Centiva Capital, LP More: the full row for Centiva Capital, LP 13,258 $431K 0.02% +758 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 12,846 $418K <0.01% +199 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 12,625 $411K 0.01% +750 13F-HR Timeline Group BRANDYWINE MANAGERS, LLC in group BRANDYWINE MANAGERS, LLC More: the full row for BRANDYWINE MANAGERS, LLC 12,301 $400K 0.24% 0 13F-HR Timeline Group E. Ohman J:or Asset Management AB More: the full row for E. Ohman J:or Asset Management AB 12,116 $394K 0.01% 0 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 12,115 $394K 0.08% -2 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 12,060 $392K <0.01% new 13F-HR Timeline Group OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 12,025 $391K 0.03% +439 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 12,000 $390K <0.01% 0 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 12,172 $390K <0.01% new 13F-HR Timeline Group GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 11,828 $385K 0.02% -20,094 13F-HR Timeline Englebert Financial Advisers, LLC More: the full row for Englebert Financial Advisers, LLC 11,773 $383K 0.44% +12 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 11,708 $381K 0.09% new 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 11,630 $378K 0.28% +2,000 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 11,343 $369K <0.01% +5,518 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 10,420 $363K <0.01% -5,174 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 10,956 $357K <0.01% +246 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 10,803 $352K <0.01% -340 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 10,669 $347K 0.01% +44 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 10,500 $342K 0.05% 0 13F-HR Timeline WATER ISLAND CAPITAL LLC More: the full row for WATER ISLAND CAPITAL LLC 10,280 $335K 0.04% new 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 10,219 $333K <0.01% -192 13F-HR/A Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 10,059 $327K <0.01% +3,373 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 10,001 $325K <0.01% +202 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 9,821 $320K <0.01% -2,500 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 9,767 $318K <0.01% +1,254 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 9,733 $317K <0.01% 0 13F-HR Timeline Ikarian Capital, LLC in group Ikarian Capital, LLC More: the full row for Ikarian Capital, LLC 9,717 $316K 0.05% 0 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 9,579 $312K <0.01% +1,396 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 9,568 $311K 0.01% +9,276 13F-HR Timeline Group Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 9,565 $311K 0.15% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 9,552 $311K 0.01% +1,625 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 9,540 $310K 0.09% -850 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 9,275 $302K <0.01% -90 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 9,108 $296K 0.14% +653 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 9,104 $296K 0.13% -1,360 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 8,895 $289K <0.01% +2,484 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 8,701 $283K <0.01% +722 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 8,683 $283K <0.01% -652 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 8,593 $280K <0.01% -2,019 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 8,515 $277K 0.01% new 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 3,669 $270K 0.05% +387 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 8,251 $268K <0.01% +749 13F-HR Timeline MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. in group Mirae Asset Global Investment… More: the full row for MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 8,937 $267K <0.01% -143 13F-HR Timeline Group OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 8,191 $267K 0.11% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 8,000 $260K 0.01% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 7,956 $259K <0.01% +103 13F-HR Timeline Group Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 7,700 $251K 0.06% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 7,623 $248K <0.01% -466 13F-HR Timeline Group Universal- Beteiligungs- und Serviceges… in group Universal- Beteiligungs- und … More: the full row for Universal- Beteiligungs- und Servicegesellschaft mbH 7,597 $247K <0.01% -19,144 13F-HR Timeline Group COWA, LLC More: the full row for COWA, LLC 7,530 $245K 0.07% -139 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 7,509 $244K <0.01% -658 13F-HR Timeline Group Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 7,354 $239K 0.07% +180 13F-HR Timeline Group Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 7,268 $237K <0.01% new 13F-HR Timeline Group Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 7,087 $231K 0.28% +101 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 7,048 $229K <0.01% -416 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 7,004 $228K 0.07% new 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 6,939 $226K <0.01% 0 13F-HR/A Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 6,867 $223K 0.01% +551 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 6,650 $216K 0.04% +700 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 6,620 $215K <0.01% new 13F-HR/A Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 6,605 $215K 0.01% -400 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 6,483 $211K 0.06% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 6,478 $211K 0.12% 0 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 6,443 $210K <0.01% new 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 6,292 $205K 0.04% new 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 6,234 $203K 0.12% +72 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 6,012 $202K 0.01% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 6,185 $201K <0.01% -3,997 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 5,927 $195K 0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 5,310 $173K 0.07% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 5,168 $168K 0.02% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 5,013 $163K 0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 5,004 $163K <0.01% -995 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 4,714 $153K 0.04% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 4,475 $146K 0.08% -2,500 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 4,086 $133K <0.01% +3,009 13F-HR Timeline Group Pavaki Capital Management LLC More: the full row for Pavaki Capital Management LLC 4,000 $130K 0.09% 0 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 3,960 $129K <0.01% +1,030 13F-HR Timeline Group Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 3,881 $126K <0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,870 $126K <0.01% +462 13F-HR Timeline Group Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 3,680 $120K 0.09% -1,000 13F-HR Timeline CNB Bank More: the full row for CNB Bank 3,097 $101K 0.04% -963 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 3,058 $99.5K 0.01% +1,485 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2,880 $93.7K 0.03% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 2,818 $91K <0.01% +1,368 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,777 $90.4K <0.01% +75 13F-HR Timeline Group STRS OHIO More: the full row for STRS OHIO 2,606 $84.8K <0.01% -4 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,427 $79K 0.01% +201 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,400 $78K <0.01% new 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,310 $75.2K 0.01% +7 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2,288 $74.5K <0.01% new 