Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 39,646 $623K 0.22% +2,847 13F-HR Timeline Ilmarinen Mutual Pension Insurance Co More: the full row for Ilmarinen Mutual Pension Insurance Co 38,000 $597K <0.01% -17,000 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 37,129 $584K 0.19% +1,594 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 35,918 $565K 0.12% +2,285 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 35,783 $563K <0.01% new 13F-HR Timeline Worth Venture Partners, LLC More: the full row for Worth Venture Partners, LLC 35,500 $558K 1.26% -7,100 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 35,071 $551K <0.01% new 13F-HR Timeline UniSuper Management Pty Ltd More: the full row for UniSuper Management Pty Ltd 34,400 $541K <0.01% -24,200 13F-HR Timeline Vanderbilt University More: the full row for Vanderbilt University 33,021 $519K 0.07% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 32,681 $514K <0.01% new 13F-HR/A Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 32,404 $509K 0.01% +8,398 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 17,021 $499K 0.01% new 13F-HR Timeline Caisse de depot et placement du Quebec More: the full row for Caisse de depot et placement du Quebec 31,400 $494K <0.01% -23,900 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 29,920 $470K 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Capital Square, LLC More: the full row for Capital Square, LLC 29,725 $461K 0.2% 0 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 28,884 $454K 0.15% +16,833 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 28,525 $448K 0.07% +13,100 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 28,356 $446K 0.01% new 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 27,852 $438K 0.04% -770 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 27,697 $435K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 27,504 $432K 0.02% +27,423 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 27,250 $428K 0.27% -75 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 26,742 $420K 0.01% new 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 25,824 $406K 0.11% new 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 25,000 $399K 0.04% 0 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 25,166 $396K <0.01% +11,260 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 24,741 $389K 0.01% new 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 23,411 $373K <0.01% +3,542 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 23,481 $369K <0.01% new 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 23,211 $365K <0.01% +9,038 13F-HR Timeline Foresight Group Ltd Liability Partnersh… More: the full row for Foresight Group Ltd Liability Partnership 22,920 $363K 0.07% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 22,901 $360K <0.01% +5,896 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 22,787 $358K 0.03% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 21,993 $346K <0.01% -192 13F-HR Timeline Group VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 21,854 $344K <0.01% +1,070 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 21,801 $343K <0.01% +2,921 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 21,679 $341K <0.01% -2,118 13F-HR/A Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 21,542 $339K 0.03% +9,331 13F-HR Timeline Group Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 20,817 $327K <0.01% new 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 20,336 $326K <0.01% +275 13F-HR Timeline Group Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 20,670 $325K 0.06% new 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 20,605 $324K <0.01% -356 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 20,568 $323K 0.05% -723 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 20,401 $321K 0.07% -6,325 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 20,242 $318K 0.02% +4,963 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 20,214 $318K <0.01% +495 13F-HR Timeline Group Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 19,953 $314K <0.01% +1,856 13F-HR Timeline Group KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 19,871 $312K 0.15% +4,356 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 19,569 $308K 0.24% new 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 19,238 $303K 0.01% -450,968 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 21,374 $301K 0.01% +9,525 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 19,065 $300K 0.02% +271 13F-HR Timeline B&I Capital AG More: the full row for B&I Capital AG 18,450 $290K 0.64% new 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 18,300 $288K 0.01% +2,409 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 17,702 $282K <0.01% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 17,888 $281K <0.01% +2,578 13F-HR/A Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 17,376 $277K 0.1% 0 13F-HR/A Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 17,452 $274K <0.01% -2,445 13F-HR Timeline Group Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 17,325 $272K 0.13% +171 13F-HR Timeline PINEBRIDGE INVESTMENTS LLC More: the full row for PINEBRIDGE INVESTMENTS LLC 17,089 $269K <0.01% +2,618 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 17,025 $268K <0.01% -1,994 13F-HR Timeline Cruiser Capital Advisors, LLC More: the full row for Cruiser Capital Advisors, LLC 16,922 $266K 0.16% -30,000 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 16,299 $256K <0.01% -1,550 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 16,258 $256K <0.01% -7,952 13F-HR Timeline Group COWA, LLC More: the full row for COWA, LLC 16,000 $252K 0.06% +3,000 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. 15,995 $251K <0.01% -13,968 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 15,759 $248K <0.01% +4,845 13F-HR Timeline Group Dockside LLC More: the full row for Dockside LLC 15,376 $242K 0.06% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 15,202 $239K <0.01% -1,698 13F-HR Timeline Utah Retirement Systems More: the full row for Utah Retirement Systems 15,060 $237K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 14,886 $234K <0.01% -437 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 14,712 $231K 0.05% new 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 14,712 $231K 0.01% new 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 14,180 $223K 0.01% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 13,290 $209K <0.01% new 13F-HR Timeline Group Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 13,280 $209K <0.01% 0 13F-HR Timeline AMALGAMATED BANK More: the full row for AMALGAMATED BANK 12,908 $203K <0.01% -1,068 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 12,768 $201K 0.01% +1,492 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 12,701 $200K <0.01% -31 13F-HR Timeline Group SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 12,500 $196K 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 12,499 $196K <0.01% -7,150 13F-HR Timeline Group DoubleLine ETF Adviser LP More: the full row for DoubleLine ETF Adviser LP 12,491 $196K 0.08% -2,215 13F-HR Timeline Norinchukin Bank, The in group Norinchukin Bank, The More: the full row for Norinchukin Bank, The 12,335 $194K <0.01% -285 13F-HR Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 12,181 $191K 0.18% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 11,487 $182K <0.01% +9,249 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 11,438 $180K 0.01% new 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 11,229 $179K 0.01% new 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 11,354 $178K <0.01% -378 13F-HR Timeline Group West Family Investments, Inc. More: the full row for West Family Investments, Inc. 11,182 $176K 0.05% new 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 11,132 $175K <0.01% -81,818 