Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 23,079 $2.09M 0.03% +6,498 13F-HR Timeline Group Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 22,920 $2.08M 0.47% +13,927 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 22,562 $2.04M <0.01% new 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 22,185 $2.01M <0.01% -505 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 21,181 $1.92M 0.01% +380 13F-HR Timeline Group Qtron Investments LLC More: the full row for Qtron Investments LLC 20,282 $1.84M 0.24% -2,302 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 19,870 $1.8M 0.02% +70 13F-HR Timeline LRT Capital Management, LLC More: the full row for LRT Capital Management, LLC 19,467 $1.76M 1.51% -15,242 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 19,331 $1.75M 0.01% +736 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 19,087 $1.73M new Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 18,922 $1.71M <0.01% +1,112 13F-HR Timeline Group Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 18,792 $1.7M 0.08% +1,062 13F-HR Timeline Delaney Capital Management Ltd. More: the full row for Delaney Capital Management Ltd. 17,274 $1.57M 0.26% 13F-HR Timeline CAPITAL GROUP INVESTMENT MANAGEMENT PTE… group of 2 filers holding More: the full row for CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. 16,803 $1.52M 0 Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 16,775 $1.52M 0.02% -7 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 16,773 $1.52M 0.03% +3,055 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 16,523 $1.5M 0.22% -218 13F-HR Timeline Group First Bank & Trust More: the full row for First Bank & Trust 16,164 $1.46M 0.24% -8,591 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 15,990 $1.45M <0.01% +1,473 13F-HR/A Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 15,446 $1.4M <0.01% +991 13F-HR Timeline Group Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 15,140 $1.37M 0.08% +1,890 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 14,959 $1.36M <0.01% +8,173 13F-HR/A Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 14,646 $1.33M <0.01% +946 13F-HR Timeline Group BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 56,900 $1.33M 0.32% +53,496 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 14,512 $1.31M 0.39% -170 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 14,446 $1.31M 0.04% 0 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 14,413 $1.31M +1,317 Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 13,814 $1.25M 0.04% +1,465 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 13,736 $1.25M <0.01% +2,673 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 12,776 $1.16M <0.01% +5,335 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 12,582 $1.14M 0.34% 0 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) 12,415 $1.12M 0.03% +10,612 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 12,300 $1.12M 0.12% -450 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 12,104 $1.11M 0.11% -109 13F-HR Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 11,700 $1.06M 0.01% -8,468 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 11,497 $1.04M 0.04% +33 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 11,298 $1.02M 0.59% +930 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 11,045 $1M <0.01% +1,637 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 11,040 $1M 0.5% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 10,872 $985K <0.01% +1,037 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 10,387 $941K 0.25% -1,417 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 10,176 $922K 0.01% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 10,095 $915K 0.02% -371 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 9,961 $903K 0.05% 0 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 9,857 $893K <0.01% +2 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 9,716 $880K <0.01% +114 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 9,430 $854K 0.05% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 9,400 $852K <0.01% -19,932 13F-HR Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 9,153 $829K 0.01% +4,509 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 9,153 $829K <0.01% +4,231 13F-HR/A Timeline Group CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 9,136 $828K 0.01% new 13F-HR Timeline Group MQS Management LLC More: the full row for MQS Management LLC 8,767 $794K 0.47% +3,425 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 8,626 $782K <0.01% +3,440 13F-HR Timeline Group Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 8,503 $770K 0.11% 0 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 5,925 $737K 0.17% -7,453 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 7,849 $711K 0.01% -328 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 7,841 $709K 0.01% -2,890 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 7,700 $697K 0.2% new 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 7,614 $690K 0.07% 0 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 7,610 $690K <0.01% -645 13F-HR/A Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 7,601 $689K 0.01% +388 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 7,499 $679K 0.03% +77 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 7,412 $673K <0.01% -3,726 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 7,319 $663K <0.01% -124 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 7,182 $651K <0.01% -536 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 7,146 $647K 0.19% new 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 7,044 $638K 0.08% 0 13F-HR Timeline Bristol Gate Capital Partners Inc. More: the full row for Bristol Gate Capital Partners Inc. 6,931 $629K 0.04% new 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 6,920 $627K 0.02% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 6,917 $627K 0.02% -59 13F-HR Timeline 111 Capital More: the full row for 111 Capital 6,864 $622K 0.14% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 6,804 $617K 0.01% 0 13F-HR Timeline Ewing Morris & Co. Investment Partners … More: the full row for Ewing Morris & Co. Investment Partners Ltd. 6,640 $615K 0.27% +47 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 6,715 $608K 0.48% -11,632 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 6,657 $603K 0.01% +249 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 6,626 $600K 0.08% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 6,483 $587K 0.01% +300 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 6,438 $583K <0.01% +160 13F-HR Timeline Group Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 6,353 $576K 0.12% 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 6,320 $573K 0.13% 0 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 6,000 $544K 0.04% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,894 $534K <0.01% +1,131 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 5,846 $531K <0.01% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 5,815 $527K <0.01% -164 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 5,704 $517K 0.03% +36 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 5,693 $516K 0.01% +1,647 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 5,646 $512K 0.06% 0 13F-HR Timeline Todd Wealth Management, LLC More: the full row for Todd Wealth Management, LLC 5,514 $500K 0.45% 13F-HR Timeline PCJ Investment Counsel Ltd. More: the full row for PCJ Investment Counsel Ltd. 5,450 $494K 0.12% -51,670 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 5,201 $471K <0.01% 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 5,119 $464K 0.01% 0 13F-HR Timeline MASSACHUSETTS FINANCIAL SERVICES CO /MA/ in group MASSACHUSETTS FINANCIAL SERVI… More: the full row for MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 5,112 $463K <0.01% -135,795 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,016 $454K 0.06% +619 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 