GAMMA Investing LLC More: the full row for GAMMA Investing LLC 26,390 $350K 0.01% +3,751 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 26,355 $350K 0.06% +212 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 26,265 $349K <0.01% +2,226 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 25,707 $341K 0.07% 0 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 25,687 $341K 0.06% -621 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 25,500 $339K 0.07% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 25,642 $336K 0.02% +8,139 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 25,221 $335K 0.03% -1,669 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 25,000 $332K 0.04% new 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 24,932 $331K 0.16% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 24,789 $329K 0.01% new 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 24,696 $328K 0.11% 0 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 24,799 $328K <0.01% new 13F-HR Timeline Group Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 24,408 $324K 0.05% new 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 24,000 $319K 0.1% 0 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 23,839 $317K 0.1% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 23,808 $316K <0.01% -768 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 23,089 $307K <0.01% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 22,648 $301K 0.03% new 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 22,386 $297K <0.01% -12,216 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 22,369 $297K 0.01% +8,401 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 22,277 $296K 0.08% +613 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 22,238 $295K 0.07% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 22,005 $292K 0.01% new 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 21,950 $291K 0.11% +1,850 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 21,805 $290K 0.06% +10,930 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 21,773 $289K 0.39% +2,637 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 21,545 $286K 0.03% -491 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 21,467 $285K 0.03% new 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 21,402 $284K 0.03% +11,400 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 21,366 $284K <0.01% +11,193 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 21,219 $282K 0.01% +60 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 21,184 $281K 0.01% +2,748 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 20,725 $275K 0.23% -169,981 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 20,181 $268K <0.01% -2,148 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 20,070 $267K <0.01% -22,824 13F-HR/A Timeline BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 20,000 $266K 0.11% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 19,918 $265K 0.01% +5,243 13F-HR Timeline Group THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 19,900 $264K 0.16% new 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 19,893 $264K 0.03% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 19,883 $264K 0.01% new 13F-HR Timeline Rokos Capital Management LLP in group Rokos Capital Management LLP More: the full row for Rokos Capital Management LLP 19,745 $262K <0.01% new 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 19,002 $252K <0.01% 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 18,956 $252K 0.02% +1,140 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 18,915 $251K <0.01% +326 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 18,879 $251K 0.03% +6,360 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 18,690 $248K 0.11% -475 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 18,656 $248K <0.01% +8,524 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 18,815 $245K 0.01% +6,183 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 18,432 $245K 0.02% -1,255 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 18,150 $241K 0.01% 0 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 18,023 $239K <0.01% +3,626 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 18,000 $239K 0.11% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 17,994 $239K 0.02% -2,494 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 17,942 $238K <0.01% new 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 17,940 $238K <0.01% new 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 17,900 $238K 0.07% 0 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 17,826 $237K 0.01% +846 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 17,774 $236K 0.01% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 17,719 $235K <0.01% 0 13F-HR Timeline Group Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 17,710 $235K 0.01% +5,629 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 17,689 $235K 0.01% -6,275 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 17,677 $235K 0.01% +15,777 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 17,288 $230K 0.01% -1,626 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 17,106 $227K 0.02% new 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 16,985 $226K 0.12% new 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 16,911 $225K 0.05% -65 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 16,687 $222K 0.04% +363 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 16,628 $221K 0.07% +1,696 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 16,552 $220K <0.01% +1,848 13F-HR Timeline Group BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 16,407 $218K 0.15% new 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 16,250 $216K 0.01% -6,470 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 16,050 $213K 0.05% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 15,805 $210K <0.01% +2,950 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 15,774 $209K <0.01% new 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 15,750 $209K <0.01% -80,620 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 15,732 $209K 0.04% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 15,677 $208K 0.01% 0 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 15,666 $208K 0.12% -19,121 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 15,644 $208K 0.02% +239 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 15,602 $207K <0.01% new 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 15,379 $204K 0.04% +93 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 15,364 $204K 0.05% +58 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 15,208 $202K 0.01% +1,906 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 15,159 $201K 0.01% new 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 15,100 $201K 0.03% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 14,841 $197K <0.01% +4,518 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 14,601 $194K 0.03% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 14,963 $193K <0.01% -4,578 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 14,440 $192K 0.01% +1,822 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 14,373 $191K 0.01% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 14,182 $188K <0.01% new 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 14,127 $188K 0.02% new 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 14,118 $187K 0.02% -171 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 14,110 $187K 0.01% new 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 14,090 $187K 0.04% +1,964 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 14,044 $187K 0.08% +3,522 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 13,906 $185K 0.02% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 13,862 $184K <0.01% +2,769 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 13,440 $178K <0.01% new 13F-HR Timeline Group MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 13,318 $177K 0.01% -1,650 13F-HR Timeline Franchise GP Ltd More: the full row for Franchise GP Ltd 13,190 $175K 0.08% new 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 13,089 $174K 0.39% 0 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 13,070 $174K 0.02% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 13,067 $174K <0.01% new 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 12,950 $172K 0.01% +1,186 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 12,918 $172K <0.01% +2,063 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 12,872 $171K 0.01% +40 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 12,793 $170K <0.01% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 12,774 $170K <0.01% +1,022 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 12,763 $169K <0.01% +173 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 12,411 $165K <0.01% -33,484 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 12,361 $164K 0.02% +1,346 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 12,265 $163K 0.01% +3,594 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 12,221 $162K <0.01% +1,416 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 12,122 $161K <0.01% -3,396 13F-HR Timeline Cullen Capital Management, LLC More: the full row for Cullen Capital Management, LLC 12,060 $160K <0.01% 0 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 12,000 $159K 0.01% 0 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 12,000 $159K 0.01% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 11,985 $159K 0.01% new 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 11,954 $159K 0.02% new 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 11,880 $158K 0.03% -42,174 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 11,864 $158K <0.01% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 11,826 $157K 0.01% new 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 11,777 $156K 0.02% -1,159 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 11,730 $156K 0.01% +1,321 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 11,484 $153K 0.14% new 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 11,475 $152K 0.03% new 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 11,355 $151K +312 Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 11,314 $150K 0.05% 0 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 11,306 $150K 0.04% new 13F-HR Timeline Markin Volterra Fund LP in group Markin Asset Management, LP More: the full row for Markin Volterra Fund LP 10,738 $143K 0.48% new 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 10,659 $142K <0.01% new 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 10,619 $141K 0.01% new 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 10,382 $138K <0.01% new 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 10,346 $137K 0.04% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 10,295 $137K 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. 10,226 $136K <0.01% new 13F-HR Timeline Group Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 10,125 $134K 0.02% +125 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 10,107 $134K 0.02% 0 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 10,000 $133K 0.05% 0 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 10,000 $133K 0.02% new 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 10,000 $133K 0.02% new 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 10,608 $132K 0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 9,878 $131K 0.01% +2,573 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 9,189 $122K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 9,003 $120K 0.01% -2,800 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 8,722 $116K 0.01% +922 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 8,004 $106K 0.04% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 7,942 $105K <0.01% +7,308 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 7,530 $100K <0.01% +2,587 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 7,529 $100K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 7,414 $98.5K <0.01% +196 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 6,593 $87.6K <0.01% +2,461 13F-HR Timeline Group Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 6,361 $84.5K +6,360 Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 6,362 $84K <0.01% new 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 6,356 $84K <0.01% +4,094 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 6,257 $83.1K <0.01% +1,799 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 6,136 $81.5K 0.03% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 6,046 $80.3K 0.01% -22 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 5,730 $76.1K 0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 5,359 $71.2K <0.01% new 13F-HR Timeline Group Elequin Capital, LP More: the full row for Elequin Capital, LP 5,272 $70K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 5,069 $67.3K <0.01% -1,103 13F-HR Timeline Group Dorato Capital Management More: the full row for Dorato Capital Management 4,900 $61K 0.04% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 4,383 $58.2K 0.01% -128,450 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,370 $58K 0.01% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 4,215 $56K <0.01% +40 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 3,915 $52K <0.01% 0 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,903 $51.8K <0.01% +1,530 13F-HR Timeline Group Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 3,903 $51.8K 0.03% new 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 3,895 $51.7K 0.02% +8 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 3,593 $47.7K 0.02% new 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 3,562 $47.3K 0.02% +1 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,412 $45.3K <0.01% new 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 3,315 $44K 0.02% 0 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 2,988 $39.7K 0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,986 $38.5K <0.01% +54 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,902 $38.5K <0.01% +2,569 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 2,838 $38K <0.01% +7 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 2,838 $37.7K <0.01% +2,336 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,802 $37.2K <0.01% +152 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,700 $35.9K <0.01% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 2,600 $34.5K <0.01% 0 13F-HR Timeline Group STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 2,379 $31.6K 0.01% +473 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 2,100 $27.9K 0.01% +100 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 2,006 $26.6K <0.01% +1,373 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2,000 $26.6K 0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,956 $26K <0.01% +894 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,950 $25.9K <0.01% +1,500 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,901 $25.2K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,777 $23.6K <0.01% -172 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,734 $23K <0.01% +1,035 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,650 $21.9K <0.01% +163 13F-HR Timeline Group GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 1,599 $21.2K <0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,582 $21K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,507 $20K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,896 $19.5K <0.01% -1 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,461 $19.4K <0.01% +109 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,449 $19.2K <0.01% -2,296 13F-HR Timeline Group