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 11,044 $174K <0.01% new 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 10,808 $170K <0.01% 0 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 10,677 $168K <0.01% new 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 10,476 $165K 0.01% -70,157 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 10,425 $164K 0.06% -6,265 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 10,084 $159K <0.01% new 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 10,063 $158K 0.07% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 10,040 $158K <0.01% -5,877 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 10,019 $157K 0.01% new 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 10,000 $157K 0.02% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 9,334 $147K <0.01% -2,416 13F-HR Timeline Ninety One UK Ltd More: the full row for Ninety One UK Ltd 8,735 $137K <0.01% new 13F-HR Timeline Franchise GP Ltd More: the full row for Franchise GP Ltd 8,730 $137K 0.06% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 8,275 $130K 0.07% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 7,994 $126K 0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 7,726 $121K <0.01% -970 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 7,311 $115K <0.01% +5,750 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,942 $109K <0.01% +2,014 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 6,715 $106K 0.01% new 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 6,678 $105K <0.01% -5,783 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,423 $101K <0.01% +2,201 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 4,940 $77.7K <0.01% 0 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 4,796 $75.4K <0.01% new 13F-HR Timeline Nykredit A/S in group Nykredit A/S More: the full row for Nykredit A/S 4,765 $74.9K <0.01% 13F-HR/A Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 4,723 $74.2K 0.03% +3,482 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 4,586 $72K 0.04% +382 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 3,840 $60.4K <0.01% -465 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,834 $60.3K <0.01% +1,699 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,545 $55.7K <0.01% +238 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,214 $50.7K <0.01% +428 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 2,858 $44.9K <0.01% -572 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,718 $42.7K <0.01% 0 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 2,404 $37.8K <0.01% +803 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 2,380 $37.4K <0.01% -114,852 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,085 $32.8K 0.01% +51 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,000 $31.4K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,750 $27.5K <0.01% -95 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,490 $23.4K 0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,332 $20.9K <0.01% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,314 $20.7K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,305 $20.5K <0.01% -3,994 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,226 $19.3K <0.01% 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,216 $19.1K <0.01% +742 13F-HR Timeline Group Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 1,175 $18.5K <0.01% -4,691 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,105 $17.8K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,064 $16.7K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 978 $15.4K <0.01% +509 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 956 $15K <0.01% -3,340 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 920 $14.5K <0.01% -816 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 899 $14.1K <0.01% -23 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 865 $13.6K <0.01% new 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 856 $13.5K <0.01% -35 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 825 $13K <0.01% new 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 808 $12.7K <0.01% -550 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 791 $12.4K <0.01% +179 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 719 $11.3K <0.01% new 13F-HR/A Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 708 $11.1K 0.01% +13 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 620 $9.75K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 591 $9.29K <0.01% -171 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 550 $8.65K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 522 $8.21K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 511 $8.03K <0.01% -575 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 505 $7.94K <0.01% new 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 500 $7.86K 0.01% +200 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 408 $6.41K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 400 $6.29K <0.01% +200 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 373 $5.86K <0.01% 0 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 347 $5.46K <0.01% -1,460 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 334 $5.38K <0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 333 $5.24K <0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 328 $5.12K <0.01% new 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 300 $4.72K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 300 $4.72K <0.01% -47 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 298 $4.68K <0.01% +296 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 280 $4.49K <0.01% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 300 $4K <0.01% new 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 244 $3.84K <0.01% new 13F-HR Timeline Group MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 241 $3.79K <0.01% +240 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 223 $3.51K <0.01% +40 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 211 $3.32K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 187 $2.94K <0.01% -52 13F-HR Timeline Quarry LP More: the full row for Quarry LP 186 $2.92K <0.01% -80,013 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 172 $2.7K <0.01% +118 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 164 $2.58K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 161 $2.53K <0.01% +69 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 150 $2.36K <0.01% -264 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 149 $2.34K <0.01% +54 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 127 $2K <0.01% -7 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 125 $1.97K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 102 $1.6K <0.01% +59 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 100 $1.57K <0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 91 $1.43K <0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 82 $1.29K <0.01% 0 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 72 $1.1K <0.01% -113 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 67 $1.05K <0.01% -211 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 54 $849 <0.01% -3 13F-HR/A Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 50 $798 <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 50 $786 <0.01% new 13F-HR Timeline MOTCO More: the full row for MOTCO 46 $723 <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 43 $676 <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 40 $629 <0.01% -15 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 34 $542 <0.01% +2 13F-HR Timeline Group Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 26 $416 <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 24 $377 <0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. 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