SORA INVESTORS LLC More: the full row for SORA INVESTORS LLC 11,247 $2.06M 0.25% -106,057 13F-HR Timeline TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 11,172 $2.04M 0.07% +950 13F-HR Timeline Group Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 11,082 $2.03M 0.37% -503 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 11,078 $2.02M 0.3% +2,462 13F-HR Timeline Hunting Hill Global Capital, LLC More: the full row for Hunting Hill Global Capital, LLC 11,000 $2.01M 2.54% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 10,929 $2M 0.07% +3,716 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 10,926 $2M 0.1% +6,308 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 10,621 $1.94M 0.39% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 10,526 $1.92M 0.04% -50 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 10,514 $1.92M <0.01% +488 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) 10,491 $1.92M 0.06% -5,861 13F-HR Timeline Group ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 10,407 $1.9M 0.01% -612 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 10,305 $1.88M 0.01% -87 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 10,120 $1.85M 0.13% +2,010 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 10,017 $1.83M 0.02% +850 13F-HR Timeline Group WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 10,000 $1.83M 0.2% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 9,856 $1.8M <0.01% +1,063 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 9,829 $1.8M 0.06% +493 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 9,733 $1.78M 1.03% +1,666 13F-HR Timeline Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 9,639 $1.76M 0.05% 0 13F-HR Timeline Group Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 9,512 $1.76M 0.15% +566 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 9,320 $1.7M 0.01% +508 13F-HR Timeline Group LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 9,267 $1.69M 0.16% -2,000 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 9,157 $1.67M 0.01% +9,146 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 8,957 $1.64M 0.03% 0 13F-HR Timeline Group Impax Asset Management Group plc in group Impax Asset Management Group … More: the full row for Impax Asset Management Group plc 8,890 $1.62M 0.01% new 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 8,820 $1.61M <0.01% +223 13F-HR Timeline Group Private Advisory Group LLC More: the full row for Private Advisory Group LLC 8,781 $1.6M 0.18% +3,229 13F-HR Timeline CHURCHILL MANAGEMENT Corp More: the full row for CHURCHILL MANAGEMENT Corp 8,716 $1.59M 0.02% new 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 8,712 $1.59M 0.23% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 8,502 $1.55M 0.02% +4,960 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 8,139 $1.49M <0.01% new 13F-HR Timeline Group Empowered Funds, LLC More: the full row for Empowered Funds, LLC 8,130 $1.49M 0.02% +285 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 8,039 $1.47M 0.02% +1,690 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 8,015 $1.46M 0.77% -4,216 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 8,000 $1.46M 0.29% +4,000 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 7,932 $1.45M 0.02% +3,038 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 7,933 $1.45M 0.04% +5,033 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 7,890 $1.44M 0.04% new 13F-HR Timeline Group United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 7,786 $1.42M 0.13% +295 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 7,621 $1.39M 0.14% -1,314 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 7,611 $1.39M 0.16% +40 13F-HR Timeline BloombergSen Inc. More: the full row for BloombergSen Inc. 7,562 $1.38M 0.12% -2,378 13F-HR Timeline Wallace Hart LLC More: the full row for Wallace Hart LLC 7,417 $1.36M 3.41% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 7,345 $1.34M 0.03% +965 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 7,333 $1.34M 1.72% -1,541 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 7,280 $1.33M 0.06% 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 7,256 $1.33M 0.08% new 13F-HR Timeline Group GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 7,188 $1.31M 0.09% 0 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 7,103 $1.3M 0.04% +2,963 13F-HR Timeline Meiji Yasuda Life Insurance Co group of 2 filers holding More: the full row for Meiji Yasuda Life Insurance Co 7,061 $1.29M +2,551 Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 7,000 $1.28M 0.04% new 13F-HR/A Timeline Group CERTUITY, LLC More: the full row for CERTUITY, LLC 7,000 $1.28M 0.13% +177 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 6,991 $1.28M 0.18% +25 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 6,989 $1.28M 0.09% +189 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 6,913 $1.26M 0.03% +2,159 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 6,881 $1.26M 0.06% -134 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 6,881 $1.26M 0.08% -5,966 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 6,802 $1.24M 0.12% +184 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 6,764 $1.24M 0.01% -107 13F-HR Timeline Group KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 6,677 $1.22M 0.59% new 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 6,594 $1.21M +1,174 Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 6,558 $1.2M 0.09% -832 13F-HR Timeline PARAGON CAPITAL MANAGEMENT INC More: