Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 2,000 $347K 0.04% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,996 $346K 0.07% new 13F-HR/A Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,987 $345K 0.02% +147 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,968 $342K 0.03% new 13F-HR Timeline Group City Center Advisors, LLC More: the full row for City Center Advisors, LLC 1,950 $338K 0.27% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,948 $338K <0.01% +26 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 1,937 $336K 0.03% new 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 1,934 $336K 0.03% +144 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 1,919 $333K +257 Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 1,912 $332K 0.14% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,902 $330K <0.01% +332 13F-HR/A Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 1,894 $329K <0.01% -26,552 13F-HR Timeline Group BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 1,871 $325K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,861 $323K <0.01% -95 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 1,850 $321K 0.01% 0 13F-HR Timeline Shah Wealth Advisors, LLC More: the full row for Shah Wealth Advisors, LLC 1,838 $319K 0.07% 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,830 $318K <0.01% new 13F-HR Timeline Group BW Gestao de Investimentos Ltda. More: the full row for BW Gestao de Investimentos Ltda. 1,829 $317K 0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,827 $317K <0.01% +949 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,801 $313K <0.01% +1,749 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 1,800 $312K 0.21% -700 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,800 $312K 0.02% 0 13F-HR Timeline Amova Asset Management Americas, Inc. in group Amova Asset Management Americ… More: the full row for Amova Asset Management Americas, Inc. 1,788 $311K <0.01% -450 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 1,783 $309K 0.03% 0 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 1,783 $309K <0.01% +50 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 1,780 $309K 0.06% +210 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,730 $300K 0.01% -100 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 1,718 $298K <0.01% new 13F-HR Timeline Kerrisdale Advisers, LLC More: the full row for Kerrisdale Advisers, LLC 1,715 $298K 0.07% 0 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 1,690 $293K 0.03% -1,736 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,674 $291K 0.01% -864 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,671 $290K 0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,666 $289K 0.13% +57 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 1,663 $289K 0.01% +214 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 1,619 $281K 0.03% +115 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 1,614 $280K <0.01% -209 13F-HR Timeline Group DV Trading LLC More: the full row for DV Trading LLC 1,610 $279K 0.02% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 2,057 $279K <0.01% -209 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 1,586 $275K 0.2% -523 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,540 $267K <0.01% new 13F-HR/A Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,538 $267K 0.06% -2,185 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 1,523 $264K 0.01% new 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 1,515 $263K 0.04% -651 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,504 $261K 0.01% +345 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 1,500 $260K 0.16% new 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 1,494 $259K 0.04% -2,551 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,492 $259K 0.03% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,482 $257K 0.01% -105 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 1,473 $256K 0.06% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,458 $253K <0.01% +260 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,457 $253K 0.01% -97 13F-HR Timeline Lotus Technology Management, LP More: the full row for Lotus Technology Management, LP 937 $247K 0.3% new 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 1,411 $245K <0.01% -2,339 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,411 $245K <0.01% +114 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 1,398 $243K 0.1% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,393 $242K 0.01% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,391 $241K 0.01% new 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 1,376 $239K 0.11% -475 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 1,342 $233K <0.01% new 13F-HR Timeline American Trust More: the full row for American Trust 1,337 $232K 0.02% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,172 $231K 0.01% -628 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 1,321 $229K 0.01% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 1,317 $229K <0.01% new 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,310 $227K 0.04% new 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 1,300 $226K 0.11% new 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 1,286 $223K 0.34% -872 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 1,280 $222K 0.03% new 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 1,177 $218K 0.05% new 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 1,251 $217K +1,250 Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,242 $216K 0.01% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,229 $214K 0.03% new 13F-HR Timeline Group RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 1,231 $214K 0.2% new 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,230 $214K 0.05% -377 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,202 $209K 0.02% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 1,198 $208K <0.01% -333 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 1,188 $207K <0.01% -3,144 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 1,173 $204K 0.02% -839 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,278 $203K <0.01% new 13F-HR Timeline Group FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 1,170 $203K 0.02% new 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 1,106 $200K 0.04% new 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 1,001 $196K 0.13% 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,098 $191K 0.02% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,087 $189K 0.02% +50 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 1,125 $180K 0.02% 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,015 $176K 0.14% +35 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,000 $174K <0.01% -2 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,000 $174K 0.05% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,000 $174K 0.02% 0 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 988 $171K 0.01% new 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 966 $168K 0.01% +746 13F-HR Timeline Group Maia Wealth LLC More: the full row for Maia Wealth LLC 965 $168K 0.02% +407 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 964 $167K 0.01% +854 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 898 $156K 0.09% +200 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 880 $153K <0.01% -52 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 878 $152K <0.01% +62 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 876 $152K <0.01% 