Brookfield Corp /ON/ in group Brookfield Corp /ON/ More: the full row for Brookfield Corp /ON/ 81,306,719 $2.19B 2.72% +6,967,670 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 17,738,900 $478M 0.08% +993,144 13F-HR Timeline Group PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 10,305,148 $278M +177,260 Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 8,975,587 $243M 0.18% -59,107 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 8,394,947 $227M 0.09% +1,415,989 13F-HR Timeline Group STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 4,867,084 $131M 0.29% +2,732,542 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 4,567,224 $123M 0.3% -23,348 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,029,046 $109M 0.01% +1,189,130 13F-HR/A Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 2,989,622 $80.8M 0.14% +127,450 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 2,829,649 $76.3M 0.31% +78,068 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 2,882,310 $76.2M 0.08% +185,045 13F-HR Timeline Group Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 2,736,463 $73.9M 0.19% +2,133,515 13F-HR Timeline TD Asset Management Inc More: the full row for TD Asset Management Inc 2,696,678 $73M 0.06% +511,529 13F-HR Timeline CCLA Investment Management More: the full row for CCLA Investment Management 2,199,682 $59.3M 0.95% -164,160 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 1,948,510 $52.6M 0.09% +233,049 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,852,822 $50M 0.01% +60,990 13F-HR Timeline Group PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 1,678,827 $45.4M 0.5% +608,188 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 1,408,205 $38M <0.01% -308,103 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,195,658 $32.2M <0.01% -194,768 13F-HR/A Timeline Group INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 1,156,587 $31.3M 0.9% +360,820 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 1,115,743 $30.2M 0.02% +862,280 13F-HR Timeline Group BANK OF NOVA SCOTIA group of 2 filers holding More: the full row for BANK OF NOVA SCOTIA 1,044,706 $28.2M -203,027 Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 936,892 $25.9M 0.11% -286,270 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 833,139 $22.5M 0.14% +18,887 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. 802,104 $21.7M 0.03% +428,400 13F-HR Timeline Group MORGUARD LINCLUDEN GLOBAL INVESTMENTS L… More: the full row for MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 575,275 $21.3M 1.81% -26,069 13F-HR Timeline Liontrust Investment Partners LLP More: the full row for Liontrust Investment Partners LLP 786,251 $21.2M 0.31% -132,851 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 781,437 $21.1M 0.01% +611,816 13F-HR Timeline Group BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 780,705 $21.1M 0.53% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 735,124 $19.8M 0.08% +79,984 13F-HR Timeline Franklin Resources group of 2 filers holding More: the full row for Franklin Resources 714,161 $19.3M +645,694 Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 706,122 $19M 0.03% -71,188 13F-HR Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 696,254 $18.8M 0.01% +35,540 13F-HR Timeline Group Deltroit Asset Management (UK) LLP More: the full row for Deltroit Asset Management (UK) LLP 553,783 $14.9M 2.45% 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 511,152 $13.8M 0.02% -47,075 13F-HR/A Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 468,575 $12.6M 0.07% 0 13F-HR Timeline Group Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 465,393 $12.6M 0.58% 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 430,889 $11.6M 0.01% new 13F-HR Timeline Group CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 416,093 $11.2M 1.64% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 409,932 $11.1M 0.13% +1,020 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 349,407 $9.45M 0.06% -19,620 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 343,795 $9.27M 0.05% -17,250 13F-HR Timeline Alberta Investment Management Corp More: the full row for Alberta Investment Management Corp 310,100 $8.38M 0.05% +28,900 13F-HR/A Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 280,433 $7.56M 0.02% -66,464 13F-HR Timeline Rempart Asset Management Inc. More: the full row for Rempart Asset Management Inc. 276,764 $7.48M 1.41% -590 13F-HR Timeline SIG North Trading, ULC More: the full row for SIG North Trading, ULC 256,429 $6.92M 1.21% +243,402 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 241,002 $6.5M <0.01% +221,249 13F-HR Timeline Group NewGen Asset Management Ltd More: the full row for NewGen Asset Management Ltd 239,500 $6.47M 4.14% 0 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 224,844 $6.05M 0.14% +96,127 13F-HR/A Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 201,231 $5.43M 0.03% +58 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 189,640 $5.11M <0.01% -46,299 13F-HR Timeline Group Ovata Capital Management Ltd in group Ovata Capital Management Ltd More: the full row for Ovata Capital Management Ltd 180,781 $4.88M 0.59% +5,855 13F-HR/A Timeline Group WHITEBOX ADVISORS LLC More: the full row for WHITEBOX ADVISORS LLC 170,000 $4.58M 0.08% new 13F-HR Timeline Northern Right Capital Management, L.P. More: the full row for Northern Right Capital Management, L.P. 162,398 $4.38M 1.15% +85,782 13F-HR Timeline Arosa Capital Management LP More: the full row for Arosa Capital Management LP 155,000 $4.18M 2.68% new 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 145,050 $3.91M -1,051,598 Timeline DAVIS-REA LTD. More: the full row for DAVIS-REA LTD. 142,596 $3.86M 0.97% -7,900 13F-HR Timeline WALNUT PRIVATE EQUITY PARTNERS, LLC More: the full row for WALNUT PRIVATE EQUITY PARTNERS, LLC 131,804 $3.55M 2.07% 0 13F-HR Timeline K2 PRINCIPAL FUND, L.P. More: the full