ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 13,677 $186K 0.01% +40 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 13,500 $184K 0.14% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 13,449 $183K <0.01% -18,192 13F-HR Timeline Group Atlas Wealth LLC More: the full row for Atlas Wealth LLC 13,000 $182K 0.07% +3,000 13F-HR Timeline Kapitalo Investimentos Ltda More: the full row for Kapitalo Investimentos Ltda 13,139 $179K 0.04% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 13,085 $178K <0.01% +9,701 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 13,048 $178K 0.01% +446 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 12,855 $175K 0.05% new 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 12,734 $173K <0.01% +164 13F-HR Timeline Group Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 12,664 $172K <0.01% 0 13F-HR Timeline Group Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 12,391 $169K 0.04% -49 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 12,224 $166K <0.01% +2,358 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 12,197 $166K <0.01% -1,128 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 12,038 $164K <0.01% -3,198 13F-HR Timeline Group SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 12,000 $163K 0.03% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 11,939 $163K <0.01% +11,318 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 11,805 $161K <0.01% new 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 11,795 $161K 0.06% new 13F-HR Timeline Bryce Point Capital, LLC More: the full row for Bryce Point Capital, LLC 11,672 $159K 0.13% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 11,424 $156K <0.01% new 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 10,373 $150K 0.14% +193 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 10,843 $148K 0.07% +493 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 10,685 $146K 0.01% +4,023 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 10,630 $145K <0.01% 0 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 10,502 $143K 0.01% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 10,483 $143K <0.01% new 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 10,446 $142K <0.01% -863 13F-HR Timeline PICKERING ENERGY PARTNERS LP More: the full row for PICKERING ENERGY PARTNERS LP 10,000 $136K 3.35% new 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 9,471 $133K 0.03% 0 13F-HR Timeline Group ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 9,568 $130K 0.01% new 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 9,390 $128K 0.07% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 9,390 $128K 0.07% +94 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 9,345 $127K <0.01% +5,430 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 7,191 $97.9K 0.07% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 7,106 $96.8K 0.04% +5,001 13F-HR/A Timeline Group Mitsubishi UFJ Trust & Banking Corp group of 2 filers holding More: the full row for Mitsubishi UFJ Trust & Banking Corp 6,983 $95.1K +6,082 Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 6,953 $94.7K <0.01% +778 13F-HR/A Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 6,557 $89.3K <0.01% -774 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 6,134 $85.4K 0.04% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 6,160 $84K <0.01% +53 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 5,927 $80.7K 0.02% +1,651 13F-HR Timeline DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 5,893 $80K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 5,500 $74.9K 0.02% 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,430 $74K <0.01% +3,361 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,890 $68.7K <0.01% +2,868 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,200 $57.2K <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 4,170 $56.8K <0.01% +3,224 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4,127 $56.2K <0.01% +127 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 3,940 $53.7K <0.01% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 3,829 $52.2K <0.01% -1,938 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 3,825 $52.1K <0.01% +2,568 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 3,527 $48K <0.01% +2,410 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 3,478 $47.4K 0.03% -958 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 3,400 $46.3K <0.01% 0 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 3,297 $45K 0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 3,090 $42K <0.01% -420 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 3,007 $41K <0.01% -17,865 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,852 $38.8K <0.01% +1,357 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,796 $38.1K <0.01% 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,728 $37.2K <0.01% -699,786 13F-HR Timeline Group FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 2,674 $36K 0.02% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,629 $35.8K <0.01% -1,579 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,594 $35.6K <0.01% -9,549 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 2,171 $29.6K 0.02% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,810 $24.7K <0.01% 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,797 $24.5K <0.01% -2,852 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,709 $23K <0.01% 0 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,640 $22.3K <0.01% -877 13F-HR Timeline Group UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 1,539 $21K <0.01% new 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 1,465 $20K 0.02% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,452 $19.8K 0.01% +156 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 1,436 $19.6K <0.01% 0 13F-HR/A Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,360 $18.5K <0.01% +600 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 1,341 $18.3K <0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,283 $17.5K <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,040 $14.2K <0.01% +66 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 918 $12.5K <0.01% +80 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 889 $12.1K <0.01% +718 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 800 $10.9K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 798 $10.9K <0.01% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 686 $9.34K <0.01% new 13F-HR/A Timeline MAI Capital Management More: the full row for MAI Capital Management 589 $8.02K <0.01% +340 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 566 $7.71K <0.01% +449 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 558 $7.6K <0.01% -733 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 500 $6.81K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 485 $6.61K <0.01% +80 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 446 $6.08K <0.01% -597 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 444 $6.05K <0.01% 0 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 423 $5.66K <0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 388 $5.29K <0.01% 0 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 373 $5.08K <0.01% +38 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 360 $4.9K <0.01% +91 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 312 $4.25K <0.01% -116 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 300 $4.09K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 339 $4K <0.01% +329 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 291 $3.96K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 288 $3.92K <0.01% +183 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 263 $3.58K <0.01% 0 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 256 $3.49K <0.01% +198 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 251 $3.41K <0.01% -147 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 237 $3.23K <0.01% -92,364 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 230 $3.22K <0.01% -380 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 236 $3.21K <0.01% +37 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 233 $3.17K <0.01% +219 13F-HR Timeline Group Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 185 $2.52K <0.01% +35 13F-HR Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 184 $2.5K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 182 $2.48K <0.01% -276 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 181 $2.46K <0.01% +181 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 170 $2.32K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 151 $2.06K <0.01% +120 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 110 $2K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 108 $1.47K <0.01% +60 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 107 $1.46K <0.01% +1 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 101 $1.38K <0.01% +1 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 95 $1.29K <0.01% -205 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 94 $1K <0.01% new 13F-HR/A Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 58 $1K <0.01% -267 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 72 $981 <0.01% +52 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 69 $940 <0.01% +42 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 67 $918 <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 63 $858 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 55 $750 <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 52 $709 <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 48 $654 <0.01% -32 13F-HR/A Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 35 $480 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 35 $477 <0.01% +22 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 35 $477 <0.01% -10 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 29 $395 <0.01% +22 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 18 $251 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 18 $245 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 15 $204 <0.01% -10 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 13 $177 <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 12 $159 <0.01% -1,684 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 11 $150 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 6 $81 <0.01% new 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 1 $14 <0.01% 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1 $13 <0.01% -138 13F-HR Timeline 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.