Gibbs Wealth Management More: the full row for Gibbs Wealth Management 604 $317K 0.06% +185 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 601 $316K 0.01% 0 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 594 $312K 0.03% +224 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 594 $312K 0.08% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 590 $310K 0.01% 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 589 $309K 0.01% +122 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 585 $307K 0.05% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 583 $306K 0.01% +26 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 583 $306K <0.01% +39 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 583 $306K <0.01% +64 13F-HR Timeline Group Scott Marsh Financial, LLC More: the full row for Scott Marsh Financial, LLC 578 $303K 0.11% 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 575 $302K 0.16% 0 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 575 $302K 0.02% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 575 $302K 0.14% 0 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 575 $302K 0.03% -83 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 571 $300K 0.01% -432 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 566 $297K 0.13% -32 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 562 $295K 0.01% -438 13F-HR Timeline Group LBP AM SA More: the full row for LBP AM SA 561 $295K <0.01% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 549 $288K 0.01% +187 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 553 $288K 0.03% -307 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 548 $288K 0.13% +28 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 545 $286K 0.01% +33 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 543 $285K 0.03% -38 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 536 $281K <0.01% +6 13F-HR Timeline Group Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 535 $281K 0.06% +108 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 531 $279K 0.03% -5,942 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 525 $276K 0.01% 0 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 525 $276K 0.14% +6 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 523 $275K 0.11% -350 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 523 $274K 0.01% -399 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 520 $273K 0.01% -28 13F-HR Timeline Group EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 517 $271K 0.12% +71 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 516 $271K 0.02% -34 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 510 $268K 0.02% -164 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 506 $266K 0.01% +145 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 506 $266K 0.12% +23 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 501 $263K 0.05% new 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 500 $262K 0.14% 0 13F-HR Timeline NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 500 $262K 0.03% 0 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 500 $262K 0.15% new 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 500 $262K 0.14% 0 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 500 $262K 0.02% 0 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 493 $259K 0.03% +137 13F-HR Timeline Forefront Analytics, LLC More: the full row for Forefront Analytics, LLC 490 $257K 0.29% new 13F-HR/A Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 488 $256K -139 Timeline STONEBRIDGE CAPITAL MANAGEMENT INC More: the full row for STONEBRIDGE CAPITAL MANAGEMENT INC 485 $255K 0.1% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 483 $254K 0.01% +106 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 482 $253K 0.01% +5 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 482 $253K 0.03% new 13F-HR Timeline FRED ALGER MANAGEMENT, LLC in group FRED ALGER MANAGEMENT, LLC More: the full row for FRED ALGER MANAGEMENT, LLC 481 $253K <0.01% +104 13F-HR Timeline Group ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 480 $252K 0.02% +4 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 479 $251K <0.01% 0 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 448 $251K 0.11% new 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 477 $250K 0.02% -207 13F-HR/A Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 475 $249K 0.03% -14 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 471 $247K 0.05% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 470 $247K 0.01% 0 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 470 $247K <0.01% -11,072 13F-HR Timeline Group WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 469 $246K 0.21% +74 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 465 $244K 0.08% +190 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 465 $244K 0.01% -73 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 463 $243K <0.01% -23 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 462 $243K 0.16% +107 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 462 $243K <0.01% -1,167 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 461 $242K 0.01% +78 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 460 $242K 0.09% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 459 $241K 0.01% +45 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 458 $240K 0.06% +1 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 457 $240K 0.04% -31 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 456 $239K 0.01% +2 13F-HR/A Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 450 $236K <0.01% -340 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 450 $236K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 447 $234K 0.03% -53 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 446 $234K 0.02% -89 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 446 $234K 0.03% new 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 445 $234K <0.01% -798 13F-HR Timeline Group DRW Securities, LLC More: the full row for DRW Securities, LLC 440 $231K 0.02% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 439 $230K <0.01% -112 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 439 $230K 0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 438 $230K 0.02% +39 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 437 $229K 0.02% +38 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 435 $228K 0.01% -50 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 431 $226K 0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 428 $225K 0.1% -192 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 427 $224K 0.21% new 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 397 $221K 0.04% -145 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 421 $221K 0.01% -122 13F-HR Timeline Group American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 419 $220K 0.18% +77 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 418 $219K 0.01% new 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 415 $218K 0.01% +11 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 414 $217K <0.01% -24 13F-HR/A Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 413 $217K 0.01% 0 13F-HR Timeline Group Calydon Capital More: the full row for Calydon Capital 410 $215K 0.02% new 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 410 $215K 0.01% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 409 $215K 0.02% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 407 $213K 0.03% -103 13F-HR/A Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 403 $212K 0.01% +3 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 402 $210K <0.01% +393 13F-HR Timeline Group ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 400 $210K 0.08% -51 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 400 $210K 0.04% 0 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 400 $210K 0.01% new 13F-HR Timeline Group PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 400 $210K 0.06% +15 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 400 $210K 0.05% new 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 399 $209K 0.1% -309 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 396 $208K 0.04% +20 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 394 $207K <0.01% -33 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 390 $205K 0.03% 0 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 390 $205K 0.16% -358 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 389 $204K 0.03% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 374 $204K 0.17% -56 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 387 $203K 0.02% -24 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 387 $203K 0.07% -545 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 386 $203K <0.01% -100 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 386 $203K 0.02% -90 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 385 $202K 0.03% +4 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 384 $202K 0.06% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 383 $201K 0.04% new 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 382 $201K 0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 378 $198K <0.01% -122 13F-HR Timeline Group SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 339 $186K 0.1% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 354 $186K <0.01% -49 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 347 $182K <0.01% +3 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 342 $180K 0.05% +98 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 340 $178K <0.01% -500 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 337 $177K 0.1% +23 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 307 $161K 0.01% new 13F-HR/A Timeline Key Financial Inc More: the full row for Key Financial Inc 307 $161K 0.03% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 304 $160K <0.01% -50 13F-HR Timeline Group Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 303 $159K 0.02% -103 13F-HR Timeline CX Institutional More: the full row for CX Institutional 302 $159K 0.01% +22 13F-HR/A Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 288 $152K <0.01% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 286 $150K 0.02% +55 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 284 $149K 0.02% +61 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 274 $144K 0.1% new 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 273 $143K 0.12% 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 267 $140K 0.09% +1 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 264 $139K 0.2% 0 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 263 $138K 0.04% 0 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 250 $131K 0.02% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 250 $131K 0.01% -946 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 251 $131K <0.01% -16,712 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 248 $130K <0.01% -30 13F-HR Timeline Group Solstein Capital, LLC More: the full row for Solstein Capital, LLC 248 $130K 0.07% -41 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 245 $129K 0.09% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 240 $126K <0.01% +49 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 231 $121K 0.01% +11 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 228 $120K <0.01% -103 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 218 $114K <0.01% -19 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 208 $109K 0.06% new 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 202 $106K <0.01% 0 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 202 $106K 0.01% +8 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 200 $105K 0.02% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 193 $101K 0.03% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 191 $100K 0.01% +27 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 190 $99.8K 0.01% +68 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 185 $97.1K 0.07% -101 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 180 $94.5K 0.04% +36 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 179 $94K 0.05% +13 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 177 $92.9K <0.01% +124 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 171 $89.8K 0.01% -55 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 166 $87.2K 0.03% +50 13F-HR Timeline Group Hara Capital LLC More: the full row for Hara Capital LLC 161 $84.5K 0.05% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 150 $78.8K <0.01% +35 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 150 $78.8K <0.01% -13 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 150 $78.8K 0.03% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 150 $78K 0.03% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 142 $74.5K 0.01% -44 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 140 $73.5K 0.01% -25 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 140 $73.5K 0.01% 0 13F-HR Timeline Group Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 139 $73K 0.03% -48 13F-HR/A Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 138 $72.2K <0.01% +1 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 126 $70.1K 0.02% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 132 $69.3K <0.01% -30 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 131 $68.8K 0.05% new 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 130 $68.2K <0.01% -13 13F-HR Timeline Group COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 130 $68K <0.01% 0 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 128 $67.2K <0.01% +18 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 126 $66.2K 0.01% -10 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 123 $65K <0.01% -14 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 122 $64K 0.06% -20 13F-HR/A Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 115 $60.4K 0.03% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 113 $59.3K <0.01% new 13F-HR/A Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 108 $57K <0.01% +44 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 108 $56.7K <0.01% -19 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 102 $53.5K 0.01% -100 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 101 $53.2K 0.02% +4 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 101 $53K 0.03% -208 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 100 $52.5K 0.03% 0 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 100 $52.5K 0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 98 $51.5K 0.01% -15 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 95 $49.9K 0.02% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 94 $49.4K 0.04% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 93 $48K 0.01% -5 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 92 $48K 0.01% +17 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 90 $47.2K 0.02% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 91 $47K <0.01% -32 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 89 $46K 0.01% -36 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 87 $45.7K 0.01% -3 13F-HR/A Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 86 $45.1K 0.02% 0 13F-HR Timeline