GREENLEAF TRUST More: the full row for GREENLEAF TRUST 5,926 $703K 0.01% +36 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 5,857 $695K 0.19% -380 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 5,779 $686K 0.01% 0 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 5,711 $678K 0.01% +211 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 5,620 $667K <0.01% -692 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 5,568 $661K <0.01% -2,795 13F-HR Timeline Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 5,535 $657K <0.01% +2,095 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 5,419 $643K <0.01% +706 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 5,335 $633K 0.02% new 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 5,322 $632K <0.01% -107 13F-HR Timeline Group M&G PLC in group M&G PLC More: the full row for M&G PLC 5,236 $623K <0.01% 0 13F-HR Timeline Group HighVista Strategies LLC More: the full row for HighVista Strategies LLC 5,243 $622K 0.16% -3,457 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 5,183 $615K <0.01% -676 13F-HR Timeline Group GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 5,143 $610K 0.01% -32,772 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 5,134 $609K 0.04% +1,535 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 5,092 $604K 0.02% -200 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 5,042 $598K <0.01% -4,202 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 4,945 $587K 0.02% +2,555 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 4,925 $585K <0.01% 0 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 4,855 $576K 0.29% +68 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 4,625 $571K 0.01% +8 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 4,774 $567K <0.01% new 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 4,757 $565K <0.01% +1,748 13F-HR Timeline Group Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 4,736 $562K 0.13% +767 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 4,703 $558K <0.01% -11,103 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 4,467 $530K 0.01% +68 13F-HR/A Timeline Corient Private Wealth LP group of 2 filers holding More: the full row for Corient Private Wealth LP 4,440 $527K -7,592 Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,311 $518K 0.04% new 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 4,324 $513K <0.01% -9,450 13F-HR/A Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 4,130 $490K 0.11% 0 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 4,091 $486K 0.05% new 13F-HR Timeline Group Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 4,050 $481K <0.01% -166 13F-HR Timeline Group Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 3,993 $474K 0.11% -3,267 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 3,937 $467K 0.05% -108 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 3,918 $465K <0.01% +18 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 3,860 $458K 0.08% +230 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,848 $457K <0.01% -1 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 3,840 $456K <0.01% -7,791 13F-HR/A Timeline Group Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 3,717 $441K 0.02% -1,735 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 3,645 $433K <0.01% -145 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,553 $422K 0.04% -524 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,342 $397K <0.01% new 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 3,336 $396K 0.1% -74 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 3,211 $381K <0.01% -112 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 3,110 $369K <0.01% -48 13F-HR Timeline Group AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 3,098 $368K 0.12% 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 3,095 $367K <0.01% -1,394 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,078 $365K 0.03% -41 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,017 $358K 0.04% -4 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 3,009 $357K <0.01% +548 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,979 $354K <0.01% +269 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,917 $351K 0.02% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,948 $350K <0.01% -451 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 2,933 $348K <0.01% -180 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) 2,903 $345K 0.01% -961 13F-HR Timeline Group ProShare Advisors LLC More: the full row for ProShare Advisors LLC 2,802 $333K <0.01% -204 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 2,795 $332K <0.01% -233 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 2,739 $325K <0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2,703 $321K 0.21% new 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 2,615 $310K -25 Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 2,545 $302K <0.01% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 2,540 $301K <0.01% new 13F-HR Timeline Group FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 2,500 $296K 0.08% new 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 2,434 $289K <0.01% -937 13F-HR Timeline Group SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 2,391 $284K 0.01% -197 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 2,306 $274K 0.03% 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 2,293 $272K 0.16% 0 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,266 $269K 0.01% +32 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 2,203 $261K 0.01% 0 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 2,197 $261K 0.05% +16 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 2,195 $261K <0.01% -37 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,126 $252K <0.01% +890 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 2,068 $245K 0.01% new 13F-HR Timeline STOREBRAND ASSET MANAGEMENT AS More: the full row for STOREBRAND ASSET MANAGEMENT AS 2,038 $242K <0.01% 0 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 2,013 $239K 0.21% 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 2,000 $237K 0.02% 0 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 1,995 $237K 0.06% new 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 1,941 $230K <0.01% +18 13F-HR/A Timeline Group MQS Management LLC More: the full row for MQS Management LLC 1,940 $230K 0.14% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,938 $230K <0.01% -136 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,925 $228K <0.01% +192 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,888 $224K 0.03% +139 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,851 $220K 0.01% -125 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 1,841 $219K 0.02% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,837 $218K <0.01% -2,017 13F-HR Timeline Group SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 1,838 $218K 0.04% new 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 1,815 $215K 0.02% new 13F-HR Timeline Group Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 1,794 $213K <0.01% -577 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,763 $209K <0.01% new 13F-HR Timeline Group INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 1,730 $205K 0.11% 0 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 1,600 $202K 0.01% new 