HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,973 $85K <0.01% -1,868 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,542 $76K <0.01% +1,265 13F-HR Timeline DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 1,655 $76K <0.01% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 3,424 $73.5K 0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,374 $72.4K <0.01% -1,449 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,207 $68.9K <0.01% +507 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 3,092 $66.4K <0.01% +400 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 3,034 $65K <0.01% 0 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,876 $61.8K <0.01% +1,994 13F-HR/A Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,614 $56.1K <0.01% -2,088 13F-HR Timeline Group Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 2,503 $53.7K <0.01% -1,761,477 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,276 $49K <0.01% -19,796 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,167 $46.5K <0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,107 $45.2K <0.01% -4,609 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 1,989 $42.9K <0.01% new 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 1,713 $36.8K <0.01% -152,809 13F-HR/A Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,682 $36.1K <0.01% +1,432 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,630 $35K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,546 $33.2K <0.01% +154 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,472 $31.6K <0.01% -4,439 13F-HR Timeline Group HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 1,353 $29K <0.01% -46,824 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 1,346 $28.9K <0.01% -22,496 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,333 $28.6K <0.01% +97 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,262 $27.1K <0.01% -34 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,260 $27.1K <0.01% -63 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,110 $23.8K <0.01% -775 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,094 $23.5K <0.01% +552 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,052 $22.6K <0.01% -8,329 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,046 $22.5K <0.01% +231 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,013 $21.9K <0.01% -887 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 947 $20K <0.01% +3 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 929 $19.9K 0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 865 $18.6K 0.01% 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 800 $17.2K 0.01% 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 778 $16.7K 0.01% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 753 $16.2K 0.01% +2 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 743 $16K <0.01% -182 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 692 $15.2K <0.01% +585 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 638 $13.7K <0.01% +153 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 636 $13K <0.01% -11,084 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 551 $11.8K <0.01% -555 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 500 $10.7K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 493 $10.4K <0.01% -445 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 333 $7.15K <0.01% -72 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 324 $6.95K <0.01% -60 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 320 $6.87K <0.01% -1,239 13F-HR Timeline Group Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 300 $6.44K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 287 $6.32K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 276 $5.93K <0.01% -6,348 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 258 $5.54K <0.01% +8 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 250 $5.37K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 206 $4.42K <0.01% -867 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 202 $4.34K <0.01% +101 13F-HR Timeline Robinson Value Management, Ltd. More: the full row for Robinson Value Management, Ltd. 200 $4.29K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 200 $4.29K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 196 $4.21K <0.01% -55 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 158 $3.39K <0.01% new 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 150 $3.22K <0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 150 $3.22K <0.01% 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 146 $3.13K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 143 $3.07K <0.01% -889 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 112 $2.4K <0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 108 $2.32K <0.01% -426 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 106 $2.28K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 104 $2.23K <0.01% +2 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 100 $2.15K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 95 $2.08K <0.01% +59 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 75 $1.61K <0.01% -112 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 73 $1.57K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 70 $1.5K <0.01% +31 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 67 $1.45K <0.01% 0 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 65 $1.4K <0.01% -169 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 60 $1.29K <0.01% 0 13F-HR Timeline Group West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 55 $1.19K <0.01% +1 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 55 $1.18K <0.01% 0 13F-HR/A Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 55 $1.18K <0.01% -545 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 54 $1.16K <0.01% -19 13F-HR Timeline CX Institutional More: the full row for CX Institutional 27 $1K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 38 $926 <0.01% +15 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 40 $859 <0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 35 $749 <0.01% +1 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 33 $709 <0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 33 $709 <0.01% 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 31 $666 <0.01% 0 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 30 $654 <0.01% +1 13F-HR Timeline Quarry LP More: the full row for Quarry LP 30 $644 <0.01% -835 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 29 $623 <0.01% 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 28 $597 <0.01% +1 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 26 $559 <0.01% +23 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 23 $494 <0.01% -51 13F-HR Timeline Group Trust Co More: the full row for Trust Co 20 $429 <0.01% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 18 $386 <0.01% -22 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 16 $344 <0.01% -14 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 13 $279 <0.01% -437 13F-HR/A Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 12 $263 <0.01% 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 10 $215 <0.01% 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 8 $172 <0.01% -1 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 7 $151 <0.01% 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 6 $129 <0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 4 $92 <0.01% 0 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 4 $86 <0.01% 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 4 $85 <0.01% -2 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $65 <0.01% -1 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3 $64 <0.01% -9 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2 $46 <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 2 $43 <0.01% 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1 $21 <0.01% -390 13F-HR Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1 $21 <0.01% new 13F-HR Timeline