Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 49,148 $534K 0.01% -10,272 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 48,945 $532K 0.04% -5,334 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 48,830 $531K 0.03% new 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 48,772 $530K 0.01% +27,496 13F-HR Timeline Group Trust Investment Advisors More: the full row for Trust Investment Advisors 48,710 $529K 0.25% -2,887 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 47,985 $522K <0.01% +19,822 13F-HR Timeline Group Haven Private, LLC More: the full row for Haven Private, LLC 47,587 $517K 0.2% +2,219 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 46,380 $504K <0.01% +567 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 45,970 $500K 0.2% -300 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 45,893 $499K 0.07% -12,380 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 45,389 $497K <0.01% +1,925 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 44,789 $487K 0.01% 0 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 44,628 $485K 0.24% -6,260 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 44,247 $481K <0.01% -6,075 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 43,707 $475K <0.01% +32,020 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 41,418 $450K <0.01% +26,530 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 41,345 $449K <0.01% -40,851 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 41,091 $447K 0.01% -95,551 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 39,494 $442K <0.01% -2,361 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 38,197 $415K 0.02% 0 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 37,859 $412K 0.18% 0 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 37,726 $410K <0.01% +20,517 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 37,684 $410K 0.12% +388 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 37,644 $409K 0.04% +1,169 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 36,831 $400K <0.01% -21,945 13F-HR Timeline Group Family Manage LLC More: the full row for Family Manage LLC 36,512 $397K 0.04% -56,636 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 36,131 $393K 0.01% -151,044 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 35,521 $386K 0.02% -608 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 35,201 $383K 0.47% new 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 33,950 $369K 0.01% -2,250 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 33,669 $366K 0.08% -3,039 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 30,000 $349K 0.09% -3,130 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 31,867 $346K <0.01% -4,860 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 31,673 $344K <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 30,792 $335K 0.14% -2,100 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 30,589 $333K 0.01% -3,471 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 30,413 $331K 0.04% -3,835 13F-HR Timeline Group Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 30,400 $330K 0.31% +14,970 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 30,143 $328K <0.01% +12,222 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 30,073 $327K 0.05% +1,441 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 30,000 $326K 0.08% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 29,575 $321K <0.01% new 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 29,328 $319K <0.01% 0 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 29,215 $318K 0.05% +1,627 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 29,197 $317K <0.01% -30,014 13F-HR Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 29,180 $317K <0.01% 0 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 28,859 $314K 0.01% -2,970 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 28,380 $308K 0.01% -1,100 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 28,109 $306K 0.17% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 28,022 $305K <0.01% +2,544 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 27,287 $304K 0.02% +17 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 27,235 $296K 0.05% +1,010 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 26,697 $290K <0.01% -4,490 13F-HR Timeline DCM Advisors, LLC More: the full row for DCM Advisors, LLC 27,435 $285K 0.11% +522 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 26,159 $284K 0.01% +813 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 25,578 $280K 0.03% +1,943 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 25,111 $273K 0.07% 0 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 24,698 $268K 0.03% -957 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 24,516 $266K <0.01% new 13F-HR Timeline Group Walleye Trading LLC in group Walleye Capital LLC More: the full row for Walleye Trading LLC 24,458 $266K <0.01% new 13F-HR Timeline Group Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 23,470 $262K 0.03% 0 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 24,019 $261K 0.01% +4,425 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 23,818 $261K 0.01% +9,376 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 23,668 $257K 0.02% +5,017 13F-HR Timeline Group Atala Financial Inc More: the full row for Atala Financial Inc 23,333 $254K 0.15% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 23,159 $252K <0.01% -71,440 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 23,000 $250K 0.1% +3,080 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 22,930 $249K 0.02% +503 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 22,082 $240K 0.02% +642 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 21,732 $239K 0.02% +2,362 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 21,515 $234K <0.01% -3,185 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 21,365 $232K <0.01% +5,665 13F-HR Timeline Group Americana Partners, LLC More: the full row for Americana Partners, LLC 21,336 $232K 0.01% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 21,329 $232K <0.01% +9,203 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 21,193 $230K 0.02% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 20,967 $228K 0.02% -3,140 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 20,805 $226K 0.02% 0 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 20,155 $225K 0.03% 0 13F-HR Timeline Alamar Capital Management, LLC More: the full row for Alamar Capital Management, LLC 20,000 $224K 0.11% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 20,333 $221K 0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 20,015 $221K 0.01% -7,450 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 20,300 $221K 0.01% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 20,118 $219K <0.01% +9,047 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 20,072 $218K 0.1% -559 13F-HR Timeline SMH CAPITAL ADVISORS INC More: the full row for SMH CAPITAL ADVISORS INC 20,049 $218K 0.85% +9,549 13F-HR/A Timeline Massar Capital Management, LP More: the full row for Massar Capital Management, LP 19,982 $217K 0.07% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 19,478 $212K 0.01% -9,427 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 19,238 $209K <0.01% +314 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 18,972 $206K <0.01% 0 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 18,957 $206K <0.01% new 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 18,300 $205K <0.01% 0 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 18,816 $205K 0.01% +121 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 18,370 $200K 0.03% +8,215 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 18,249 $198K <0.01% +9,549 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 18,090 $197K 0.01% -1,183,756 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 18,034 $196K <0.01% +118 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 17,470 $190K <0.01% -2,155 13F-HR Timeline Group Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 17,456 $190K 0.08% +200 13F-HR Timeline