DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 7,291 $568K 0.12% +2,379 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 7,275 $567K <0.01% +696 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 7,193 $560K 0.02% -14,737 13F-HR Timeline Group BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 7,075 $551K 0.2% +1,082 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 7,033 $548K -154 Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 7,013 $546K 0.23% new 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 6,965 $543K <0.01% +4,043 13F-HR Timeline Group Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 7,274 $542K 0.05% +729 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 6,843 $533K 0.01% -198 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 6,819 $531K 0.02% -334 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 6,813 $531K <0.01% -3,509 13F-HR/A Timeline Mirae Asset Global Investments Co., Ltd. group of 2 filers holding More: the full row for Mirae Asset Global Investments Co., Ltd. 6,768 $527K +4,197 Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 6,655 $518K <0.01% +279 13F-HR Timeline Group Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 6,637 $517K 0.13% -685 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 6,635 $517K <0.01% -915 13F-HR Timeline Group Comprehensive Financial Management LLC More: the full row for Comprehensive Financial Management LLC 6,593 $514K 0.01% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 6,499 $506K 0.03% -60 13F-HR Timeline Group Rathbones Group PLC More: the full row for Rathbones Group PLC 6,472 $504K <0.01% -39,468 13F-HR Timeline Motley Fool Asset Management LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Asset Management LLC 6,448 $502K 0.02% +673 13F-HR Timeline Group Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 6,414 $500K 0.02% -51 13F-HR Timeline Group ASR Vermogensbeheer N.V. More: the full row for ASR Vermogensbeheer N.V. 6,393 $498K 0.01% -30 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 6,344 $494K 0.04% -487 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 6,232 $485K 0.39% +1,897 13F-HR Timeline Meiji Yasuda Life Insurance Co group of 2 filers holding More: the full row for Meiji Yasuda Life Insurance Co 6,013 $468K -15,536 Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 5,912 $460K 0.03% +25 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 5,860 $456K 0.01% -55 13F-HR Timeline Group NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 5,853 $456K 0.06% -44 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 5,800 $452K 0.03% 0 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 5,697 $444K 0.02% -260 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 5,687 $443K 0.19% +249 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 5,675 $442K 0.08% +737 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 4,932 $437K 0.02% +236 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 5,601 $436K 0.02% 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 5,517 $430K 0.21% -245 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 5,481 $427K 0.01% -525 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 5,478 $427K 0.01% new 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 5,435 $423K 0.06% +308 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 5,398 $420K 0.02% +136 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 5,317 $414K <0.01% -1,571 13F-HR Timeline Group Optas, LLC More: the full row for Optas, LLC 5,294 $412K 0.08% +2,206 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 5,291 $412K 0.01% -321 13F-HR Timeline GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 5,274 $411K 0.25% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,257 $409K 0.03% -58 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 5,000 $407K 0.45% 0 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 5,188 $404K 0.05% 0 13F-HR Timeline Audent Global Asset Management, LLC More: the full row for Audent Global Asset Management, LLC 5,151 $401K 0.29% -207 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 5,142 $401K 0.04% -241 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 5,133 $400K 0.01% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 5,119 $399K 0.06% +52 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 5,119 $399K 0.01% +124 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 5,000 $389K 0.02% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,968 $387K 0.03% +4 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 4,960 $386K 0.01% -4,855 13F-HR Timeline Group Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 4,857 $378K 0.1% -114 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 4,837 $377K 0.04% new 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 4,827 $376K 0.08% -1,000 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,812 $375K 0.02% -152 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 4,719 $368K 0.29% -278 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 4,648 $362K 0.27% -188 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 4,631 $361K 0.01% -639 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 4,600 $358K 0.27% 0 13F-HR Timeline Essex LLC More: the full row for Essex LLC 4,583 $357K 0.07% -1,355 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,575 $356K <0.01% -73 13F-HR Timeline Group CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 4,540 $354K 0.01% 0 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 4,531 $353K <0.01% -260,352 13F-HR/A Timeline Group Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 4,494 $350K 0.11% new 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 4,469 $348K 0.02% -1,080 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 4,450 $347K 0.04% 0 13F-HR Timeline OSSIAM More: the full row for OSSIAM 4,449 $347K <0.01% 0 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 4,398 $343K 0.04% -72 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 4,382 $341K 0.07% +325 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 4,363 $340K <0.01% +53 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 4,330 $337K 0.01% -775 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 4,135 $337K 0.01% +1,154 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,316 $336K 0.02% -1,244 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 4,133 $322K 0.14% +435 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 4,099 $319K 0.03% new 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 4,036 $314K <0.01% -7,299 13F-HR/A Timeline Group TFB Advisors LLC More: the full row for TFB Advisors LLC 4,030 $314K 0.08% +479 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 4,025 $314K 0.03% -243 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 4,000 $312K 0.04% new 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 3,983 $310K <0.01% +297 13F-HR Timeline Lingohr Asset Management GmbH More: the full row for Lingohr Asset Management GmbH 3,955 $308K 0.56% -80,706 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 3,944 $307K 0.05% +61 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,913 $305K <0.01% +665 13F-HR Timeline Woodline Partners LP More: the full row for Woodline Partners LP 3,912 $305K <0.01% new 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 3,907 $304K <0.01% -640 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 3,868 $301K 0.06% +261 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 3,836 $299K 0.09% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,789 $295K 0.04% -817 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,247 $292K 0.03% +268 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 3,738 $291K 0.01% -107 13F-HR Timeline FRONTIER CAPITAL MANAGEMENT CO LLC More: the full row for FRONTIER CAPITAL MANAGEMENT CO LLC 3,716 $289K <0.01% -39,834 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 3,591 $280K <0.01% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,570 $278K 0.01% -911 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,540 $276K 0.04% +2,838 13F-HR/A Timeline Burton Enright Welch More: the full