BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 23,153,946 $874M 0.45% +918,403 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 22,990,755 $867M 0.08% +518,793 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 9,543,791 $360M 0.03% +486,787 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 6,854,471 $259M 0.1% +78,008 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 6,834,694 $258M 3.37% +563 13F-HR Timeline Group PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 3,764,246 $142M +260,925 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,315,748 $125M 0.03% +353,897 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 3,293,984 $111M 0.23% +78,889 13F-HR Timeline Group MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 2,678,569 $101M 1.86% +519,203 13F-HR Timeline Group Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 2,493,750 $94.1M 0.97% -4,925,000 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,133,933 $80.5M 0.02% -126,819 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,823,163 $68.8M 0.06% +50,644 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,583,324 $59.7M 0.02% +133,329 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,536,583 $58M 0.02% -546,261 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,346,020 $50.8M 0.07% -88,517 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,325,328 $50M 0.04% +1,264,705 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,312,030 $49.5M 0.01% -294,243 13F-HR/A Timeline Group First Interstate Bank More: the full row for First Interstate Bank 1,217,759 $45.9M 2.74% +48,837 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 1,173,781 $44.3M 0.53% -529,413 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,025,929 $38.7M 4.08% +50,231 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 930,791 $35.1M 0.01% +106,969 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 921,087 $34.8M <0.01% -4,683,518 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 905,542 $34.2M 0.06% -34,684 13F-HR Timeline Group Kranot Hishtalmut Le Morim Ve Gananot H… group of 2 filers holding More: the full row for Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 876,960 $33.1M 0 Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 824,590 $31.1M 0.69% +70,740 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 809,795 $30.6M 0.83% +89,875 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 793,319 $29.9M 0.07% -141,812 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 768,330 $29M 0.04% +199,384 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 760,546 $28.7M 4.79% -10,298 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 755,241 $28.5M 0.23% +2,591 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 747,666 $28.2M 0.05% +15,036 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 721,996 $27.9M 1.42% +48,581 13F-HR Timeline Mivtachim The Workers Social Insurance … in group Mivtachim The Workers Social … More: the full row for Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 731,000 $27.6M 4.56% +20,000 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 706,575 $26.7M +137,320 Timeline Destination Wealth Management More: the full row for Destination Wealth Management 641,665 $24.2M 0.76% +1,121 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 635,257 $24M 3% +23,956 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 571,670 $21.6M +40,796 Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 568,255 $21.4M +45,401 Timeline Cooper Financial Group More: the full row for Cooper Financial Group 548,376 $20.7M 2.73% +49,659 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 525,000 $19.8M 0.08% -581,540 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 519,936 $19.6M 0.42% +14,771 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 502,333 $19M -80,335 Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 494,581 $18.7M 0.63% +63,137 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 473,043 $17.8M 0.06% +46,919 13F-HR Timeline CX Institutional More: the full row for CX Institutional 461,893 $17.4M 0.66% +335,530 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 408,440 $15.4M 0.05% +7,528 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 386,247 $15.2M 0.03% +202,714 13F-HR/A Timeline Group HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 397,325 $15M 2.13% +34,543 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 383,538 $14.5M <0.01% -29,299 13F-HR/A Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 378,902 $14.3M 0.06% +23,198 13F-HR Timeline Group 360 Financial, Inc. More: the full row for 360 Financial, Inc. 355,117 $13.4M 4.88% +19,552 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 353,368 $13.3M 2.32% +6,391 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 338,377 $12.8M 3.65% -91,687 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 321,932 $12.1M 3.01% +1,805 13F-HR Timeline Vishria Bird Financial Group, LLC More: the full row for Vishria Bird Financial Group, LLC 306,238 $11.6M 3.93% -4,805 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 300,438 $11.3M 0.04% -44,356 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 296,146 $11.2M 2.65% +8,288 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 296,013 $11.2M 0.01% -3,301 13F-HR Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 295,740 $11.2M 0.06% -17,230 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 290,904 $11M 0.03% +5,272 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 283,732 $10.7M 3.52% -7,723 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 281,278 $10.6M 0.06% -34,150 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 278,726 $10.5M 0.03% +6,946 13F-HR Timeline Group Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 262,632 $9.91M 0.45% +8,776 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 262,276 $9.9M 0.7% +395 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 256,775 $9.69M 0.03% +63,234 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 249,926 $9.43M 0.72% -49,603 13F-HR/A Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 233,614 $8.81M 0.33% +8,726 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 229,472 $8.66M 4.7% +4,913 13F-HR Timeline Chicago Wealth Management, Inc. More: the full row for Chicago Wealth Management, Inc. 225,800 $8.52M 4.46% +3,173 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 225,638 $8.51M 0.08% -34,646 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 221,822 $8.37M 0.06% -4,212 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 217,252 $8.2M 0.12% +14,477 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 213,640 $8.06M 0.13% +44,864 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 210,705 $7.95M 0.06% -7,357 13F-HR Timeline Systelligence, LLC More: the full row for Systelligence, LLC 210,477 $7.94M 1.91% +103,494 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 206,966 $7.81M 1.71% new 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 205,783 $7.76M 1.2% +366 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 198,505 $7.49M 0.01% +68,838 13F-HR Timeline Group ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 193,669 $7.31M 3.56% +14,995 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 186,767 $7.05M 4.6% +2,640 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 181,649 $6.85M 4.76% +4,219 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 180,029 $6.79M 2.64% -11,630 13F-HR Timeline Wolf Group Capital Advisors More: the full row for Wolf Group Capital Advisors 168,260 $6.35M 2.13% new 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 166,806 $6.29M 0.97% +21,890 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 166,506 $6.28M 0.01% new 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 166,444 $6.28M 0.06% -61,040 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 160,338 $6.05M 1.51% +934 13F-HR Timeline 5th Street Advisors, LLC More: the full row for 5th Street Advisors, LLC 153,154 $5.78M 2.79% +144,447 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 151,909 $5.73M +11,358 Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 150,848 $5.69M 0.18% -108,848 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 147,703 $5.57M 2.47% -157 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 139,154 $5.25M 0.01% +18,102 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 136,319 $5.14M 0.03% +6,971 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 131,088 $4.95M 0.14% +5,654 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 130,875 $4.94M 0.66% -48 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 125,702 $4.74M 0.03% +35,300 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 125,341 $4.73M +3,777 Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 125,078 $4.72M 1.85% +6,347 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 122,260 $4.61M 0.01% +62,219 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) 114,030 $4.47M 0.13% -4,214 13F-HR Timeline Group Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 118,321 $4.46M 0.56% +88,506 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 117,110 $4.42M 0.96% +26,188 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 116,974 $4.41M 0.22% -1,186 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 105,359 $4.4M 0.25% +99,900 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 113,751 $4.29M 1.28% -16,099 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 112,611 $4.25M 4.32% +6,703 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 109,870 $4.14M 0.6% -1,645 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 106,258 $4.01M 0.13% -1,970 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/ 106,061 $4M <0.01% -3,962 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 103,090 $3.89M 0.04% +72,029 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 103,090 $3.89M 0.04% +72,029 13F-HR/A Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 102,632 $3.87M 0.29% +19,578 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 98,631 $3.75M 0.75% +2,271 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 92,025 $3.72M 0.68% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 96,397 $3.63M <0.01% +35,167 13F-HR/A Timeline Group PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 89,056 $3.36M 0.85% -1,145 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 88,003 $3.32M 1.29% -108,144 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 86,360 $3.28M 0.02% -5,134 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 86,843 $3.28M 1.06% +27,858 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 85,555 $3.23M 0.05% -28,723 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 84,600 $3.19M <0.01% -92 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 83,751 $3.16M 0.1% +9,390 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 81,131 $3.06M 1.63% +3,720 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 79,843 $3.01M 0.15% -654 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 79,714 $3.01M <0.01% +62,921 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 79,055 $2.98M 0.03% +67,796 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 76,667 $2.89M 2.31% +30 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 74,870 $2.82M 0.01% +5,755 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 74,547 $2.81M 0.05% -3,930 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 74,142 $2.8M 1.04% +44,089 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 73,832 $2.79M 0.1% +12,163 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 72,750 $2.74M <0.01% +7,281 13F-HR Timeline Group Advisor Resource Council More: the full row for Advisor Resource Council 90,166 $2.74M 0.22% new 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 72,143 $2.72M 1.06% +38,371 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 71,383 $2.69M 0.15% +356 13F-HR Timeline SFI Advisors, LLC More: the full row for SFI Advisors, LLC 70,633 $2.66M 1.97% +399 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 69,687 $2.63M <0.01% +7,097 13F-HR Timeline Group Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 69,141 $2.61M 0.23% +13,254 13F-HR Timeline Group Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 65,984 $2.49M -5,933 Timeline Provident Co of the Employees of the He… More: the full row for Provident Co of the Employees of the Hebrew University LTD 64,850 $2.45M 2.81% +57,200 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 64,350 $2.43M 0.19% +668 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 64,120 $2.42M <0.01% -13,169 13F-HR Timeline Group Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 62,518 $2.36M 0.37% +3,245 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 61,551 $2.32M 0.66% +6,637 13F-HR Timeline Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 61,200 $2.31M +2,413 Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 59,058 $2.23M <0.01% new 13F-HR Timeline Group BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 58,375 $2.2M 0.53% -60 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 56,814 $2.14M 0.34% +2,394 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 56,557 $2.13M 0.06% -27,822 13F-HR Timeline Group Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 56,355 $2.13M 1.48% new 13F-HR/A Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 59,865 $2.11M 0.9% +1,021 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 55,931 $2.11M 0.06% +5,482 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 55,215 $2.08M 0.01% -63,050 13F-HR Timeline Group TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 55,089 $2.08M 0.83% +2,184 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 54,014 $2.04M 1.16% +15,991 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 53,745 $2.03M 0.23% -49,210 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 50,147 $2.03M 0.24% +5,707 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 53,682 $2.03M 0.06% -3,526 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 52,477 $1.98M 1.23% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 52,378 $1.98M 0.02% +2,046 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 51,613 $1.95M 0.01% +36,277 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 51,000 $1.92M 0.02% +6,229 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 50,916 $1.92M 0.87% new 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 50,289 $1.9M 0.02% +2,958 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 49,685 $1.87M 0.7% +15,870 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 46,068 $1.86M 0.17% -63 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 49,336 $1.86M 0.12% -1,252 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 50,493 $1.83M 0.24% +1,906 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 48,252 $1.82M <0.01% +5,827 13F-HR Timeline Group NVWM, LLC More: the full row for NVWM, LLC 47,823 $1.8M 0.48% +2,765 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 47,720 $1.8M 0.16% new 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 43,997 $1.78M 0.17% 0 13F-HR Timeline Yahav Achim Ve Achayot - Provident Fund… More: the full row for Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 47,110 $1.78M 7.21% 0 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 45,902 $1.73M 0.63% +600 13F-HR Timeline HAZLETT, BURT & WATSON, INC. 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