MAI Capital Management More: the full row for MAI Capital Management 20,314 $118K <0.01% +52 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 19,177 $112K 0.01% new 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 18,000 $105K <0.01% -6,302 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 17,497 $102K <0.01% +1,403 13F-HR Timeline Group DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 17,240 $101K 0.07% +3,990 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 16,999 $99.1K <0.01% new 13F-HR Timeline EMERALD MUTUAL FUND ADVISERS TRUST in group EMERALD ADVISERS, LLC More: the full row for EMERALD MUTUAL FUND ADVISERS TRUST 16,576 $96.6K <0.01% new 13F-HR Timeline Group MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 16,443 $95.9K 0.04% new 13F-HR Timeline Militia Capital Partners, LP in group Militia Capital Management LLC More: the full row for Militia Capital Partners, LP 16,300 $95K 0.04% new 13F-HR/A Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 15,596 $90.9K <0.01% -900 13F-HR Timeline Group Candriam S.C.A. More: the full row for Candriam S.C.A. 15,300 $89.2K <0.01% +214 13F-HR/A Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 14,813 $86.4K <0.01% -8,282 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 29,730 $86.1K <0.01% -61,500 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 14,757 $86K 0.04% 0 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 14,541 $84.8K <0.01% +2,718 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 14,505 $84.6K 0.01% -3,000 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 14,471 $84.4K <0.01% +9,170 13F-HR/A Timeline Group Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 13,777 $80.3K <0.01% new 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 13,435 $78.3K 0.01% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 13,154 $76.7K <0.01% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 12,051 $75.9K 0.01% new 13F-HR Timeline United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 13,000 $75.8K 0.01% +2,075 13F-HR/A Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 12,795 $74.6K <0.01% +144 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 12,598 $73.4K <0.01% +500 13F-HR Timeline Group Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 12,522 $73K 0.01% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 12,498 $72.9K <0.01% +1,860 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 12,490 $72.8K 0.01% new 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 12,000 $70K <0.01% new 13F-HR Timeline Ionic Capital Management LLC More: the full row for Ionic Capital Management LLC 12,000 $70K 0.07% -6,227 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 14,000 $69.3K 0.09% -500 13F-HR/A Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 11,781 $68.7K 0.02% 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 11,770 $68.6K <0.01% new 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 11,739 $68.4K <0.01% -8,511 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 11,650 $67.9K 0.03% new 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 11,482 $66.9K <0.01% new 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 11,300 $65.9K <0.01% new 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 11,243 $65.5K 0.01% new 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 11,105 $64.7K <0.01% new 13F-HR/A Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 11,073 $64.6K <0.01% -752 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 11,000 $64.1K <0.01% +1,000 13F-HR Timeline Group Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 12,345 $63.6K 0.01% -503 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 10,905 $63.6K <0.01% -21,553 13F-HR Timeline Group Abel Hall, LLC More: the full row for Abel Hall, LLC 10,797 $62.9K 0.01% 0 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 10,335 $60.3K 0.03% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 10,300 $60K <0.01% +300 13F-HR Timeline Group Tamar Securities, LLC More: the full row for Tamar Securities, LLC 10,279 $59.9K 0.01% +79 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 10,230 $59.6K <0.01% -1,689,770 13F-HR Timeline Group Welch Group, LLC More: the full row for Welch Group, LLC 10,000 $58.3K <0.01% new 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 10,000 $58.3K 0.01% new 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 10,000 $58.3K 0.01% 0 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 10,000 $58.3K <0.01% 0 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 10,000 $58.3K 0.04% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 7,000 $40.8K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 6,929 $40.4K <0.01% +795 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 6,000 $35K <0.01% 0 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 5,800 $33.8K <0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,500 $32.1K <0.01% -2,000 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 4,999 $29.1K <0.01% -7,000 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 4,500 $26.2K <0.01% -20 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 5,200 $25.4K 0.01% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,100 $23.9K <0.01% +900 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 4,065 $23.7K 0.01% new 13F-HR/A Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 2,892 $21.2K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3,500 $20.4K <0.01% -110 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 3,328 $19.4K 0.01% 13F-HR/A Timeline Clear Street Group Inc. in group Clear Street Group Inc. More: the full row for Clear Street Group Inc. 3,147 $18.3K <0.01% new 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 2,758 $16.1K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,611 $15.2K <0.01% -1,638 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 2,500 $14.6K 0.01% +2,000 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 2,500 $14.6K <0.01% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 2,443 $14.2K <0.01% -123,409 13F-HR Timeline Group Avalon Trust Co More: the full row for Avalon Trust Co 2,300 $13.4K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,215 $12.9K <0.01% +1,094 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,180 $12.7K <0.01% 0 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 2,152 $12.5K <0.01% new 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 2,131 $12.4K <0.01% +61 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 2,000 $11.7K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,954 $11.4K <0.01% +50 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,880 $11K <0.01% new 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 1,853 $10.8K 0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,745 $10.2K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,800 $10K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,610 $9.39K <0.01% +904 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 1,553 $9.05K <0.01% 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,540 $8.98K <0.01% new 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 1,500 $8.74K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,471 $8.58K <0.01% 0 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,414 $8.24K <0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,353 $7.89K <0.01% 0 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,254 $7.31K <0.01% -413 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,275 $7K <0.01% -75 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,175 $6.85K <0.01% -225 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 978 $6.78K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,137 $6.63K <0.01% new 13F-HR/A Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,086 $6.33K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,055 $6K <0.01% -604 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,021 $5.95K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,000 $5.83K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,000 $5.83K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,000 $5.83K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,000 $5.83K <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 970 $5.66K <0.01% 0 13F-HR Timeline Group DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 845 $4.93K <0.01% +210 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 820 $4.78K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 700 $4.08K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 658 $3.84K <0.01% +641 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. 600 $3.5K <0.01% 0 13F-HR Timeline Group Hurley Capital, LLC More: the full row for Hurley Capital, LLC 539 $3.14K <0.01% 0 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 635 $3K <0.01% 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 450 $3K <0.01% new 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 480 $2.8K <0.01% new 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 400 $2.33K <0.01% +100 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 353 $2.06K <0.01% +90 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 327 $1.91K <0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 289 $1.69K <0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 263 $1.53K <0.01% 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 252 $1.47K <0.01% new 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 250 $1.46K <0.01% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 250 $1.46K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 230 $1.34K <0.01% -470 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 200 $1.17K <0.01% 0 13F-HR Timeline Group Navalign, LLC More: the full row for Navalign, LLC 177 $1.03K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 175 $1.02K <0.01% -125 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 150 $875 <0.01% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 140 $816 <0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 135 $787 <0.01% new 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 133 $776 <0.01% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 132 $770 <0.01% 0 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 105 $613 <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 100 $583 <0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 100 $583 <0.01% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 100 $583 <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 100 $583 <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 76 $443 <0.01% new 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 75 $437 <0.01% +50 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 48 $280 <0.01% new 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 45 $263 <0.01% 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 30 $175 <0.01% 0 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 30 $175 <0.01% 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 28 $161 <0.01% new 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 27 $157 <0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 26 $152 <0.01% 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 25 $146 <0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 25 $122 <0.01% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 16 $94 <0.01% -68 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 13 $76 <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 11 $64 <0.01% new 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $58 <0.01% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 10 $58 <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 4 $23 <0.01% 0 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 20 $0 0% 13F-HR Timeline Value filed as zero, left out of ratios. FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 10 $0 0% -60,634 13F-HR Timeline Value filed as zero, left out of ratios.