 $310K 0.01% +464 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,319 $306K <0.01% -766 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 2,294 $302K 0.09% +691 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 2,250 $296K 0.25% 0 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 2,240 $295K <0.01% +282 13F-HR Timeline Osmosis Investment Management UK Ltd More: the full row for Osmosis Investment Management UK Ltd 2,228 $294K 0.01% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,207 $291K 0.01% -157 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,205 $290K 0.01% +29 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,194 $289K 0.02% -325 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,193 $289K <0.01% +27 13F-HR Timeline Group Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 2,113 $278K 0.01% -128 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 2,099 $277K 0.01% -86 13F-HR/A Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,068 $272K 0.03% -120 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 2,029 $267K 0.02% -229 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 2,005 $264K <0.01% 0 13F-HR Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 1,997 $263K <0.01% +366 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,942 $256K 0.03% -97 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 1,928 $254K 0.04% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,923 $253K 0.03% -8 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,896 $250K 0.03% +293 13F-HR Timeline Graetz Wealth LLC More: the full row for Graetz Wealth LLC 1,868 $246K 0.22% +231 13F-HR Timeline Motley Fool Asset Management LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Asset Management LLC 1,852 $244K 0.01% +159 13F-HR Timeline Group QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 1,854 $243K 0.1% -413 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 1,838 $242K 0.01% +302 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 1,820 $240K <0.01% +8 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,814 $239K <0.01% +147 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,776 $234K 0.01% -81 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,776 $234K <0.01% +195 13F-HR/A Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,758 $232K 0.09% new 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 1,731 $228K 0.1% new 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,729 $228K <0.01% -3,472 13F-HR Timeline LBP AM SA More: the full row for LBP AM SA 1,724 $227K <0.01% +144 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,711 $225K 0.02% +35 13F-HR Timeline UniSuper Management Pty Ltd More: the full row for UniSuper Management Pty Ltd 1,700 $224K <0.01% 0 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,697 $224K <0.01% +176 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 1,697 $224K -89,128 Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,675 $221K 0.03% -50 13F-HR Timeline FRED ALGER MANAGEMENT, LLC in group FRED ALGER MANAGEMENT, LLC More: the full row for FRED ALGER MANAGEMENT, LLC 1,671 $220K <0.01% -314 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,665 $219K <0.01% +90 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 1,641 $218K 0.01% +18 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,642 $216K 0.05% new 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 1,619 $213K 0.04% +2 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,615 $213K 0.01% +91 13F-HR Timeline Group DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 1,597 $210K <0.01% new 13F-HR Timeline Group Expressive Wealth LLC More: the full row for Expressive Wealth LLC 1,416 $208K 0.2% new 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,551 $204K 0.03% new 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 1,540 $204K <0.01% -147,616 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 1,545 $204K 0.02% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,542 $203K 0.01% +537 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,521 $200K 0.02% -1,276 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 1,412 $200K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,432 $189K 0.01% +1,051 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 1,400 $184K 0.02% +100 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 1,392 $183K 0.01% 0 13F-HR Timeline OSSIAM More: the full row for OSSIAM 1,342 $177K <0.01% +4 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,306 $172K <0.01% +71 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,235 $163K 0.05% +270 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 1,225 $161K 0.14% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,154 $152K 0.01% +955 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,081 $142K 0.02% new 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,061 $140K <0.01% -359 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 1,014 $134K <0.01% -316 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,000 $132K 0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 981 $129K 0.14% -982 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 885 $117K 0.02% -33 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 831 $109K 0.06% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 787 $104K 0.07% -125 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 712 $93.8K <0.01% +34 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 583 $76.8K <0.01% -1,342 13F-HR Timeline STOREBRAND ASSET MANAGEMENT AS More: the full row for STOREBRAND ASSET MANAGEMENT AS 581 $76.5K <0.01% -3,805 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 594 $76.5K <0.01% -84 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 563 $74.2K 0.01% +42 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 556 $73.2K 0.01% -995 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 535 $70.5K <0.01% +526 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 487 $64.2K 0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 475 $62.6K <0.01% +69 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 467 $62K 0.04% -261 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 402 $53K 0.04% new 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 305 $51.4K 0.03% +111 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 388 $51.1K <0.01% -118 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 371 $48.9K <0.01% -2,313 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 341 $44.9K 0.01% +137 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 315 $41.5K 0.01% -76 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 305 $40.2K <0.01% new 13F-HR Timeline Group Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 305 $40.2K 0.02% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 266 $35K <0.01% 0 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 268 $35K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 258 $34K <0.01% +216 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 254 $33.5K <0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 239 $31.5K 0.01% +204 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 188 $24.8K <0.01% -57 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 183 $24.1K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 183 $24.1K <0.01% +11 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 182 $24K <0.01% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 212 $23.4K 0.01% -402 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 158 $20.8K <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 153 $20.2K <0.01% +10 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 140 $18.4K 0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 139 $18.3K <0.01% +57 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 137 $18K <0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 126 $17K <0.01% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 123 $16.2K <0.01% +12 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 122 $16.1K <0.01% +42 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 119 $15.7K <0.01% -85 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 112 $14.8K 0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 111 $14.6K 0.01% +72 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 110 $14.5K <0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 106 $14K <0.01% +53 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 103 $13.6K <0.01% +70 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 102 $13.4K 0.01% -80 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 100 $13.2K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 91 $12K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 90 $11.9K <0.01% 0 13F-HR Timeline Group Bravera Wealth More: the full row for Bravera Wealth 84 $11.1K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 83 $10.9K <0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 79 $10.4K <0.01% 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 78 $10.3K -1,567 Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 70 $9.22K 0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 69 $9.15K <0.01% +42 13F-HR Timeline Capital Advisors, Ltd. 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