row for Burton Enright Welch 3,507 $273K 0.05% +6 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 3,496 $272K <0.01% +2,824 13F-HR/A Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 3,466 $270K 0.01% +100 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 3,437 $268K <0.01% +590 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,431 $267K <0.01% +169 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,424 $267K <0.01% +409 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,418 $266K 0.02% -101 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) 3,415 $266K 0.01% -3,450 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,410 $266K 0.01% +11 13F-HR Timeline UniSuper Management Pty Ltd More: the full row for UniSuper Management Pty Ltd 3,400 $265K <0.01% -500 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 3,373 $263K 0.02% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 3,352 $261K 0.01% +672 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 3,346 $261K 0.11% new 13F-HR Timeline Holocene Advisors, LP More: the full row for Holocene Advisors, LP 3,341 $260K <0.01% new 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 3,301 $257K 0.02% 0 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 3,300 $257K 0.05% new 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 3,285 $256K 0.13% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 3,262 $254K <0.01% -213 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 3,208 $250K <0.01% new 13F-HR Timeline Group Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 3,208 $250K 0.15% -22 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,203 $250K <0.01% +143 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 3,181 $248K 0.04% new 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 3,170 $247K 0.21% +146 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 3,159 $246K 0.01% -107 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 3,142 $245K 0.03% -48 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,121 $243K <0.01% +95 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,090 $241K 0.02% +157 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 3,086 $240K 0.01% new 13F-HR Timeline Group Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 3,071 $239K 0.06% -26 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 3,042 $237K 0.03% -826 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 3,001 $236K 0.01% -6,326 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 3,028 $236K 0.06% +42 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 3,011 $235K 0.01% -11,902 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 2,991 $233K 0.04% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,939 $229K <0.01% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 2,887 $225K 0.01% 0 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 2,884 $225K 0.27% +75 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 2,873 $224K 0.14% -12 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 2,864 $223K <0.01% -4,732 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 2,862 $223K <0.01% -17,327 13F-HR Timeline Group Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 2,803 $218K 0.01% +467 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,780 $217K 0.01% +150 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 2,767 $216K 0.1% -2,570 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 2,725 $212K <0.01% -125 13F-HR Timeline Group OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 2,708 $211K 0.13% -18 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,705 $211K <0.01% -2,059 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,701 $210K 0.01% -649 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,673 $208K 0.01% 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,662 $207K <0.01% +2 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,655 $207K 0.12% -128 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2,654 $207K 0.01% -20 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 2,650 $206K 0.17% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,635 $205K <0.01% new 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 2,635 $205K 0.03% -123 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 2,625 $204K 0.02% 0 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 2,612 $203K 0.01% new 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,588 $202K <0.01% -1,338 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,572 $200K <0.01% -572 13F-HR/A Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,415 $188K <0.01% -1,843 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,482 $184K 0.01% -1,254 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 2,311 $180K <0.01% -456 13F-HR/A Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,145 $167K 0.02% +225 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,169 $166K 0.01% +165 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,005 $156K 0.06% -79 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,800 $140K <0.01% -195 13F-HR/A Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,780 $139K 0.07% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,771 $138K 0.01% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 1,722 $134K 0.06% -2,001 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 1,705 $133K 0.01% new 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,670 $130K <0.01% +470 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 1,657 $129K <0.01% new 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,654 $129K 0.01% new 13F-HR Timeline CANADA PENSION PLAN INVESTMENT BOARD More: the full row for CANADA PENSION PLAN INVESTMENT BOARD 1,600 $125K <0.01% new 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 1,541 $120K 0.05% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,508 $117K <0.01% +52 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,500 $117K 0.01% 0 13F-HR/A Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,443 $112K <0.01% +73 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 1,400 $109K <0.01% 0 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,300 $101K 0.06% new 13F-HR Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 1,278 $99.5K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,259 $98.1K <0.01% -305 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,250 $97.4K 0.02% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,178 $91.8K 0.03% +212 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,134 $88.3K <0.01% -13 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 1,133 $88.2K 0.08% -1,016 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,096 $85.4K <0.01% -32 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,084 $84K <0.01% new 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,068 $83.2K <0.01% +45 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,072 $83K <0.01% -45 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,042 $81.2K <0.01% +92 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 973 $75.8K 0.03% +917 13F-HR/A Timeline Group Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 900 $70.1K 0.06% -176 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 857 $66.8K <0.01% -121 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 824 $66.5K <0.01% -13 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 848 $66K <0.01% +437 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. City State Bank More: the full row for City State Bank 845 $65.8K 0.02% -50 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 819 $63.8K <0.01% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 815 $63.5K 0.03% +100 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 808 $62.9K <0.01% +93 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 767 $59.7K 0.03% -53 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 713 $55.5K <0.01% -68 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 688 $53.6K 0.01% +11 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 676 $52.7K <0.01% -4,738 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 595 $46.3K <0.01% +142 13F-HR Timeline