the full row for PARAGON CAPITAL MANAGEMENT INC 6,539 $1.2M 0.97% new 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 6,464 $1.18M <0.01% -117 13F-HR Timeline Group Vestcor Inc More: the full row for Vestcor Inc 6,435 $1.18M 0.04% +779 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 6,419 $1.16M 0.06% +841 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 6,285 $1.15M 0.08% +3,027 13F-HR Timeline Group EMERALD ADVISERS, LLC group of 2 filers holding More: the full row for EMERALD ADVISERS, LLC 6,213 $1.14M +4,076 Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 6,198 $1.13M 0.01% -327 13F-HR Timeline Group Greenland Capital Management LP More: the full row for Greenland Capital Management LP 6,196 $1.13M 0.19% +2,029 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 6,154 $1.12M 0.03% new 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 6,127 $1.12M 0.16% new 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 6,092 $1.11M <0.01% -2,268 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 6,190 $1.11M 0.01% +1,951 13F-HR Timeline KEYSTONE INVESTORS PTE LTD More: the full row for KEYSTONE INVESTORS PTE LTD 6,020 $1.1M 0.15% new 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 6,005 $1.1M 0.13% new 13F-HR Timeline Barton Investment Management More: the full row for Barton Investment Management 6,000 $1.1M 0.13% 0 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 5,726 $1.05M 0.21% -795 13F-HR Timeline STF Management LP More: the full row for STF Management LP 5,695 $1.04M 0.5% -19 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 5,614 $1.03M 0.01% +429 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 5,596 $1.02M 0.01% -64 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 5,545 $1.01M 0.04% +4,633 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,532 $1.01M 0.02% +506 13F-HR Timeline Semanteon Capital Management, LP More: the full row for Semanteon Capital Management, LP 5,460 $998K 0.54% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 5,456 $997K 0.04% -1,149 13F-HR Timeline Epoch Investment Partners, Inc. More: the full row for Epoch Investment Partners, Inc. 5,435 $993K 0.01% +2,470 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,302 $969K 0.03% +4,665 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,181 $947K 0.04% +1,403 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 5,169 $945K 0.01% +208 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 5,141 $940K 0.06% -5,496 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 5,109 $934K 0.08% -782 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 5,070 $927K 0.05% +2,355 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 5,059 $925K 0.12% -6 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 5,056 $924K 0.13% +489 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 5,050 $923K 0.02% +2,988 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 4,866 $889K 0.03% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 4,855 $887K <0.01% +551 13F-HR Timeline PARNASSUS INVESTMENTS, LLC More: the full row for PARNASSUS INVESTMENTS, LLC 4,759 $870K <0.01% +2 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 4,717 $862K -1,423 Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 4,696 $858K <0.01% -912 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 4,676 $855K 0.4% -71 13F-HR Timeline Group ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 4,660 $852K 0.02% +813 13F-HR Timeline Group TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 4,650 $850K 0.1% +2,150 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 4,614 $843K 0.13% +1,208 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,611 $843K 0.02% +177 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 4,559 $833K 0.04% +956 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 4,554 $832K 0.23% -247 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 4,500 $822K 0.73% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 4,438 $811K 0.02% +2,103 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 4,425 $809K 0.02% new 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 4,383 $801K <0.01% +1,888 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 4,324 $790K 0.36% new 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 4,322 $790K 0.18% +10 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,277 $782K 0.01% -800 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,200 $768K 0.03% +3,440 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 19,104 $752K 0.62% new 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 4,081 $746K 0.35% +3,619 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 4,058 $742K 0.01% +31 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 4,050 $740K 0.07% -5,026 13F-HR Timeline PAR CAPITAL MANAGEMENT INC More: the full row for PAR CAPITAL MANAGEMENT INC 4,000 $731K 0.02% -500 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 3,918 $716K <0.01% +1,815 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 3,901 $713K -421 Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 3,891 $711K 0.01% +1,648 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 3,886 $710K 0.32% +1,104 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 3,857 $705K 0.04% +609 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 3,852 $704K <0.01% -6,693 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 3,825 $699K 0.05% -3,175 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 3,808 $696K 0.21% -5,117 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 