GAMMA Investing LLC More: the full row for GAMMA Investing LLC 7,785 $150K 0.01% +226 13F-HR/A Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 7,718 $149K 0.05% -2,329 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 7,340 $138K <0.01% +1,033 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 7,018 $135K <0.01% -1,118 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 6,976 $134K <0.01% +4,039 13F-HR/A Timeline Group Vestcor Inc More: the full row for Vestcor Inc 6,907 $133K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 6,750 $130K <0.01% -764 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 6,730 $130K 0.01% +5,038 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 6,628 $128K <0.01% +1,942 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 5,940 $114K <0.01% -239 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,659 $109K <0.01% -1,371 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 5,487 $106K 0.01% +925 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 5,104 $98K 0.07% -3,491 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,989 $96K <0.01% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 4,519 $87K <0.01% +300 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 4,495 $86.5K -146,569 Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 4,242 $82K <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 3,910 $75.3K <0.01% new 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,802 $73.2K 0.01% +1,687 13F-HR Timeline STOREBRAND ASSET MANAGEMENT AS More: the full row for STOREBRAND ASSET MANAGEMENT AS 3,746 $72.1K <0.01% -3,426 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 212 $68.3K 0.02% -3,264 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 3,443 $66.3K 0.01% -2,220 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 3,251 $62.6K <0.01% new 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 3,230 $62.2K 0.01% +207 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 3,179 $61.2K 0.04% -12,358 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,139 $60.4K 0.01% +1,378 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 3,009 $57.9K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,859 $55K <0.01% +476 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,603 $50.1K <0.01% -56 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,592 $49.9K <0.01% +732 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 2,400 $46.2K 0.01% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,250 $43.3K <0.01% +250 13F-HR Timeline Group CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 2,000 $38.5K 0.02% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,829 $35.2K <0.01% +965 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,749 $33.7K <0.01% +14 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,668 $32.1K <0.01% +555 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,639 $31.5K <0.01% -981 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,541 $29.7K <0.01% -170 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,506 $29K <0.01% -110 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,500 $28.9K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,400 $26.9K 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 1,392 $26.8K <0.01% +664 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,328 $25.6K <0.01% -620,887 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,237 $23.8K 0.01% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,200 $23.1K <0.01% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,175 $22.6K 0.01% +255 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,008 $19.4K <0.01% -149 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 1,000 $19.2K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 991 $19.1K <0.01% -473 13F-HR Timeline CX Institutional More: the full row for CX Institutional 979 $19K <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 950 $18.3K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 857 $16.5K <0.01% -784 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 850 $16.4K 0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 829 $16K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 810 $15.6K <0.01% new 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 750 $14.4K 0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 675 $13K 0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 651 $12.5K <0.01% 0 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 646 $12.4K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 633 $12.2K <0.01% +208 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 630 $12.1K 0.01% 0 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 616 $11.9K <0.01% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 600 $11.6K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 586 $11.3K <0.01% +235 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 582 $11.2K <0.01% +437 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 533 $10K <0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 500 $10K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 500 $9.79K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 508 $9.78K <0.01% -1,855 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EASTERN BANK More: the full row for EASTERN BANK 500 $9.62K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 500 $9.62K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 486 $9.36K 0.01% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 463 $9.04K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 500 $9K <0.01% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 484 $9K <0.01% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 463 $8.92K 0.03% +8 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 405 $7.8K <0.01% 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 400 $7.7K <0.01% new 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 400 $7.7K 0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 387 $7.45K <0.01% +33 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 346 $6.66K <0.01% +219 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 345 $6.65K <0.01% -15 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 340 $6.54K <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 328 $6.31K <0.01% 0 13F-HR Timeline Group RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 325 $6.26K <0.01% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 300 $5.78K <0.01% 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 291 $5.6K <0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 281 $5.41K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 259 $4.99K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 254 $4.89K <0.01% +7 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 230 $4.43K <0.01% +90 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 218 $4.2K <0.01% -1,599 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 217 $4.18K <0.01% -76 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 215 $4.14K <0.01% -360 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 208 $4K <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 200 $3.85K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 200 $3.85K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 191 $3.68K <0.01% 0 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 168 $3.23K <0.01% new 13F-HR Timeline Group Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 167 $3.21K <0.01% -54 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 162 $3.12K <0.01% -212 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 192 $3K <0.01% +53 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 136 $3K <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 116 $2.23K <0.01% +85 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 115 $2.21K <0.01% +2 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 113 $2.17K 0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 108 $2.09K <0.01% -285 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 108 $2.08K <0.01% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 100 $1.93K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 95 $1.83K <0.01% +76 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 92 $1.78K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 88 $1.69K <0.01% -32 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 78 $1.51K <0.01% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 71 $1.37K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 71 $1.37K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 67 $1.29K <0.01% +37 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 64 $1.23K <0.01% -1,174 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 58 $1.12K <0.01% -2,583 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 56 $1.08K <0.01% -366 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 52 $1.01K <0.01% +1 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 45 $1K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 30 $1K <0.01% 0 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 4,880 $939 0.04% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 45 $866 <0.01% +30 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 43 $828 <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 44 $809 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 42 $809 <0.01% -2 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 41 $789 <0.01% -306 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 41 $789 <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 39 $751 <0.01% -70 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 38 $732 <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 26 $501 <0.01% new 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 26 $501 <0.01% +11 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 26 $498 <0.01% -16 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 21 $405 <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 20 $385 <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 15 $289 <0.01% +5 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 15 $279 <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 13 $250 <0.01% -25 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 12 $234 <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 12 $231 <0.01% +6 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 10 $193 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 9 $174 <0.01% 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 9 $173 <0.01% -3,000 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 7 $135 <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 6 $117 <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 5 $97 <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 5 $96 <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 1 $20 <0.01% -92 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 49 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -180 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 430 $22 +55 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.