Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 11,530 $214K 0.04% new 13F-HR Timeline Group Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 11,492 $213K 0.13% -98 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 11,146 $206K 0.04% new 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 11,027 $204K 0.03% +697 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 11,016 $204K <0.01% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 10,977 $203K <0.01% new 13F-HR/A Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 10,961 $203K 0.02% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 10,958 $203K <0.01% +5,137 13F-HR Timeline Group BLUEFIN CAPITAL MANAGEMENT, LLC More: the full row for BLUEFIN CAPITAL MANAGEMENT, LLC 10,900 $202K 0.2% new 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 10,533 $195K <0.01% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 10,291 $191K 0.21% -4,699 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 10,178 $188K 0.01% 0 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 10,178 $188K 0.02% 0 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 10,134 $188K <0.01% new 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 10,081 $187K <0.01% 0 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 10,029 $186K <0.01% new 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 10,021 $186K 0.02% new 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 10,000 $185K 0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 9,917 $184K <0.01% +142 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 11,613 $181K <0.01% +773 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 10,742 $167K <0.01% new 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 8,440 $156K 0.11% -145 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8,107 $150K <0.01% +3,495 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 7,759 $144K <0.01% +759 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 7,673 $142K <0.01% -20,668 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 7,604 $141K 0.02% -135 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 7,065 $131K <0.01% -6,791 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 6,812 $126K <0.01% +5,900 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 6,596 $122K 0.01% +132 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 6,412 $119K <0.01% -5,943 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 5,505 $102K <0.01% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 5,146 $95.3K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,649 $86.1K 0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 4,343 $80.4K <0.01% -2,835 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 3,674 $68.1K <0.01% 0 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,515 $65.1K <0.01% +211 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 3,404 $63K 0.02% new 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 3,330 $61.7K 0.02% 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,895 $53.6K <0.01% +815 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 2,640 $48.9K 0.01% +1,859 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,591 $48.6K <0.01% +1,459 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2,581 $47.8K 0.01% +763 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,560 $47.4K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 2,537 $47K <0.01% -158 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 2,500 $46.3K 0.02% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,374 $44K <0.01% +667 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 2,170 $40.2K 0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,108 $36K <0.01% -4 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,819 $33.7K <0.01% +406 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,787 $33.1K 0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,796 $33K <0.01% -418 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/ 1,739 $32.2K <0.01% -4,987 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,723 $31.9K 0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,693 $31.4K <0.01% +74 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,468 $27.2K <0.01% +507 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,437 $26.6K 0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 1,313 $24.3K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,286 $24.1K <0.01% +706 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,284 $23.8K 0.01% +1,224 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 1,241 $23K <0.01% -10,896 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,238 $22.9K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 1,204 $22.6K 0.02% +1,133 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,195 $22.1K 0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,124 $20.8K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,117 $20.7K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Essential Partners LLC More: the full row for Essential Partners LLC 1,087 $20.1K 0.01% +212 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,079 $20K <0.01% +29 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1,077 $19.9K <0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,025 $19K <0.01% -2,201 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,008 $18.7K 0.01% +427 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 978 $18.1K <0.01% 0 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 956 $17.9K 0.01% +302 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 942 $17.4K 0.01% +913 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 940 $17.4K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 905 $16.8K <0.01% +535 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 814 $15.1K <0.01% new 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 806 $14.9K 0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 779 $14.4K <0.01% -14 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 768 $14.2K <0.01% +474 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 725 $13.4K <0.01% -43,794 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 609 $11.3K <0.01% -160 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 580 $11K <0.01% +76 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 615 $10.2K <0.01% +158 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 535 $9.91K <0.01% -669 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 518 $9.59K 0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 447 $8.28K 0.01% +352 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 418 $7.75K <0.01% +35 13F-HR/A Timeline MOTCO More: the full row for MOTCO 401 $7.43K <0.01% 0 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 397 $7.35K <0.01% 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 376 $6.96K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 371 $6.87K <0.01% 0 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 352 $6.52K <0.01% 0 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 344 $6.37K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 326 $6.04K <0.01% 0 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 324 $6K <0.01% 0 13F-HR Timeline Group MASECO LLP More: the full row for MASECO LLP 316 $5.84K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 307 $5.69K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 296 $5.48K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 273 $5.06K <0.01% 0 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 272 $5.04K +7 Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 259 $4.8K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 250 $4.63K <0.01% +24 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 245 $4.54K <0.01% new 13F-HR Timeline Group Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 235 $4.35K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 223 $4.13K <0.01% +75 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 259 $4K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 211 $3.91K <0.01% +86 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 251 $3.88K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 204 $3.78K <0.01% +27 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 204 $3.78K <0.01% +84 13F-HR/A Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 201 $3.77K <0.01% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 196 $3.63K <0.01% -5 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 186 $3.44K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 182 $3.37K <0.01% +154 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 180 $3.33K <0.01% +56 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 173 $3.2K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 169 $3.13K <0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 163 $3.02K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 147 $2.72K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 146 $2.7K <0.01% -703 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 145 $2.69K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 143 $2.65K <0.01% +134 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 140 $2.59K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 136 $2.52K <0.01% -91 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 132 $2.44K <0.01% 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 126 $2.33K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 125 $2.31K <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 115 $2.13K <0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 100 $1.85K <0.01% 0 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 83 $1.54K <0.01% new 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 70 $1.3K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 65 $1.2K <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 64 $1.19K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 63 $1.17K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 62 $1.15K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 58 $1.07K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 57 $1.06K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 56 $1.04K <0.01% new 13F-HR Timeline Collier Financial More: the full row for Collier Financial 50 $926 <0.01% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 39 $722 <0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 38 $704 <0.01% new 13F-HR/A Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 35 $649 <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 35 $648 <0.01% -7 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 35 $648 <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 34 $638 <0.01% +17 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 30 $563 <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 25 $463 <0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 24 $444 <0.01% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 16 $296 <0.01% new 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 11 $204 <0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 10 $186 <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1 $19 <0.01% -190 13F-HR Timeline Group Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 1 $19 <0.01% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 1 $12 <0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 1 $12 <0.01% 0 13F-HR Timeline