Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 12,050 $96K <0.01% +11,700 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 12,000 $95.6K <0.01% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 11,999 $95.6K 0.01% +10,099 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 11,910 $94.9K <0.01% new 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 11,825 $94.2K 0.01% new 13F-HR Timeline Group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 11,823 $94.2K <0.01% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 11,750 $93.6K 0.01% new 13F-HR Timeline United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 10,925 $87.1K 0.01% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 10,797 $86.1K 0.03% -688 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 10,638 $84.8K <0.01% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 10,495 $83.6K <0.01% -42,581 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 10,483 $83.5K 0.01% new 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 10,335 $82.4K 0.04% new 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 10,200 $81.3K 0.01% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 10,000 $79.7K <0.01% new 13F-HR Timeline Group Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 10,000 $79.7K <0.01% -65,000 13F-HR Timeline Group McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 10,000 $79.7K 0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 10,000 $79.7K <0.01% -57 13F-HR Timeline Group Skaana Management L.P. More: the full row for Skaana Management L.P. 10,000 $79.7K 0.03% new 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 10,000 $79.7K 0.08% new 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 10,000 $79.7K 0.01% 0 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 10,000 $79.7K 0.08% new 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 9,408 $75K 0.01% new 13F-HR Timeline Security National Bank More: the full row for Security National Bank 9,250 $73.7K 0.01% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 10,207 $71.8K <0.01% new 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 8,600 $68.5K <0.01% new 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 7,500 $59.8K <0.01% -83,960 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 6,194 $49.4K <0.01% new 13F-HR Timeline Group BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 6,130 $49K <0.01% -534 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 6,134 $48.9K <0.01% +2,434 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 6,000 $47.8K 0.01% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 5,301 $42.2K <0.01% new 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 5,000 $39.9K <0.01% 0 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 4,800 $38.3K 0.01% new 13F-HR Timeline Group Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 4,654 $37.1K <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 4,520 $36K <0.01% new 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 4,400 $35.1K <0.01% new 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 4,249 $33.9K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3,610 $28.8K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,200 $25.5K <0.01% +2,609 13F-HR/A Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 2,500 $19.9K <0.01% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 2,489 $19.8K <0.01% +1,664 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2,440 $19.4K <0.01% -148,603 13F-HR Timeline Group Avalon Trust Co More: the full row for Avalon Trust Co 2,300 $18.3K <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,180 $17.4K <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 2,070 $16.5K <0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 2,000 $15.9K <0.01% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 2,000 $15.9K <0.01% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 1,950 $15.5K 0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,904 $15.4K <0.01% -600 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 2,006 $15K 0.01% new 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 1,853 $14.8K 0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,800 $14K <0.01% +1,300 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,745 $13.9K <0.01% +1,495 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,667 $13.3K <0.01% +761 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,659 $13K 0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,500 $12K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,471 $11.7K <0.01% new 13F-HR Timeline Group Performa Ltd (US), LLC More: the full row for Performa Ltd (US), LLC 1,400 $11.2K <0.01% -68,104 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,400 $11.2K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,350 $11K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,353 $10.8K <0.01% +900 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,300 $10.4K <0.01% -4,270 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,121 $8.93K <0.01% +121 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,086 $8.66K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,021 $8.14K <0.01% +1,000 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 1,000 $8K <0.01% new 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 1,000 $7.97K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,000 $7.97K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,000 $7.97K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,000 $7.97K <0.01% new 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 1,000 $7.97K <0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 978 $7.93K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 970 $7.73K <0.01% 0 13F-HR Timeline Group KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 820 $6.54K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 706 $5.63K <0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 700 $5.58K <0.01% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 700 $5.58K <0.01% new 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 635 $5.06K <0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 600 $4.78K <0.01% new 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 594 $4.73K <0.01% +593 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 560 $4.46K <0.01% new 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 539 $4.3K <0.01% new 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 500 $3.98K <0.01% new 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 500 $3.98K <0.01% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 400 $3.19K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 327 $2.61K <0.01% 0 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 319 $2.54K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 300 $2.39K <0.01% new 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 300 $2.39K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 263 $2.1K <0.01% new 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 300 $2K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 250 $1.99K <0.01% new 13F-HR Timeline Group Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 250 $1.99K <0.01% new 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 240 $1.68K <0.01% new 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 200 $1.59K <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 200 $1.59K <0.01% new 13F-HR Timeline Group Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 200 $1.59K <0.01% new 13F-HR Timeline Group Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 133 $1.06K <0.01% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 132 $1.05K <0.01% new 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 105 $837 <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 100 $797 <0.01% new 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 100 $797 <0.01% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 100 $797 <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 100 $797 <0.01% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 84 $670 <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 100 $583 <0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 30 $239 <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 25 $199 <0.01% new 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 25 $199 <0.01% 0 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 25 $199 <0.01% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 20 $160 <0.01% -20 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 17 $136 <0.01% 0 13F-HR Timeline Group Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 13 $104 <0.01% 0 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $80 <0.01% new 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 10 $80 <0.01% new 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 6 $48 <0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 4 $32 <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2 $16 <0.01% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 49 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.