Hikari Tsushin, Inc. More: the full row for Hikari Tsushin, Inc. 14,405 $687K 0.05% +4,953 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 14,000 $667K 0.04% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 13,997 $667K 0.01% -513 13F-HR Timeline Group Hutchinson Financial Advisors, INC More: the full row for Hutchinson Financial Advisors, INC 13,539 $645K 0.63% 0 13F-HR Timeline CMC Financial Group More: the full row for CMC Financial Group 13,381 $638K 1.18% -1,468 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 13,359 $637K 0.17% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 13,265 $632K 0.28% +13,227 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 13,237 $631K 0.15% +1,247 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 13,072 $623K <0.01% +4,257 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 12,986 $619K 0.01% +883 13F-HR Timeline Group Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 12,862 $613K 0.19% 0 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 12,800 $610K 0.24% +3,500 13F-HR Timeline Wellington Shields Capital Management, … in group Wellington Shields Capital Ma… More: the full row for Wellington Shields Capital Management, LLC 12,700 $605K 0.09% -3,000 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 12,649 $603K 0.03% -1,755 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 12,613 $601K <0.01% +193 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 12,580 $600K 0.01% 0 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 12,500 $596K 0.45% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 12,329 $588K 0.04% +505 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 12,240 $584K 0.01% new 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 12,107 $577K 0.01% +973 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 12,000 $572K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 11,973 $571K 0.17% +360 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 11,914 $568K 0.06% -14,146 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 11,631 $554K 0.01% +5,260 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 11,558 $551K 0.04% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 10,815 $540K 0.01% -381 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 11,140 $531K 0.13% +50 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 10,971 $523K 0.06% -4,738 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 10,948 $522K 0.08% -489 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 10,737 $512K 0.01% +5,334 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 10,692 $510K 0.24% +452 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 10,630 $507K <0.01% new 13F-HR Timeline Group MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 10,480 $500K 0.04% new 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 10,438 $498K 0.06% new 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 10,340 $493K 0.34% -2,664 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 10,194 $486K 0.01% -318 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 10,048 $479K <0.01% +400 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 10,010 $477K 0.09% +500 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 9,840 $469K 0.03% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 9,756 $465K <0.01% +1,541 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 9,523 $454K 0.02% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 9,443 $450K <0.01% -492 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 9,350 $446K 0.01% +1,537 13F-HR Timeline Group Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 9,347 $446K 0.13% -400 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 9,186 $438K 0.01% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 9,096 $434K 0.06% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 9,037 $431K 0.01% +3,391 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 8,941 $426K 0.01% +500 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 8,932 $426K 0.03% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 8,925 $425K 0.02% new 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 8,920 $425K 0.02% new 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 8,870 $423K <0.01% +217 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 8,790 $419K <0.01% new 13F-HR Timeline Group Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 8,763 $418K 0.14% +8,663 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 8,672 $413K 0.01% +1,487 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 8,623 $411K 0.31% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 8,572 $409K <0.01% -4,413 13F-HR/A Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 8,523 $406K 0.06% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 8,389 $400K 0.02% +127 13F-HR Timeline Lane Generational LLC More: the full row for Lane Generational LLC 8,266 $394K 0.33% -1,790 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 8,232 $392K <0.01% +100 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 8,205 $391K <0.01% +6,127 13F-HR Timeline Group Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 8,000 $381K 0.03% -500 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 7,993 $381K <0.01% +886 13F-HR/A Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 7,951 $379K <0.01% new 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 7,920 $378K 0.05% 0 13F-HR Timeline Group MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 7,830 $373K 0.1% -425 13F-HR Timeline Mint Tower Capital Management B.V. More: the full row for Mint Tower Capital Management B.V. 7,500 $358K 0.04% -8,600 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 7,095 $355K 0.01% +221 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 7,400 $353K 0.05% +1,300 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 7,390 $352K 0.02% +805 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 7,216 $344K 0.06% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 7,048 $336K 0.01% -1,462 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 6,905 $329K <0.01% -620 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 6,861 $327K <0.01% +1,239 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 6,809 $325K <0.01% +1,025 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 6,788 $324K 0.12% +3,220 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 6,700 $319K 0.12% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 6,597 $314K 0.02% +368 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 6,594 $314K 0.01% +1,114 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,526 $311K <0.01% +2,449 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 6,500 $310K 0.06% new 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 6,383 $304K <0.01% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 5,684 $304K 0.02% -1,351 13F-HR/A Timeline VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 6,213 $296K 0.07% -194 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 6,151 $293K 0.07% +151 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 6,076 $290K 0.01% 0 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 6,033 $288K 0.11% -3,261 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 6,000 $286K <0.01% 0 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 5,963 $284K 0.01% new 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 5,939 $283K <0.01% -7,159 13F-HR Timeline Group Lauer Wealth, LLC More: the full row for Lauer Wealth, LLC 4,847 $282K 0.21% new 13F-HR Timeline Zurcher Kantonalbank (Zurich Cantonalba… More: the full row for Zurcher Kantonalbank (Zurich Cantonalbank) 5,738 $279K <0.01% -3,856 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 5,850 $279K 0.07% 0 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 5,830 $278K 0.06% -6,170 