Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 6,046 $660K 0.34% new 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 6,000 $655K 0.14% new 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 5,966 $651K 0.09% +685 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) 5,964 $651K 0.02% -59 13F-HR Timeline Group Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 5,938 $648K 0.02% -719 13F-HR Timeline B. Metzler seel. Sohn & Co. AG in group B. Metzler seel. Sohn & Co. AG More: the full row for B. Metzler seel. Sohn & Co. AG 5,895 $643K 0.01% -750 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 5,890 $643K <0.01% -1,828 13F-HR Timeline Group BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 5,889 $642K <0.01% +33 13F-HR Timeline ClearAlpha Technologies LP More: the full row for ClearAlpha Technologies LP 5,881 $642K 1.32% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 5,817 $635K <0.01% -7,680 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 5,777 $630K <0.01% -2,838 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 5,595 $610K 0.04% -6,990 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 5,560 $607K 0.14% new 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 5,501 $600K 0.02% -100 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 5,476 $597K <0.01% -14 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 5,465 $596K 0.05% -1,496 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 5,438 $593K 0.03% -1,187 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 5,408 $590K -3,856 Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 5,247 $572K <0.01% -653 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 5,212 $569K 0.03% +929 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 5,159 $563K 0.08% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 5,156 $563K <0.01% +3,760 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 5,067 $553K 0.01% -308 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 5,106 $550K 0.08% -10,455 13F-HR Timeline Brave Warrior Advisors, LLC More: the full row for Brave Warrior Advisors, LLC 5,000 $546K 0.01% new 13F-HR Timeline ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 4,998 $545K 0.01% -41 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 4,995 $545K 0.02% +1,183 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 4,988 $544K 0.01% +2,472 13F-HR Timeline Kentucky Retirement Systems group of 2 filers holding More: the full row for Kentucky Retirement Systems 4,952 $540K -11,813 Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 4,897 $534K 0.1% new 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 4,893 $534K 0.07% -821 13F-HR Timeline TritonPoint Partners, LLC in group TritonPoint Partners, LLC More: the full row for TritonPoint Partners, LLC 4,884 $533K 0.2% -135 13F-HR Timeline Group Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 4,848 $529K 0.15% +391 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 4,836 $528K 0.22% +14 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 4,825 $526K 0.02% +325 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 4,824 $526K 0.06% new 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 4,817 $526K 0.46% -10,396 13F-HR Timeline Woodline Partners LP More: the full row for Woodline Partners LP 4,776 $521K <0.01% -215,372 13F-HR/A Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 4,711 $514K 0.03% +439 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 4,710 $514K <0.01% new 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 4,623 $504K 0.15% +2,984 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 4,617 $504K 0.14% +128 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 4,582 $500K <0.01% +1 13F-HR Timeline Group BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 4,557 $497K 0.01% +2,968 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,540 $495K 0.02% -295 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 4,531 $494K 0.02% +51 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 4,494 $490K <0.01% -32 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 4,462 $487K <0.01% -1,275 13F-HR Timeline Group Greenland Capital Management LP More: the full row for Greenland Capital Management LP 4,450 $485K 0.1% -4,000 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,397 $480K 0.02% -240 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 4,375 $477K 0.02% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 4,308 $470K 0.05% -496 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 4,234 $462K <0.01% +2,456 13F-HR Timeline Group Western Financial Corp/CA More: the full row for Western Financial Corp/CA 4,198 $458K 0.18% -2,631 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 4,196 $458K 0.07% -5,207 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 4,165 $454K 0.01% +839 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 4,158 $454K <0.01% -630 13F-HR Timeline Group Lee Financial Co More: the full row for Lee Financial Co 4,110 $448K 0.06% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,089 $446K 0.02% +253 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 4,075 $445K 0.01% new 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 4,024 $439K 0.03% -344 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 4,018 $438K <0.01% -2,919 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,663 $430K <0.01% -1,592 13F-HR Timeline Group Hunting Hill Global Capital, LLC More: the full row for Hunting Hill Global Capital, LLC 3,862 $421K 0.5% -4,226 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 3,845 $419K 0.22% 0 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 3,842 $419K 0.03% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 3,835 $418K 0.02% -14 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,825 $417K 0.04% -421 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 3,810 $416K 0.01% -36 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,755 $410K <0.01% +2,525 13F-HR Timeline Group TrinityBridge Ltd More: the full row for TrinityBridge Ltd 3,730 $407K 0.01% 0 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 3,726 $407K 0.09% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,722 $406K 0.03% -707 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,699 $404K 0.06% +20 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 3,689 $402K 0.01% +1,023 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,634 $396K 0.04% -2,145 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,615 $394K 0.06% -183 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 3,586 $391K 0.02% +922 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 3,541 $386K 0.03% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,530 $385K 0.01% new 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 3,461 $378K 0.06% +445 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 3,434 $375K 0.02% +820 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,391 $370K <0.01% -27 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 3,345 $365K <0.01% +221 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,242 $355K 0.01% +2,242 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,254 $355K <0.01% -402 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,252 $355K 0.01% -220 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,251 $355K <0.01% -6,741 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,238 $353K 0.01% -417 13F-HR Timeline TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 3,226 $352K <0.01% -3,908 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,183 $347K <0.01% +1,587 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 3,150 $344K 0.1% -125 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 3,124 $341K 0.02% +116 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 2,839 $340K 0.02% new 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 3,076 $336K 0.21% +127 13F-HR Timeline Longaeva Partners L.P. More: the full row for Longaeva Partners L.P. 