Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 4,135 $340K 0.09% 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 4,073 $335K 0.01% -140 13F-HR/A Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 3,936 $323K <0.01% +1,903 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 3,641 $308K 0.01% -2,100 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 3,673 $302K 0.12% -102 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 3,668 $301K <0.01% 0 13F-HR/A Timeline Aristides Capital LLC More: the full row for Aristides Capital LLC 3,635 $299K 0.1% new 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 3,501 $293K 0.01% -842 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 3,529 $290K <0.01% -33,331 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,453 $284K 0.01% +402 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 3,415 $280K 0.05% new 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,346 $275K 0.01% new 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 3,336 $274K 0.01% -1,741 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 3,313 $272K 0.03% +1,000 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 3,300 $271K 0.05% +1,200 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 3,251 $267K 0.03% new 13F-HR Timeline Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 3,191 $262K <0.01% +507 13F-HR Timeline Group DNB Asset Management AS in group DNB Asset Management AS More: the full row for DNB Asset Management AS 3,136 $258K <0.01% new 13F-HR Timeline Group Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 3,130 $257K <0.01% -45,099 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 3,094 $254K <0.01% -165 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,057 $251K <0.01% new 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 3,043 $250K 0.02% new 13F-HR Timeline Group Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 3,043 $250K <0.01% +523 13F-HR Timeline Group Utah Retirement Systems More: the full row for Utah Retirement Systems 3,005 $247K <0.01% 0 13F-HR Timeline AMALGAMATED BANK More: the full row for AMALGAMATED BANK 2,983 $245K <0.01% -617 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 2,894 $238K <0.01% -471 13F-HR/A Timeline Group Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 2,893 $238K 0.02% new 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 2,930 $237K 0.04% +353 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 2,819 $232K <0.01% new 13F-HR/A Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,778 $228K 0.01% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,771 $228K 0.01% +92 13F-HR Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 2,693 $221K <0.01% 0 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 2,669 $219K 0.09% +86 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 2,614 $215K 0.15% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,573 $211K <0.01% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 2,572 $211K <0.01% new 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,536 $208K <0.01% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,522 $207K <0.01% -1,361 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 2,471 $203K 0.07% +684 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 2,440 $200K 0.17% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,418 $199K <0.01% +1,440 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 2,413 $198K 0.09% 0 13F-HR Timeline Group PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 1,971 $162K 0.02% new 13F-HR Timeline NEW YORK STATE TEACHERS RETIREMENT SYST… More: the full row for NEW YORK STATE TEACHERS RETIREMENT SYSTEM 1,949 $160K <0.01% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,892 $155K 0.04% +516 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,715 $141K <0.01% +353 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,689 $139K <0.01% -1,298 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,680 $136K <0.01% -373 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,520 $125K <0.01% +11 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,520 $125K <0.01% -209 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,518 $125K <0.01% +422 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,381 $113K <0.01% -1,432 13F-HR Timeline Group STRS OHIO More: the full row for STRS OHIO 1,340 $110K <0.01% -22 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,251 $103K <0.01% +755 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 1,245 $102K <0.01% -39 13F-HR Timeline Group Avanza Fonder AB More: the full row for Avanza Fonder AB 1,119 $91.9K <0.01% 0 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 1,071 $87K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 980 $80K 0.06% +137 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 821 $67K <0.01% 0 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 782 $64K <0.01% -513,371 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 754 $61.9K <0.01% +328 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 736 $60.4K 0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 605 $49.7K 0.01% +58 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 604 $49.6K <0.01% -33 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 601 $49.4K <0.01% -1,294 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 535 $43.9K <0.01% 0 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 529 $43.4K <0.01% -75 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 509 $41.8K <0.01% -24 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 486 $41K <0.01% +95 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) 431 $35.4K <0.01% +314 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 416 $35.1K <0.01% +76 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 407 $33.4K <0.01% +342 13F-HR Timeline Group Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 394 $32.4K 0.03% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 379 $31.1K <0.01% -101 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 371 $30K <0.01% -44 13F-HR Timeline Group Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 352 $28.9K <0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 333 $27.3K <0.01% -239 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 321 $26.4K <0.01% +100 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 298 $24.5K <0.01% +181 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 296 $24.3K <0.01% +84 13F-HR/A Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 293 $24.1K <0.01% -88 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 270 $22.2K <0.01% +97 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 269 $22.1K <0.01% -258 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 258 $21.2K <0.01% +240 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 229 $18.8K <0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 228 $18.7K <0.01% +213 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 223 $18.3K <0.01% +77 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 215 $18K <0.01% +206 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 200 $16.4K 0.01% 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 187 $15.4K 0.01% +136 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 185 $15.2K <0.01% new 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 183 $15K 0.01% +60 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 177 $15K <0.01% -200,762 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 165 $13.6K <0.01% -7,161 13F-HR/A Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 156 $12.8K <0.01% +98 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 138 $11.3K <0.01% +74 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/ 133 $10.9K <0.01% new 13F-HR Timeline Group JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 115 $9.45K <0.01% new 13F-HR/A Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 106 $8.56K <0.01% -90 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 102 $8.38K <0.01% +19 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 98 $8.05K <0.01% +12 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 90 $7.39K <0.01% new 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 82 $6.74K <0.01% -186 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 80 $6.57K <0.01% +25 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 79 $6.48K <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 70 $5.75K <0.01% +20 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 66 $5.42K <0.01% -315 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 58 $4.76K <0.01% +28 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 58 $4.76K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 53 $4.33K <0.01% +20 13F-HR Timeline Group DAGCO, INC. More: the full row for DAGCO, INC. 50 $4.11K <0.01% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 50 $4.11K 0.02% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 49 $4.03K <0.01% +17 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 52 $4K <0.01% -3 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 46 $3.78K <0.01% +15 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 42 $3.45K <0.01% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 40 $3.29K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 40 $3.29K <0.01% -327 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 39 $3.2K <0.01% +34 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 37 $3.04K <0.01% -56 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 42 $3K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Addison Advisors LLC More: the full row for Addison Advisors LLC 30 $2.46K <0.01% +20 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 29 $2.38K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 27 $2.22K <0.01% -8 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 27 $2.22K <0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 26 $2.13K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 24 $1.97K <0.01% +1 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 21 $1.73K <0.01% -51 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 15 $1.23K <0.01% +1 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 14 $1.15K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 17 $1K <0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 12 $1K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 12 $986 <0.01% +10 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 11 $903 <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 11 $903 <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 10 $822 <0.01% +8 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 10 $821 <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 10 $821 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 10 $821 <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 9 $740 <0.01% new 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 8 $657 <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 7 $575 <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 6 $493 <0.01% -23 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 6 $493 <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 6 $487 <0.01% -2 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5 $411 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 5 $411 <0.01% -2 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 5 $411 <0.01% +3 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 3 $246 <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 3 $246 <0.01% -12 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 3 $246 <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 2 $165 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 2 $164 <0.01% -4 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1 $110 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1 $83 <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1 $82 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 1 $82 <0.01% -8 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $82 <0.01% new 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 1 $69 <0.01% new 13F-HR Timeline