TradeWell Securities, LLC. More: the full row for TradeWell Securities, LLC. 107,703 $64.3M 27.11% +2,983 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 107,280 $64.1M 0.26% +5,085 13F-HR/A Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 107,272 $64.1M 1.37% +12,824 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 107,215 $64.1M 8.15% +11,460 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 106,989 $63.9M 20.15% +8,428 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 105,587 $63.1M 6.01% +2,883 13F-HR Timeline Group BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 104,677 $62.5M 30.13% -1,459 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 104,431 $62.4M 15.16% +1,337 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 104,318 $62.3M 15.73% -7,628 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 106,752 $62M 2.69% -13,682 13F-HR Timeline Progeny 3, Inc. More: the full row for Progeny 3, Inc. 103,300 $61.7M 3.3% 0 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 103,300 $61.7M 10.11% +10,204 13F-HR Timeline Summitas Investment Management LLC More: the full row for Summitas Investment Management LLC 102,896 $61.5M 48.21% +1,928 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 102,817 $61.4M 1.97% -12,966 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 106,274 $61.3M 14.44% -13,613 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 102,314 $61.1M 1.19% -47,030 13F-HR Timeline Group MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 102,303 $61.1M 3.38% +4,778 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 101,946 $60.9M 5.2% +5,821 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 101,238 $60.5M 6.59% -2,945 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 99,725 $59.6M 5.74% -2,286 13F-HR Timeline Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 99,671 $59.6M 1.33% -697 13F-HR Timeline Rolek Wealth Management LLC More: the full row for Rolek Wealth Management LLC 99,667 $59.6M 42.72% +3,096 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 99,491 $59.5M 0.64% +97,478 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 99,412 $59.4M 23.34% +5,736 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 99,289 $59.3M 3.77% +2,805 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 99,231 $59.3M 0.72% +6,492 13F-HR Timeline Group Twele Capital Management, Inc. More: the full row for Twele Capital Management, Inc. 98,770 $59M 10.52% +2,490 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 98,347 $58.8M 3.66% +1,206 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 97,011 $58M 23.48% +4,376 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 96,791 $57.8M 3.28% +1,742 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 95,488 $57.1M 15.28% +22,365 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 95,319 $57M 0.02% -3,115 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 95,230 $56.9M 2.11% +5,775 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 95,210 $56.9M 29.22% +1,877 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 94,455 $56.7M 6.58% +8,707 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 94,300 $56.3M 6.62% -153,079 13F-HR Timeline Group Karnit Road Accident Victims Compensati… More: the full row for Karnit Road Accident Victims Compensation Fund 94,007 $56.2M 32.96% 0 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 92,418 $56M 3.38% -1,289 13F-HR Timeline Safir Wealth Advisors, LLC More: the full row for Safir Wealth Advisors, LLC 93,331 $55.8M 40.34% -471 13F-HR Timeline Pioneer Family Office, LLC More: the full row for Pioneer Family Office, LLC 92,328 $55.2M 35.44% +12,610 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 91,816 $54.9M 13.99% +1,128 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 91,770 $54.8M 8.3% +1,148 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 91,667 $54.8M 12.53% +6,656 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 90,698 $54.2M 29.16% -239 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 90,532 $54.1M 0.32% -22,660 13F-HR Timeline Group Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 90,386 $54M 1.64% +2,504 13F-HR Timeline Group NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 90,015 $54M 1.99% +40,986 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 79,279 $53.8M 1.1% +1,405 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 89,893 $53.7M 4.26% +47,000 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 89,882 $53.7M 13.74% -1,492 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 89,639 $53.6M 6.11% -2,973 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 81,788 $53.4M 0.79% +17,738 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 81,617 $53.2M 14.02% -108 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 87,668 $52.4M 0.64% -43,776 13F-HR Timeline Group Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 87,577 $52.3M 14.46% +106 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 86,854 $51.9M -1,040 Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 86,739 $51.8M 36.46% +5,646 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 86,475 $51.7M 22.66% +20,554 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 85,810 $51.3M 14.63% +10,038 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 85,588 $51.2M 6.43% +11,782 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 84,647 $51M 0.15% -9,700 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 85,192 $50.9M 