Regatta Research & Money Management More: the full row for Regatta Research & Money Management 17,450 $190K 0.18% 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 17,329 $188K 0.01% new 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 17,296 $188K <0.01% +3,629 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 17,080 $186K 0.15% -2,092 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 16,736 $182K 0.01% +39 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 16,650 $181K 0.02% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 16,447 $179K 0.02% 0 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 15,914 $173K 0.05% -22 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 15,773 $171K <0.01% -1,310 13F-HR Timeline Group Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 15,416 $168K 0.03% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 15,185 $165K <0.01% -700 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 15,057 $164K <0.01% +557 13F-HR Timeline Group Abel Hall, LLC More: the full row for Abel Hall, LLC 15,000 $163K 0.03% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 14,500 $158K 0.01% 0 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 14,452 $157K <0.01% +469 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 14,430 $157K <0.01% -2,960 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 14,197 $154K <0.01% -1,428 13F-HR Timeline Group Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 14,000 $152K 0.02% 0 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 13,927 $151K <0.01% +3,555 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 13,850 $151K 0.43% +2,709 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 13,846 $151K 0.03% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 13,846 $151K <0.01% 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 13,637 $148K 0.01% new 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 13,445 $146K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 12,987 $141K 0.03% new 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 12,855 $140K 0.14% 0 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 12,800 $139K 0.05% +416 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 12,750 $139K 0.01% 0 13F-HR Timeline Guilbault Capital LLC More: the full row for Guilbault Capital LLC 12,696 $138K 0.14% -6,839 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 12,686 $137K 0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 12,600 $137K <0.01% 0 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 12,477 $136K 0.01% new 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 12,094 $131K 0.01% -14,471 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 11,966 $130K <0.01% +3,807 13F-HR Timeline Group National Philanthropic Trust More: the full row for National Philanthropic Trust 11,645 $127K <0.01% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 11,573 $126K 0.01% +367 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 11,500 $125K 0.01% 0 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 11,463 $125K 0.01% +604 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 11,434 $124K <0.01% 0 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 11,000 $120K 0.07% new 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 10,909 $119K <0.01% -3,829 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 10,862 $118K <0.01% 0 13F-HR Timeline Group BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 10,837 $118K 0.04% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 10,819 $118K <0.01% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 10,714 $116K <0.01% -4,879 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 10,680 $116K 0.02% -3,249 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 10,608 $115K 0.02% -538 13F-HR Timeline Pioneer Family Office, LLC More: the full row for Pioneer Family Office, LLC 10,500 $114K 0.06% 0 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 10,374 $113K 0.02% -626 13F-HR Timeline EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 10,345 $112K 0.07% +329 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 10,305 $112K 0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 10,298 $112K <0.01% +697 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 10,162 $110K <0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 10,085 $110K <0.01% -1,813 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 10,028 $109K 0.03% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 10,000 $109K 0.01% -1,250 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 10,000 $109K 0.05% new 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 9,873 $107K 0.02% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 8,818 $96K 0.07% new 13F-HR/A Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 7,974 $86.7K 0.01% new 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 7,622 $82.9K 0.04% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 7,075 $76.9K <0.01% -646 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 6,373 $71.2K 0.03% -141 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 6,499 $70.6K <0.01% -1,408 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,771 $62.7K <0.01% -168 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4,840 $52.6K <0.01% new 13F-HR Timeline Group VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 4,815 $52.3K 0.05% +3,800 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 4,432 $48.2K <0.01% -16,000 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 4,292 $46.7K 0.04% -3,349 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 4,000 $43.5K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,000 $43.5K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,880 $42.2K <0.01% -1,487 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 3,200 $34.8K 0.01% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 3,172 $34.5K <0.01% -953 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,092 $33.6K <0.01% -521 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 3,051 $33.2K 0.02% -1,888 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3,000 $32.6K <0.01% new 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 2,700 $29K 0.01% +2,200 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,638 $28.7K <0.01% 0 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,600 $28.3K <0.01% 0 13F-HR Timeline Group Burk Holdings LLC More: the full row for Burk Holdings LLC 2,515 $27.3K 0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 2,511 $27.3K <0.01% +45 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,200 $23.9K <0.01% 0 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,912 $20.8K 0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,829 $19.8K <0.01% +551 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,713 $18.6K <0.01% +53 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,688 $18.4K <0.01% -1,531 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,566 $17K <0.01% +50 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,500 $16.3K <0.01% 0 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) 1,477 $16.1K <0.01% new 13F-HR Timeline Group VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,405 $15.3K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,350 $14.7K <0.01% 0 13F-HR Timeline Group Caitlin John, LLC More: the full row for Caitlin John, LLC 1,350 $14.7K 0.01% new 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 1,294 $14.1K 0.07% 0 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 980 $11K <0.01% -1,695 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 996 $10.8K <0.01% 0 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 950 $10.3K <0.01% -69,226 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 850 $9.24K <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 700 $7.61K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 645 $7.01K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LRI Investments, LLC More: the full row for LRI Investments, LLC 626 $6.8K <0.01% +20 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 604 $6.57K <0.01% -6 13F-HR Timeline