Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 24,210 $862K 0.03% new 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 24,210 $862K 0.11% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 23,677 $843K <0.01% +410 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 23,527 $837K 0.07% -720 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 23,469 $835K 0.45% +17,382 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 23,132 $823K 0.35% +2,614 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 22,801 $811K 0.4% +5,440 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 22,730 $809K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 22,613 $805K 0.12% 0 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 22,237 $791K 0.1% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 21,672 $771K <0.01% new 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 21,406 $762K 0.01% +11,772 13F-HR Timeline CMC Financial Group More: the full row for CMC Financial Group 21,127 $752K 1.52% +489 13F-HR Timeline Independent Wealth Advisors LLC More: the full row for Independent Wealth Advisors LLC 21,036 $749K 0.74% -5,930 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 21,023 $748K 0.03% 0 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 20,771 $739K 0.88% -20,941 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 20,358 $725K 0.45% -32,701 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 20,354 $724K 0.23% +2,424 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 19,632 $699K 0.01% -2,256 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 17,555 $690K 0.11% -55,074 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 19,305 $687K 0.03% -466,591 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 19,248 $685K 0.1% +554 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 18,164 $646K 0.02% +12,780 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 17,856 $636K 0.07% -23,954 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 17,775 $633K 0.1% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 17,525 $624K <0.01% +271 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 16,970 $604K <0.01% +7,570 13F-HR Timeline Group Jones Kertz & Associates, Inc. More: the full row for Jones Kertz & Associates, Inc. 16,887 $601K 0.32% +1,840 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 16,693 $594K 0.06% 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 16,564 $590K 0.04% -37,258 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 16,638 $587K 0.25% 0 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 16,423 $584K 0.49% +8,299 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 16,278 $579K 0.02% +1,700 13F-HR Timeline Immaculate Wealth Management LLC More: the full row for Immaculate Wealth Management LLC 16,250 $578K 4.57% 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 15,939 $567K 0.01% -110 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 15,227 $542K 0.06% +59 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 15,118 $538K 1.04% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 14,926 $531K 0.09% +239 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 14,312 $530K 0.15% 0 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 14,497 $516K 0.15% new 13F-HR/A Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 14,243 $507K 0.06% -737 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 12,784 $455K 0.32% -280 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 11,474 $451K 0.19% +409 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 12,606 $449K 0.02% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 12,419 $442K <0.01% +50 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 12,285 $439K 0.02% -50 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 12,331 $439K 0.27% -5,339 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 12,294 $438K 0.03% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 11,937 $425K <0.01% +11,575 13F-HR Timeline Group KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 10,886 $387K 0.03% -1,049 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 10,757 $383K <0.01% new 13F-HR Timeline Group Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 10,632 $378K 0.09% -297 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 10,600 $377K 0.08% 0 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 10,560 $376K 0.07% 0 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 10,262 $365K 0.09% +434 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 10,250 $365K 0.02% -2,500 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 10,131 $361K 0.01% +412 13F-HR Timeline Presper Financial Architects, LLC More: the full row for Presper Financial Architects, LLC 9,746 $347K 0.21% -13,507 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 9,634 $343K 0.01% 0 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 9,395 $334K 0.23% +400 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 9,373 $334K 0.02% +1,525 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 8,746 $313K 0.02% +698 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 8,582 $305K 0.11% -1,150 13F-HR Timeline Gaddis Premier Wealth Advisors LLC More: the full row for Gaddis Premier Wealth Advisors LLC 8,541 $304K 0.22% +2,179 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 8,356 $297K 0.02% new 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 7,997 $285K <0.01% -1,000 13F-HR Timeline Group Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 7,991 $284K 0.29% -53 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 7,900 $281K 0.03% 0 13F-HR Timeline Dean, Jacobson Financial Services, LLC More: the full row for Dean, Jacobson Financial Services, LLC 7,562 $269K 0.17% new 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 7,475 $266K 0.04% -12,870 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 7,416 $264K 0.08% +342 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 7,268 $259K <0.01% -22,665 13F-HR Timeline Group LongView Wealth Management More: the full row for LongView Wealth Management 6,700 $256K 0.06% -16,100 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 7,157 $255K 0.07% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 7,009 $249K <0.01% -524 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 6,861 $244K 0.01% +1,133 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 6,826 $243K 0.01% +25 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 6,825 $243K 0.05% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,820 $243K 0.01% 0 13F-HR/A Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,789 $243K <0.01% -370 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 6,714 $239K 0.11% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 5,944 $239K <0.01% +230 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 6,445 $229K 0.03% -96 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 6,358 $226K 0.01% 0 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 6,263 $223K <0.01% new 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 6,198 $221K <0.01% +183 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 6,126 $218K 0.01% +457 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 6,012 $214K <0.01% new 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 5,927 $211K 0.01% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 5,757 $205K <0.01% new 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 5,300 $203K 0.01% 0 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 5,688 $202K 0.05% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 5,652 $201K 0.01% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 4,420 $157K 0.45% -339,700 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 3,860 $137K <0.01% -592 13F-HR Timeline Group Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 3,575 $127K 0.02% -25 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 3,503 $124K 0.04% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,155 $112K <0.01% +850 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 3,130 $111K 0.11% +525 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3,040 $109K 0.02% +1,639 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 2,989 $106K 0.07% -5,561 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,692 $60.2K 0.03% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 1,590 $56.6K 0.05% 0 13F-HR/A Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,531 $54.5K <0.01% 0 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,276 $45.4K <0.01% -115 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,240 $44.1K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,151 $41K 0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,000 $35.6K <0.01% 0 13F-HR Timeline Group Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 750 $26.7K 0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 677 $24.1K 0.01% 0 13F-HR Timeline Group Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 654 $23.3K <0.01% 0 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 600 $21.4K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 596 $21.2K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 500 $17.8K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 362 $13K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Larson Financial Group LLC More: the full row for Larson Financial Group LLC 270 $9.61K <0.01% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 246 $8.76K <0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 200 $7.12K <0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 100 $3.89K <0.01% -100 13F-HR/A Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 100 $3.56K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 62 $2.21K <0.01% 0 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 50 $1.78K <0.01% 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/ 45 $1.6K <0.01% 0 13F-HR Timeline Group Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 31 $1.1K <0.01% 0 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 27 $947 <0.01% -96 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 12 $428 <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1 $35 <0.01% -1,800 13F-HR Timeline