Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 25,012 $600K 0.01% +11,771 13F-HR Timeline Group AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 25,000 $600K 0.51% new 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 24,567 $589K 0.04% +1,189 13F-HR Timeline Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 24,564 $589K <0.01% +2,841 13F-HR Timeline Group Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 24,319 $583K 0.18% -1,596 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 24,114 $578K 0.02% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 23,458 $563K 0.1% +1,332 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 23,269 $558K 0.01% -15,731 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 23,180 $556K 0.03% -1,295 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 23,024 $552K <0.01% +455 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 22,942 $550K 0.01% new 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 22,898 $549K 0.02% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 22,877 $549K <0.01% +475 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 22,828 $548K 0.01% +4,644 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 22,435 $538K 0.13% -11,691 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 22,270 $534K <0.01% +4,118 13F-HR Timeline Group CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 21,826 $524K <0.01% +784 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 22,126 $520K <0.01% +5,086 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 21,283 $511K 0.02% -490 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 21,277 $510K <0.01% new 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 21,067 $505K 0.01% +5,068 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 21,007 $504K <0.01% +4,007 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 20,712 $496K <0.01% +9,958 13F-HR Timeline Group KKM Financial LLC More: the full row for KKM Financial LLC 27,395 $495K 0.07% new 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 20,326 $488K 0.06% +2,560 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 20,000 $480K 0.01% 0 13F-HR Timeline Wilmar Advisors LLC More: the full row for Wilmar Advisors LLC 20,000 $480K 0.35% +5,000 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 19,947 $479K 0.01% -10,972 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 19,914 $478K <0.01% -104,154 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 19,737 $473K 0.01% +4,597 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 19,705 $473K 0.01% +5,873 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 19,701 $473K <0.01% new 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 19,098 $458K 0.02% +1,782 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 18,650 $447K <0.01% -3,750 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 18,552 $445K <0.01% +879 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 18,496 $444K <0.01% +3,449 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 18,408 $442K 0.01% -9,524 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 18,374 $441K <0.01% +2,104 13F-HR Timeline Group Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 18,272 $438K 0.04% +1,285 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 18,032 $433K <0.01% +936 13F-HR Timeline Group Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 18,000 $432K 0.12% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 17,754 $426K 0.01% +3,263 13F-HR Timeline Wealth Analytics Partners, LLC More: the full row for Wealth Analytics Partners, LLC 21,975 $416K 0.15% +110 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 17,357 $416K 0.14% +6,657 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 17,103 $410K <0.01% new 13F-HR Timeline Group NORDEA INVESTMENT MANAGEMENT AB in group NORDEA INVESTMENT MANAGEMENT … More: the full row for NORDEA INVESTMENT MANAGEMENT AB 17,281 $410K <0.01% new 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 17,066 $409K 0.01% +120 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 17,164 $409K 0.02% -900 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 16,920 $406K 0.03% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 16,910 $406K <0.01% -6,093 13F-HR Timeline DNB Asset Management AS in group DNB Asset Management AS More: the full row for DNB Asset Management AS 16,705 $401K <0.01% 0 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 16,054 $385K 0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 15,967 $383K <0.01% +6,667 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 15,670 $376K 0.02% -11 13F-HR Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 15,490 $372K <0.01% new 13F-HR Timeline Group Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 15,454 $371K 0.04% -19,380 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 15,498 $365K 0.02% +2,370 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 15,170 $364K 0.01% -2,651 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 15,129 $363K 0.03% +2,300 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 15,000 $360K 0.07% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 14,985 $359K 0.01% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 14,899 $357K 0.01% new 13F-HR Timeline Wellington Shields & Co., LLC in group Wellington Shields Capital Ma… More: the full row for Wellington Shields & Co., LLC 14,617 $351K 0.08% +17 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 14,100 $338K 0.02% +3,708 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 13,990 $336K 0.01% +1,613 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 13,850 $332K 0.09% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 18,460 $329K 0.01% -15,681 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 13,710 $329K 0.17% new 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 13,644 $327K <0.01% -7,742 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 13,574 $326K <0.01% -48,092 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 13,496 $324K <0.01% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 13,440 $322K <0.01% -3,417 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 13,434 $322K <0.01% +7,774 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 13,373 $321K <0.01% -2,368,927 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 13,192 $316K <0.01% +557 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 13,100 $314K 0.19% 0 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 13,080 $314K <0.01% +1,650 13F-HR Timeline Group Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 13,008 $312K 0.06% +79 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) 12,908 $310K 0.01% -20,225 13F-HR Timeline Group J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 12,863 $309K <0.01% new 13F-HR Timeline Group AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 12,764 $306K 0.03% -19,686 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 12,723 $305K <0.01% -515,336 13F-HR Timeline Group Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 12,680 $304K 0.01% new 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 12,618 $303K <0.01% +2,037 13F-HR Timeline Group PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 12,527 $301K 0.07% -888 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 12,500 $300K 0.03% 0 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 12,386 $297K <0.01% +2,001 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 12,274 $294K <0.01% +601 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 12,264 $294K <0.01% new 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 12,217 $293K 0.01% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 11,824 $284K <0.01% new 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 