Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 434 $267K 0.02% -17 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 430 $265K <0.01% new 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 426 $262K 0.13% +29 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 425 $262K 0.02% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 421 $259K <0.01% +36 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 417 $257K <0.01% new 13F-HR Timeline MASSACHUSETTS FINANCIAL SERVICES CO /MA/ in group MASSACHUSETTS FINANCIAL SERVI… More: the full row for MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 409 $252K <0.01% -107,450 13F-HR Timeline Group Mitsubishi UFJ Trust & Banking Corp group of 2 filers holding More: the full row for Mitsubishi UFJ Trust & Banking Corp 406 $250K +228 Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 405 $249K 0.01% new 13F-HR Timeline Group Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 403 $248K 0.05% new 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 401 $247K <0.01% new 13F-HR Timeline Group FARALLON CAPITAL MANAGEMENT, L.L.C. More: the full row for FARALLON CAPITAL MANAGEMENT, L.L.C. 400 $246K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 400 $246K 0.01% -4,881 13F-HR Timeline Group BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 400 $246K 0.05% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 393 $242K 0.02% -18 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 393 $242K 0.01% +11 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 384 $237K 0.21% new 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 383 $236K 0.01% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 374 $230K 0.01% -9 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 367 $226K 0.07% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 361 $222K 0.03% +33 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 361 $222K 0.24% new 13F-HR/A Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 358 $220K 0.05% new 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 356 $219K 0.01% new 13F-HR Timeline Group RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 355 $219K 0.11% new 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 351 $216K 0.04% new 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 350 $215K 0.04% -174 13F-HR Timeline Group Olympiad Research LP More: the full row for Olympiad Research LP 348 $214K 0.25% new 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 343 $211K 0.01% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 341 $210K 0.01% -146 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 337 $207K <0.01% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 328 $202K 0.01% +169 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 327 $201K 0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 325 $200K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 307 $189K 0.01% +172 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 305 $187K <0.01% -28 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 303 $186K <0.01% +11 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 277 $171K 0.11% +30 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 271 $167K 0.01% +144 13F-HR/A Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 268 $165K 0.01% -11 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 254 $156K 0.24% -45 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 250 $154K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 231 $142K <0.01% +208 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 229 $141K 0.06% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 200 $123K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 200 $123K 0.03% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 191 $118K <0.01% -311 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 186 $114K 0.01% -62 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 174 $107K 0.01% 0 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 173 $107K <0.01% +24 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 182 $104K <0.01% -3 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 166 $102K <0.01% +114 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 161 $99.1K <0.01% +56 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 150 $92.8K <0.01% +28 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 150 $92.6K <0.01% -68 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 150 $92.6K 0.01% -103 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 156 $85.3K <0.01% +5 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 137 $84.3K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 110 $67.7K <0.01% 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 109 $67.1K <0.01% +21 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 106 $65.2K 0.01% +97 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 99 $60.9K 0.05% -136 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 98 $60.3K 0.01% +84 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 74 $45.5K 0.02% -101 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 65 $40.2K 0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 65 $40K <0.01% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 55 $33.8K 0.02% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 55 $33.8K 0.02% 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 54 $33.3K <0.01% -2 13F-HR/A Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 53 $32.6K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 52 $32K 0.03% -42 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 51 $31.4K <0.01% +13 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 49 $30.2K <0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 48 $29.5K <0.01% new 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 47 $28.9K <0.01% 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 46 $27.9K <0.01% +2 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 42 $25K <0.01% +4 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 40 $24.6K <0.01% +4 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 35 $22K 0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 34 $20.9K 0 Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 51 $20.3K 0.01% +18 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD group of 2 filers holding More: the full row for NOMURA ASSET MANAGEMENT CO LTD 33 $20.3K -1,988 Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 32 $19.7K <0.01% new 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 31 $19.1K <0.01% -14 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 31 $19.1K <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 30 $18.6K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 30 $18.5K 0.01% -10 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 30 $18.5K <0.01% +17 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 29 $17.8K <0.01% +9 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 28 $17.2K <0.01% new 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 27 $16.6K <0.01% new 13F-HR Timeline Security National Bank More: the full row for Security National Bank 25 $15.4K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 21 $12.9K <0.01% -1 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 20 $12.3K <0.01% +3 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 18 $11.1K <0.01% +4 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 17 $10.5K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 17 $10.5K <0.01% -4 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 13 $8K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 12 $7.03K <0.01% +10 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 11 $6.77K <0.01% +5 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 11 $6.77K <0.01% -3 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 10 $6.15K <0.01% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 10 $6.15K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 9 $5.54K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 8 $4.92K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 7 $4.58K <0.01% -4 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 7 $4.31K <0.01% +4 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 7 $4.31K <0.01% -1 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 6 $3.69K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 6 $3.69K <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 6 $3.63K <0.01% new 13F-HR/A Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 5 $3.08K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 5 $3.08K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 4 $2.47K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 4 $2.46K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 4 $2.46K <0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 4 $2.38K <0.01% -9 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 4 $2K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 3 $1.85K <0.01% +1 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 3 $1.85K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 3 $1.85K <0.01% -4 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 3 $1.85K <0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 3 $1.72K <0.01% +1 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 2 $1.23K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 2 $1.23K <0.01% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 2 $1.23K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2 $1.23K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2 $1.23K <0.01% +1 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 2 $1.23K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 2 $1K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1 $635 <0.01% -15 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1 $616 <0.01% -6 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1 $616 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $616 <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1 $615 <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1 $615 <0.01% -11 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1 $615 <0.01% +1 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1 $615 <0.01% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 1 $615 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -56 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.