Ellevest, Inc. More: the full row for Ellevest, Inc. 5,000 $325K 0.02% -747 13F-HR Timeline ARISTEIA CAPITAL, L.L.C. More: the full row for ARISTEIA CAPITAL, L.L.C. 4,971 $323K 0.01% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 4,934 $321K 0.02% +7 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 4,857 $316K <0.01% new 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 4,850 $315K <0.01% -40,008 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 4,809 $313K <0.01% new 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 4,800 $312K <0.01% -121 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 4,720 $312K <0.01% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 4,794 $312K <0.01% -730 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 4,761 $309K <0.01% +684 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,729 $307K 0.01% -6,295 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 4,681 $304K <0.01% new 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 4,676 $304K 0.02% +8 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 4,650 $302K 0.04% -268 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 4,624 $301K 0.01% +282 13F-HR Timeline Group MAVERICK CAPITAL LTD More: the full row for MAVERICK CAPITAL LTD 4,525 $294K 0.01% -23,355 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 4,517 $294K 0.06% -7 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 4,507 $293K 0.11% +3,487 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 4,485 $292K 0.23% 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 4,484 $291K 0.03% -9 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 4,478 $291K 0.02% -121 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 4,463 $290K 0.02% 0 13F-HR/A Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 4,458 $290K 0.03% new 13F-HR Timeline SEMPER AUGUSTUS INVESTMENTS GROUP LLC More: the full row for SEMPER AUGUSTUS INVESTMENTS GROUP LLC 4,437 $288K 0.05% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 4,435 $288K 0.01% new 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 4,351 $283K 0.02% -127 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,294 $279K <0.01% -464 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 4,289 $279K 0.04% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,262 $277K <0.01% -79 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 4,247 $276K 0.01% +57 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,233 $275K <0.01% new 13F-HR Timeline Group Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 4,233 $275K 0.01% -3,915 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 4,222 $274K 0.03% +1 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 4,145 $269K 0.02% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 4,127 $268K 0.1% 0 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. 4,122 $268K <0.01% -1,586 13F-HR Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 4,077 $265K 0.04% -186 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 4,074 $265K 0.05% -124 13F-HR Timeline Group MRA Advisory Group More: the full row for MRA Advisory Group 3,995 $260K 0.14% -618 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 3,933 $256K 0.01% new 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 3,917 $255K 0.01% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,872 $252K 0.01% 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,854 $251K <0.01% -500 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,839 $250K 0.02% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 3,831 $249K 0.01% +137 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,802 $247K 0.01% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,803 $247K 0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 3,800 $247K 0.01% -100 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 3,797 $247K 0.08% new 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 3,794 $247K 0.01% -209 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,792 $246K 0.01% new 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 3,756 $244K 0.05% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 3,721 $242K 0.09% new 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 3,709 $241K <0.01% new 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 3,695 $240K 0.07% new 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 3,690 $240K 0.1% 0 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 3,683 $239K 0.1% new 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 3,653 $237K 0.07% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 3,557 $231K 0.02% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,533 $230K 0.03% new 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,497 $227K 0.04% new 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 3,492 $227K 0.01% new 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 3,474 $226K 0.01% -1,665 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 3,448 $224K 0.13% new 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 3,444 $224K 0.04% 0 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 3,419 $222K 0.05% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,403 $221K 0.02% -1,707 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 3,120 $220K 0.07% 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 3,317 $216K 0.02% 0 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 3,297 $214K 0.22% 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 3,258 $212K 0.01% new 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 3,253 $211K 0.18% 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,222 $209K 0.01% -16,788 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 3,210 $209K 0.01% new 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 3,202 $208K <0.01% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 3,198 $208K 0.02% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,177 $207K 0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,174 $206K <0.01% +93 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,164 $206K 0.03% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,123 $203K 0.02% new 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 3,101 $202K <0.01% new 13F-HR Timeline Group denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 3,090 $201K 0.3% 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 3,080 $200K 0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 3,085 $200K 0.13% +174 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 3,071 $200K 0.03% -452 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,940 $191K 0.02% -1,581 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 2,940 $191K 0.19% 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,931 $191K 0.01% -232 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 2,801 $181K <0.01% +900 13F-HR Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 2,738 $177K <0.01% +1,183 13F-HR Timeline Group Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 2,628 $171K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 2,609 $170K 0.04% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 2,500 $162K 0.04% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 2,369 $154K 0.12% 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,334 $152K <0.01% +373 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,235 $145K 0.04% +27 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,165 $142K <0.01% +416 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,096 $136K <0.01% +2 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,086 $136K <0.01% -1,609 13F-HR/A Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,041 $133K <0.01% -10 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,885 $123K 0.02% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,859 $121K <0.01% +12 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,829 $119K 0.07% -229 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,820 $118K 0.03% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,789 $116K 0.01% +30 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 1,700 $110K 0.03% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,548 $101K 0.02% +649 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 1,481 $96.3K <0.01% -14,370 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,433 $93.1K 0.09% 13F-HR/A Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 1,391 $90.4K 0.06% 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 1,382 $89.8K 0.03% +112 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,376 $89.4K 0.01% +1,278 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,331 $86.5K <0.01% +334 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,327 $86.3K 0.02% +46 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 1,300 $84.5K <0.01% new 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,300 $84.5K 0.04% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,293 $84K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,276 $82.9K 0.05% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,267 $82.3K 0.01% +98 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,211 $79K <0.01% +6 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 1,200 $78K <0.01% new 13F-HR/A Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,162 $75.5K 0.09% 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,151 $74.8K 0.06% -60 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,118 $72.7K <0.01% -59 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,095 $71.2K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,082 $70.3K 0.01% -34 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,099 $69K <0.01% +181 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,061 $69K 0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 983 $63.9K 0.01% 0 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 912 $59.7K <0.01% 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 893 $58K 0.01% -5 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 883 $57.4K <0.01% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 788 $53.4K <0.01% -146 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 813 $52.8K 0.01% +80 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 810 $52.6K <0.01% +257 13F-HR Timeline Group Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 807 $52.4K 0.02% +486 13F-HR Timeline Mizuho Bank, Ltd. in group MIZUHO FINANCIAL GROUP INC More: the full row for Mizuho Bank, Ltd. 800 $52K 0.01% 0 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 720 $50.8K <0.01% -2,780 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 779 $50.6K <0.01% -101 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 632 $41.1K <0.01% +25 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 631 $41K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 624 $40.6K 0.01% +1 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 605 $39.3K 0.01% -385 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 591 $38.4K 0.03% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 587 $38.2K <0.01% +50 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 554 $36K <0.01% +27 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 522 $33.9K <0.01% -2,346 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 506 $32.9K 0.01% +49 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 458 $32.3K <0.01% +10 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 489 $31.8K <0.01% -67 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 480 $31.2K <0.01% +253 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 466 $30.3K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 464 $30.2K 0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 460 $29.9K <0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 459 $29.8K <0.01% 0 13F-HR Timeline Group Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 450 $29.3K <0.01% +1 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 431 $28K 0.02% 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 430 $27.9K 0.01% -21 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 417 $27.1K <0.01% new 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 400 $26K <0.01% new 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 400 $26K 0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 390 $25.4K 0.01% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 388 $25.2K <0.01% -162 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 387 $25.2K <0.01% +65 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 386 $25.1K 0.01% +1 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 382 $24.8K 0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 379 $24.6K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 365 $23.7K <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 345 $22.4K <0.01% +171 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 338 $22K 0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 331 $21.5K <0.01% -1,219 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 330 $21.4K <0.01% -131 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 330 $21.4K 0.01% new 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 329 $21.4K <0.01% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 328 $21.3K <0.01% +242 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 319 $20K 0.01% +128 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 300 $19.5K 0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 286 $18.6K <0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 272 $17.7K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 266 $17.3K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 264 $17.2K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 260 $16.9K <0.01% +1 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 250 $16.2K 0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 247 $16.1K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 225 $14.6K <0.01% +168 13F-HR/A Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 222 $14.4K <0.01% -18 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 206 $13.4K 0.01% -9 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 200 $13K <0.01% 0 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 200 $13K 0.01% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 200 $13K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 195 $12.7K <0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 193 $12.5K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 173 $11.2K <0.01% +170 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 162 $10.8K <0.01% -82 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 165 $10.7K <0.01% -41 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 163 $10.6K 0.01% 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 161 $10.5K <0.01% 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 160 $10.4K <0.01% -29 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 156 $10.1K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 155 $10.1K <0.01% +8 13F-HR Timeline