Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 7,563 $842K 0.01% -97 13F-HR Timeline Group Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 7,556 $841K 0.19% +1,386 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 7,500 $835K 0.15% +1,000 13F-HR Timeline PARNASSUS INVESTMENTS, LLC More: the full row for PARNASSUS INVESTMENTS, LLC 7,450 $829K <0.01% +22 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 7,309 $814K 0.17% 0 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 7,256 $808K 0.02% -291 13F-HR Timeline Varma Mutual Pension Insurance Co More: the full row for Varma Mutual Pension Insurance Co 7,200 $801K <0.01% 0 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 7,176 $799K 0.05% +4,337 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 7,148 $796K 0.01% -13,776 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 7,087 $789K 0.01% +3,696 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 7,002 $779K 0.22% -2,862 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 6,960 $775K 0.03% -349 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 6,800 $757K 0.14% +2,350 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 6,714 $747K 0.02% 0 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 6,691 $745K 0.34% +33 13F-HR Timeline LuminArx Capital Management LP More: the full row for LuminArx Capital Management LP 20,000 $720K 0.33% new 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 6,417 $714K 0.06% +4,047 13F-HR Timeline Group SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 5,605 $704K 0.03% +104 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 6,274 $698K <0.01% +2,519 13F-HR Timeline Group DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 6,200 $690K 0.28% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 6,184 $688K 0.08% +1,291 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 6,033 $672K 0.04% +568 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 6,006 $669K <0.01% +1,512 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 6,000 $668K 0.14% 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 5,829 $649K <0.01% -11,688 13F-HR Timeline Group Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 5,753 $640K 0.02% -5,057 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 5,698 $634K <0.01% -1,937 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 5,687 $633K 0.08% -279 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 5,595 $623K 0.03% +157 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 5,571 $620K 0.13% +11 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 5,476 $610K 0.06% +2,403 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 5,413 $603K 0.01% -610 13F-HR Timeline Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 5,334 $594K 0.01% -941 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 5,318 $592K 0.3% new 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 5,313 $591K <0.01% new 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 5,284 $588K 0.01% +296 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 5,262 $586K <0.01% +1,028 13F-HR Timeline Group Osmosis Investment Management UK Ltd More: the full row for Osmosis Investment Management UK Ltd 5,206 $579K 0.03% -4,725 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 5,204 $579K 0.03% -8 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 5,187 $577K 0.05% -1,142 13F-HR Timeline Group CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 5,177 $576K 0.32% +2,101 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 5,145 $573K <0.01% -632 13F-HR/A Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 5,130 $571K 0.07% -29 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 5,112 $569K 0.01% +1,037 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 5,087 $566K 0.04% -508 13F-HR Timeline ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 4,998 $556K 0.02% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 4,991 $556K 0.15% +368 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 4,970 $553K 0.43% +153 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 5,106 $549K 0.05% 0 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 4,848 $540K 0.14% 0 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 4,220 $539K new Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 4,825 $537K 0.02% 0 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 4,736 $527K <0.01% -1,153 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 4,737 $527K <0.01% -1,080 13F-HR Timeline Group Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 4,866 $524K <0.01% +4,866 13F-HR Timeline Group USS Investment Management Ltd More: the full row for USS Investment Management Ltd 4,682 $521K <0.01% -17,665 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,654 $518K 0.01% +1,124 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 4,653 $518K 0.02% -58 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,604 $512K 0.02% +515 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 4,585 $510K <0.01% +123 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 4,578 $510K 0.01% +47 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 4,575 $509K <0.01% -2,503 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 4,571 $509K 0.01% new 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 4,568 $508K <0.01% +2,101 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 4,539 $505K 0.08% +840 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 4,511 $502K 0.01% -556 13F-HR Timeline TritonPoint Partners, LLC in group TritonPoint Partners, LLC More: the full row for TritonPoint Partners, LLC 4,482 $499K 0.04% -402 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 4,481 $499K <0.01% +1,298 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 4,469 $497K 0.01% +4,123 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 4,375 $487K 0.02% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 4,327 $482K 0.13% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,307 $479K 0.02% -90 13F-HR Timeline INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 4,179 $465K <0.01% -2,000 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 4,166 $464K 0.01% -5,181 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,146 $462K 0.04% +321 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 4,080 $454K 0.07% new 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 4,068 $453K 0.11% -549 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 4,060 $452K 0.01% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 4,032 $449K <0.01% +14 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 3,974 $442K 0.03% +139 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 3,947 $439K 0.03% +1,292 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 3,944 $439K <0.01% -1,212 13F-HR/A Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,918 $436K 0.01% +1,883 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,879 $432K 0.01% +625 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 3,845 $428K 0.21% 0 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 3,842 $428K 0.03% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 3,822 $425K 0.01% +12 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 3,805 $424K <0.01% +460 13F-HR/A Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,768 $419K 0.01% +1,279 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,750 $417K 0.01% +2,600 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 3,730 $415K 0.01% 0 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 3,726 $415K 0.08% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 3,638 $405K <0.01% -1,609 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,624 $403K <0.01% +373 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 3,588 $399K 0.02% +154 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) 3,553 $395K 0.01% -2,411 13F-HR Timeline Group CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 3,476 $387K 0.01% new 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 3,465 $386K 0.01% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,454 $384K <0.01% +1,382 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,322 $370K 0.01% +794 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,291 $366K 0.02% -431 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,282 $365K <0.01% +539 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,269 $364K 0.05% -346 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 3,245 $361K 0.02% -6,063 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 3,240 $361K 0.01% +1,208 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 3,238 $360K 0.21% -41,034 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,234 $360K <0.01% -931 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 3,229 $359K 0.04% +379 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,264 $356K 0.01% +12 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 3,100 $345K 0.09% -50 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 3,094 $344K <0.01% new 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 3,029 $337K 0.01% -33 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 3,013 $335K <0.01% +852 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,936 $327K <0.01% +844 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,915 $324K 0.01% +590 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,889 $322K 0.01% +1,053 13F-HR Timeline Group GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 2,858 $318K 0.02% new 13F-HR Timeline Group Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 2,841 $316K 0.01% +522 13F-HR Timeline Group Inscription Capital, LLC More: the full row for Inscription Capital, LLC 2,795 $311K 0.03% +705 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 2,741 $305K 0.02% +25 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2,737 $305K 0.17% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,727 $304K 0.01% +25 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,474 $301K 0.01% new 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 2,705 $301K 0.01% -71 13F-HR Timeline ClearAlpha Technologies LP More: the full row for ClearAlpha Technologies LP 2,693 $300K 0.51% -3,188 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,663 $296K 0.01% -17 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 2,635 $293K 0.07% new 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 2,610 $291K 0.03% 0 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 2,564 $285K 0.04% -897 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,563 $285K 0.01% -35 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,548 $284K <0.01% +551 13F-HR Timeline Group Indivisible Partners More: the full row for Indivisible Partners 2,526 $281K 0.02% +68 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 2,524 $281K 0.01% -3 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 2,516 $280K 0.1% +12 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 2,500 $278K <0.01% new 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 2,498 $278K <0.01% -3,392 13F-HR Timeline Group Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 2,483 $276K 0.01% new 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 2,432 $271K -349 Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,421 $269K <0.01% -568 13F-HR/A Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 2,415 $269K 0.11% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,381 $265K <0.01% +1,943 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,345 $261K 0.03% -213 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 2,325 $259K 0.02% +96 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 2,310 $257K 0.01% -6,265 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 2,299 $256K 0.01% 0 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 2,280 $254K 0.02% 0 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 2,269 $253K 0.02% 0 13F-HR/A Timeline Sanchez Levi Garrett More: the full row for Sanchez Levi Garrett 2,262 $252K 0.14% +24 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,239 $249K 0.01% -60 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 2,203 $245K 0.17% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,169 $241K 0.01% new 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 2,134 $238K 0.14% new 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 2,130 $237K <0.01% new 13F-HR Timeline Group Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 2,125 $237K 0.02% new 13F-HR Timeline Group 71 West Capital Partners More: the full row for 71 West Capital Partners 2,121 $236K 0.01% +5 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 2,111 $235K 0.06% +22 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 2,099 $234K 0.02% -29 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,076 $231K 0.01% +75 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 2,059 $229K 0.08% -309 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,041 $227K 0.02% -312 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,039 $227K <0.01% -624 13F-HR Timeline Group Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 2,035 $227K 0.03% new 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 2,000 $223K 0.04% 0 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 1,991 $222K 0.07% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,967 $219K <0.01% new 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,961 $218K <0.01% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,005 $216K 0.01% new 13F-HR Timeline Guardian Partners Inc. in group GUARDIAN CAPITAL LP More: the full row for Guardian Partners Inc. 1,935 $215K 0.02% +48 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,935 $215K 0.01% -2,605 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 1,929 $215K <0.01% +59 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 1,925 $214K 0.01% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,890 $211K 0.03% 0 13F-HR Timeline Group AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 1,890 $210K 0.06% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,878 $209K 0.01% +1,134 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,851 $206K <0.01% new 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,845 $205K 0.01% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,818 $202K <0.01% -165 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 1,818 $202K 0.02% -266 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,805 $201K 0.04% -787 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 1,801 $200K 0.03% new 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 1,800 $200K 0.02% -347 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 1,771 $197K 0.01% -99 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 1,720 $191K 0.01% +1,357 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,711 $190K <0.01% +253 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 1,700 $189K 0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,650 $184K 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,609 $179K 0.01% -1,262 13F-HR Timeline Group Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 1,519 $169K 0.13% +463 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 1,485 $165K 0.08% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,409 $157K 0.01% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,395 $155K <0.01% -7,735 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 1,340 $149K 0.1% -1,622 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,304 $145K <0.01% -1 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 1,295 $144K 0.02% +1,045 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 1,230 $137K 0.03% -538 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 1,214 $135K 0.02% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,130 $126K 0.01% -29 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,039 $116K <0.01% +258 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Operose Advisors LLC More: the full row for Operose Advisors LLC 1,000 $111K 0.02% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,025 $110K <0.01% 0 13F-HR Timeline