FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 44,156 $506K <0.01% -2,958 13F-HR Timeline Group NISSAY ASSET MANAGEMENT CORP /JAPAN More: the full row for NISSAY ASSET MANAGEMENT CORP /JAPAN 43,890 $503K <0.01% +1,654 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 43,262 $496K <0.01% +27,241 13F-HR Timeline Worth Venture Partners, LLC More: the full row for Worth Venture Partners, LLC 42,600 $488K 1.55% +6,700 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 41,005 $470K 0.01% +5,296 13F-HR Timeline Quinn Opportunity Partners LLC More: the full row for Quinn Opportunity Partners LLC 38,748 $444K 0.02% -41,252 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 36,822 $422K <0.01% -107,995 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 36,799 $422K 0.17% +5,444 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 37,100 $417K <0.01% +17,300 13F-HR Timeline Group AMERICAN ASSETS INC in group American Assets Investment Ma… More: the full row for AMERICAN ASSETS INC 6,500 $407K 0.14% -53,500 13F-HR Timeline Group Garner Asset Management Corp More: the full row for Garner Asset Management Corp 35,535 $407K 0.16% -13,233 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 35,223 $404K 0.01% -177,830 13F-HR/A Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 35,000 $401K 0.02% 0 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 34,514 $396K <0.01% +13,697 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 33,633 $385K 0.09% +14,390 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 33,335 $382K 0.47% new 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 29,725 $381K 0.18% -552 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 32,559 $373K <0.01% -215 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 31,918 $366K 0.02% -2,308 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 30,000 $344K 0.01% 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. 29,963 $343K <0.01% +17,345 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 29,676 $340K <0.01% +2,374 13F-HR Timeline Group Hazelview Securities Inc. More: the full row for Hazelview Securities Inc. 28,800 $330K 0.06% new 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 28,622 $328K 0.03% +270 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 28,101 $322K 0.01% -31,770 13F-HR/A Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 27,863 $319K <0.01% new 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 27,697 $317K <0.01% 0 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 27,325 $313K 0.2% -12,350 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 26,726 $306K 0.07% new 13F-HR Timeline Group Keebeck Wealth Management More: the full row for Keebeck Wealth Management 25,000 $286K 0.03% +3,900 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 24,210 $277K <0.01% +4,027 13F-HR Timeline Group GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 24,006 $275K 0.01% -4,379 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 23,797 $273K <0.01% new 13F-HR Timeline Foresight Group Ltd Liability Partnersh… More: the full row for Foresight Group Ltd Liability Partnership 22,920 $263K 0.05% 0 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 22,787 $261K 0.03% +708 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 22,185 $254K <0.01% +3,109 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 22,067 $253K <0.01% +194 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 21,873 $251K 0.13% +1,581 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 21,291 $244K 0.04% +1,360 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 20,961 $240K <0.01% +6,718 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 20,784 $238K <0.01% -251 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 19,869 $235K <0.01% -5,345 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 19,897 $228K <0.01% +2,700 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 19,719 $226K <0.01% +1,529 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 20,061 $225K <0.01% -1,947 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 19,649 $225K <0.01% +8,121 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 19,019 $218K <0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 18,894 $217K <0.01% +11,907 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 18,880 $216K <0.01% -1,032 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 18,794 $215K 0.02% new 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 18,492 $212K 0.02% 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 18,097 $207K <0.01% +4,788 13F-HR Timeline Group EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 17,987 $206K 0.06% 0 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 17,849 $205K <0.01% -26,151 13F-HR/A Timeline CHOREO, LLC More: the full row for CHOREO, LLC 17,005 $203K <0.01% new 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 17,376 $203K 0.09% 0 13F-HR/A Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 17,154 $197K 0.1% +154 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 16,900 $194K <0.01% -5,212 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 16,690 $191K 0.08% 0 13F-HR/A Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 15,917 $182K <0.01% -8,335 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 15,891 $182K <0.01% +2,354 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 15,834 $181K 0.04% +2,804 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 15,710 $180K <0.01% -992 13F-HR Timeline Group KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 15,515 $178K 0.09% new 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 15,425 $177K 0.03% new 13F-HR Timeline Safe Harbor Family Capital, LLC More: the full row for Safe Harbor Family Capital, LLC 15,340 $176K 0.14% -45 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 15,323 $176K <0.01% +599 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 15,279 $175K 0.01% -60 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 15,310 $175K <0.01% +4,882 13F-HR Timeline Utah Retirement Systems More: the full row for Utah Retirement Systems 15,060 $173K <0.01% 0 13F-HR Timeline DoubleLine ETF Adviser LP More: the full row for DoubleLine ETF Adviser LP 14,706 $169K 0.06% -3,616 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 14,329 $167K <0.01% +3,365 13F-HR Timeline Group PINEBRIDGE INVESTMENTS LLC More: the full row for PINEBRIDGE INVESTMENTS LLC 14,471 $166K <0.01% -1,047 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 14,324 $164K 0.02% -3,366 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 14,173 $162K <0.01% -4,537 13F-HR Timeline AMALGAMATED BANK More: the full row for AMALGAMATED BANK 13,976 $160K <0.01% +91 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 13,906 $159K <0.01% +144 13F-HR/A Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 13,280 $152K <0.01% 0 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 13,000 $149K 0.04% new 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 12,732 $146K <0.01% +142 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 11,849 $145K <0.01% new 13F-HR Timeline Norinchukin Bank, The in group Norinchukin Bank, The More: the full row for Norinchukin Bank, The 12,620 $145K <0.01% -401 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) 12,461 $143K <0.01% +9,532 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 12,376 $142K <0.01% new 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 12,211 $140K 0.02% new 13F-HR Timeline Group Investment Research Partners LLC More: the full row for Investment Research Partners LLC 12,051 $138K 0.06% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 11,750 $135K <0.01% -4,074 