OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 1,108 $280K -23,081 Timeline Balentine LLC More: the full row for Balentine LLC 1,107 $280K 0.01% -95 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 1,098 $277K 0.16% -582 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,085 $274K <0.01% +67 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,075 $272K 0.01% 0 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 1,074 $271K <0.01% +74 13F-HR Timeline Group Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 1,050 $265K 0.05% 0 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 1,049 $265K 0.01% +27 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,046 $264K 0.01% +52 13F-HR/A Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,045 $264K 0.04% new 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 1,042 $263K 0.02% -176 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,030 $260K 0.05% new 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 1,023 $259K 0.08% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,015 $257K 0.02% +160 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 1,005 $254K 0.01% 0 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 1,000 $253K 0.02% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,022 $251K 0.03% +8 13F-HR/A Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 986 $249K 0.01% new 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 984 $249K 0.07% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 978 $247K 0.01% 0 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 947 $239K 0.04% -19 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 946 $239K <0.01% +3 13F-HR Timeline Group Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 939 $237K 0.03% +111 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 935 $236K 0.01% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 933 $236K 0.03% -13 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 933 $236K 0.07% new 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 932 $236K 0.01% new 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 912 $230K 0.09% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 909 $230K 0.02% new 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 900 $227K 0.03% -150 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 892 $225K 0.05% 0 13F-HR Timeline Corton Capital Inc. More: the full row for Corton Capital Inc. 879 $222K 0.55% new 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 875 $221K <0.01% new 13F-HR/A Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 870 $220K 0.01% +31 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 802 $210K 0.03% -1,108 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 830 $210K 0.34% 0 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 816 $206K 0.02% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 816 $206K 0.01% -24 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 812 $205K 0.02% new 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 800 $202K 0.04% 0 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 800 $202K 0.2% -40 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 794 $201K 0.02% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 771 $195K 0.03% +20 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 728 $184K 0.01% +98 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 722 $182K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 701 $177K <0.01% +6 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 679 $172K <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 637 $161K <0.01% -8 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 562 $142K <0.01% +31 13F-HR Timeline Group SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 562 $142K 0.01% -913 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 555 $140K 0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 551 $139K <0.01% -149 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 535 $135K 0.04% +331 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 500 $126K <0.01% -26 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 472 $119K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 463 $117K <0.01% +101 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 461 $117K <0.01% +2 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 457 $115K <0.01% +273 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 411 $101K 0.01% +213 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 400 $101K 0.06% +100 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 393 $99.3K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 389 $98.3K <0.01% +33 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 347 $88K <0.01% +92 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Quent Capital, LLC More: the full row for Quent Capital, LLC 312 $78.8K 0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 278 $70.3K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 220 $55.6K <0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 220 $55.6K 0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 205 $51.8K 0.01% -225 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 204 $51.6K 0.01% +15 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 200 $50.5K <0.01% 0 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 186 $47K 0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 178 $45K 0.03% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 166 $42K <0.01% +1 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 160 $40.4K 0.01% +138 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 160 $40.4K 0.02% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 149 $37.7K <0.01% -1 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 132 $33.4K <0.01% 0 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 122 $30.7K <0.01% -22 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 120 $30.3K 0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 119 $30.1K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 116 $29.3K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 112 $28.3K <0.01% +106 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 111 $28.2K 0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 111 $28.1K <0.01% -1 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 108 $27.3K <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 104 $26.3K 0.01% new 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 102 $25.8K 0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 101 $25.5K <0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 91 $23K <0.01% new 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 80 $20.2K 0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 78 $19.7K 0.01% +1 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 78 $19K <0.01% +8 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 75 $19K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 75 $19K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 59 $17.8K 0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 66 $16.8K <0.01% -18 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 62 $16K 0.01% -81 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 53 $13.4K <0.01% -5 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 51 $12.9K <0.01% 0 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 49 $12K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 47 $11.9K <0.01% 0 13F-HR/A Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 44 $11.1K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 44 $11.1K <0.01% -44 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 42 $10.8K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 42 $10.6K <0.01% 0 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 41 $10.4K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 40 $10.1K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 37 $9.35K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 37 $9.35K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 37 $9.35K <0.01% 0 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 32 $8.09K 0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 31 $7.83K <0.01% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 29 $7.33K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 27 $6.83K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 26 $6.49K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 23 $5.81K <0.01% -837 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 21 $5.31K <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 18 $4.55K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 16 $4.04K <0.01% +2 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 16 $4.04K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 42 $3.63K <0.01% -23 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 14 $3.54K <0.01% 0 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 13 $3.29K <0.01% +7 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 13 $3.21K <0.01% +3 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 12 $3K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 11 $2.78K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 11 $2.78K <0.01% new 13F-HR/A Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 8 $2K <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 7 $1.77K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 6 $1.52K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 5 $1.26K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 5 $1.26K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 5 $1.26K <0.01% 0 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/ 5 $1.25K <0.01% -34,595 13F-HR Timeline Group Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 4 $1.01K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 4 $1.01K <0.01% +3 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 4 $1.01K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 4 $1.01K <0.01% +1 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 3 $814 <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3 $759 <0.01% 0 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 3 $759 <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 3 $758 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $758 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2 $506 <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1 $253 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1 $253 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 1 $253 <0.01% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 1 $253 <0.01% new 13F-HR Timeline