11,706 $281K 0.02% +100 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 11,650 $279K <0.01% +1,600 13F-HR Timeline Nykredit A/S in group Nykredit A/S More: the full row for Nykredit A/S 11,622 $279K <0.01% 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 11,530 $277K <0.01% new 13F-HR Timeline Group CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 11,342 $272K <0.01% new 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 11,027 $265K 0.01% new 13F-HR Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 11,043 $265K <0.01% -27,406 13F-HR Timeline Group Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 10,962 $263K 0.08% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 10,916 $262K 0.06% +8,880 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 15,125 $259K 0.01% +1,345 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 10,607 $254K 0.04% -50 13F-HR Timeline Capstone Capital Management Ltd More: the full row for Capstone Capital Management Ltd 10,521 $252K 0.11% new 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 10,390 $249K 0.01% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 10,385 $249K <0.01% -3,171 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 10,379 $249K <0.01% 0 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 10,374 $249K 0.02% +5,786 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 10,163 $244K 0.02% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 10,110 $243K <0.01% new 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 10,052 $241K 0.15% -16,275 13F-HR Timeline AMALGAMATED BANK More: the full row for AMALGAMATED BANK 10,026 $241K <0.01% -497 13F-HR Timeline Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 10,002 $240K 0.02% new 13F-HR Timeline AVIVA PLC in group AVIVA PLC More: the full row for AVIVA PLC 9,898 $237K <0.01% new 13F-HR Timeline Group Strategic Advocates LLC More: the full row for Strategic Advocates LLC 9,782 $235K 0.91% -616 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 9,757 $234K 0.03% +43 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 9,641 $231K <0.01% new 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 9,599 $230K 0.03% new 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 9,533 $229K <0.01% new 13F-HR/A Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 9,440 $226K <0.01% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 9,425 $226K 0.01% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 9,351 $224K <0.01% new 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 9,308 $223K 0.04% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 9,282 $223K 0.09% +1,282 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 9,234 $222K <0.01% new 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 9,200 $221K 0.13% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 9,161 $220K <0.01% new 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 9,134 $219K <0.01% -3,387 13F-HR Timeline Group Evanson Financial, LLC More: the full row for Evanson Financial, LLC 8,915 $214K 0.01% 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 9,072 $213K 0.04% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 8,876 $213K <0.01% new 13F-HR Timeline Group Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 8,858 $213K 0.01% new 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 8,744 $210K 0.01% -44,812 13F-HR Timeline Group Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 8,720 $209K 0.02% new 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 8,700 $209K 0.12% new 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 8,648 $207K 0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 8,647 $207K 0.04% +8,503 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 8,645 $207K 0.05% new 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 8,580 $206K 0.15% new 13F-HR Timeline Lauer Wealth, LLC More: the full row for Lauer Wealth, LLC 10,780 $204K 0.14% +280 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 8,341 $200K 0.02% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 8,150 $196K 0.09% -800 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 7,985 $192K 0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 7,926 $190K <0.01% +2,834 13F-HR Timeline OP Asset Management Ltd More: the full row for OP Asset Management Ltd 7,899 $189K <0.01% -2,596 13F-HR Timeline PIER 88 INVESTMENT PARTNERS LLC More: the full row for PIER 88 INVESTMENT PARTNERS LLC 6,300 $151K 0.04% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,286 $151K <0.01% +4,498 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,202 $149K <0.01% -2,448 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 6,116 $147K <0.01% +4,806 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 6,115 $147K <0.01% +515 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 6,100 $146K 0.01% +1,559 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,900 $142K <0.01% -1,020 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 5,865 $140K 0.01% 0 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. 5,642 $135K <0.01% -27,006 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,422 $130K <0.01% -562 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,354 $128K <0.01% 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 5,350 $128K 0.03% new 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 5,298 $127K <0.01% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 4,924 $118K <0.01% new 13F-HR/A Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4,895 $117K <0.01% +2,866 13F-HR Timeline Group Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 4,522 $108K 0.04% new 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 4,500 $108K 0.02% +1,000 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 4,085 $98K 0.03% +1,700 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 3,978 $95.4K 0.01% +333 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,695 $88.6K <0.01% new 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 3,750 $84.5K 0.1% +750 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 3,500 $84K <0.01% 0 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,311 $79.4K <0.01% +1,311 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,224 $77.3K <0.01% +796 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 3,500 $76.4K 0.01% 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 3,057 $73.3K 0.02% -15,007 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,979 $71.5K <0.01% +1,329 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,926 $70.2K <0.01% +307 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,750 $66K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 2,625 $63K <0.01% +650 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 2,534 $60.8K 0.01% +94 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,295 $55.1K <0.01% +194 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 2,255 $54.1K 0.02% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 2,125 $51K 0.01% +25 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 2,073 $49.7K 0.01% -648 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 2,010 $48.2K 0.08% +2,000 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 2,000 $48K 0.03% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,967 $47.2K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,935 $46.4K 0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,850 $44.4K 0.02% +1,500 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 1,650 $42K <0.01% +1,470 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,741 $41.8K <0.01% +60 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 1,631 $39.1K 0.01% +60 13F-HR Timeline BARRETT & COMPANY, INC. 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