True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 6,150 $580K 0.21% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 6,003 $567K <0.01% +276 13F-HR Timeline Group Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 5,969 $562K 0.02% +1,000 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 5,916 $558K 0.29% 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 5,826 $550K <0.01% +173 13F-HR Timeline Group SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 5,750 $543K <0.01% -1,887 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 5,706 $538K 0.05% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 5,648 $533K <0.01% -766 13F-HR Timeline Group CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 5,642 $532K 0.1% -67 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 5,615 $530K 0.05% +70 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 5,560 $525K 0.44% new 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 5,549 $524K 0.07% +33 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 5,520 $521K <0.01% -105 13F-HR/A Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 5,517 $521K 0.03% -107 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 5,454 $515K 0.02% -511 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 5,414 $511K 0.01% new 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 5,921 $504K 0.01% -358 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 5,259 $496K 0.02% -2,289 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 5,234 $494K 0.03% +856 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 5,200 $491K 0.66% 0 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 5,172 $488K <0.01% +599 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 5,124 $484K 0.04% -489 13F-HR Timeline Group B. Metzler seel. Sohn & Co. AG in group B. Metzler seel. Sohn & Co. AG More: the full row for B. Metzler seel. Sohn & Co. AG 5,020 $474K <0.01% 0 13F-HR Timeline Group EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 5,000 $472K 0.03% -84,486 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 4,997 $472K 0.03% +582 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,941 $466K <0.01% -76 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,937 $466K 0.01% +1,448 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 4,923 $465K <0.01% -711 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 4,900 $462K 0.02% 0 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 4,842 $457K 0.05% -1,787 13F-HR Timeline Steward Partners Investment Advisory, L⦠More: the full row for Steward Partners Investment Advisory, LLC 4,794 $452K <0.01% +3,152 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 4,792 $452K 0.01% +33 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 4,757 $449K <0.01% -863 13F-HR/A Timeline STRS OHIO More: the full row for STRS OHIO 4,713 $445K <0.01% -142 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 4,696 $443K 0.14% -8 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 4,657 $439K 0.01% +995 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 4,566 $431K 0.02% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 4,508 $425K 0.05% -132 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,474 $425K <0.01% +490 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,471 $422K <0.01% -5,149 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 4,464 $421K 0.07% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,423 $417K 0.01% +1,745 13F-HR Timeline Connor, Clark & Lunn Investment Managem⦠More: the full row for Connor, Clark & Lunn Investment Management Ltd. 4,382 $414K <0.01% -2,299 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 4,360 $411K 0.02% 0 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 4,251 $401K 0.01% -24,045 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 4,246 $401K 0.01% new 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 4,200 $396K <0.01% new 13F-HR Timeline Group QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 4,154 $392K <0.01% +1,459 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 4,131 $390K <0.01% +479 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 4,104 $387K 0.18% new 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 4,083 $385K 0.06% -138 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,007 $378K 0.01% -107 13F-HR Timeline ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 3,980 $376K 0.02% -350 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 3,969 $375K 0.03% -101 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 3,965 $374K 0.06% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,942 $372K 0.01% +52 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 3,867 $365K 0.02% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 3,832 $362K 0.09% +3,178 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,758 $355K 0.01% -1,971 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,741 $353K 0.01% +1,659 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 3,729 $352K 0.15% +16 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 3,715 $351K 0.01% +3,131 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,705 $350K 0.01% +318 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 3,692 $348K 0.05% -518 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 3,671 $346K <0.01% new 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch⦠in group DZ BANK AG Deutsche Zentral G⦠More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 3,646 $344K <0.01% -4,553 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 3,623 $342K <0.01% +304 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 3,623 $342K 0.34% new 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 3,621 $342K +1,364 Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 3,585 $338K <0.01% +40 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,493 $330K 0.01% -171 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 3,444 $325K <0.01% +240 13F-HR Timeline Capital Investment Advisory Services, L⦠More: the full row for Capital Investment Advisory Services, LLC 3,376 $319K 0.03% +26 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 3,344 $316K 0.05% +8 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,443 $314K 0.02% +149 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 3,317 $313K <0.01% +9 13F-HR/A Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,316 $313K <0.01% +24 13F-HR/A Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,228 $305K 0.01% +9 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 3,168 $299K 0.01% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 3,167 $299K <0.01% +261 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 3,125 $295K 0.3% 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,101 $293K 0.01% +2,484 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 3,042 $287K <0.01% +54 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,042 $287K <0.01% +339 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 3,036 $287K 0.01% -754 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,939 $277K 0.02% -340 13F-HR Timeline Laird Norton Wetherby Wealth Management⦠More: the full row for Laird Norton Wetherby Wealth Management, LLC 2,912 $275K 0.01% +239 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,906 $274K 0.02% 0 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 2,900 $274K 0.04% +200 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L⦠group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 2,893 $273K +67 Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,867 $271K 0.04% +106 13F-HR Timeline AVENIR CORP More: the full row for AVENIR CORP 2,860 $270K 0.03% 0 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 2,815 $266K 0.03% -25 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 3,111 $265K 0.01% +435 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 2,767 $261K 0.01% -38 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 2,763 $261K <0.01% new 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 2,753 $260K 0.04% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,735 $258K 0.01% new 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/⦠More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,735 $258K <0.01% new 13F-HR Timeline Group PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,733 $258K 0.05% 0 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 2,728 $257K 0.01% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,710 $256K 0.01% -2,458 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 2,700 $255K 0.22% -200 13F-HR Timeline Meiji Yasuda Life Insurance Co in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Life Insurance Co 2,696 $254K 0.01% new 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 2,691 $254K 0.08% -363 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,669 $252K <0.01% -103 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 2,665 $251K 0.09% +175 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,649 $250K 0.01% -24 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 2,635 $249K 0.01% 0 13F-HR Timeline Group Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,620 $247K 0.12% 0 13F-HR Timeline Group Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 2,620 $247K 0.06% new 13F-HR Timeline Sender Co & Partners, Inc. More: the full row for Sender Co & Partners, Inc. 2,592 $245K 0.09% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,532 $239K <0.01% new 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 2,500 $236K 0.21% -100 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,481 $234K 0.01% -87 13F-HR Timeline Belfer Management LLC More: the full row for Belfer Management LLC 2,469 $233K 3.24% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Castleview Partners, LLC More: the full row for Castleview Partners, LLC 2,465 $233K 0.13% -581 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,453 $232K <0.01% -198 13F-HR Timeline Cornerstone Investment Partners, LLC More: the full row for Cornerstone Investment Partners, LLC 2,431 $229K 0.01% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/⦠More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,409 $227K <0.01% -1 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 2,404 $227K <0.01% -5 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,141 $220K 0.01% -639 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,327 $220K 0.01% new 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 2,320 $219K 0.06% 0 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 2,318 $219K 0.09% -1,150 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 2,303 $217K <0.01% -305 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 2,272 $214K 0.01% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 2,151 $203K <0.01% -125 13F-HR Timeline Group Divisadero Street Capital Management, LP in group Divisadero Street Capital Man⦠More: the full row for Divisadero Street Capital Management, LP 2,148 $203K 0.01% 0 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 2,144 $202K -157 Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 2,136 $202K 0.02% -29,404 13F-HR/A Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 2,131 $201K 0.06% -462 13F-HR Timeline ADAPT Investment Managers SA More: the full row for ADAPT Investment Managers SA 2,127 $201K 0.04% new 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 2,120 $200K 0.01% -300 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) 2,080 $196K 0.01% -2,838 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,078 $196K <0.01% +189 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 1,976 $186K <0.01% +498 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,917 $181K 0.01% -54 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,856 $175K <0.01% -8 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,850 $175K 0.02% +876 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,834 $173K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,718 $162K <0.01% -120 13F-HR/A Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 1,720 $161K 0.01% new 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 1,615 $152K <0.01% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi⦠More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,512 $143K 0.01% -200 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,424 $134K 0.02% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,374 $130K 0.01% +2 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,347 $127K <0.01% +71 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,346 $127K <0.01% -82 13F-HR/A Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,320 $125K 0.01% +311 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,268 $120K 0.05% +350 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L⦠More: the full row for EverSource Wealth Advisors, LLC 1,251 $118K <0.01% -423 13F-HR Timeline Group Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,247 $118K 0.02% -346 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT⦠More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,199 $113K 0.01% +800 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,185 $112K <0.01% +52 13F-HR Timeline Group OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 1,319 $106K <0.01% -54 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,122 $106K 0.04% +108 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,105 $104K 0.01% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 1,071 $101K 0.08% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 984 $92.9K <0.01% -367 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 983 $92.8K <0.01% +32 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 970 $91.5K 0.03% new 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 957 $90.3K 0.04% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,003 $90.2K <0.01% +1 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 866 $81.7K <0.01% +51 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 847 $79K <0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 806 $76.1K 0 Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 800 $75.5K 0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 725 $68.4K 0.03% -70 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 700 $66.1K <0.01% -8,322 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 699 $66K 0.04% 0 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 667 $62.9K 0.04% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 626 $59.1K <0.01% +83 13F-HR Timeline Group Absoluto Partners Gestao de Recursos Lt⦠More: the full row for Absoluto Partners Gestao de Recursos Ltda 626 $59.1K 0.04% new 13F-HR/A Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 616 $58.1K <0.01% -160 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 571 $53.9K 0.04% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 566 $53.4K 0.03% +19 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 548 $52K <0.01% +344 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 550 $51.9K 0.01% -1,180 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 542 $51K <0.01% -28 13F-HR Timeline Group DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 540 $51K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 516 $48.7K 0.01% +192 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 510 $48.1K 0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 504 $45.4K <0.01% +159 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 475 $44.8K 0.03% -125 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 450 $42.5K <0.01% +100 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 449 $42.4K 0.02% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 442 $41.7K 0.01% +64 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 431 $40.7K <0.01% new 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 423 $39.9K <0.01% +201 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 421 $39.7K 0.01% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 427 $38K 0.03% -234 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 400 $37.7K 0.01% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 396 $37K 0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 392 $37K <0.01% -219 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 386 $36.4K <0.01% -138 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 373 $35.2K <0.01% -11,839 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 360 $34K 0.02% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 350 $33K <0.01% -113 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 342 $32.3K <0.01% 0 13F-HR Timeline