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 840 $146K 0.02% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 815 $141K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 685 $138K <0.01% +29 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 782 $136K 0.03% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 760 $132K 0.03% +14 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 740 $128K 0.02% +596 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) 662 $115K <0.01% +491 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 654 $114K <0.01% +249 13F-HR Timeline Group EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 606 $105K <0.01% new 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 595 $103K <0.01% +588 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 589 $102K <0.01% +439 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 544 $94.4K 0.01% +42 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 538 $93.4K 0.01% +180 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 527 $91.5K <0.01% +24 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 504 $87.5K <0.01% +290 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 500 $87K 0.03% -7,500 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 485 $84.2K <0.01% +64 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 436 $75.7K <0.01% +46 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 430 $74.6K 0.02% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 407 $70.6K 0.01% -343 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 405 $70.3K 0.03% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 404 $70.1K <0.01% +60 13F-HR Timeline CX Institutional More: the full row for CX Institutional 403 $70K <0.01% +310 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 400 $69.4K 0.06% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 378 $65.6K 0.01% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 374 $64.9K 0.04% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 356 $61.8K <0.01% -157 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 355 $61.7K 0.01% -75 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 341 $59.2K 0.02% new 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 338 $59K <0.01% 0 13F-HR Timeline Group Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 324 $56.2K 0.01% new 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 310 $53.8K <0.01% -59 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 295 $51.2K 0.03% +249 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 291 $50.5K <0.01% +69 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 280 $48.6K 0.02% +235 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 277 $48.1K <0.01% -684 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 275 $47.7K <0.01% new 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 275 $47.7K 0.01% +55 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 270 $46.9K <0.01% -46 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 230 $45.5K 0.04% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 258 $45K <0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 234 $43K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 234 $40.6K <0.01% +107 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 224 $38.9K 0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 221 $38.4K <0.01% +5 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 220 $38.2K 0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 216 $37.5K <0.01% +137 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 215 $37.3K 0.01% +30 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 214 $37.1K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 211 $36.6K <0.01% +156 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 200 $34.7K <0.01% 0 13F-HR Timeline Group BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 200 $34.7K <0.01% new 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 200 $34.7K 0.02% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 200 $34.7K 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 197 $34.2K <0.01% +64 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 195 $33.8K <0.01% +15 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 140 $24.3K 0.01% +84 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 130 $22.6K 0.01% -71 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 128 $22K <0.01% +84 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 125 $21.7K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 119 $20.7K <0.01% +46 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 119 $20.7K <0.01% +27 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 115 $19.9K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 102 $17.7K 0.01% +10 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 102 $17.7K <0.01% +2 13F-HR/A Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 100 $17.4K <0.01% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 100 $17.4K <0.01% new 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 100 $17.4K <0.01% 0 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 100 $17.4K 0.01% new 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 100 $17.4K <0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 100 $17.4K 0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 98 $17K <0.01% -219 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 98 $17K <0.01% +10 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 96 $16.7K 0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 91 $15.8K <0.01% +68 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 81 $14.1K <0.01% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 80 $13.9K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 79 $13.7K <0.01% +44 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 79 $13.7K 0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 78 $13.5K <0.01% -21 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 76 $13.2K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 74 $13K 0.01% +2 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 74 $12.8K <0.01% +5 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 66 $11.4K <0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 57 $11.4K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 61 $10.6K 0.01% +22 13F-HR/A Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 59 $10.2K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 58 $10.1K <0.01% +56 13F-HR Timeline TOBAM More: the full row for TOBAM 60 $10K <0.01% -2,367 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 56 $9.72K <0.01% +12 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 54 $9.38K <0.01% +13 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 53 $9.2K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 50 $8.68K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 48 $8.33K <0.01% +1 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 47 $8.16K <0.01% -5 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 46 $7.99K <0.01% +30 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 41 $7.12K <0.01% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 41 $7K 0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 37 $6.42K <0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 35 $6.08K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 35 $6.08K <0.01% +28 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 31 $5.38K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 30 $5.21K <0.01% +26 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 30 $5.21K <0.01% new 13F-HR Timeline