Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 46,931 $688K 0.21% +1,880 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 44,785 $672K 0.03% +7,060 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 45,680 $670K 0.13% +742 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 45,174 $662K <0.01% +16,760 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 44,867 $658K <0.01% +338 13F-HR Timeline Group Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 43,949 $644K 0.07% +3,262 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 43,602 $639K 0.2% -898 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 43,366 $636K 0.03% new 13F-HR Timeline Group Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 43,100 $632K 0.01% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 43,069 $631K 0.01% +29,521 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 42,927 $629K <0.01% +8,225 13F-HR Timeline Group TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 42,803 $627K 0.04% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 42,444 $622K 0.02% +8,131 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 42,088 $618K 0.06% +41,418 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 41,943 $615K 0.06% -7,984 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 41,792 $613K <0.01% -5,216 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 41,547 $609K <0.01% +747 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 41,229 $604K <0.01% -11,553 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 40,181 $589K <0.01% +10,140 13F-HR Timeline Group Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 40,099 $588K 0.11% +5,704 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 40,078 $588K <0.01% -67,269 13F-HR/A Timeline Group Next Capital Management LLC More: the full row for Next Capital Management LLC 39,363 $577K 0.28% 0 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 39,948 $567K -41,058 Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 37,793 $554K 0.04% +1,576 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 37,392 $548K <0.01% +996 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 37,029 $543K <0.01% 0 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 36,892 $541K 0.01% +108 13F-HR Timeline Group Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 36,490 $535K 0.05% +13,993 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 36,400 $534K 0.2% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 36,237 $531K 0.03% +609 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 36,029 $528K 0.08% new 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 35,802 $525K <0.01% new 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 35,734 $524K <0.01% -16,301 13F-HR Timeline Group Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 35,197 $516K <0.01% new 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 34,179 $514K 0.02% +12,877 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 34,887 $511K 0.05% +24,509 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 33,645 $493K 0.02% -13,795 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 33,463 $491K 0.02% -1,047 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 32,741 $480K 0.07% +784 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 32,592 $478K 0.06% +107 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 32,559 $477K 0.01% -5,139 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 32,000 $469K 0.35% 0 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 31,653 $464K 0.04% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 31,300 $459K 0.03% +1,000 13F-HR Timeline Group Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 31,024 $455K 0.08% +550 13F-HR Timeline PARK CIRCLE Co More: the full row for PARK CIRCLE Co 31,006 $455K 0.4% +11,734 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 30,849 $452K 0.01% +125 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 30,646 $449K 0.18% +5,997 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 30,435 $446K 0.01% +1,353 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 30,000 $440K 0.11% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 29,328 $430K 0.01% 0 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 29,003 $425K 0.13% +3,087 13F-HR Timeline GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 28,406 $416K <0.01% -1,510 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 28,342 $415K <0.01% +298 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 27,881 $409K 0.02% +1,440 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 26,925 $405K 0.09% -1,891 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 27,093 $398K 0.29% -401 13F-HR Timeline MAS Advisors LLC More: the full row for MAS Advisors LLC 27,063 $397K 0.61% +7,455 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 27,039 $396K 0.08% +183 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 26,935 $395K 0.2% +5,423 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 26,832 $393K 0.01% +11,277 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 26,051 $392K 0.22% -466 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 26,500 $388K 0.09% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 25,830 $388K 0.01% new 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 25,930 $380K <0.01% +8,420 13F-HR Timeline Group Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 25,854 $379K 0.04% new 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 25,111 $368K 0.14% 0 13F-HR Timeline DCM Advisors, LLC More: the full row for DCM Advisors, LLC 25,289 $367K 0.2% +1,848 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 24,738 $363K <0.01% +4,550 13F-HR Timeline Lansforsakringar Fondforvaltning AB (pu… More: the full row for Lansforsakringar Fondforvaltning AB (publ) 23,988 $352K <0.01% new 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 23,640 $347K 0.07% +18,070 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 25,706 $341K 0.07% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 22,594 $331K 0.01% +6 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 22,336 $327K 0.06% +8,450 13F-HR Timeline DIXON FNANCIAL SERVICES, INC. More: the full row for DIXON FNANCIAL SERVICES, INC. 21,250 $312K 0.17% 0 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 21,155 $310K 0.16% +4,657 13F-HR Timeline Group CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 21,075 $309K 0.24% -625 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 20,797 $305K 0.04% -896 13F-HR Timeline Alamar Capital Management, LLC More: the full row for Alamar Capital Management, LLC 20,000 $301K 0.18% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 20,487 $300K 0.02% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 20,450 $300K 0.01% 0 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 19,910 $292K 0.02% +3,910 13F-HR Timeline Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 19,425 $285K <0.01% new 13F-HR Timeline Group FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 19,425 $285K 0.13% new 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 18,905 $284K 0.11% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 18,812 $283K 0.01% +45 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 19,253 $282K <0.01% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 18,918 $277K 0.01% +343 13F-HR Timeline Group Welch Group, LLC More: the full row for Welch Group, LLC 18,263 $275K 0.01% +437 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 18,131 $273K 0.01% +4 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 17,887 $270K 0.09% 0 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 18,385 $270K <0.01% -57,800 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 18,357 $269K <0.01% -5,699 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 18,351 $269K <0.01% +7,389 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 