WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 19,861,569 $1.87B 0.37% +786,761 13F-HR/A Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 12,367,784 $1.16B +10,614,627 Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 6,415,371 $603M 0.08% +3,834,115 13F-HR Timeline Group ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC… More: the full row for ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 6,336,400 $595M 20.83% +35,662 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 6,303,322 $592M 0.04% -1,583,754 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 6,196,808 $582M 0.38% +2,640,350 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 5,407,726 $508M 0.96% -546,595 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,289,720 $403M 0.02% +140,889 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 4,065,982 $379M 0.03% -1,738,340 13F-HR/A Timeline Group SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 3,478,160 $324M 13.27% -3,256,220 13F-HR Timeline TIAA group of 4 filers holding More: the full row for TIAA 2,923,234 $275M +653,458 Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,688,071 $252M 0.05% -198 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 2,513,054 $236M 0.14% -1,236,957 13F-HR Timeline Group Japan Science & Technology Agency More: the full row for Japan Science & Technology Agency 2,500,000 $235M 4.88% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,183,616 $205M 0.32% +122,317 13F-HR Timeline Group Nationwide Fund Advisors in group Nationwide Fund Advisors More: the full row for Nationwide Fund Advisors 2,156,276 $203M 8.86% +78,441 13F-HR Timeline Group Polianta Ltd More: the full row for Polianta Ltd 2,151,000 $202M 26.81% -175,000 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 1,795,388 $169M 0.21% -498,927 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,763,545 $166M <0.01% -1,306,084 13F-HR Timeline Group Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 1,745,556 $164M 0.03% +81,618 13F-HR Timeline Group Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 1,553,708 $146M 7.56% +84,020 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 1,337,709 $126M 2.95% -180,269 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,278,166 $120M 0.58% +674,893 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,083,204 $102M 0.03% -1,789,826 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 917,273 $86.2M 6.71% -85,694 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 904,307 $85.8M 0.02% -197,643 13F-HR/A Timeline Group SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 906,584 $85.2M 2.5% +102,681 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 863,783 $81.1M -4,706,740 Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 844,402 $79.3M 0.2% +99,952 13F-HR Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 837,511 $78.7M 0.1% +33,723 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 774,583 $72.8M 0.37% -27,642 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 593,863 $55.8M 0.03% -41,143 13F-HR Timeline Group STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 580,000 $54.5M 0.12% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 524,772 $49.3M 0.18% +159,900 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 513,763 $48.3M 0.04% -216,656 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 513,611 $48.2M 0.02% -105,617 13F-HR Timeline Group PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 487,378 $45.8M 9.97% +467,856 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 468,008 $44M 0.05% -99,422 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 431,469 $40.5M 1.83% +418,305 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 415,091 $39M 0.04% -407,928 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 404,063 $38M 0.09% new 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 402,000 $37.8M 1.76% +204,000 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 370,454 $34.8M 0.17% -13,992 13F-HR Timeline Group Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 359,377 $33.8M 0.1% +16,411 13F-HR/A Timeline Group JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 353,373 $33.2M 0.02% +23,840 13F-HR/A Timeline Group Varma Mutual Pension Insurance Co More: the full row for Varma Mutual Pension Insurance Co 350,000 $32.9M 0.19% 0 13F-HR/A Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 340,000 $31.9M 2.09% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 339,782 $31.9M 0.07% -988,554 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 319,753 $30M 0.04% +285,422 13F-HR Timeline Group Pacific Life Fund Advisors LLC More: the full row for Pacific Life Fund Advisors LLC 316,338 $29.7M 3.41% -21,749 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 291,422 $28.1M 2.26% +64 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 297,977 $28M 1.16% +24,212 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 297,429 $27.7M 0.01% +41,424 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 285,866 $27.6M 0.41% +59,816 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 279,663 $26.3M 0.6% -24,789 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 274,505 $25.6M 0.18% -974 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 271,831 $25.5M 0.17% +34,956 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 271,763 $25.5M 0.93% +7,270 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 264,519 $24.8M 0.01% -77,286 13F-HR Timeline Group Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 263,561 $24.8M 5.02% new 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 263,346 $24.7M 1.82% +13,136 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 255,421 $24M 0.02% -5,933 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 253,797 $23.8M 0.02% +239,277 13F-HR Timeline Group SUMITOMO MITSUI FINANCIAL GROUP, INC. group of 2 filers holding More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 253,333 $23.8M +16,451 Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 246,629 $23.1M 0.07% +22,233 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 245,357 $23.1M 0.03% +48,753 13F-HR Timeline Group Stairway Partners, LLC More: the full row for Stairway Partners, LLC 241,841 $22.7M 1.18% +1,110 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 232,882 $21.9M 0.02% -86,998 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 227,616 $21.4M 1.47% -3,333 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 225,899 $21.2M 0.3% +7,116 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 225,176 $21.2M 0.65% new 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 225,000 $21.1M <0.01% -12,000 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 223,465 $21M 0.05% +4,510 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 221,835 $20.8M 3.25% +8,486 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 220,249 $20.7M 1.84% +107,719 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 275,863 $19.5M 0.13% +20,967 13F-HR Timeline Group Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 201,734 $18.9M 2.45% +1,923 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 199,452 $18.7M 1.11% new 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 191,736 $18M 0.02% -301,757 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 191,589 $18M 2.03% -8,169 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 191,122 $18M 2.48% +35,189 13F-HR Timeline NISSAY ASSET MANAGEMENT CORP /JAPAN More: the full row for NISSAY ASSET MANAGEMENT CORP /JAPAN 190,109 $17.9M 0.09% new 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 188,876 $17.7M 2.33% +6,503 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp group of 2 filers holding More: the full row for Mitsubishi UFJ Trust & Banking Corp 188,300 $17.7M -74,220 Timeline Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 175,915 $16.4M 0.02% -239,485 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 172,166 $16.2M 0.01% -52,011 13F-HR Timeline Group iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 171,924 $16.1M 0.23% +2,270 13F-HR Timeline First Trust Bank, Ltd. More: the full row for First Trust Bank, Ltd. 158,000 $14.8M 29.17% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 155,694 $14.5M 0.16% -160,404 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 152,709 $14.3M 0.01% -363,463 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 146,317 $13.7M 0.69% +56,439 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 141,877 $13.7M <0.01% 0 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 144,276 $13.6M 0.04% -160,480 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 141,944 $13.3M 0.2% +122,126 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 139,167 $13.1M 0.02% +36,209 13F-HR Timeline Group MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 137,531 $12.9M 0.01% +55,103 13F-HR Timeline Group Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 136,346 $12.8M 0.21% +4,585 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 135,929 $12.8M 3.18% +3,704 13F-HR Timeline Group 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 135,357 $12.7M 4.59% +143 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 135,230 $12.7M 2.78% +4,331 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 133,652 $12.6M 0.24% -150 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 132,371 $12.4M 1.47% +18,834 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 131,450 $12.3M 0.67% +8,407 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 129,134 $12.1M 0.41% +4,393 13F-HR Timeline Group Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 128,000 $12M 0.7% -6,700 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/ 127,356 $12M 0.01% +50,123 13F-HR Timeline Group Idaho Trust Co More: the full row for Idaho Trust Co 126,419 $11.9M 3.86% +563 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 122,087 $11.5M 0.27% -34,850 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 120,922 $11.4M 0.09% -212,100 13F-HR Timeline Group PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 117,052 $11M 4.87% -1,531 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 116,848 $11M 2.06% +45,309 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 116,089 $10.9M 0.04% -541 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 105,585 $10.2M 0.2% 0 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 107,961 $10.1M 0.01% -40,231 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 107,250 $10.1M 0.01% -369,162 13F-HR Timeline Group CVS HEALTH Corp More: the full row for CVS HEALTH Corp 107,000 $10.1M 4.74% new 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 106,127 $9.97M 0.05% -1,674 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 105,935 $9.95M 0.01% -56,534 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 105,482 $9.91M 0.51% +7,294 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 105,456 $9.88M 0.01% -26,871 13F-HR Timeline Group III Capital Management More: the full row for III Capital Management 105,000 $9.86M 3.99% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 104,486 $9.81M <0.01% -211,655 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 103,756 $9.75M 0.03% -18,386 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 102,844 $9.66M 0.03% -170,155 13F-HR/A Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 102,196 $9.6M 0.51% +39,038 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 100,000 $9.39M 0.09% +50,000 13F-HR Timeline Group Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 99,480 $9.34M 1.48% +3,615 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 98,594 $9.26M 0.04% +13,194 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 98,343 $9.24M 0.02% +9,047 13F-HR Timeline Group Man Group plc in group Man Group plc More: the full row for Man Group plc 97,377 $9.15M 0.02% -850,874 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 95,708 $8.99M 0.01% -59,413 