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 11,732 $134K <0.01% -44,412 13F-HR Timeline Group Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 6,060 $130K 0.04% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 11,276 $129K 0.01% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 11,264 $129K <0.01% new 13F-HR Timeline Group ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 11,047 $127K <0.01% -38,447 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 10,914 $125K <0.01% new 13F-HR Timeline Group KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 10,808 $124K <0.01% +2,795 13F-HR Timeline Group OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 10,620 $122K <0.01% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 10,571 $121K <0.01% -5,798 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 10,000 $115K 0.02% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 9,565 $110K <0.01% -7,300 13F-HR Timeline Franchise GP Ltd More: the full row for Franchise GP Ltd 8,730 $100K 0.04% -8,070 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 8,696 $99.7K <0.01% -855 13F-HR Timeline Group Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 8,275 $94.8K 0.05% +2,350 13F-HR Timeline Security National Bank More: the full row for Security National Bank 7,994 $91.6K 0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 6,024 $69K <0.01% new 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 5,866 $67.2K <0.01% -2,458 13F-HR/A Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 5,299 $60.7K 0.01% +5,253 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 4,940 $56.6K <0.01% +3,909 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,928 $56.5K <0.01% -576 13F-HR/A Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 4,305 $49.3K <0.01% -414 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 4,296 $49.2K 0.01% +3,776 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,222 $48.4K <0.01% +1,441 13F-HR/A Timeline Group Covestor Ltd More: the full row for Covestor Ltd 4,204 $48K 0.03% -4,552 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 3,430 $39.3K <0.01% -912 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,307 $37.9K <0.01% +3,151 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 2,920 $33.5K <0.01% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 2,920 $33.5K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,786 $31.3K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,718 $31.1K <0.01% +404 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 2,523 $28.9K 0.02% +23 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,238 $25.6K <0.01% +1,223 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,135 $24.5K <0.01% +729 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,034 $23.3K 0.01% +34 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,845 $21.1K <0.01% +3 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 1,807 $20.7K 0.02% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,736 $19.9K <0.01% -2,288 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 1,601 $18.3K <0.01% +65 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,561 $17.9K <0.01% -2,353 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,358 $15.6K <0.01% -12 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,332 $15.3K <0.01% -8 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,314 $15.1K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,241 $14.2K <0.01% +1,191 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,105 $12.7K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,086 $12.4K <0.01% +75 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,064 $12.2K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 922 $10.6K <0.01% +130 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 891 $10K <0.01% +619 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 803 $9.2K 0.01% -70 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 762 $8.73K <0.01% +420 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 695 $7.96K 0.01% +12 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 620 $7.11K <0.01% 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 612 $7.01K <0.01% -20 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 550 $6.3K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 522 $5.98K <0.01% +330 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 474 $5.43K <0.01% -1,160 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 469 $5.38K <0.01% +58 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 414 $4.75K <0.01% +64 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 408 $4.68K <0.01% -42 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 373 $4.28K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 347 $3.98K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 333 $3.82K <0.01% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 300 $3.44K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 278 $3.19K <0.01% -15 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 280 $3.13K <0.01% -6,000 13F-HR Timeline CX Institutional More: the full row for CX Institutional 261 $3K <0.01% +5 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 239 $2.72K <0.01% +127 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 211 $2.42K <0.01% +23 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 200 $2.29K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 185 $2.22K <0.01% -51 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 183 $2.1K <0.01% -39 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 164 $1.88K <0.01% -197 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 134 $1.54K <0.01% +21 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 125 $1.43K <0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 122 $1.4K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 100 $1.15K <0.01% new 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 100 $1.15K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 100 $1.12K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 95 $1.09K <0.01% +40 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 92 $1.05K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 82 $940 <0.01% new 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 81 $928 <0.01% +17 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 67 $768 <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 57 $654 <0.01% -15 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 55 $631 <0.01% -25 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 54 $619 <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 50 $585 <0.01% +25 13F-HR Timeline MOTCO More: the full row for MOTCO 46 $527 <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 45 $516 <0.01% new 13F-HR/A Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 43 $493 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 43 $493 <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 32 $374 <0.01% -34 13F-HR Timeline Group Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 26 $298 <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 24 $275 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 15 $180 <0.01% -1 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 13 $155 <0.01% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 8 $92 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 5 $57 <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 4 $46 <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2 $23 <0.01% new 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 1 $11 <0.01% 0 13F-HR Timeline Group COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 7 $0 0% -10,011,127 13F-HR Timeline Group Value filed as zero, left out of ratios.