R Squared Ltd More: the full row for R Squared Ltd 23,980 $73.4K 0.08% +19,720 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 22,857 $69.9K <0.01% +7,147 13F-HR Timeline Group MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 24,000 $67.9K <0.01% new 13F-HR/A Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 21,337 $65.3K <0.01% -1,762 13F-HR/A Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 21,236 $65K <0.01% -4,570 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 21,082 $64.5K 0.01% -10,332 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 21,000 $64.3K <0.01% 0 13F-HR Timeline Group Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 20,880 $63.9K 0.01% -1,412 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 20,335 $62.2K -96,078 Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 19,896 $60.9K <0.01% -889 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 19,680 $60.2K 0.04% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 19,455 $59.5K <0.01% -6,085 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 19,424 $59.4K <0.01% +4,150 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 19,254 $58.9K 0.04% 0 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 19,084 $58.4K <0.01% -3,339 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 18,240 $55.8K 0.01% +392 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 17,934 $54.9K 0.01% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 17,720 $54.2K <0.01% +2,300 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 17,712 $54.2K <0.01% -4,854 13F-HR Timeline Group Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 17,356 $54K 0.01% +828 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 17,276 $52.9K <0.01% -5,194 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 16,472 $50.4K 0.02% -1,400 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 16,343 $50K <0.01% -3,170 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 15,914 $48.7K 0.01% +3,055 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 15,560 $47.6K 0.02% new 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 15,450 $47.3K 0.02% +200 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 15,372 $47K <0.01% -1,022 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 15,266 $46.7K <0.01% -1,104 13F-HR Timeline Group Ascent Capital Management, LLC More: the full row for Ascent Capital Management, LLC 15,239 $46.6K 0.05% -342 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 15,204 $46.5K <0.01% -90 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 15,081 $46.1K <0.01% -3,486 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 14,907 $45.6K <0.01% +11,962 13F-HR Timeline Group Clarendon Private LLC More: the full row for Clarendon Private LLC 14,588 $44.6K 0.05% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 14,548 $44.5K <0.01% -1,466 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 14,338 $43.9K 0.01% 0 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 14,330 $43.9K <0.01% +1,142 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 14,304 $43.8K <0.01% -2,521 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 15,015 $42.8K <0.01% +1,179 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 13,972 $42.8K <0.01% -1,488 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 13,627 $41.7K <0.01% -5,473 13F-HR/A Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 13,276 $40.6K <0.01% +1,974 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 13,214 $40.4K 0.02% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 13,069 $40K <0.01% +631 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 13,069 $40K <0.01% -2,832 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 13,016 $39.8K <0.01% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 12,974 $39.7K <0.01% -2,184 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 12,548 $38.4K <0.01% 0 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 12,486 $38.2K <0.01% 0 13F-HR Timeline KLP KAPITALFORVALTNING AS More: the full row for KLP KAPITALFORVALTNING AS 12,300 $37.6K <0.01% +1,900 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 12,015 $36.8K 0.03% new 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 12,000 $36.7K <0.01% 0 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 11,892 $36.4K 0.01% +670 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 12,124 $34.8K <0.01% -50 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 10,600 $32.4K <0.01% 0 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 10,592 $32.4K <0.01% 0 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 10,388 $31.8K <0.01% new 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 10,000 $30.6K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 8,200 $25.1K <0.01% +77 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 8,053 $24.6K 0.02% -45 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 7,262 $22.2K <0.01% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 7,114 $21.8K 0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 3,758 $11.5K <0.01% +2,813 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 3,082 $9.43K <0.01% -1,431 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,828 $8.57K <0.01% -1,738 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,740 $8.38K <0.01% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,421 $7.41K <0.01% -4,031 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,378 $7.28K <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,351 $7.19K <0.01% -1,337 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,079 $6.36K <0.01% -9,667 13F-HR Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 1,792 $5.48K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,741 $5.33K <0.01% +895 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 1,644 $5.03K <0.01% -1,452 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,516 $4.64K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,486 $4.55K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1,232 $3.77K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,178 $3.6K <0.01% -312 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 994 $3.04K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 956 $2.92K <0.01% new 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 729 $2.23K <0.01% -485 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 681 $2.08K <0.01% -3,121 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 626 $1.92K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 451 $1.38K <0.01% -62 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 380 $1.34K <0.01% 0 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 300 $918 <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 288 $882 <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 201 $615 <0.01% new 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 13,030 $309 <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 75 $229 <0.01% new 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 38 $116 <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 32 $99 <0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2 $6 <0.01% new 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1 $3 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 0 $0 0% -1 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 1 $7.74K new 13F-HR Timeline Group Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.