Creative Planning in group Creative Planning More: the full row for Creative Planning 4,744 $870K <0.01% +707 13F-HR Timeline Group FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 4,704 $862K 0.16% new 13F-HR Timeline Point72 Hong Kong Ltd More: the full row for Point72 Hong Kong Ltd 4,674 $857K 0.05% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 4,613 $846K <0.01% -186 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 4,565 $837K <0.01% -36 13F-HR Timeline Group SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 4,452 $816K 0.04% +39 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 4,419 $810K <0.01% +1,358 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 4,268 $782K 0.03% new 13F-HR Timeline Ashoka WhiteOak Capital Pte Ltd More: the full row for Ashoka WhiteOak Capital Pte Ltd 4,300 $775K 0.43% 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 4,045 $735K <0.01% +977 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 4,030 $726K 0.01% -203 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 3,938 $722K 0.2% -75 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 3,603 $661K 0.09% +881 13F-HR Timeline Polaris Capital Management, LLC More: the full row for Polaris Capital Management, LLC 3,600 $660K 0.03% -200 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 3,513 $644K <0.01% +1,009 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 3,489 $640K 0.01% +135 13F-HR Timeline AMF Tjanstepension AB More: the full row for AMF Tjanstepension AB 3,400 $623K <0.01% 0 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 3,298 $605K <0.01% +975 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 3,296 $604K 0.01% -202 13F-HR Timeline W1M Investment Management Ltd More: the full row for W1M Investment Management Ltd 3,200 $587K 0.01% 0 13F-HR Timeline Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 3,164 $580K <0.01% 0 13F-HR Timeline Group Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 3,138 $575K 0.04% +997 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 3,138 $575K 0.08% +1,831 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 3,129 $574K 0.03% +282 13F-HR Timeline Group NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 3,017 $553K 0.15% 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 2,996 $549K 0.01% +682 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 2,880 $534K 0.08% +630 13F-HR Timeline Sumitomo Mitsui DS Asset Management Com… in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for Sumitomo Mitsui DS Asset Management Company, Ltd 2,910 $533K 0.01% +165 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,881 $528K 0.01% +514 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 2,829 $519K 0.02% -232 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,748 $504K 0.03% +90 13F-HR Timeline TT International Asset Management LTD More: the full row for TT International Asset Management LTD 2,700 $495K 0.07% -135,893 13F-HR/A Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 2,611 $479K 0.01% +8 13F-HR Timeline IFM Investors Pty Ltd More: the full row for IFM Investors Pty Ltd 2,515 $461K <0.01% -952 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 2,461 $451K 0.01% -728 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 2,445 $448K <0.01% +334 13F-HR Timeline Group DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 2,300 $422K 0.08% +900 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 2,300 $422K 0.49% 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 2,260 $414K 0.01% new 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 2,197 $403K 0.01% -137 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 2,050 $376K <0.01% -2,591 13F-HR Timeline Group Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 2,024 $371K 0.02% -71 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,939 $356K <0.01% +80 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,910 $350K <0.01% +9 13F-HR/A Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,860 $341K 0.01% +192 13F-HR Timeline Assenagon Asset Management S.A. More: the full row for Assenagon Asset Management S.A. 1,849 $339K <0.01% -153 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 1,816 $332K <0.01% new 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 1,719 $315K 0.05% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,650 $302K 0.05% 0 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 1,620 $297K 0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,591 $292K <0.01% +76 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,562 $286K 0.01% +260 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 1,555 $285K <0.01% +63 13F-HR/A Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 1,529 $283K <0.01% +62 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,524 $279K 0.04% -957 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,415 $259K <0.01% +41 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,383 $254K <0.01% +32 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 1,298 $238K <0.01% new 13F-HR Timeline Group CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 1,296 $238K <0.01% -65 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,246 $228K <0.01% new 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 1,213 $222K 0.03% 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 1,201 $220K 0.09% 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 1,182 $217K 0.08% 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 1,113 $204K 0.01% new 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,092 $200K 0.03% new 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) 1,046 $192K <0.01% -287 13F-HR Timeline Group 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 1,000 $183K <0.01% 0 13F-HR Timeline Group R Squared Ltd More: the full row for R Squared Ltd 940 $172K 0.17% 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 935 $171K <0.01% +544 13F-HR/A Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 928 $170K <0.01% +77 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 846 $155K 0.02% -3,623 13F-HR Timeline Corebridge Financial, Inc. in group Corebridge Financial, Inc. More: the full row for Corebridge Financial, Inc. 769 $141K <0.01% 0 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 768 $141K <0.01% -28 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 716 $131K 0.04% -29 13F-HR Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 700 $128K <0.01% new 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 692 $127K <0.01% +217 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 495 $90.7K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 471 $86.3K <0.01% -5 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 449 $82.3K 0.01% +20 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 278 $51K <0.01% -1 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 263 $48.2K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 254 $46.6K 0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 252 $45.4K <0.01% -372 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 241 $44.2K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 226 $41.4K <0.01% +62 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 217 $39.8K 0.01% new 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 212 $38.9K <0.01% +5 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 209 $38.3K <0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 108 $19.8K 0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 100 $18.4K <0.01% -19 13F-HR Timeline Group Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 100 $18.3K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 94 $17.2K <0.01% +17 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 91 $16.7K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 89 $16.3K <0.01% +3 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 85 $15.6K <0.01% -60 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 63 $11K 0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 60 $11K <0.01% -2 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 53 $9.72K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 45 $8.25K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 37 $6.7K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 36 $6.6K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 32 $6K <0.01% 0 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 31 $5.68K <0.01% +8 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 29 $5.36K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 28 $5.13K <0.01% +2 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 30 $5K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 23 $4.22K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 20 $3.68K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 16 $2.93K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 14 $2.57K <0.01% +2 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 14 $2.57K <0.01% +8 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 11 $2.02K <0.01% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 11 $2.02K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 11 $2.02K <0.01% 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 10 $1.83K <0.01% new 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 10 $1.83K <0.01% +2 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 9 $1.65K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 5 $917 <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 4 $733 <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3 $550 <0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 3 $550 <0.01% 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2 $367 <0.01% +1 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1 $183 <0.01% -29 13F-HR Timeline Group