Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 12,846 $685K 0.07% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 8,812 $663K 0.02% -4,108 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 8,751 $659K 0.02% +165 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 8,308 $625K 0.01% +114 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 8,236 $620K <0.01% +731 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 8,226 $619K 0.06% -108 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 8,208 $618K <0.01% +66 13F-HR/A Timeline Grand Central Investment Group More: the full row for Grand Central Investment Group 8,059 $606K 0.51% -2,994 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 7,826 $589K <0.01% -2,115 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 7,804 $587K 0.01% +3,631 13F-HR Timeline Group Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 7,701 $580K 0.04% +406 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 7,691 $579K 0.24% +266 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 7,686 $578K 0.01% -253 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 7,405 $557K 0.03% +3,549 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 7,400 $557K 0.18% -942 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 7,385 $556K 0.03% -354 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 7,385 $555K <0.01% 0 13F-HR Timeline Group Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 7,117 $536K 0.04% -1,392 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 7,000 $527K 0.17% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 6,996 $526K 0.26% +2,211 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 6,876 $517K 0.31% new 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 6,867 $517K 0.09% 0 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 6,659 $501K 0.05% -39 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 6,602 $497K <0.01% -907 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 6,580 $495K <0.01% -28,490 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 6,526 $491K 0.01% new 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 6,189 $466K 0.36% -77 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6,051 $455K 0.03% +16 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 6,027 $454K 0.01% -170 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 6,025 $453K 0.27% -616 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 5,970 $449K 0.01% 0 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 5,875 $442K 0.19% 0 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 5,863 $441K 0.13% +34 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,720 $430K <0.01% -3,477 13F-HR/A Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 5,238 $394K 0.03% +95 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 5,223 $393K 0.14% +207 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 5,196 $391K 0.12% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 5,195 $391K 0.02% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 5,286 $389K <0.01% -646 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 5,099 $384K <0.01% +1,783 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 5,016 $377K 0.04% -165 13F-HR Timeline Blue Water Asset Management More: the full row for Blue Water Asset Management 4,983 $375K 0.12% +68 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 4,970 $374K <0.01% -82 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 4,788 $360K 0.01% -120 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 4,785 $360K <0.01% +335 13F-HR Timeline Group Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 4,700 $354K <0.01% 0 13F-HR Timeline Group Crews Bank & Trust More: the full row for Crews Bank & Trust 4,700 $354K 0.05% -240 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 4,600 $346K 0.01% +200 13F-HR/A Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 4,536 $341K <0.01% 0 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,504 $339K 0.01% new 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 4,445 $334K 0.03% new 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 4,443 $334K 0.23% +226 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 4,406 $332K 0.08% new 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 4,423 $331K 0.1% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 4,351 $327K <0.01% new 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,316 $325K 0.01% +56 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 4,257 $320K 0.08% new 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 4,257 $320K 0.02% -2,912 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,256 $320K <0.01% -4,623 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,171 $314K 0.03% -531 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 4,138 $311K 0.09% new 13F-HR Timeline Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 4,130 $311K 0.03% -9 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,903 $294K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 3,853 $290K <0.01% new 13F-HR Timeline Group Prime Buchholz LLC More: the full row for Prime Buchholz LLC 3,800 $286K 0.1% new 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 3,739 $281K 0.19% -159 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 3,699 $278K 0.07% +506 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 3,659 $275K 0.02% -1,717 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 3,650 $275K 0.08% 0 13F-HR Timeline Dougherty & Associates, LLC More: the full row for Dougherty & Associates, LLC 3,622 $273K 0.22% +5 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 3,613 $272K +2,807 Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 3,553 $267K <0.01% -423 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 3,481 $262K <0.01% new 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 3,480 $262K <0.01% +132 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 3,440 $259K 0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,390 $255K <0.01% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,385 $255K <0.01% new 13F-HR Timeline Refined Wealth Management More: the full row for Refined Wealth Management 3,374 $254K 0.15% -49 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 3,357 $253K 0.12% -58 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 3,244 $244K 0.12% +58 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,231 $243K 0.01% new 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 3,377 $242K 0.07% +40 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 3,135 $236K 0.16% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 3,113 $234K <0.01% new 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,077 $232K 0.01% +293 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,068 $231K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 3,068 $231K 0.05% 0 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 3,008 $226K 0.01% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,979 $224K <0.01% +128 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 2,971 $224K <0.01% 0 13F-HR Timeline Group COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 2,877 $209K 0.03% 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,628 $196K 0.01% +437 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,251 $169K 0.01% +1,400 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,835 $138K 0.02% -457 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,736 $131K 0.01% new 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 1,573 $118K 0.01% -16 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,567 $118K <0.01% -1,462 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,510 $114K 0.01% +21 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,429 $108K <0.01% -177 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,353 $102K 0.01% -327 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,341 $101K 0.01% -113 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 1,096 $82.5K <0.01% +1,079 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,046 $78.7K <0.01% -1,046 13F-HR Timeline Group Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 860 $64.7K 0.04% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 843 $63.4K 0.01% 0 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 818 $61.6K 0.02% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 674 $50.7K <0.01% -125 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 631 $47.5K 0.01% -26 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 562 $42.3K <0.01% -170 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 527 $39.7K 0.02% +38 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 525 $39.5K 0.03% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 442 $33.3K 0.01% +3 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 437 $32.9K <0.01% +24 13F-HR Timeline Trust Co More: the full row for Trust Co 367 $27.6K <0.01% new 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 338 $25.4K <0.01% 0 13F-HR Timeline Group Atomic Invest LLC More: the full row for Atomic Invest LLC 333 $25.2K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 298 $22.4K <0.01% +4 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 224 $16.9K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 210 $15.8K <0.01% 0 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 204 $15.4K <0.01% -6,335 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 197 $14.8K <0.01% +3 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 192 $14.4K <0.01% -7 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 176 $13.3K <0.01% -14 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 175 $13.2K <0.01% -30,368 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 161 $12.1K <0.01% +2 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 160 $12K <0.01% 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 150 $11.3K <0.01% 0 13F-HR Timeline Group First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 147 $11.1K <0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 119 $8.96K <0.01% new 13F-HR Timeline Group EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 119 $8.96K 0.01% +65 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 118 $8.88K <0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 117 $8.8K <0.01% -1,000 13F-HR Timeline Group Mosley Wealth Management More: the full row for Mosley Wealth Management 101 $7.59K <0.01% -559 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 100 $7.53K <0.01% -46 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 89 $6.7K <0.01% 0 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 86 $6.47K <0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 77 $5.79K <0.01% -23 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 70 $5.27K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 68 $5.12K <0.01% +13 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 51 $3.81K <0.01% +1 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 38 $2.86K <0.01% 0 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 34 $2.56K <0.01% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 27 $2.03K 0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 25 $1.88K <0.01% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 24 $1.81K <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 23 $1.73K <0.01% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 20 $1.5K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 8 $1K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 12 $903 <0.01% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 11 $827 <0.01% 0 13F-HR Timeline Group Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 10 $753 <0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4 $301 <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3 $298 <0.01% 0 13F-HR Timeline Group Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 2 $155 <0.01% -19,526 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 1 $75 <0.01% 0 13F-HR Timeline Group