13F-HR/A Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,280 $74.2K <0.01% +1,220 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,262 $73.6K 0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 2,196 $71.5K 0.08% -4,489 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,150 $70.8K <0.01% +750 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 2,174 $70.7K <0.01% -23 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 2,069 $67.3K 0.01% -1 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,021 $65.8K <0.01% +858 13F-HR/A Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 2,042 $65.2K 0.01% -132,458 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 1,905 $62K <0.01% -53,552 13F-HR Timeline Group Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 1,727 $56.2K 0.03% 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,598 $52K <0.01% +209 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,539 $50.1K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,471 $47.9K 0.01% +153 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 1,512 $45.5K <0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,323 $43K <0.01% +128 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,232 $40.1K 0.01% -193 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,200 $39K 0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,201 $39K <0.01% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,105 $36K 0.01% 0 13F-HR/A Timeline MAI Capital Management More: the full row for MAI Capital Management 1,067 $34.7K <0.01% +277 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,063 $34.6K 0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,001 $32.6K 0.01% +56 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. 1,000 $32.5K <0.01% 0 13F-HR Timeline Group BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 1,000 $32.5K 0.01% new 13F-HR/A Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 903 $29.4K <0.01% +714 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 866 $28.2K <0.01% +250 13F-HR Timeline Group Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 800 $26K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 790 $25.7K <0.01% -340 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 700 $22.8K <0.01% new 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 585 $20.8K 0.01% new 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 500 $16.3K 0.01% 0 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 500 $16.3K 0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 494 $16.1K <0.01% +267 13F-HR/A Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 482 $15.7K <0.01% -330 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 461 $15K <0.01% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 450 $14.6K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 434 $14.1K <0.01% new 13F-HR Timeline Group BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 400 $13K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 400 $13K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 400 $13K <0.01% +200 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 400 $13K <0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 400 $13K <0.01% +150 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 385 $12.7K <0.01% +160 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 347 $11.3K <0.01% +32 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 350 $11K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 310 $10.1K <0.01% +104 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 300 $9.76K <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 279 $9.08K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 274 $8.92K <0.01% new 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 272 $8.85K <0.01% +170 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 236 $8K 0.01% -188 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 220 $7.16K 0.01% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 200 $6.51K <0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 200 $6.51K <0.01% 0 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 200 $6.51K <0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 188 $6.12K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 204 $6.1K <0.01% -4 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 170 $5.53K <0.01% 0 13F-HR Timeline Group NVWM, LLC More: the full row for NVWM, LLC 165 $5.37K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 152 $5.29K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 159 $5.17K <0.01% -20 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 155 $5.04K <0.01% new 13F-HR Timeline Group Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 200 $5K <0.01% 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 150 $4.88K <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 150 $4.88K <0.01% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 143 $4.65K <0.01% new 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 120 $3.9K <0.01% -15 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 112 $3.65K <0.01% -130 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 102 $3.32K <0.01% +50 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 100 $3.25K <0.01% 0 13F-HR Timeline Group BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 100 $3.25K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 98 $3.19K <0.01% +27 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 121 $3K <0.01% 0 13F-HR Timeline Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 100 $3K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 90 $2.93K <0.01% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 86 $2.8K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 70 $2.28K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 70 $2.28K <0.01% new 13F-HR/A Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 68 $2.21K <0.01% -64 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 62 $2.02K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 55 $1.79K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 55 $1.79K <0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 50 $1.63K <0.01% +39 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 46 $1.5K <0.01% +17 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 44 $1.43K <0.01% -21 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 42 $1.38K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 42 $1.37K <0.01% -45 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 31 $1.01K <0.01% new 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 26 $1K <0.01% +25 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 30 $977 <0.01% 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 26 $847 <0.01% -2 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 20 $651 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 20 $651 <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 19 $618 <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 18 $586 <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 16 $521 <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 15 $488 <0.01% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 12 $390 <0.01% new 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 12 $390 <0.01% 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 10 $326 <0.01% 0 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 10 $325 <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 8 $260 <0.01% +7 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 7 $228 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 6 $196 <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 6 $195 <0.01% +1 13F-HR Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 5 $163 <0.01% +3 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 4 $131 <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 3 $90 <0.01% 0 13F-HR Timeline