GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 5,200 $287K 0.02% new 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 5,166 $284K 0.02% new 13F-HR Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 5,098 $281K <0.01% +136 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 3,700 $280K 0.01% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 5,075 $279K 0.02% 0 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 5,072 $279K 0.01% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 5,016 $276K 0.01% 0 13F-HR Timeline Vigil Wealth Management, LLC More: the full row for Vigil Wealth Management, LLC 5,000 $275K 0.23% 13F-HR 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 4,974 $274K 0.03% new 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 4,966 $273K 0.07% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 4,927 $271K 0.02% +684 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 4,885 $269K 0.01% 0 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 4,843 $266K 0.06% 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 4,723 $260K 0.09% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 4,668 $257K 0.04% +289 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,624 $254K 0.01% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,445 $245K <0.01% 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,439 $244K <0.01% 0 13F-HR Timeline Group Ethic Inc. More: the full row for Ethic Inc. 4,417 $243K <0.01% new 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 4,389 $241K 0.07% 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,351 $240K <0.01% +642 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 4,355 $240K <0.01% +42 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 4,346 $239K <0.01% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 4,324 $238K <0.01% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 4,320 $238K 0.02% +114 13F-HR Timeline October Effect Ltd More: the full row for October Effect Ltd 4,300 $237K 0.26% -100 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 4,287 $236K 0.18% -13 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 4,272 $235K <0.01% new 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 4,250 $234K 0.01% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 4,249 $234K <0.01% new 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,223 $232K 0.01% +232 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,216 $232K <0.01% -769 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 4,200 $231K 0.01% 0 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 4,200 $231K 0.02% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 4,283 $228K 0.01% -192 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,097 $225K 0.02% +90 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 4,090 $225K <0.01% +105 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 4,070 $224K 0.07% +54 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 4,062 $223K 0.05% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 4,048 $223K 0.03% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,040 $223K <0.01% 0 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 4,017 $221K 0.13% 0 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 4,000 $220K 0.04% 0 13F-HR Timeline ABNER HERRMAN & BROCK LLC More: the full row for ABNER HERRMAN & BROCK LLC 4,000 $220K 0.02% 0 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 3,986 $219K 0.75% +132 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 3,979 $219K 0.03% new 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 3,955 $218K 0.13% 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,930 $216K 0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,831 $211K <0.01% -17 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 3,820 $210K 0.01% -100 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 3,796 $209K <0.01% +16 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,753 $207K 0.01% +3 13F-HR Timeline Group Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 3,757 $207K 0.12% 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 3,746 $206K 0.06% +220 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 3,722 $205K 0.03% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3,701 $204K 0.01% new 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,695 $203K <0.01% new 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 3,673 $202K 0.08% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,652 $201K 0.01% new 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 3,652 $201K 0.03% 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 3,500 $193K <0.01% 0 13F-HR Timeline Amplify Investments, LLC More: the full row for Amplify Investments, LLC 3,774 $192K 4.43% +666 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,297 $182K 0.02% +717 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 3,242 $178K 0.13% -836 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,221 $177K <0.01% +1,070 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 3,187 $175K 0.09% 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) 3,113 $171K <0.01% -12,426 13F-HR Timeline Group RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 3,072 $169K <0.01% -21 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,029 $167K <0.01% +221 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,018 $166K <0.01% 0 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 2,962 $163K 0.02% -40,700 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 2,850 $157K 0.16% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 2,731 $150K <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,697 $150K 0.08% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,700 $149K 0.01% -1,600 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 2,700 $149K 0.03% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 2,654 $146K 0.06% new 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 2,636 $145K 0.1% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,635 $145K <0.01% +5 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,607 $144K <0.01% +418 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,584 $142K <0.01% +83 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,455 $142K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,500 $138K <0.01% -271 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,421 $133K 0.01% -10 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 2,083 $115K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 2,067 $114K 0.02% 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 2,000 $110K 0.02% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,951 $107K <0.01% new 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1,895 $104K 0.01% 0 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 1,350 $102K 0.03% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,816 $102K <0.01% +1,013 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,790 $98.5K <0.01% -17 13F-HR Timeline OSSIAM More: the full row for OSSIAM 1,724 $95.1K <0.01% new 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,625 $90.4K 0.04% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,611 $88.6K <0.01% -628 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 1,600 $88K 0.02% new 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,473 $81K 0.03% -572 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 1,400 $77.2K 0.04% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,344 $73.9K <0.01% -73 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 1,332 $73.3K 0.01% +997 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 1,328 $73.1K 0.02% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,313 $72.2K 0.02% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,262 $69.4K <0.01% +82 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,233 $67.8K 0.02% -198 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,140 $62.7K <0.01% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,130 $62K 0.01% -44 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,113 $61.2K <0.01% 0 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 1,085 $59.7K 0.04% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,000 $55K <0.01% -57 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,000 $55K <0.01% +500 13F-HR Timeline Group ROGCO, LP More: the full row for ROGCO, LP 1,000 $55K 0.02% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 982 $54K 0.05% 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 968 $53.2K <0.01% 0 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 961 $52.9K 0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 906 $49.8K <0.01% new 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 882 $48.5K 0.04% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 871 $47.9K 0.03% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 832 $45.8K <0.01% +27 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 800 $44K <0.01% 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 800 $44K 0.03% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 800 $44K 0.01% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 770 $42.4K <0.01% -215 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 673 $37K <0.01% +143 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 659 $36.3K 0.01% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 640 $35.3K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 604 $33.2K <0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 594 $33.2K 0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 601 $33K <0.01% +3 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 580 $31.9K <0.01% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 556 $30.7K 0.01% +6 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 520 $28.6K 0.02% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 511 $28.1K 0.02% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 500 $27.5K <0.01% new 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 500 $27.5K 0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 496 $27.3K 0.01% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 492 $27.1K <0.01% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 490 $26.9K 0.02% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 485 $26.7K 0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 473 $26K <0.01% +180 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 453 $24.9K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 435 $23.9K <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 404 $22.5K <0.01% +192 13F-HR Timeline Group DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 400 $22K <0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 393 $21.7K 0.01% +5 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 362 $19.9K 0.01% new 13F-HR Timeline Group Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 335 $18.4K 0.01% +1 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 325 $17.9K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 325 $17.9K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 323 $17.8K <0.01% -25 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 312 $17.2K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 310 $17.1K <0.01% +1 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 300 $16.5K 0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 260 $16K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 290 $16K <0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 286 $15.7K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 264 $14.5K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 250 $13.8K <0.01% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 167 $13K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 229 $12.6K <0.01% -206 13F-HR/A Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 200 $11K <0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 200 $11K <0.01% 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 199 $11K <0.01% +2 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 179 $9.85K <0.01% +114 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 179 $9.85K 0.01% 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 178 $9.79K <0.01% +9 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 156 $8.58K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 156 $8.58K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 156 $8.58K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 153 $8.42K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 141 $7.76K <0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 141 $7.76K <0.01% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 135 $7.43K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 125 $6.88K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 110 $6.4K <0.01% +71 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 115 $6.33K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 107 $5.89K <0.01% new 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 105 $5.78K <0.01% +1 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 104 $5.72K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 100 $5.5K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 100 $5.5K <0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 92 $5.06K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 91 $5.01K <0.01% +1 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 90 $4.95K <0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 90 $4.95K <0.01% new 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 88 $4.84K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 79 $4.35K <0.01% +18 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 77 $4.24K <0.01% 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 81 $4K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 69 $4K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 70 $3.85K <0.01% +56 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 70 $3.85K <0.01% +1 13F-HR Timeline Group American Wealth Advisors, LLC More: the full row for American Wealth Advisors, LLC 69 $3.79K <0.01% +1 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 66 $3.64K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 66 $3.63K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 63 $3.51K <0.01% new 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 62 $3.41K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 62 $3.41K <0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 60 $3.3K <0.01% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 55 $3.03K <0.01% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 63 $3K <0.01% -24 13F-HR Timeline Group