row for K2 PRINCIPAL FUND, L.P. 129,900 $3.47M 0.36% new 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 125,417 $3.38M <0.01% +12,398 13F-HR Timeline Group BRITISH COLUMBIA INVESTMENT MANAGEMENT … More: the full row for BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 121,830 $3.29M 0.02% -577 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 119,101 $3.22M 1.87% +770 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 101,946 $2.75M 0.88% +3,524 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 95,210 $2.57M 1.2% -27,992 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 93,743 $2.53M <0.01% -202,399 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 92,140 $2.49M <0.01% +8,334 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 82,792 $2.23M <0.01% -1,313 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 72,485 $1.95M <0.01% +13,523 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 71,736 $1.93M 0.02% +222 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 71,096 $1.92M <0.01% -381,963 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 69,912 $1.89M 0.01% +532 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 68,419 $1.85M 0.23% +9 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 67,350 $1.82M <0.01% +57,959 13F-HR Timeline Group SFE Investment Counsel More: the full row for SFE Investment Counsel 66,045 $1.78M 0.28% +2,508 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 64,295 $1.73M <0.01% +16,852 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 63,723 $1.72M 0.01% +3,931 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 62,806 $1.69M <0.01% +3,518 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 62,600 $1.69M 0.16% new 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 58,741 $1.58M 0.12% -12,665 13F-HR Timeline NEXPOINT ASSET MANAGEMENT, L.P. in group NEXPOINT ASSET MANAGEMENT, L.… More: the full row for NEXPOINT ASSET MANAGEMENT, L.P. 57,506 $1.55M 0.11% 0 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 56,537 $1.52M 0.03% -1,881 13F-HR Timeline Gunderson Capital Management LLC More: the full row for Gunderson Capital Management LLC 55,032 $1.48M 0.67% -1,142 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 54,295 $1.46M 0.02% 0 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 52,726 $1.42M 0.07% -380 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 49,350 $1.33M 0.04% 0 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 48,359 $1.3M <0.01% +1,623 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 47,101 $1.27M <0.01% new 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 46,334 $1.25M <0.01% -363 13F-HR Timeline Group MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. in group Mirae Asset Global Investment… More: the full row for MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 45,400 $1.23M <0.01% -667 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 41,575 $1.12M <0.01% -8,474 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 39,782 $1.07M 0.03% new 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 37,975 $1.02M 0.01% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 36,212 $977K <0.01% -1,068 13F-HR Timeline Group NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 35,777 $964K 0.24% -1,110 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 34,758 $937K <0.01% +4,591 13F-HR Timeline PenderFund Capital Management Ltd. More: the full row for PenderFund Capital Management Ltd. 30,000 $811K 0.13% 0 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 30,000 $809K 0.01% 0 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 29,898 $808K 0.02% -3,750 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 29,600 $798K 0.02% 0 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 27,045 $763K 0.02% -1,334 13F-HR Timeline Group Investment Management Corp of Ontario More: the full row for Investment Management Corp of Ontario 28,153 $759K 0.01% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 27,836 $751K <0.01% +2,081 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 25,720 $694K <0.01% -137 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 25,571 $692K 0.05% -1,225 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 23,178 $625K <0.01% -703 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 22,451 $606K 0.27% 0 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 22,191 $598K <0.01% +11,660 13F-HR Timeline Group Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 21,925 $591K 0.65% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 21,499 $580K <0.01% +5,122 13F-HR Timeline Group Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 21,459 $579K 0.07% -5,198 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 21,124 $570K <0.01% -5,198 13F-HR Timeline Group Walter Public Investments Inc. More: the full row for Walter Public Investments Inc. 21,000 $567K 0.1% 0 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 20,175 $544K 0.21% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 20,000 $539K 0.13% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 18,657 $503K <0.01% +8 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 18,112 $488K <0.01% -419 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 17,681 $477K <0.01% +5 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 17,060 $460K 0.01% 0 13F-HR Timeline Group Susquehanna Portfolio Strategies, LLC in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for Susquehanna Portfolio Strategies, LLC 16,900 $456K 0.01% 0 13F-HR Timeline Group Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 16,837 $455K <0.01% -7,500 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 16,397 $442K <0.01% +2,547 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 16,254 $438K +7,760 Timeline GEODE CAPITAL MANAGEMENT, LLC in group GEODE CAPITAL MANAGEMENT, LLC More: the full row for GEODE CAPITAL MANAGEMENT, LLC 10,032 $372K <0.01% new 