Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 3,500 $202K 0.04% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 3,300 $190K <0.01% -71,704 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 3,274 $189K 0.01% -1,834 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 3,159 $182K <0.01% +157 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 3,156 $182K <0.01% -3,867 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 2,828 $163K 0.1% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,817 $162K <0.01% +1,194 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,807 $162K <0.01% -71 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,105 $121K <0.01% +377 13F-HR/A Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 2,083 $120K 0.06% +71 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,072 $119K <0.01% +15 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CX Institutional More: the full row for CX Institutional 1,956 $113K <0.01% +249 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,934 $111K 0.03% -811 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 1,849 $107K 0.03% +6 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,845 $106K 0.01% +132 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,634 $94.2K <0.01% +892 13F-HR/A Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 1,632 $94K -52,857 Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,590 $91.6K 0.01% 0 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 1,551 $89.4K 0.04% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,519 $87.5K <0.01% +396 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,370 $79K 0.01% -19 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,328 $76.5K <0.01% +896 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 1,238 $71.3K 0.02% +600 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 1,211 $70K <0.01% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,174 $67.6K 0.03% -381 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,140 $65.7K 0.04% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,131 $65.2K 0.01% +159 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,129 $65.1K <0.01% -63 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 982 $60.4K 0.01% +57 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 946 $54.5K <0.01% +104 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 897 $51.7K <0.01% +390 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 867 $50K 0.02% +399 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 838 $48.3K 0.02% 0 13F-HR Timeline Trask Adam Roland More: the full row for Trask Adam Roland 800 $46.1K 0.04% 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 790 $45.5K <0.01% -1,404 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 765 $44.1K <0.01% -115 13F-HR/A Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 729 $42K 0.02% +5 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 717 $41.7K <0.01% -113 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 716 $41.3K <0.01% +4 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 686 $39.5K <0.01% +68 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 675 $38.9K <0.01% -48 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 656 $38.1K <0.01% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 636 $36.6K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 626 $36K 0.02% -488 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 605 $34.9K <0.01% +86 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 574 $33.1K <0.01% -3,277 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 543 $31.3K 0.01% -1,026 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 525 $30.3K 0.01% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 500 $28.8K 0.03% -500 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 475 $27.4K 0.01% 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 472 $27.2K 0.02% +11 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 400 $23K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 395 $22.8K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 378 $21.8K 0.01% +28 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 362 $20.9K 0.02% +32 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 345 $19.9K 0.01% 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 335 $19.3K 0.02% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 328 $18.9K <0.01% +308 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 325 $18.7K <0.01% -25 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 321 $18.5K <0.01% +67 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 320 $18.4K <0.01% +57 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 323 $18K <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 311 $17.9K <0.01% +6 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 300 $17.3K <0.01% -1,900 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 300 $17.3K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 285 $16.4K 0.01% 0 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 271 $15.6K 0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 265 $15.3K <0.01% +49 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 236 $13.6K 0.01% +2 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 229 $13.2K <0.01% -321 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 221 $12.7K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 208 $12K <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 193 $11.1K <0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 181 $10.4K <0.01% new 13F-HR/A Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 177 $10.2K <0.01% +6 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 174 $10K <0.01% +108 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 171 $9.84K <0.01% -375 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 165 $9.51K <0.01% new 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 164 $9.45K 0.01% new 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 160 $9.22K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 149 $8.68K <0.01% -86 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 150 $8.64K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 150 $8.64K 0.01% +100 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 144 $8.3K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 140 $8.07K <0.01% -35 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 136 $7.84K <0.01% -48 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 134 $7.72K <0.01% 0 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 120 $7.33K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 122 $7.03K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 120 $6.92K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 120 $6.91K <0.01% 0 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 112 $6.45K <0.01% +22 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 100 $6.31K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 105 $6.05K <0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 100 $5.76K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 95 $5.47K <0.01% -71 13F-HR Timeline Group Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 92 $5.3K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 90 $5.19K <0.01% 0 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 87 $5.01K <0.01% +3 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 86 $4.96K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 82 $4.72K <0.01% +77 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 80 $4.61K <0.01% new 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 70 $4.08K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 66 $3.8K <0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 60 $3.46K <0.01% -59 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 57 $3.29K <0.01% 0 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 54 $3.11K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 53 $3K <0.01% +9 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 44 $2.54K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 40 $2.36K <0.01% 0 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 40 $2.26K <0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 39 $2.25K <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 39 $2.25K <0.01% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 35 $2.02K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 35 $2.02K <0.01% +24 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 35 $2.02K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 29 $2K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 27 $1.56K <0.01% +10 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 25 $1.45K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 25 $1.44K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 25 $1.44K <0.01% +13 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 22 $1.33K <0.01% +13 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 22 $1.27K <0.01% 0 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 21 $1.22K <0.01% +2 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 20 $1.15K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 22 $1K <0.01% 0 13F-HR/A Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 16 $1K <0.01% new 13F-HR Timeline Group Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 17 $980 <0.01% 0 13F-HR/A Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 12 $691 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 11 $634 <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 10 $576 <0.01% -10 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 10 $576 <0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 9 $519 <0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 8 $461 <0.01% new 13F-HR Timeline Group Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 8 $461 <0.01% 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 7 $444 <0.01% -1 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 6 $346 <0.01% new 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 6 $346 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 6 $346 <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 5 $289 <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 5 $288 <0.01% 0 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 5 $288 <0.01% new 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 4 $237 <0.01% +1 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 4 $230 <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3 $173 <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 3 $173 <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2 $124 <0.01% new 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 2 $116 <0.01% new 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/ 2 $115 <0.01% 0 13F-HR Timeline Group CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 2 $115 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $58 <0.01% 0 13F-HR Timeline 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.