7.51% -100 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 85,121 $50.9M 8.88% +1,157 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 84,978 $50.8M 0.63% +4,127 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 84,557 $50.5M 5.33% +1,580 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 83,846 $50.1M 21.18% +2,214 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 83,705 $50M 1.09% -1,154 13F-HR Timeline Group Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 83,586 $49.9M 4.95% +31 13F-HR Timeline Taikang Asset Management (Hong Kong) Co… More: the full row for Taikang Asset Management (Hong Kong) Co Ltd 83,414 $49.8M 4.96% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 82,816 $49.5M 1.15% +1,223 13F-HR Timeline Group Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 81,990 $49M 32.06% -38,391 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 81,746 $48.8M 3.42% -1,090 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 81,582 $48.7M 7.19% +410 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 81,521 $48.7M 3.17% -86 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 81,087 $48.5M 9.89% -70,728 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 80,668 $48.2M 26.69% +79,659 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 80,412 $48M 0.27% -990 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 80,249 $48M 1.33% -370 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 80,142 $47.9M 6.03% +9,757 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 79,943 $47.8M 1.68% +6,786 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 79,787 $47.7M 0.49% +13,374 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 79,715 $47.6M 3.17% +18,709 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 79,566 $47.5M 19.66% -3,413 13F-HR Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 79,356 $47.4M 18.9% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 78,669 $47M 0.4% -126,437 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 78,512 $46.9M 6.15% -10,717 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 78,457 $46.9M 0.55% -1,347 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 77,778 $46.9M 4.19% -3,118 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 78,422 $46.9M 13.29% -491 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 78,354 $46.8M 0.51% -8,615 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 78,206 $46.7M 3.45% -7,152 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 78,042 $46.6M 0.46% -312 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 77,408 $46.3M 0.96% +352 13F-HR Timeline BCK Partners, Inc. More: the full row for BCK Partners, Inc. 77,117 $46.1M 24.88% +661 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 77,043 $46M 1.31% +3,792 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 76,677 $45.8M 9.65% +650 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 76,258 $45.6M 17.95% +2,021 13F-HR Timeline LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 76,206 $45.5M 17.17% +1,041 13F-HR Timeline Lepercq De Neuflize Asset Management LLC More: the full row for Lepercq De Neuflize Asset Management LLC 76,188 $45.5M 33% +199 13F-HR/A Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 75,632 $45.2M 5.44% +12,863 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 75,534 $45.1M 1.2% +1,303 13F-HR Timeline Group STRATEGIC ADVISORY PARTNERS, LLC More: the full row for STRATEGIC ADVISORY PARTNERS, LLC 75,175 $44.9M 35.34% +6,435 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 74,621 $44.6M 8.19% -6,297 13F-HR Timeline CHAI TRUST CO LLC in group CHAI TRUST CO LLC More: the full row for CHAI TRUST CO LLC 74,604 $44.6M 3.77% +54,783 13F-HR Timeline Group RESOLUTE CAPITAL, LLC More: the full row for RESOLUTE CAPITAL, LLC 74,376 $44.4M 18% +3,616 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 74,348 $44.4M 5% -293 13F-HR Timeline GreatBanc Trust CO More: the full row for GreatBanc Trust CO 74,289 $44.4M 31.06% +827 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 73,857 $44.1M 10.13% +1,266 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 73,602 $44M 1.74% +722 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 73,583 $44M 19.8% +3,258 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 73,438 $43.9M 1.55% +32,483 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 72,638 $43.4M 16.84% +673 13F-HR Timeline Group Americana Partners, LLC More: the full row for Americana Partners, LLC 72,328 $43.2M 1.12% +43,635 13F-HR Timeline Steffes Financial, Ltd. More: the full row for Steffes Financial, Ltd. 71,956 $43M 22.69% +1,210 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 71,835 $42.9M 0.35% -1,304 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 71,613 $42.8M 6.88% +3,703 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 71,380 $42.7M 0.07% -1,315 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 71,250 $42.6M 3.03% +13,597 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 71,151 $42.5M 4.44% -2,350 13F-HR Timeline Galilei Investment Office LLP More: the full row for Galilei Investment Office LLP 71,049 $42.5M 22% -1,851 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 70,735 $42.3M 5.28% +4,344 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 70,491 $42.1M 8% +3,883 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 70,480 $42.1M 5.77% -31,261 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 67,055 $41.9M 1.19% +2,288 