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 13,524 $372K 0.04% -905 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 13,450 $363K 0.06% -2,500 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 13,425 $362K 0.09% -270 13F-HR Timeline Public Sector Pension Investment Board More: the full row for Public Sector Pension Investment Board 13,332 $360K <0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 12,839 $346K 0.02% -8,204 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 12,775 $345K 0.02% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 12,095 $337K 0.15% 0 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 12,062 $325K 0.13% +108 13F-HR Timeline GUARDIAN CAPITAL LP group of 2 filers holding More: the full row for GUARDIAN CAPITAL LP 11,567 $313K -64,541 Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 11,472 $309K 0.13% 0 13F-HR Timeline Ketron Financial More: the full row for Ketron Financial 11,292 $305K 0.1% 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 10,637 $304K 0.06% +75 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 11,046 $298K <0.01% +29 13F-HR Timeline Group American Trust Investment Advisors, LLC More: the full row for American Trust Investment Advisors, LLC 10,225 $276K 0.15% 0 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 10,000 $271K 0.04% 0 13F-HR Timeline S&CO INC More: the full row for S&CO INC 10,000 $269K 0.02% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 9,599 $259K 0.01% 0 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 9,483 $256K 0.03% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 9,431 $254K <0.01% -600 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 9,386 $253K <0.01% 0 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 9,300 $251K <0.01% +1,900 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 9,262 $250K 0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 8,866 $239K 0.04% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 8,790 $237K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 8,645 $233K <0.01% +750 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 8,621 $233K 0.01% +283 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 8,561 $231K 0.01% 0 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 8,356 $225K 0.06% 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) 7,795 $210K 0.01% +7,653 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 7,783 $208K 0.01% new 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 7,615 $205K <0.01% -10,086 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 7,541 $203K <0.01% new 13F-HR Timeline Corient Private Wealth LP group of 2 filers holding More: the full row for Corient Private Wealth LP 7,500 $202K -4,142 Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 7,201 $194K 0.01% 0 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 6,512 $176K 0.1% new 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 6,410 $173K 0.05% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 5,895 $159K 0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 5,730 $155K <0.01% +1 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 5,550 $150K <0.01% +2,500 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 5,200 $140K 0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,973 $134K <0.01% -470 13F-HR Timeline Group MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 4,000 $108K 0.02% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,835 $103K <0.01% +1,403 13F-HR/A Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,650 $98.4K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 3,500 $94.4K 0.07% 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 2,959 $80K 0.02% +165 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,207 $59.5K <0.01% +1,633 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2,120 $57.2K 0.01% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,100 $56.6K 0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 2,000 $53.9K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,974 $53.2K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,830 $49.4K 0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,800 $48.5K <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,339 $36.2K <0.01% 0 13F-HR Timeline Group Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,268 $34.2K 0.02% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,218 $32.8K <0.01% -137 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,124 $30.3K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,073 $28.9K <0.01% -1 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,065 $28.7K 0.02% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 28,270 $28.3K <0.01% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 1,013 $27.3K 0.01% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,000 $27K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 950 $25.6K <0.01% 0 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 945 $25.5K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 940 $25K <0.01% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 918 $24.8K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 900 $24.3K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 758 $20.5K <0.01% +302 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 675 $18.2K <0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 652 $17.6K <0.01% 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 500 $13.5K 0.01% +200 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 457 $12.3K <0.01% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 450 $12K <0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 421 $11.4K <0.01% new 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 400 $10.8K 0.01% -351 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 396 $10.7K <0.01% -7,465 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 391 $10.5K <0.01% new 13F-HR Timeline