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,699 $202K <0.01% new 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 1,692 $201K <0.01% -7 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,677 $199K <0.01% +83 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 1,608 $191K 0.01% new 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 1,295 $154K 0.01% +66 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,252 $149K <0.01% -20,826 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,236 $147K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,150 $137K <0.01% -198 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 1,121 $133K 0.02% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,099 $129K 0.01% 0 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 1,082 $128K <0.01% new 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 1,040 $125K <0.01% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 997 $118K <0.01% +194 13F-HR Timeline Group BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 853 $101K <0.01% +212 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 845 $100K <0.01% +472 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 825 $97.9K <0.01% +82 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GAMMA Investing LLC More: the full row for GAMMA Investing LLC 808 $95.9K <0.01% +75 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 789 $93.7K <0.01% +33 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 681 $80.8K <0.01% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 625 $74.2K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 607 $72.1K 0.01% -4 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 555 $65.9K <0.01% 0 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 516 $61.2K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 480 $57K <0.01% -37 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 454 $53.9K <0.01% +27 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 448 $53K <0.01% 0 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 383 $45.4K <0.01% 0 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 373 $44.3K <0.01% -9 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 367 $44.1K <0.01% +30 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 327 $38.8K <0.01% +245 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 300 $35.6K <0.01% +52 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 294 $34.9K 0.01% +8 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 290 $34.4K <0.01% +32 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 273 $32.4K <0.01% -6 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 222 $26.4K <0.01% +41 13F-HR/A Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 212 $25.2K <0.01% +190 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 211 $25.1K 0.01% 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 191 $22.7K 0.02% +63 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 179 $21.2K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 163 $19.3K <0.01% -56 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 162 $19.2K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 144 $17.1K <0.01% +61 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 138 $16.4K 0.01% 0 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 128 $15.2K 0.01% 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 112 $13.3K 0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 96 $11.4K <0.01% +1 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 93 $11K <0.01% +84 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 90 $10.7K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 82 $10.1K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 82 $9.73K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 77 $9.14K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 75 $8.9K <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 69 $8.21K <0.01% -9 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 68 $8.07K <0.01% +34 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 66 $7.83K <0.01% +23 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 64 $7.6K <0.01% +1 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 64 $7.6K <0.01% -231 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 59 $7K <0.01% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 56 $6.65K <0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 51 $6K <0.01% 0 13F-HR/A Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 50 $5.93K 0.01% -60 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 50 $5.93K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 45 $5.34K <0.01% +24 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 41 $4.87K <0.01% +2 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 40 $4.75K <0.01% +28 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 38 $4.51K <0.01% 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 30 $3.56K <0.01% +3 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 30 $3.56K <0.01% +12 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 28 $3.32K <0.01% +4 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 28 $3.32K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 26 $3.09K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 24 $2.85K <0.01% -1,878 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 19 $2.25K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 17 $2.02K <0.01% +1 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 17 $2.02K <0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 16 $1.9K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 15 $1.78K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 12 $1.42K <0.01% -41 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 12 $1.42K <0.01% -67 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 11 $1.31K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 11 $1.31K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 10 $1.19K <0.01% +7 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 9 $1.07K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 8 $950 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 8 $950 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 5 $594 <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 5 $594 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 5 $594 <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 4 $508 <0.01% 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 4 $487 <0.01% +1 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 4 $475 <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 3 $356 <0.01% -3 13F-HR Timeline Group Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 2 $240 <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 2 $238 <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2 $237 <0.01% new 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 2 $237 <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2 $237 <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 2 $237 <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 2 $237 <0.01% 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1 $148 <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1 $119 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1 $119 <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 1 $119 <0.01% 0 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 0 $0 0% 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.