18,000 $264K 0.03% -2,000 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 17,500 $263K 0.02% new 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 17,703 $260K 0.01% 0 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 18,357 $254K 0.03% -5,699 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 17,256 $253K 0.15% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 17,214 $252K 0.09% 0 13F-HR Timeline Group Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 17,022 $250K 0.02% +213 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 16,930 $248K <0.01% new 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 16,628 $244K 0.02% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 16,589 $243K 0.01% 0 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 16,513 $242K 0.03% +68 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 16,093 $236K <0.01% -1,424 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 18,887 $236K <0.01% -26,083 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 15,933 $234K <0.01% +3,152 13F-HR Timeline Group Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 15,578 $228K 0.12% +3,317 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 15,561 $228K 0.12% -1,382 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 15,416 $226K 0.06% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 15,250 $224K 0.01% 0 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 15,158 $222K 0.14% -3,573 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 15,031 $220K 0.02% new 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 15,000 $220K 0.08% new 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 14,425 $217K 0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 14,771 $217K <0.01% +10,363 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 14,768 $216K 0.11% 0 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 14,014 $205K 0.07% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 14,000 $205K 0.03% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 13,855 $205K 0.01% -795 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 13,946 $204K <0.01% +39 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 13,930 $204K 0.01% +798 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 13,900 $204K 0.03% -250 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 13,461 $197K <0.01% +161 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 13,437 $197K 0.1% +2,600 13F-HR Timeline Tweedy, Browne Co LLC More: the full row for Tweedy, Browne Co LLC 13,431 $197K 0.02% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 13,377 $196K <0.01% -103 13F-HR/A Timeline Group BURNEY CO/ More: the full row for BURNEY CO/ 13,201 $194K 0.01% new 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 12,780 $187K 0.01% +2,180 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 12,712 $186K <0.01% -6,594 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 12,676 $186K 0.01% -1,089 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 12,500 $183K <0.01% new 13F-HR Timeline Group Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 12,496 $183K <0.01% new 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 12,461 $183K <0.01% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 12,015 $181K <0.01% -393 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 12,311 $180K 0.23% +38 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 12,097 $177K <0.01% 0 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 11,971 $175K 0.08% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 11,966 $175K 0.02% -8,000 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 11,459 $168K <0.01% -3,096 13F-HR Timeline Group DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 11,319 $166K 0.04% -2,619 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 11,163 $164K 0.01% -2,179 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 10,862 $159K 0.01% 0 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 10,856 $159K <0.01% +9,629 13F-HR Timeline US FINANCIAL ADVISORS, LLC More: the full row for US FINANCIAL ADVISORS, LLC 10,770 $158K 0.05% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 10,485 $158K <0.01% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 10,337 $155K 0.02% +283 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 10,585 $155K 0.02% +920 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 10,500 $154K 0.19% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 10,416 $153K 0.01% new 13F-HR Timeline Monterey Private Wealth, Inc. More: the full row for Monterey Private Wealth, Inc. 10,344 $152K 0.04% new 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 10,332 $151K 0.07% -53 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 10,325 $151K 0.02% new 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 10,200 $150K 0.01% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 10,200 $150K 0.01% +5,100 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 10,131 $149K 0.01% new 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 10,022 $147K 0.01% new 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 10,000 $143K 0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 9,504 $139K <0.01% -9,484 13F-HR Timeline Group Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 9,192 $135K 0.06% +46 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 8,942 $131K <0.01% +674 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 7,647 $112K 0.05% -7,500 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 6,682 $98K 0.19% new 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 6,400 $93.8K 0.07% -8,940 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 6,308 $92.5K <0.01% +1,280 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 5,984 $87.7K <0.01% +2,284 13F-HR Timeline Group Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 5,292 $77.6K 0.03% +476 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 5,000 $73.3K 0.05% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 4,999 $73.3K 0.03% new 13F-HR/A Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,290 $62.9K 0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,234 $62.1K <0.01% -22 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 4,184 $61.3K 0.05% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 4,100 $60.1K 0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 4,000 $58.6K <0.01% 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,950 $57.9K <0.01% -3,950 13F-HR Timeline Group EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 3,874 $56.8K <0.01% 0 13F-HR Timeline Group Roxbury Financial LLC More: the full row for Roxbury Financial LLC 3,210 $49.6K 0.05% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 3,000 $44K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,922 $42.8K <0.01% 0 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,800 $41K <0.01% 0 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 2,760 $40.5K 0.01% +34 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 2,755 $40.4K 0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,639 $38.7K <0.01% +72 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 2,599 $38K <0.01% 0 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,591 $38K <0.01% -16,855 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,400 $35.2K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,200 $32.3K <0.01% 0 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 2,219 $32K <0.01% -49,933 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,935 $28.4K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,674 $24.5K <0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 1,657 $24.3K <0.01% +544 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 1,618 $23.7K 0.02% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. 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