North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,390 $185K 0.01% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,227 $163K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,200 $159K 0.07% -215 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 1,130 $150K <0.01% 0 13F-HR Timeline Group GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 1,099 $146K <0.01% -43 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,020 $136K <0.01% +789 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. IFP Advisors, Inc More: the full row for IFP Advisors, Inc 968 $129K <0.01% +3 13F-HR/A Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 964 $128K 0.01% +44 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 945 $126K 0.01% -12,031 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 898 $119K <0.01% -10,633 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 892 $119K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 883 $117K 0.06% +337 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 862 $115K <0.01% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 828 $110K <0.01% new 13F-HR Timeline Group Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 800 $106K 0.04% new 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 684 $90.9K <0.01% +554 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 676 $89.8K <0.01% -6 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 669 $88.9K <0.01% 0 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 650 $86.4K 0.01% 0 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 616 $82K <0.01% -204 13F-HR Timeline Group Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 583 $77.5K <0.01% +72 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 575 $76.4K <0.01% -21 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 566 $75.2K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 564 $75K <0.01% +427 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 564 $74.9K <0.01% +133 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 558 $74.1K 0.02% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 556 $73.9K <0.01% -837 13F-HR Timeline Group UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 542 $72K 0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 539 $71.6K <0.01% 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 524 $69.6K <0.01% +13 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 520 $69.1K 0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 485 $64.4K <0.01% -34 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 450 $59.8K 0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 449 $59.7K <0.01% -50 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 452 $59K <0.01% +117 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 416 $55.3K <0.01% -22 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 410 $54.5K <0.01% +30 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 408 $54.2K <0.01% -3 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 406 $53.9K <0.01% +80 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 403 $53.7K <0.01% +116 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 400 $53.1K 0.03% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 394 $52.4K <0.01% -387 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 383 $50.9K 0.01% +371 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 379 $50.4K 0.01% new 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 368 $48.1K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 360 $47.8K <0.01% 0 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 352 $46.8K 0.02% new 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 349 $46.4K 0.01% new 13F-HR Timeline Group Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 347 $46K <0.01% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 326 $43.3K -399 Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 322 $42.8K 0.01% +2 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 309 $41.1K 0.02% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 300 $40K 0.01% 0 13F-HR/A Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 281 $37.3K <0.01% -229 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 274 $36.4K <0.01% -102 13F-HR Timeline Quarry LP More: the full row for Quarry LP 241 $32K 0.01% -498 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 202 $26.8K 0.02% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 178 $23.7K <0.01% +68 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 163 $21.7K <0.01% -3 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 153 $20.3K <0.01% -609 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 152 $20.2K <0.01% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 150 $19.9K 0.01% +9 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 147 $19.5K <0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 134 $17.8K <0.01% +67 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 131 $17K <0.01% +1 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 125 $16.6K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 120 $15.9K <0.01% -10 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 118 $15.7K <0.01% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 115 $15.3K <0.01% +8 13F-HR Timeline Group SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 115 $15K 0.01% -40 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 112 $14.9K 0.01% +12 13F-HR/A Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 111 $14.7K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 110 $14.6K <0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 100 $13.3K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 100 $13.3K <0.01% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 100 $13.3K <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 94 $12.5K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 90 $12K <0.01% -12 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 82 $10.9K <0.01% -3 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 76 $10.1K <0.01% -9 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 75 $9.96K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 75 $9.96K <0.01% -14 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 75 $9.96K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 74 $9.83K <0.01% +63 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 72 $9.57K <0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 66 $8.77K <0.01% new 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 66 $8.77K <0.01% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 65 $8.64K <0.01% -3 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 63 $8.37K <0.01% -7 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 62 $8.24K <0.01% +34 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 58 $7.71K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 56 $7.44K <0.01% +16 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 54 $7.17K <0.01% 0 13F-HR Timeline Group Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 52 $6.91K <0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 50 $6.64K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 48 $6.39K <0.01% -1,204 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 48 $6.38K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 48 $6.38K <0.01% 0 13F-HR/A Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 47 $6.25K <0.01% +2 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 44 $6K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 45 $5.98K <0.01% -3 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 44 $5.85K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 43 $5.71K <0.01% 0 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 42 $5.58K <0.01% -6 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 40 $5.32K <0.01% -3 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 37 $4.92K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 33 $4.38K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 32 $4.2K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 25 $3.32K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 23 $3.06K <0.01% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 25 $3K <0.01% -10 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 22 $2.92K <0.01% -43 13F-HR Timeline Group Aspect Partners, LLC More: the full row for Aspect Partners, LLC 19 $2.52K <0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 18 $2.39K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 17 $2.26K <0.01% +5 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 17 $2.26K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 16 $2.13K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 16 $2.13K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 22 $2K <0.01% -9 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 13 $2K <0.01% -9 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 14 $1.93K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 12 $1.59K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 17 $1.38K <0.01% +12 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 10 $1.33K <0.01% -9 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 10 $1.33K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 10 $1.33K <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 10 $1.33K <0.01% +2 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 9 $1.2K <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 9 $1.2K <0.01% new 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 9 $1.2K <0.01% -101 13F-HR Timeline Group Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 8 $1.06K <0.01% -1 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 8 $1.06K <0.01% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 13 $1K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 7 $930 <0.01% +3 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 7 $930 <0.01% +4 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 5 $664 <0.01% +1 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 5 $664 <0.01% -2 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4 $531 <0.01% -2 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4 $531 <0.01% +3 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 4 $486 <0.01% +1 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 3 $399 <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 3 $399 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 3 $399 <0.01% -2 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 3 $399 <0.01% new 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 3 $398 <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2 $266 <0.01% -2 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 2 $266 <0.01% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 1 $133 <0.01% -1 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1 $133 <0.01% 0 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1 $133 <0.01% -5 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 0 $0 0% -2,346 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.