Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 14,000 $394K 0.25% +596 13F-HR Timeline Odyssean, LLC More: the full row for Odyssean, LLC 14,349 $392K 0.14% -12,164 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 14,270 $390K 0.01% new 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 14,116 $386K 0.01% -4,279 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 14,056 $384K 0.1% -223 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 14,043 $383K 0.1% -175 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 13,747 $380K <0.01% -19,920 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 13,628 $372K 0.01% new 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 13,581 $371K 0.04% -15 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 13,362 $365K 0.14% -618 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 13,291 $363K 0.09% -40,254 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 13,239 $362K 0.02% -80,467 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 13,098 $358K 0.01% new 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 13,046 $356K 0.06% -3,553 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 12,950 $354K 0.02% +4,883 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 12,896 $352K <0.01% -283 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 12,883 $352K 0.01% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 12,500 $351K 0.01% 0 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 12,814 $350K 0.05% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 12,768 $349K 0.01% new 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 12,743 $348K <0.01% +779 13F-HR Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 12,674 $346K 0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 12,307 $336K <0.01% +3,501 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 12,006 $334K 0.01% -701 13F-HR Timeline Group O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 12,182 $333K 0.13% -849 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 12,122 $331K 0.28% -12,518 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 11,528 $328K 0.03% -423 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 11,977 $327K 0.04% -981 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 11,909 $325K 0.04% +493 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 11,847 $324K 0.36% +1,000 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 11,843 $324K 0.02% +400 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 11,753 $321K <0.01% +3,046 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 11,645 $318K <0.01% -3,348 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 11,543 $315K 0.13% +696 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 11,539 $315K 0.13% +125 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 11,335 $310K <0.01% +2,021 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 11,333 $310K 0.01% -2,099 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 11,197 $306K 0.01% 0 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 11,175 $305K 0.01% +1,563 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 11,114 $304K <0.01% +1,156 13F-HR Timeline Group Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 11,106 $303K 0.31% -306 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 11,092 $303K 0.07% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 10,913 $298K <0.01% +518 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 10,868 $297K 0.05% new 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 10,821 $296K 0.18% +1,071 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 10,653 $291K <0.01% -80,178 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 10,629 $290K <0.01% -24,966 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 10,596 $289K 0.04% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 10,330 $284K <0.01% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 10,287 $281K 0.01% -13,895 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 10,168 $278K 0.01% +545 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 10,188 $277K <0.01% -1,683 13F-HR Timeline Group CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 10,051 $275K 0.04% -304 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 9,903 $271K 0.01% +5,540 13F-HR/A Timeline Group Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 9,842 $269K 0.14% new 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 9,717 $265K 0.04% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 9,717 $265K 0.01% +971 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 9,705 $265K <0.01% +2,519 13F-HR Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 9,702 $265K 0.02% +337 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 9,685 $265K +470 Timeline Indivisible Partners More: the full row for Indivisible Partners 9,667 $264K 0.02% +2,280 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 9,666 $264K <0.01% +129 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 9,607 $262K 0.18% -20,263 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 9,602 $262K 0.21% -1,273 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 9,591 $262K 0.02% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 9,569 $261K 0.03% -9,892 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 9,319 $255K 0.16% 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 9,250 $253K 0.06% new 13F-HR/A Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 9,238 $252K 0.04% new 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 9,202 $251K 0.03% +1,493 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 9,200 $251K 0.04% new 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 9,099 $249K 0.04% 0 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 8,993 $246K 0.15% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 8,935 $244K <0.01% +1,274 13F-HR Timeline CX Institutional More: the full row for CX Institutional 8,947 $244K 0.01% +1,643 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 8,912 $243K 0.02% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 8,858 $242K <0.01% -3,487 13F-HR Timeline Group Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 8,854 $242K <0.01% +61 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 8,833 $241K <0.01% +1,095 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 8,779 $240K 0.07% new 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 8,777 $240K 0.01% +857 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 8,754 $239K 0.01% 0 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 8,744 $239K 0.13% +139 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 8,673 $238K 0.02% -460 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 8,600 $235K 0.03% -19 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 8,590 $235K 0.09% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 8,565 $234K 0.04% +746 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 8,530 $233K 0.02% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 8,512 $233K 0.02% -265 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 8,504 $232K 0.03% -17,334 13F-HR Timeline Corecam AG More: the full row for Corecam AG 8,485 $232K 0.21% new 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 8,467 $231K 0.01% -9,191 13F-HR Timeline Group SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 8,465 $231K 0.03% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 8,441 $231K 0.02% +528 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 