3,075 $335K 0.02% -46,178 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 3,073 $335K 0.04% +1,579 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 3,066 $334K <0.01% -525 13F-HR Timeline Group Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 3,062 $334K 0.01% -8,875 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 3,019 $329K 0.06% +1,741 13F-HR Timeline OSSIAM More: the full row for OSSIAM 2,999 $327K 0.01% +1,177 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,989 $326K <0.01% -3,119 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 2,962 $323K 0.23% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,871 $313K 0.01% +791 13F-HR/A Timeline Group Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 2,850 $311K 0.04% +81 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 2,781 $303K -543 Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 2,776 $303K 0.01% -1,721 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,743 $299K <0.01% +703 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 2,740 $299K 0.01% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 2,729 $298K <0.01% -2,031 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 2,724 $297K 0.03% -4,555 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 2,716 $296K 0.02% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,702 $295K 0.01% new 13F-HR/A Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,680 $292K 0.02% -10,915 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 2,655 $290K 0.02% +2,220 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 2,610 $285K 0.04% -57 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,598 $283K 0.01% -919 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,592 $283K 0.07% -421 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,558 $279K 0.04% -447 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 2,547 $278K 0.11% +1,426 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,528 $276K 0.01% +392 13F-HR/A Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 2,527 $276K 0.01% new 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 2,504 $273K 0.12% -8 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,489 $271K <0.01% +786 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 2,467 $269K <0.01% +292 13F-HR Timeline Group Indivisible Partners More: the full row for Indivisible Partners 2,458 $268K 0.02% -48 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 2,444 $267K +245 Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,441 $266K 0.01% +774 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,420 $264K 0.03% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,395 $261K 0.01% new 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 2,380 $260K <0.01% +656 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 2,370 $259K 0.04% new 13F-HR Timeline Group Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 2,368 $258K 0.1% -142 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,353 $257K 0.02% -2,795 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,325 $254K 0.01% new 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 2,319 $253K 0.01% -1,127 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,305 $251K <0.01% -5,032 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 2,299 $251K 0.01% -2,201 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,299 $251K 0.01% -790 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 2,280 $249K 0.02% +92 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 2,269 $248K 0.02% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,255 $246K 0.01% -3,203 13F-HR Timeline Sanchez Levi Garrett More: the full row for Sanchez Levi Garrett 2,238 $244K 0.15% 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 2,229 $243K 0.02% +103 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 2,252 $242K 0.04% new 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 2,203 $240K 0.2% -500 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 2,193 $239K 0.01% -110,238 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 2,161 $236K <0.01% -1,437 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 2,147 $234K 0.02% +2,146 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 2,138 $233K 0.02% -634 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 2,128 $232K 0.02% new 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 2,116 $231K 0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,092 $228K <0.01% -938 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 2,090 $228K 0.02% new 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 2,089 $228K 0.07% +21 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 2,084 $227K 0.03% +205 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,072 $226K <0.01% -837 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 2,066 $225K 0.03% +889 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,035 $222K <0.01% -3,481 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,032 $222K 0.01% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,021 $220K 0.02% +429 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,001 $218K 0.01% -529 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 2,000 $218K 0.01% new 13F-HR/A Timeline Group WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 2,000 $218K 0.04% 0 13F-HR Timeline KTF INVESTMENTS, LLC More: the full row for KTF INVESTMENTS, LLC 2,000 $218K 0.04% -1,500 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,997 $218K <0.01% +858 13F-HR Timeline Group Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 1,991 $217K 0.07% -226 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,983 $216K 0.01% -398 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 1,967 $215K 0.05% -70 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 2,000 $212K 0.16% new 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,914 $209K 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 $206K 0.03% 0 13F-HR Timeline Group Guardian Partners Inc. in group GUARDIAN CAPITAL LP More: the full row for Guardian Partners Inc. 1,887 $206K 0.02% new 13F-HR Timeline Group Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 1,881 $205K 0.06% +50 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 1,870 $204K -2,064 Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 1,870 $204K <0.01% -20,665 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 1,861 $203K 0.04% -1,143 13F-HR Timeline Group AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 1,836 $200K <0.01% -562 13F-HR Timeline Group Vision Retirement, LLC More: the full row for Vision Retirement, LLC 1,768 $193K 0.05% +342 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 1,700 $185K 0.01% -3,300 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 1,697 $180K <0.01% new 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,650 $180K 0.01% 0 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 1,566 $171K <0.01% -42,508 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,534 $167K 0.01% +1,506 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,458 $159K <0.01% -71 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,409 $154K 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 1,320 $144K <0.01% -101 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 1,305 $142K <0.01% -13 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 1,237 $135K 0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,257 $133K <0.01% +1,158 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,159 $126K 0.01% +1 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,150 $125K <0.01% new 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 1,056 $116K 0.11% +132 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,013 $110K 0.02% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,025 $110K <0.01% -685 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 1,000 $109K 0.03% new 13F-HR Timeline SBI Securities Co., Ltd. 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