XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 11,330 $129K 0.01% new 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 11,267 $128K 0.01% +220 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 11,000 $125K 0.02% 0 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 10,941 $125K 0.09% +221 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) 10,708 $122K <0.01% -6,960 13F-HR Timeline Group Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 10,542 $120K 0.09% 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 10,500 $120K 0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 10,476 $119K <0.01% -58 13F-HR/A Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 10,472 $119K <0.01% -3,477 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 10,423 $119K 0.04% -425 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 10,403 $118K <0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 10,182 $118K <0.01% +1,515 13F-HR Timeline Group MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 10,285 $117K 0.02% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 10,285 $117K 0.01% 0 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 10,167 $116K 0.01% new 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 10,125 $115K <0.01% 0 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 10,043 $114K 0.03% +11 13F-HR Timeline MCINTYRE FREEDMAN & FLYNN INVESTMENT AD… More: the full row for MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 10,000 $114K 0.07% 0 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 10,000 $114K 0.08% 0 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 10,000 $114K 0.07% -2,000 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 10,317 $112K 0.04% -64 13F-HR Timeline Quarry LP More: the full row for Quarry LP 9,482 $108K 0.03% -1,217 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 9,311 $106K <0.01% +690 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 9,242 $105K 0.05% +7,104 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 9,148 $104K 0.03% +8,464 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 9,010 $103K <0.01% -4,449 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 8,823 $100K <0.01% +10 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 8,593 $97.9K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 8,586 $97.8K <0.01% +12 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 8,468 $96.5K <0.01% +1,818 13F-HR Timeline Group AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 8,400 $95.7K 0.05% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 7,345 $83.7K 0.04% -20 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 7,203 $82K <0.01% new 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 7,005 $79.8K 0.07% +6,902 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 6,736 $76.7K <0.01% +3,306 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 6,500 $74K <0.01% +6,130 13F-HR Timeline Group Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 6,400 $72.9K 0.05% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 6,319 $72K <0.01% -790 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 6,012 $68.5K <0.01% +484 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 5,948 $67.7K 0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 5,737 $64.4K 0.02% +558 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 5,629 $64.1K 0.04% -942 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 5,070 $57.7K <0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 4,673 $53.2K 0.01% -3 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 4,500 $51.3K 0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 4,229 $46.5K 0.03% +67 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 4,046 $46K <0.01% +1,109 13F-HR Timeline Group DANSKE BANK A/S More: the full row for DANSKE BANK A/S 4,000 $45.6K <0.01% -623 13F-HR/A Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 4,000 $45.6K <0.01% new 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 3,996 $45.5K 0.03% new 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 3,803 $43.3K <0.01% +16 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,749 $42.7K <0.01% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 3,613 $41.2K 0.01% +73 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 3,297 $37.6K <0.01% -3,118 13F-HR Timeline Group OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 3,000 $34.2K 0.01% +2,000 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,000 $34.2K <0.01% -1,000 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,859 $32.6K <0.01% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 2,850 $32.5K <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 2,700 $30.8K <0.01% new 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,682 $30.5K 0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,656 $30K <0.01% +2,306 13F-HR Timeline Group SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 2,219 $25K <0.01% -1,576 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,036 $23.2K <0.01% -625 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,012 $22.9K <0.01% new 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 2,000 $22.8K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,954 $22.5K <0.01% +957 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,913 $21.8K <0.01% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 1,846 $21K <0.01% +271 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,840 $21K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,832 $20.9K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,816 $20.7K 0.01% +923 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,796 $20.5K 0.01% +36 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,700 $19K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,614 $18.4K <0.01% +1,105 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,550 $17.4K <0.01% -1,250 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,500 $17.1K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,411 $16.1K <0.01% -57 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,271 $14.5K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,250 $14.2K <0.01% 0 13F-HR/A Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 1,174 $13.4K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,152 $13.1K <0.01% +22 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,000 $11.4K <0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 982 $11.2K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 949 $10.8K <0.01% +919 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 943 $10.7K <0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 899 $10.2K <0.01% +19 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 800 $9.11K <0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 800 $9.1K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 768 $8.74K 0.01% +16 13F-HR/A Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 670 $8.29K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 674 $7.68K <0.01% +231 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 643 $7.32K <0.01% +3 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 524 $5.84K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 500 $5.7K <0.01% -2,300 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 500 $5.7K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 500 $5.7K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 500 $5.7K <0.01% -200 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 500 $5.53K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 450 $5.13K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 409 $4.66K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 390 $4.44K <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 388 $4.42K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 333 $4K <0.01% +280 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 335 $3.82K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 323 $3.68K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 325 $3.5K <0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 229 $2.61K <0.01% -1 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 224 $2.55K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 215 $2.45K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 213 $2.43K <0.01% +113 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 186 $2.42K <0.01% +162 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 210 $2.39K <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 210 $2.38K <0.01% new 13F-HR Timeline Group S&T Bank/PA More: the full row for S&T Bank/PA 185 $2.11K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 182 $2.03K <0.01% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 204 $2K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 136 $2K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 142 $1.62K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 139 $1.58K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 129 $1.47K <0.01% +3 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 105 $1.2K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 102 $1.16K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 88 $1K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 102 $1K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 85 $968 <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 78 $889 <0.01% new 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 68 $775 <0.01% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 67 $763 <0.01% 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 23 $262 <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 7 $80 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 5 $57 <0.01% -1 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 27 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.