KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 12,962 $166K 0.01% +2,460 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 12,664 $162K <0.01% 0 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 12,606 $161K <0.01% new 13F-HR/A Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 12,491 $160K 0.01% +1,806 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 12,485 $160K 0.03% +94 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 12,467 $160K 0.01% new 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 12,447 $159K <0.01% -1,897 13F-HR/A Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 12,413 $159K <0.01% +189 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 12,408 $159K <0.01% +1,925 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 12,324 $158K 0.01% +11,638 13F-HR Timeline Connective Capital Management, LLC More: the full row for Connective Capital Management, LLC 12,078 $155K 0.14% new 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 12,000 $154K 0.03% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 11,960 $153K <0.01% -2,001 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 11,900 $152K <0.01% -2,945 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 11,227 $144K <0.01% new 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 11,137 $143K <0.01% -2,312 13F-HR Timeline Group Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 10,970 $140K 0.06% +127 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 10,911 $140K <0.01% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 10,720 $137K <0.01% -1,477 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 10,630 $136K <0.01% 0 13F-HR Timeline Group MQS Management LLC More: the full row for MQS Management LLC 10,539 $135K 0.08% new 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 10,486 $134K 0.01% -4,848 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 10,446 $134K <0.01% 0 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 10,396 $131K 0.11% +23 13F-HR Timeline PICKERING ENERGY PARTNERS LP More: the full row for PICKERING ENERGY PARTNERS LP 10,000 $128K 2.81% 0 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 9,471 $121K 0.03% 0 13F-HR Timeline Group Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 9,382 $120K 0.05% -8 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 $120K <0.01% 0 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 9,033 $116K <0.01% +2,873 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 8,912 $114K <0.01% new 13F-HR Timeline Point72 Europe (London) LLP More: the full row for Point72 Europe (London) LLP 8,647 $111K 0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 8,203 $105K <0.01% +1,250 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 7,784 $100K <0.01% -4,254 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 6,445 $82.5K <0.01% +1,015 13F-HR Timeline DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 5,893 $75K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 5,500 $70.4K 0.02% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,320 $68.1K <0.01% +430 13F-HR/A Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 5,247 $67.2K 0.02% -1,859 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 5,041 $64.5K <0.01% -1,516 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,844 $62K <0.01% +674 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,200 $53.8K <0.01% 0 13F-HR/A Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4,127 $52.8K <0.01% 0 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 3,858 $49.4K <0.01% +33 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,774 $48.3K <0.01% -15,246 13F-HR Timeline Point72 Hong Kong Ltd More: the full row for Point72 Hong Kong Ltd 3,749 $48K <0.01% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 3,428 $43.9K 0.03% -50 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 $43.5K <0.01% 0 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 3,297 $42K 0.01% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 3,100 $39.7K <0.01% +93 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 3,029 $39K <0.01% -61 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,842 $36.4K <0.01% -10 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,672 $34.2K <0.01% -56 13F-HR Timeline Group ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 2,568 $32.9K <0.01% -7,000 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,965 $25.2K <0.01% +1,047 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,810 $23.2K <0.01% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,709 $22K <0.01% 0 13F-HR Timeline Group Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 1,571 $20.1K <0.01% +230 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,490 $19.1K <0.01% -150 13F-HR Timeline Group Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 1,471 $18.8K 0.01% -700 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 1,465 $18.8K 0.01% 0 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 $18.4K <0.01% 0 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,430 $18.3K 0.01% -22 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,360 $17.4K <0.01% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,293 $16.6K <0.01% -28,527 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,221 $15.6K <0.01% -1,408 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,078 $13.8K <0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,058 $13.6K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 985 $12.6K <0.01% +541 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 977 $12.5K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 955 $12.2K <0.01% +397 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 938 $12K <0.01% +49 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 887 $11.4K <0.01% -1,909 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 798 $10.2K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 716 $9.16K <0.01% -567 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 700 $8.96K <0.01% -100 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 656 $8.26K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 628 $8.04K <0.01% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 627 $8.03K <0.01% 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 557 $7.13K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 510 $6.53K <0.01% +25 13F-HR Timeline Group JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 510 $6.53K <0.01% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 506 $6.47K <0.01% new 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 500 $6.4K <0.01% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 491 $6.28K <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 540 $6K <0.01% +201 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 446 $5.71K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 425 $5.44K <0.01% +192 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 415 $5.31K <0.01% +103 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 412 $5.27K <0.01% +39 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 400 $5.12K <0.01% -1,397 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 360 $4.61K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 300 $3.84K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 291 $3.73K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 263 $3.37K <0.01% 0 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 256 $3.28K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 251 $3.21K <0.01% -338 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 236 $3.02K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 184 $2.43K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 182 $2.33K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 181 $2.32K <0.01% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 170 $2.18K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 151 $1.93K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 123 $1.57K <0.01% +28 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 108 $1.39K <0.01% +1 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 108 $1.38K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 103 $1.32K <0.01% -148 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 102 $1.31K <0.01% +1 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 100 $1.28K <0.01% -130 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 96 $1.23K <0.01% new 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 118 $1K <0.01% new 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 110 $1K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 94 $1K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 58 $1K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 77 $986 <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 73 $935 <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 72 $922 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 69 $884 <0.01% +14 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 68 $872 <0.01% +1 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 63 $806 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 50 $715 <0.01% +15 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 52 $666 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 46 $589 <0.01% +35 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 45 $576 <0.01% -24 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 41 $525 <0.01% +12 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 35 $448 <0.01% new 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 34 $435 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 27 $346 <0.01% +9 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 15 $192 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 14 $179 <0.01% +8 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 13 $167 <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 11 $141 <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 7 $81 <0.01% -5 13F-HR Timeline Group Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 3 $39 <0.01% -15 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 3 $38 <0.01% new 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 1 $13 <0.01% 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1 $12 <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1 $8 <0.01% -34 13F-HR Timeline