13F-HR Timeline Group Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 92,362 $8.68M 2.86% +1,135 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 91,647 $8.61M 1.1% +33,354 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 90,180 $8.47M 0.01% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 88,865 $8.35M 0.2% -7,000 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 87,372 $8.18M 0.04% -19,534 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 85,755 $8.05M 0.44% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 85,304 $8.01M 0.01% -131,593 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 83,269 $7.82M 1.09% +2,556 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 81,989 $7.7M 0.06% +10,702 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 81,501 $7.65M 1.85% +6,215 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 80,434 $7.56M 0.56% +12,842 13F-HR Timeline Busey Bank More: the full row for Busey Bank 80,210 $7.53M 0.2% +1,047 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 79,989 $7.51M 0.42% -12,626 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 78,794 $7.4M 1.42% +1,338 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 76,810 $7.21M 0.83% +490 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 77,000 $7.17M 0.1% +500 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 74,475 $7M +24,114 Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 73,170 $6.87M 0.41% new 13F-HR Timeline Group Westview Management dba Westview Invest… More: the full row for Westview Management dba Westview Investment Advisors 73,059 $6.86M 3.57% -5,698 13F-HR Timeline FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 66,724 $6.27M 0.73% +5,755 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 65,446 $6.15M 0.01% +16,779 13F-HR Timeline Group Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 64,684 $6.08M 0.75% +27,620 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 63,394 $5.95M 0.05% +4,393 13F-HR Timeline Group Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 62,597 $5.88M +10,806 Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 61,830 $5.81M 0.01% +61,467 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 61,286 $5.76M 0.01% -11,744 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 61,183 $5.75M +18,229 Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 61,165 $5.75M 0.31% -80 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 60,708 $5.7M 1.31% +58,616 13F-HR Timeline Finhabits Advisors LLC More: the full row for Finhabits Advisors LLC 60,688 $5.7M 5.26% +1,521 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 59,476 $5.59M 2.48% +1,858 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 58,063 $5.45M 0.05% -261,553 13F-HR Timeline BEACON ADVISORS HOLDINGS, LLC More: the full row for BEACON ADVISORS HOLDINGS, LLC 56,980 $5.35M 2.86% -1,605 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 56,251 $5.28M 4.34% +1,496 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 56,164 $5.28M 0.01% -166,789 13F-HR Timeline LARCH CAPITAL PARTNERS LLC More: the full row for LARCH CAPITAL PARTNERS LLC 54,811 $5.15M 0.75% +3,531 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 52,698 $5.03M 0.28% +2,336 13F-HR/A Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 53,451 $5.02M 0.02% +8,820 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 53,220 $5M 0.01% -88,035 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 52,852 $4.96M 2.68% -4,362 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 52,850 $4.96M -4,638 Timeline Monument Capital Management More: the full row for Monument Capital Management 52,620 $4.94M 1.24% -2,504 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 52,348 $4.92M 0.64% -3,999 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 51,937 $4.88M 2.48% +30,043 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 51,603 $4.85M 0.05% +37,716 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 50,218 $4.81M 0.08% +3,864 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 49,895 $4.69M 0.1% +8,555 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 49,619 $4.66M 0.6% +572 13F-HR Timeline Privium Fund Management (UK) Ltd More: the full row for Privium Fund Management (UK) Ltd 50,070 $4.65M 2.36% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 48,369 $4.54M <0.01% -963,682 13F-HR Timeline Group Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 47,021 $4.42M 1.78% +1,890 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 46,855 $4.4M 0.02% -105,544 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 46,263 $4.35M 0.09% +3,748 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 46,082 $4.33M 0.06% -623 13F-HR Timeline Group Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 45,911 $4.31M 0.14% new 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 45,013 $4.23M 0.02% +38,689 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 44,441 $4.17M 0.16% +3,792 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 43,827 $4.12M 0.05% +890 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 43,765 $4.11M 0.07% +699 13F-HR/A Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 43,325 $4.07M 0.01% -425,491 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 42,470 $3.99M 0.21% -59,034 13F-HR Timeline Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 42,501 $3.97M 2.43% +32,516 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 42,220 $3.97M 0.15% +50 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 41,756 $3.92M 1% -38,170 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 41,098 $3.86M 0.02% +12,610 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 40,921 $3.84M 0.69% -9,409 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 40,490 $3.8M 0.03% -4,885 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 40,202 $3.78M 1.08% +3,644 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 39,908 $3.75M 1.01% -3,389 13F-HR Timeline