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 5,790 $276K 0.02% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 5,481 $261K 0.03% 0 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 5,389 $257K 0.02% new 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 5,369 $256K 0.12% 0 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 5,360 $256K 0.03% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 5,268 $251K 0.01% -1,950 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 5,182 $247K 0.02% -164 13F-HR Timeline Euro Pacific Asset Management, LLC More: the full row for Euro Pacific Asset Management, LLC 6,310 $245K 0.03% 0 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 5,115 $244K 0.11% new 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 5,055 $241K 0.08% 0 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 5,053 $241K 0.2% -677 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 4,775 $239K 0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,970 $237K 0.03% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 4,869 $232K 0.07% +4 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,820 $230K 0.01% new 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 4,758 $227K 0.04% new 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 4,754 $227K <0.01% 0 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 4,687 $223K 0.01% new 13F-HR/A Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 4,333 $221K 0.06% new 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 4,626 $221K 0.01% new 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 4,620 $220K 0.07% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,336 $220K 0.01% new 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 4,534 $216K 0.02% new 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 4,528 $216K +3,176 Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 4,494 $214K 0.02% new 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 4,465 $213K <0.01% new 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 4,400 $210K 0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 4,382 $209K 0.02% new 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 4,353 $208K 0.02% new 13F-HR/A Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 4,347 $207K <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 4,329 $206K 0.06% new 13F-HR/A Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 4,314 $206K 0.01% new 13F-HR Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 4,291 $205K <0.01% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,227 $202K 0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,972 $189K 0.03% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 3,575 $170K 0.13% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,405 $162K 0.03% new 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 3,309 $159K 0.01% 0 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 3,322 $158K 0.08% -154 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 3,296 $157K 0.04% +2,494 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 3,276 $156K 0.12% +23 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 3,225 $154K <0.01% +2,158 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,098 $148K <0.01% +485 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,807 $134K <0.01% +2,322 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,617 $125K 0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,477 $119K <0.01% -643 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 2,417 $115K <0.01% +1,772 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 2,213 $105K 0.03% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,100 $100K <0.01% +482 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,071 $98.7K <0.01% +1,231 13F-HR/A Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,000 $95.3K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,933 $92.2K <0.01% +110 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,903 $90.7K <0.01% +300 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 1,775 $84.6K 0.03% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,550 $73.9K <0.01% +990 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,439 $68.6K 0.03% new 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,416 $67.5K 0.03% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,346 $65K 0.02% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,327 $63.3K <0.01% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,295 $61.8K 0.02% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,264 $60.3K <0.01% +1,038 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,234 $58.8K <0.01% -443 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 1,200 $57.2K 0.03% -800 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,162 $55K <0.01% +516 13F-HR Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,122 $53.5K <0.01% -7 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,065 $50.8K 0.02% new 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 1,010 $48.1K 0.02% new 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 1,000 $48K <0.01% 0 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 1,000 $48K <0.01% 0 13F-HR Timeline Group Canoe Financial LP More: the full row for Canoe Financial LP 395 $47.4K <0.01% new 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 946 $45.1K <0.01% new 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 865 $41.2K <0.01% 0 13F-HR Timeline Group Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 850 $41K 0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 854 $40.7K 0.01% -10 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 830 $39.6K 0.01% -6,050 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 829 $39K 0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 750 $35.8K <0.01% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 750 $35.8K 0.03% +200 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 733 $34.9K 0.02% 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 715 $34.1K 0.02% +280 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 677 $32.3K <0.01% new 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 651 $31K 0.02% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 650 $31K 0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 635 $30.3K <0.01% +207 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 600 $28.6K 0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 577 $27.5K <0.01% -1 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 550 $26.2K 0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 472 $22.5K <0.01% -20,700 13F-HR/A Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 450 $21.5K <0.01% new 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 426 $20.3K 0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 400 $19.1K <0.01% new 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 345 $16.4K <0.01% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 333 $15.9K <0.01% 0 13F-HR Timeline Summer Road LLC More: the full row for Summer Road LLC 306 $15.5K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 302 $14.4K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 300 $14.3K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 300 $14.3K <0.01% -185 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 282 $13.4K 0.01% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 279 $13.3K <0.01% 0 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 253 $12K <0.01% 0 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 250 $11.9K <0.01% 0 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 250 $11.9K <0.01% -150 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 244 $11.6K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 241 $11.5K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 226 $10.9K <0.01% 0 13F-HR Timeline