5,000 $453K 0.01% 0 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 4,860 $441K 0.24% -400 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 4,860 $441K <0.01% 0 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 4,862 $441K 0.05% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 4,767 $432K 0.03% -32 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 4,757 $431K 0.01% new 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 4,750 $430K 0.29% -440 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 3,839 $422K 0.2% +559 13F-HR Timeline Group Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 4,495 $407K 0.04% -222 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 4,403 $399K 0.04% new 13F-HR Timeline VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 4,327 $392K 0.2% -347 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 4,300 $390K 0.07% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 4,255 $386K <0.01% +808 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 4,230 $383K 0.04% 0 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 4,200 $381K 0.07% 0 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 4,170 $378K <0.01% +162 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 4,148 $376K 0.08% 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 4,126 $375K <0.01% +453 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 4,115 $373K 0.06% -516 13F-HR/A Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 4,111 $372K <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 4,087 $370K 0.08% -50 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 4,050 $367K 0.01% -915 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 4,000 $362K 0.07% 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,954 $358K 0.02% +53 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,926 $356K 0.01% +593 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,881 $352K 0.01% -114 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 3,832 $347K 0.07% +116 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 3,747 $340K 0.19% -1,973 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 3,740 $339K 0.18% +632 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,733 $338K 0.01% +329 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 3,675 $333K 0.12% +488 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 3,637 $330K <0.01% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 4,031 $329K <0.01% 0 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,617 $328K 0.02% +395 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 3,593 $326K <0.01% -60 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 3,558 $325K <0.01% 0 13F-HR Timeline Group SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,577 $324K 0.07% +4 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 3,571 $324K 0.1% +207 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 3,499 $317K 0.05% new 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 3,447 $316K 0.23% 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 3,478 $315K <0.01% -275 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,449 $313K 0.01% +13 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,402 $311K 0.02% +138 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 3,394 $308K 0 Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 3,360 $304K 0.33% 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,268 $296K 0.01% +376 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,145 $285K 0.01% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 3,072 $278K 0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 2,994 $271K 0.07% +2,279 13F-HR/A Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 2,979 $270K <0.01% -654 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,948 $267K 0.01% -146 13F-HR Timeline Group CAP Partners, LLC More: the full row for CAP Partners, LLC 2,933 $266K 0.15% -132 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 2,926 $265K 0.01% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 2,910 $264K <0.01% +254 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,910 $264K <0.01% 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,900 $263K 0.04% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,895 $262K 0.01% 0 13F-HR/A Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,854 $259K 0.05% new 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 2,814 $255K 0.02% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,809 $255K 0.01% 0 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 2,789 $253K 0.05% 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 2,788 $253K <0.01% new 13F-HR/A Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,787 $253K 0.01% -1,341 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 2,782 $252K 0.06% new 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 2,760 $251K 0.16% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 2,719 $246K 0.1% 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 2,664 $241K 0.13% -75 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,648 $240K <0.01% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,628 $238K <0.01% -741 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 2,597 $236K 0.02% -36,900 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,590 $235K 0.07% +41 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 2,554 $231K 0.08% -48 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,541 $230K <0.01% +252 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,527 $229K 0.01% +565 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,488 $225K <0.01% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,485 $225K 0.02% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 2,446 $222K <0.01% new 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,443 $221K 0.02% new 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 2,388 $218K <0.01% new 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 2,400 $217K 0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,376 $217K 0.12% 0 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 2,396 $217K 0.05% new 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 2,373 $215K <0.01% new 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 2,340 $212K 0.03% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 2,312 $211K <0.01% -1,276 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 2,326 $211K 0.02% 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 2,276 $206K <0.01% new 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,266 $205K 0.01% new 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 2,230 $202K 0.03% new 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 2,026 $186K 0.08% +270 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 2,000 $182K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,000 $181K 0.01% 0 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,000 $181K 0.01% 0 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,936 $175K 0.02% +128 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 1,871 $170K <0.01% -729 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 1,150 $143K 0.04% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,519 $138K <0.01% 0 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,431 $131K <0.01% +708 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,432 $130K <0.01% +775 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,406 $127K <0.01% +5 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,406 $127K <0.01% +272 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,009 $125K 0.01% +18 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,337 $121K <0.01% +151 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,332 $121K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,256 $114K 0.02% +604 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,212 $110K <0.01% +500 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,204 $109K <0.01% +13 13F-HR Timeline