Twin Lions Management LLC in group Twin Lions Management LLC More: the full row for Twin Lions Management LLC 3,451 $383K 0.23% -25,800 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3,405 $378K 0.01% new 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 3,343 $371K <0.01% -61 13F-HR Timeline Group BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 3,281 $364K 0.02% -57 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 3,266 $363K <0.01% -42 13F-HR Timeline Group SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 3,188 $354K 0.01% +1,244 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 3,167 $352K 0.01% -6,580 13F-HR Timeline Group Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 3,070 $341K 0.01% -3,734 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 2,999 $333K 0.01% -143 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,989 $332K 0.01% new 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 2,972 $330K 0.05% +581 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2,813 $322K <0.01% -26 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,354 $319K 0.02% -6 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,830 $314K <0.01% -708 13F-HR Timeline Group Abel Hall, LLC More: the full row for Abel Hall, LLC 2,767 $307K 0.07% +750 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,748 $305K 0.01% +116 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 2,729 $303K <0.01% new 13F-HR Timeline Group Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 2,716 $302K 0.01% 0 13F-HR Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,674 $297K 0.04% -316 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,616 $291K 0.03% +2,384 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 2,505 $278K <0.01% -219 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 2,468 $274K 0.01% -11 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,614 $269K 0.01% new 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 2,375 $264K 0.05% -395 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 2,794 $260K <0.01% -22 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 2,266 $254K <0.01% -2 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,263 $251K <0.01% +177 13F-HR Timeline Group CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 2,208 $245K <0.01% -48 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,190 $243K <0.01% 0 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 2,265 $239K <0.01% +66 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,106 $234K 0.01% +44 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,069 $230K 0.02% -20 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 2,015 $224K 0.02% new 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 1,987 $221K 0.01% -43,259 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,858 $206K <0.01% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 1,850 $205K <0.01% -11 13F-HR Timeline DNB Asset Management AS in group DNB Asset Management AS More: the full row for DNB Asset Management AS 1,849 $205K <0.01% new 13F-HR Timeline Group CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 1,813 $201K <0.01% 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,521 $169K <0.01% +957 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,388 $154K 0.02% +242 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,298 $144K 0.01% +83 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,177 $124K <0.01% -399 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 939 $105K <0.01% -45 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 923 $103K <0.01% -270 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 914 $102K <0.01% -1 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 860 $96K <0.01% 0 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 836 $92.9K 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 808 $89.7K <0.01% +7 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 802 $89.1K <0.01% +8 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 629 $69.9K 0.08% new 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 505 $56.1K <0.01% +114 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 505 $56.1K <0.01% -1,501 13F-HR/A Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 470 $52.2K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 379 $42.1K <0.01% +331 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 345 $38.3K <0.01% new 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 300 $33.3K <0.01% new 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 282 $31.3K <0.01% +191 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 278 $30.9K 0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 269 $30.4K <0.01% -74 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 272 $30.2K <0.01% -43 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 253 $28.1K 0.01% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 247 $27.4K <0.01% +196 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 244 $27.1K 0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 227 $25.2K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 209 $23.9K <0.01% +13 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 202 $22.4K <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 199 $22.1K <0.01% +64 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 197 $21.9K <0.01% -9 13F-HR Timeline Group Clark Wealth Partners More: the full row for Clark Wealth Partners 163 $18.1K 0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 159 $18K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 162 $18K <0.01% +19 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 157 $17.4K <0.01% +56 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 153 $17K 0.01% +72 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 189 $16.9K <0.01% +12 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 151 $16.8K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 138 $15.3K <0.01% -32 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 135 $15K <0.01% +30 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 131 $14.6K <0.01% -420 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 116 $12.9K <0.01% +108 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 112 $12.4K <0.01% -640 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 112 $12.4K <0.01% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 110 $12.2K <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 100 $11.1K <0.01% +47 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 100 $11.1K <0.01% +55 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 86 $9.55K 0.01% -33 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 80 $8.88K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 79 $8.78K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 75 $8.33K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 72 $8.2K <0.01% +53 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 72 $8K 0.01% +12 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 70 $7.78K <0.01% +3 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 65 $7.22K <0.01% +23 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 65 $7K <0.01% -3,893 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 62 $6.89K <0.01% +38 13F-HR/A Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 60 $6.66K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 59 $6.55K <0.01% +5 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 54 $6K <0.01% +40 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 52 $5.78K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 50 $5.7K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 46 $5.11K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 45 $5K <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 39 $4.33K <0.01% +26 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 33 $3.67K <0.01% +3 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 30 $3.33K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 29 $3.22K <0.01% +16 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 28 $3.11K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 26 $2.89K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 25 $2.78K <0.01% +12 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 22 $2.45K <0.01% -1 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 21 $2.33K <0.01% -1 13F-HR Timeline Group Elequin Capital, LP More: the full row for Elequin Capital, LP 21 $2.33K <0.01% -41 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 11 $1.22K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 9 $1K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 6 $667 <0.01% +2 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $667 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 6 $666 <0.01% +1 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 5 $556 <0.01% +1 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 5 $555 <0.01% new 13F-HR/A Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 5 $555 <0.01% +3 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4 $548 <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 4 $452 <0.01% new 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 3 $334 <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3 $333 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $333 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2 $223 <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2 $223 <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2 $222 <0.01% -2 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 2 $222 <0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1 $112 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $112 <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1 $111 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1 $111 <0.01% new 13F-HR Timeline