Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,200 $100K 0.01% +1,100 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,199 $100K 0.01% +3 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 1,153 $96.3K <0.01% +159 13F-HR Timeline Group Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 1,106 $92.4K 0.01% new 13F-HR Timeline HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1,068 $89.2K <0.01% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,043 $87.1K <0.01% new 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 1,000 $83.5K 0.04% -2,160 13F-HR/A Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 994 $83K <0.01% +327 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 940 $78.5K <0.01% +714 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 896 $74.8K <0.01% +221 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 880 $73.5K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 844 $70.5K <0.01% -110 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 794 $66.3K 0.02% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 785 $65.5K 0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 782 $65.3K 0.02% -3,150 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 753 $62.9K <0.01% -292 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 700 $58.5K <0.01% 0 13F-HR Timeline OSSIAM More: the full row for OSSIAM 695 $58K <0.01% -7,327 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 625 $52K 0.01% 0 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 607 $50.7K <0.01% -2,345 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 603 $50.4K <0.01% -10 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 562 $46.9K <0.01% -105 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 529 $43.1K <0.01% -298 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 501 $41.8K 0.02% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 489 $40.8K <0.01% +17 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 472 $39.4K <0.01% -22 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 546 $36.1K <0.01% +203 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 427 $35.7K <0.01% +7 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 421 $35.2K 0.01% +409 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 400 $33.4K 0.02% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 391 $32.6K 0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 380 $31.4K <0.01% +40 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 351 $29.3K <0.01% +64 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 320 $26.7K <0.01% +175 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 316 $26.4K <0.01% +53 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 301 $25.1K 0.01% new 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 294 $24.5K <0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 281 $23.5K <0.01% +267 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 320 $22K 0.01% -43 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 262 $21.9K <0.01% -1,683,338 13F-HR Timeline Group RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 246 $20.5K 0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 244 $20.4K <0.01% +177 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 230 $19.2K <0.01% +39 13F-HR Timeline Group Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 228 $19K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 226 $18.7K <0.01% -57 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 222 $18.6K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 222 $18.5K <0.01% +169 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 205 $17.1K <0.01% +30 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 200 $16.7K 0.01% 0 13F-HR Timeline Gulf International Bank (UK) Ltd More: the full row for Gulf International Bank (UK) Ltd 198 $16K <0.01% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 187 $15.6K 0.02% +1 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 184 $15.4K <0.01% -139 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 183 $15.2K 0.01% +1 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 151 $12.6K <0.01% -112 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 150 $12.5K <0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 145 $12.1K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 144 $12K 0.01% +6 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 123 $10.3K <0.01% 0 13F-HR/A Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 121 $10.1K 0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 120 $10K 0.01% +56 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 117 $9.77K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 103 $8.6K <0.01% 0 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 100 $8.35K 0.01% 0 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 100 $8.35K <0.01% new 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 99 $8.27K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 100 $8K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 95 $7.93K <0.01% +9 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 89 $7.43K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 85 $7.1K <0.01% -350 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 90 $7K <0.01% +13 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 81 $6.76K <0.01% -174 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 76 $6.35K <0.01% -1 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 74 $6.15K <0.01% +22 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 70 $5.86K <0.01% +20 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 70 $5.85K <0.01% -11 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 68 $5.71K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 67 $5.61K <0.01% -59 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 65 $5.43K <0.01% -4 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 64 $5.34K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 61 $5.09K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 60 $5.01K <0.01% +51 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 58 $4.84K <0.01% +2 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 55 $4.59K <0.01% +33 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 55 $4.59K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 54 $4.51K <0.01% -140 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 51 $4.26K <0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 50 $4.17K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 50 $4.17K <0.01% -153 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 50 $4.17K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 50 $4.17K <0.01% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 45 $3.76K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 42 $3.51K <0.01% +13 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 37 $3.09K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 32 $2.67K <0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 32 $2.67K <0.01% -6 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 20 $2.67K <0.01% -12 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 30 $2.5K <0.01% new 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 26 $2.17K <0.01% 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 24 $2.07K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 29 $2K <0.01% +5 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 24 $1.98K <0.01% -2 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 23 $1.92K <0.01% -14 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 20 $1.71K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 20 $1.7K <0.01% -30 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 20 $1.67K <0.01% +16 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 20 $1.67K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 19 $1.59K <0.01% +1 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 18 $1.5K <0.01% +9 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 18 $1.48K <0.01% +12 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 17 $1.42K <0.01% new 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 16 $1.34K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 15 $1.27K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 15 $1.25K <0.01% +11 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 14 $1.17K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 13 $1.09K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 12 $1K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 7 $1K <0.01% -5 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 10 $835 <0.01% 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 6 $501 <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 6 $501 <0.01% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 6 $501 <0.01% +3 13F-HR Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 6 $496 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 6 $455 <0.01% new 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 5 $427 <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 5 $421 <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5 $418 <0.01% 0 13F-HR Timeline Group CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 5 $418 <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 4 $334 <0.01% -400 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 3 $255 <0.01% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 2 $167 <0.01% +1 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 2 $167 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2 $167 <0.01% 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1 $84 <0.01% 0 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 1 $84 <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 11 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -430 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.