3,790 $693K 0.11% -16,231 13F-HR Timeline CAAS CAPITAL MANAGEMENT LP More: the full row for CAAS CAPITAL MANAGEMENT LP 3,752 $686K 0.33% +2,960 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,746 $685K 0.01% +784 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 3,731 $682K 0.01% new 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,709 $677K 0.06% +3,706 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,655 $668K 0.02% -239 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 3,655 $668K 0.02% 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,638 $665K 0.03% +2,294 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 3,587 $656K <0.01% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,572 $653K 0.12% +8 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 3,518 $643K 0.02% new 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 3,483 $637K 0.02% +172 13F-HR/A Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 3,472 $635K 0.01% +1,035 13F-HR Timeline Group MONTAG & CALDWELL, LLC More: the full row for MONTAG & CALDWELL, LLC 3,462 $633K 0.15% +1,122 13F-HR Timeline MOORE CAPITAL MANAGEMENT, LP More: the full row for MOORE CAPITAL MANAGEMENT, LP 3,426 $626K 0.02% -124,201 13F-HR/A Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 3,290 $601K 0.05% +1,100 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 3,258 $595K 0.03% +1,400 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 3,249 $594K 0.27% -330 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 3,235 $591K 0.01% +1,079 13F-HR Timeline Group Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 3,173 $580K 0.23% +202 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 3,137 $573K 0.5% new 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 3,112 $569K 0.11% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,041 $556K 0.06% +404 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 3,035 $555K 0.07% +122 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 3,024 $553K 0.15% -812 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,939 $537K 0.06% +514 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,936 $536K <0.01% +1,010 13F-HR/A Timeline Group Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,895 $529K 0.02% -302 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 2,890 $528K 0.21% new 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 2,795 $511K 0.37% new 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 2,753 $503K 0.01% -29,315 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 2,665 $487K <0.01% +246 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,739 $485K 0.02% +774 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,633 $481K 0.01% +2,125 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 2,623 $479K 0.07% -1,484 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 2,600 $475K 0.54% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,570 $470K 0.08% +1,670 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 2,486 $454K 0.3% -296 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 2,411 $441K 0.01% +2,001 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 2,403 $439K 0.02% new 13F-HR Timeline Group Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,375 $434K 0.02% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,353 $430K 0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,352 $430K <0.01% +1,110 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,330 $426K 0.01% +4 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,326 $425K 0.01% +573 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,320 $424K 0.01% +659 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,307 $422K 0.01% new 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,283 $417K 0.01% -1,158 13F-HR Timeline Group ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 2,265 $414K 0.27% -135 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,260 $413K 0.06% +196 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,191 $411K 0.01% new 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 2,250 $411K 0.08% -750 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,243 $409K 0.01% -6,988 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2,131 $408K 0.02% +675 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 2,224 $406K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 2,219 $406K 0.12% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 2,206 $403K 0.19% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,169 $396K 0.09% +199 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 2,102 $384K 0.07% +902 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,062 $377K 0.08% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,022 $370K 0.03% +128 13F-HR Timeline Group RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 2,000 $366K 0.26% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,988 $363K 0.27% +1,980 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,974 $361K <0.01% new 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 1,960 $358K 0.11% new 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,942 $355K 0.05% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,940 $355K 0.05% +823 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,922 $351K 0.03% +794 13F-HR/A Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,914 $350K 0.02% -294 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,907 $349K 0.03% +861 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,879 $343K 0.1% new 13F-HR Timeline