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 69,897 $41.7M 0.7% +12,148 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 69,192 $41.3M 3.44% new 13F-HR Timeline Group Passaic Partners LLC More: the full row for Passaic Partners LLC 69,108 $41.3M 5% -4,674 13F-HR Timeline Greenbush Financial Group, LLC More: the full row for Greenbush Financial Group, LLC 69,039 $41.3M 13.66% +429 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 68,976 $41.2M 1.35% +3,147 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 68,918 $41.2M 8.51% -959 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 68,735 $41.1M 5.77% new 13F-HR Timeline Nan Shan Life Insurance Co., Ltd. More: the full row for Nan Shan Life Insurance Co., Ltd. 68,445 $40.9M 1.48% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 68,352 $40.8M 0.41% +1,837 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 68,200 $40.8M 8.02% +7,111 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 68,007 $40.6M 3.25% new 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 67,951 $40.6M 1.86% +16,091 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 67,902 $40.6M 1.66% +3,510 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 67,871 $40.6M 0.32% +12,980 13F-HR Timeline Group Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 67,810 $40.5M 9.16% +3,218 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 67,484 $40.3M 0.12% -2,548 13F-HR Timeline Front Street Capital Management, Inc. More: the full row for Front Street Capital Management, Inc. 67,288 $40.2M 5.33% -1,887 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 67,213 $40.2M 30.93% +2,402 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 67,041 $40.1M 2.87% 0 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 67,140 $40.1M +5,966 Timeline Power Alpha Investment Ltd More: the full row for Power Alpha Investment Ltd 66,600 $39.8M 4.55% -29,200 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 66,071 $39.5M 0.98% +27,076 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 66,023 $39.5M 4.61% -1,322 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 65,613 $39.2M 9.34% -3,465 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 65,595 $39.2M 4.43% -1,383 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 65,575 $39.2M 0.9% -1,926 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 59,800 $39M 11.71% +1,497 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 64,918 $38.8M 1.07% +61,143 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 64,753 $38.7M 1.13% -1,929 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 64,528 $38.6M 3.97% -283 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 64,495 $38.5M 0.34% -11,839,121 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 63,825 $38.1M 0.21% +10,498 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 63,771 $38.1M 10.06% +3,176 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 63,218 $37.8M 1.5% -2,297 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 63,183 $37.8M 6.46% +3,046 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 63,175 $37.8M 11.82% -244 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 62,733 $37.5M 8.43% +12,601 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 62,660 $37.4M 6.84% -3,679 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 62,595 $37.4M 17.81% +3,031 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 62,477 $37.3M 16.23% +3,110 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 61,582 $36.8M 12.18% +49,748 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 61,107 $36.5M 2.65% -7,416 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 61,079 $36.5M 0.57% +1,940 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 61,028 $36.5M 1.39% +4,750 13F-HR Timeline ASO GROUP Ltd More: the full row for ASO GROUP Ltd 60,989 $36.4M 15.37% -9,336 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 61,011 $36.4M 2.66% -404 13F-HR Timeline J. R. Prunier Capital Management LLC More: the full row for J. R. Prunier Capital Management LLC 60,843 $36.4M 15.45% +47 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 60,781 $36.3M 9.04% +1,362 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 60,500 $36.2M 21.85% +3,137 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 56,428 $36M 4.9% +19,533 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 60,245 $36M 19.57% +3,274 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 59,952 $35.8M 6.99% new 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 59,743 $35.7M 17.51% -785 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 59,521 $35.6M 7.22% -1,102 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 58,855 $35.2M 6.78% +4,592 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 58,157 $34.9M 3.34% -89 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 58,373 $34.9M 0.46% +4,020 13F-HR Timeline PARK PRESIDIO CAPITAL LLC More: the full row for PARK PRESIDIO CAPITAL LLC 58,285 $34.8M 2.44% +1,720 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 59,787 $34.7M 1.25% +14,834 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 57,921 $34.6M 7.79% +5,280 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 57,464 $34.3M 12.82% +2,055 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 57,405 $34.3M 0.71% +3,003 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 56,962 $34.1M 0.55% +3,159 13F-HR Timeline Kovack Advisors, Inc. 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