DF DENT & CO INC More: the full row for DF DENT & CO INC 3,276 $221K <0.01% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 3,208 $217K <0.01% -74 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 3,201 $216K 0.06% 0 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 3,175 $214K 0.11% -197 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,080 $208K 0.01% +25 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 3,061 $207K <0.01% +107 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 3,057 $206K 0.01% new 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 3,015 $204K 0.15% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,941 $199K <0.01% -38 13F-HR Timeline Group Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 2,923 $197K <0.01% 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,812 $190K <0.01% +7 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,775 $187K <0.01% -24 13F-HR/A Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,570 $174K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,318 $157K 0.01% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 2,206 $154K 0.02% -300 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,185 $148K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,172 $147K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,111 $143K <0.01% +468 13F-HR Timeline Group FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 1,927 $130K <0.01% new 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,559 $106K 0.01% -8 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,471 $99K <0.01% -486 13F-HR Timeline Group CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 1,230 $83.1K 0.05% new 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 1,222 $82.5K 0.01% +1,139 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 1,130 $76.3K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,119 $76K 0.04% +1,019 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 968 $65.3K 0.04% +11 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 882 $59.6K <0.01% +47 13F-HR/A Timeline Group State of Wyoming More: the full row for State of Wyoming 832 $56.2K 0.01% +822 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 816 $55.1K <0.01% +32 13F-HR Timeline Walleye Trading LLC in group Walleye Capital LLC More: the full row for Walleye Trading LLC 802 $54.2K <0.01% new 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 797 $53.8K <0.01% -13 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 630 $42.5K <0.01% +7 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 623 $42.1K <0.01% +512 13F-HR Timeline Group PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 617 $41.7K <0.01% -69 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 609 $41.1K <0.01% -47 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 591 $39.9K <0.01% -592 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 575 $38.8K 0.02% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 550 $37.1K <0.01% -78 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 510 $34.4K <0.01% -140 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 474 $32K 0.02% 0 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 453 $31K <0.01% new 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 453 $30.6K <0.01% -100 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 452 $30.5K <0.01% -5 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 418 $28.2K <0.01% +27 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 408 $27.5K <0.01% +302 13F-HR/A Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 400 $27K 0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 317 $21.4K <0.01% -357 13F-HR/A Timeline STRS OHIO More: the full row for STRS OHIO 300 $20.3K <0.01% -300 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 300 $20.3K 0.01% 0 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 290 $19.6K <0.01% 0 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 237 $16K <0.01% +101 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 218 $14.7K <0.01% -28 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 209 $14.1K <0.01% +42 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 210 $14K <0.01% +181 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 200 $13.5K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 200 $13.5K <0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 200 $13.5K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 196 $13.2K <0.01% -80 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 180 $12.2K <0.01% +59 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 177 $12K <0.01% +16 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 132 $9K <0.01% +13 13F-HR Timeline Group C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 127 $8.58K <0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 100 $6.75K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 100 $6.75K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 95 $6.42K <0.01% -76 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 89 $6.01K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 91 $6K <0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 76 $5.13K <0.01% +26 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 71 $4.79K <0.01% +49 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 73 $4.79K <0.01% new 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 70 $4.73K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 69 $4.66K <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 74 $4K <0.01% -9 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 54 $3.65K <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 52 $3.51K <0.01% -1 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 42 $2.84K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 41 $2.78K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 38 $2.57K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 36 $2.43K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 31 $2.09K <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 28 $1.89K <0.01% -123 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 26 $1.76K <0.01% 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 25 $1.69K <0.01% 0 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 23 $1.55K <0.01% -4 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 22 $1.49K <0.01% 0 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 16 $1.08K <0.01% 0 13F-HR/A Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 14 $937 <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 13 $878 <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 12 $811 <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 11 $743 <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 9 $608 <0.01% +3 13F-HR Timeline Kestra Investment Management, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Investment Management, LLC 9 $608 <0.01% 0 13F-HR/A Timeline Group DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 8 $561 <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 8 $540 <0.01% 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 7 $472 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $406 <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 5 $338 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 5 $338 <0.01% -4 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 4 $270 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 3 $203 <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 3 $203 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $203 <0.01% +2 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2 $136 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 2 $135 <0.01% +1 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1 $68 <0.01% -1 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $68 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.