Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 3,179 $333K 0.15% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,980 $312K 0.03% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,975 $311K 0.03% +664 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,931 $307K 0.01% +346 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,905 $304K 0.02% +700 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,815 $295K 0.15% 0 13F-HR Timeline Group Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 2,805 $293K 0.08% -1,615 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,732 $286K <0.01% +20 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 2,700 $283K 0.03% -7,909 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 2,648 $277K 0.03% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 2,633 $276K <0.01% +115 13F-HR Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,367 $273K 0.02% +230 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,588 $271K 0.01% -1,227 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 2,200 $270K <0.01% new 13F-HR Timeline Group Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 2,568 $269K 0.01% -16,980 13F-HR Timeline Group Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 2,517 $263K 0.04% -1 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,507 $262K 0.02% -277 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,495 $261K 0.02% +330 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,494 $261K <0.01% new 13F-HR/A Timeline Group May Hill Capital, LLC More: the full row for May Hill Capital, LLC 2,448 $256K 0.08% -1,831 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,411 $252K 0.02% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,376 $249K 0.01% +97 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,354 $246K 0.05% new 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 2,313 $242K 0.01% new 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 2,300 $241K 0.07% +800 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 2,289 $240K <0.01% +384 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,260 $237K 0.01% new 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 2,243 $235K 0.15% -1,315 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 2,230 $233K 0.06% +189 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 2,200 $230K 0.11% 0 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 2,131 $223K 0.11% +288 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,043 $214K <0.01% +318 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 2,031 $213K 0.05% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 2,023 $212K <0.01% +23 13F-HR Timeline Gunderson Capital Management LLC More: the full row for Gunderson Capital Management LLC 1,944 $203K 0.09% +101 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 1,940 $202K 0.02% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 1,850 $195K <0.01% 0 13F-HR/A Timeline Group Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 1,700 $178K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,662 $174K 0.01% +637 13F-HR Timeline Group BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 1,500 $157K 0.01% new 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,359 $143K <0.01% +63 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 1,336 $140K <0.01% -11 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 1,010 $106K <0.01% +961 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 1,000 $105K <0.01% -2,547 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 1,000 $105K 0.02% 0 13F-HR Timeline Leading Securities Co Ltd More: the full row for Leading Securities Co Ltd 1,000 $105K 1.49% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 938 $98.2K <0.01% -96 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 931 $97K <0.01% -41 13F-HR Timeline Group Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 900 $94.2K 0.01% -13,100 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 846 $88.5K <0.01% new 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 837 $87.6K 0.02% +487 13F-HR Timeline Goldstream Capital Management Ltd More: the full row for Goldstream Capital Management Ltd 758 $79.3K 0.03% -107 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 672 $70.4K <0.01% new 13F-HR/A Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 650 $68K 0.03% 0 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 500 $52K 0.03% new 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 487 $51K <0.01% -21 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 449 $47K 0.02% -200 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 418 $43.7K <0.01% +110 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 400 $41.9K <0.01% +50 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 328 $34.3K <0.01% -80 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 300 $31.4K 0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 249 $26.2K <0.01% +199 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 250 $26.2K 0.02% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 136 $25.5K <0.01% -93 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 200 $20.9K <0.01% new 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 198 $20.7K <0.01% +5 13F-HR/A Timeline Allworth Financial LP More: the full row for Allworth Financial LP 183 $19.1K <0.01% +2 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 148 $15.5K <0.01% +67 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 141 $14.8K 0.01% +10 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 140 $14.7K <0.01% 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 130 $13.6K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 112 $11.7K <0.01% +107 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 109 $11.4K <0.01% -65 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 106 $11K <0.01% -102 13F-HR Timeline Group Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 100 $10.5K <0.01% +100 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 97 $10.2K <0.01% +91 13F-HR Timeline Group Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 90 $9.45K <0.01% -172 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 90 $9.42K <0.01% -7 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 85 $9K <0.01% -14 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 83 $8.69K <0.01% +71 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 82 $8.58K <0.01% -33 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 82 $8.58K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 81 $8.48K <0.01% +17 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 74 $8.39K 0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 73 $7.64K <0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 71 $7.43K <0.01% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 56 $5.86K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 52 $5.44K <0.01% +9 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 49 $5.13K <0.01% +15 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 41 $4.33K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 40 $4.19K <0.01% -25 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 32 $3.73K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 35 $3.66K <0.01% +6 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 31 $3.24K <0.01% -18 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 30 $3.14K <0.01% +22 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 27 $2.83K <0.01% -19 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 26 $2.72K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 21 $2.2K <0.01% -125 13F-HR Timeline Group Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 20 $2.09K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 25 $2K <0.01% 0 13F-HR/A Timeline Archer Investment Corp More: the full row for Archer Investment Corp 17 $1.78K <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 16 $1.68K <0.01% new 13F-HR Timeline Group TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 13 $1.36K <0.01% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 13 $1.36K <0.01% new 13F-HR/A Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 12 $1.26K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 10 $1K <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 9 $942 <0.01% +4 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 8 $841 <0.01% -19 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 8 $837 <0.01% -4 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 8 $837 <0.01% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 8 $837 <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 6 $628 <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 6 $628 <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 6 $628 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 6 $628 <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 5 $524 <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 5 $523 <0.01% +3 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 4 $419 <0.01% 0 13F-HR Timeline Group Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 4 $419 <0.01% new 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 3 $314 <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3 $314 <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2 $209 <0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1 $105 <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 1 $105 <0.01% new 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 270 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.