8,386 $229K 0.01% -3,344 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 8,275 $226K 0.05% -29 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 8,251 $225K 0.13% -943 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 8,117 $225K 0.01% new 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 8,205 $224K 0.16% new 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 8,161 $223K 0.02% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 8,133 $222K 0.01% new 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 8,130 $222K 0.01% new 13F-HR Timeline Blom & Howell Financial Planning, Inc. More: the full row for Blom & Howell Financial Planning, Inc. 8,020 $219K 0.22% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 7,996 $218K 0.01% new 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 7,892 $216K 0.02% +96 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 7,903 $216K 0.16% +3 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 7,807 $213K 0.07% new 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 7,797 $213K <0.01% +155 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 7,774 $212K 0.02% new 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 7,661 $209K <0.01% -22 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 7,656 $209K 0.01% +522 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 7,623 $208K 0.01% -99 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 7,594 $207K 0.06% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 7,579 $207K 0.01% +73 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 7,545 $206K <0.01% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 7,531 $206K 0.01% new 13F-HR Timeline Orographic Financial Advisors, LLC More: the full row for Orographic Financial Advisors, LLC 7,336 $203K 0.14% 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 7,421 $203K 0.01% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 7,278 $203K 0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 7,349 $202K 0.04% +874 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 7,154 $195K 0.01% +168 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 6,815 $186K 0.01% +6,623 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 6,443 $179K 0.19% +4,090 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 6,430 $176K <0.01% +3,617 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,250 $171K 0.02% -3,517 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 6,050 $165K 0.14% -50 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 5,994 $164K 0.11% -5,147 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 5,792 $158K <0.01% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,775 $158K <0.01% +359 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 5,750 $157K 0.05% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 5,651 $154K <0.01% -2,723 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 5,042 $138K 0.01% -3,442 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 4,199 $137K 0.04% -1,467 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,965 $136K 0.01% +3,873 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 4,822 $132K 0.01% +1,262 13F-HR Timeline Group MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 4,817 $132K 0.08% -324 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 4,810 $131K <0.01% +3,379 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 4,441 $128K 0.05% 0 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 4,675 $128K 0.06% +1,525 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 4,600 $126K 0.03% +700 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 4,575 $125K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 4,312 $118K 0.01% +3,984 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 4,234 $116K <0.01% -512 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 4,047 $111K 0.02% +3,991 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,997 $108K <0.01% -1,558 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 3,780 $105K 0.02% +125 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 3,281 $89.6K 0.05% +1,083 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 3,150 $86.1K 0.03% -2,000 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 3,005 $82.1K <0.01% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,939 $80.7K 0.05% -70 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,800 $76.5K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2,631 $71.9K 0.01% +1,409 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 2,555 $69.8K 0.02% +1,271 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,536 $69.3K <0.01% +440 13F-HR Timeline Franchise GP Ltd More: the full row for Franchise GP Ltd 2,296 $62.7K 0.02% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,162 $59.1K <0.01% -1,995 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 2,057 $56.2K <0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,023 $56K <0.01% +253 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,024 $55.3K <0.01% -4 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 2,016 $55.1K 0.01% +135 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,955 $53.4K 0.02% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,933 $52.8K 0.02% +704 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 1,804 $49.3K 0.03% new 13F-HR Timeline Gulf International Bank (UK) Ltd More: the full row for Gulf International Bank (UK) Ltd 1,681 $46K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,672 $45.7K <0.01% +475 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 1,605 $43.8K 0.03% +449 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,530 $42K <0.01% +108 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,500 $41K 0.01% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 1,495 $40.8K <0.01% new 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 1,462 $39.9K 0.05% +24 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,448 $39.6K -553 Timeline CNB Bank More: the full row for CNB Bank 1,433 $39.1K 0.02% 0 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 1,403 $39K 0.02% 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,369 $37.4K 0.01% +483 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,286 $36.1K <0.01% -487 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,280 $35K <0.01% -529 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,278 $34.9K <0.01% +531 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 1,260 $34.4K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,222 $33.4K 0.01% +1,057 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,191 $32.5K <0.01% -993 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sachetta, LLC More: the full row for Sachetta, LLC 1,171 $32K 0.02% +797 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,163 $31.8K <0.01% +86 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 1,115 $30.5K <0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,110 $30.3K 0.01% -5,618 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,101 $30.1K 0.02% +540 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,058 $28.9K <0.01% +365 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,056 $28.9K <0.01% +783 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 1,000 $27.3K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 1,000 $27.3K 0.02% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 918 $25K <0.01% -42 13F-HR Timeline Group WELLINGTON-ALTUS USA INC. 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