HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,287 $106K <0.01% +373 13F-HR Timeline Group Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 2,225 $103K <0.01% +3 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 1,952 $90.6K <0.01% -1,725 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,942 $90K <0.01% +1,330 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,923 $89K 0.06% +215 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 1,899 $88.2K <0.01% 0 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1,862 $86.4K <0.01% -1,922 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,739 $80.7K 0.03% +394 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 1,675 $77.8K 0.04% +1,350 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 1,640 $76K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,480 $69K <0.01% -94 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 1,453 $67.4K <0.01% 0 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,184 $55K <0.01% -1,936 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,155 $53.6K 0.01% -272 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,150 $53.4K 0.01% +321 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,018 $47.3K 0.02% +479 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,001 $46.4K <0.01% new 13F-HR Timeline FJARDE AP-FONDEN /FOURTH SWEDISH NATION… More: the full row for FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 1,000 $46.4K <0.01% -20,488 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 922 $42.8K <0.01% -28,151 13F-HR Timeline Group Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 860 $39.9K <0.01% -245 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 828 $38.4K <0.01% -185 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DANSKE BANK A/S More: the full row for DANSKE BANK A/S 800 $37.1K <0.01% -76,609 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 757 $35.1K <0.01% +8 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 750 $34.8K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 749 $34.8K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 724 $33.6K <0.01% +360 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 722 $33.5K <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 697 $32.4K <0.01% -273 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 743 $32K <0.01% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 656 $30.5K <0.01% +117 13F-HR/A Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 655 $30.4K <0.01% -2,091 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 654 $30.4K <0.01% -9 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 650 $30.2K 0.01% +633 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 646 $30K 0.01% 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 619 $28.7K 0.02% +312 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 610 $28.3K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 554 $25.7K <0.01% +128 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 552 $25.6K 0.01% +528 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 526 $24.4K 0.01% +433 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 473 $22K <0.01% +100 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 477 $20.6K <0.01% +104 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 440 $20.4K <0.01% -555 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 424 $19.7K <0.01% -2,758 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 404 $18.8K <0.01% +113 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 427 $18.5K 0.01% -28 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 395 $18.3K <0.01% 0 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 375 $17.4K 0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 364 $17.2K 0.01% +145 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 365 $16.9K <0.01% +106 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 345 $16K <0.01% +331 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 319 $15K <0.01% 0 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 695 $14.7K 0.24% -288 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 316 $14.7K <0.01% +162 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 276 $13K 0.01% +209 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 275 $12.8K <0.01% +220 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 270 $12.5K <0.01% +30 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 270 $12.5K <0.01% +38 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 260 $12.1K <0.01% -9 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 237 $11K <0.01% -14 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 226 $10.5K <0.01% +189 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 215 $9.98K <0.01% +136 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 202 $9.38K 0.01% -564 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 200 $9.28K <0.01% -100 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 200 $9.28K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 200 $9.28K <0.01% -580 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 181 $8.4K 0.01% new 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 175 $8.12K <0.01% 0 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 168 $7.8K 0.01% +2 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 153 $7.1K <0.01% +45 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 152 $7.06K <0.01% +130 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 167 $7K <0.01% +147 13F-HR/A Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 150 $7K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 150 $7K <0.01% -52 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 150 $6.96K <0.01% -366 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 159 $6.84K <0.01% -55 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 147 $6.82K 0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 145 $6.73K <0.01% +103 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 137 $6.35K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 133 $6.17K <0.01% +6 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 120 $5.57K <0.01% 0 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 116 $5.38K <0.01% +107 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 108 $5.01K <0.01% 0 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 108 $5.01K <0.01% +2 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 105 $4.89K <0.01% +97 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 99 $4.67K <0.01% +98 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 100 $4.64K <0.01% 0 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 99 $4.57K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 98 $4.55K <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. 90 $4.18K <0.01% +34 13F-HR Timeline Group Red Tortoise LLC More: the full row for Red Tortoise LLC 90 $4.18K <0.01% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 84 $3.9K <0.01% new 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 84 $3.9K <0.01% +4 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 80 $3.71K <0.01% -15 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 76 $3.53K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 75 $3.48K <0.01% -95 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 66 $3.06K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 86 $3K <0.01% -7 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 62 $2.88K <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 50 $2.32K <0.01% 0 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 50 $2.32K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 50 $2.32K <0.01% -47 13F-HR Timeline Virginia Estate & Retirement Planning A… More: the full row for Virginia Estate & Retirement Planning Advisors Inc. 46 $2.13K <0.01% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 42 $1.94K <0.01% -91 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 41 $1.94K <0.01% +34 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 36 $1.67K <0.01% -12 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 34 $1.58K <0.01% -31 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 34 $1.58K <0.01% new 13F-HR/A Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 34 $1.58K <0.01% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 33 $1.53K <0.01% new 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 33 $1.53K <0.01% 0 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 31 $1.5K <0.01% +6 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 32 $1.49K <0.01% +7 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 29 $1.35K <0.01% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 28 $1.3K <0.01% +19 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 27 $1.27K <0.01% -326 13F-HR Timeline Group SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 26 $1.21K <0.01% -2,706 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 30 $1K <0.01% -25 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 25 $1K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 21 $975 <0.01% -77 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 20 $928 <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 19 $896 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 18 $870 <0.01% -1 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 18 $836 <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 18 $836 <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 16 $742 <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 15 $697 <0.01% +5 13F-HR Timeline Group NVWM, LLC More: the full row for NVWM, LLC 15 $696 <0.01% +10 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 14 $650 <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 14 $650 <0.01% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 14 $650 <0.01% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 12 $557 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 12 $557 <0.01% +6 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 11 $511 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 11 $511 <0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 12 $494 <0.01% -192 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 10 $465 <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 10 $464 <0.01% +5 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 10 $464 <0.01% new 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 9 $418 <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 9 $418 <0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 9 $409 <0.01% 0 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 8 $371 <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 7 $325 <0.01% -1 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 6 $283 <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 5 $219 <0.01% -13 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 4 $186 <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 4 $186 <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3 $139 <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 3 $139 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 2 $93 <0.01% new 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 2 $93 <0.01% 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 5 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.