GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 9,964,483 $437M 0.08% +200,071 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 7,604,162 $333M 0.03% -1,166,262 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,722,153 $119M 0.01% -57,806 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,886,534 $82.6M <0.01% -18,335 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,761,571 $77.2M 0.01% +28,263 13F-HR/A Timeline Group Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 1,493,319 $65.4M 0.22% 0 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 505,894 $22.2M 0.01% -80,878 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 437,235 $19.2M 0.03% +58,876 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 392,106 $17.2M <0.01% +26,700 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 217,343 $9.52M 0.01% -6,654 13F-HR Timeline Group Amundi in group Amundi More: the full row for Amundi 182,625 $8.09M <0.01% -1,500 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 163,406 $7.16M 0.04% +12,924 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 139,541 $6.11M 0.01% +13,955 13F-HR Timeline Group PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 135,331 $5.93M 0.16% -161,372 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 135,318 $5.93M <0.01% -40,079 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 134,841 $5.9M <0.01% +15,824 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 132,144 $5.79M 0.02% -16,393 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 126,091 $5.52M <0.01% 13F-HR/A Timeline Group Ramiah Investment Group More: the full row for Ramiah Investment Group 123,187 $5.4M 4.91% -13,534 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 120,647 $5.29M 0.01% -38,476 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 112,523 $4.93M <0.01% +2,696 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 111,632 $4.89M <0.01% -2,594 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 105,652 $4.63M 0.02% +1,242 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 102,441 $4.49M <0.01% -12,173 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 98,189 $4.3M 0.39% -2,545 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 97,500 $4.27M 0.26% -2,352 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 93,542 $4.1M 0.01% -2,171 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 87,544 $3.84M <0.01% +323 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 70,704 $3.31M 0.01% -43,706 13F-HR Timeline Group BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 77,554 $3.17M 0.41% -3,489 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 60,411 $2.65M 0.01% +2,554 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 56,968 $2.5M <0.01% -30,568 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 52,916 $2.32M <0.01% +31,729 13F-HR Timeline Group BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 51,285 $2.28M 0.02% -9,529 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 48,941 $2.14M 0.81% new 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 45,441 $1.99M 0.77% +408 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 44,858 $1.97M <0.01% +6,565 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 53,813 $1.89M <0.01% -4,100 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 42,550 $1.86M <0.01% new 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 42,313 $1.85M 0.82% -3,810 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 41,781 $1.83M 0.4% +11,911 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 40,362 $1.83M 0.01% -384 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 41,542 $1.82M 0.51% -630 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 40,100 $1.76M <0.01% +29,900 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 38,531 $1.69M <0.01% +1,108 13F-HR Timeline Group Money Design Co.,Ltd. More: the full row for Money Design Co.,Ltd. 32,343 $1.42M 0.07% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 31,209 $1.37M 0.01% +10,049 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 31,025 $1.36M <0.01% +20,210 13F-HR/A Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 28,995 $1.27M <0.01% +896 13F-HR Timeline 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 28,582 $1.25M <0.01% +1 13F-HR Timeline Group Blue Capital, Inc. More: the full row for Blue Capital, Inc. 28,157 $1.23M 0.87% 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 26,865 $1.18M 0.04% +13 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 25,190 $1.1M 0.01% -647 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 22,393 $1.05M <0.01% +544 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 22,298 $977K <0.01% 0 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 21,089 $924K <0.01% +204 13F-HR Timeline Group Resolute Advisors LLC More: the full row for Resolute Advisors LLC 20,774 $910K 0.18% +453 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 20,525 $899K 0.07% -250 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 18,798 $829K 0.59% -265 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 18,800 $824K 0.03% 0 13F-HR Timeline Group EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 18,253 $800K 0.57% -412 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 17,990 $788K <0.01% +6,126 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 17,469 $765K <0.01% +2,706 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 16,582 $726K <0.01% -1,336 13F-HR Timeline Group Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 16,501 $723K 0.19% -517 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 16,401 $719K 0.02% -1,015 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 16,146 $707K <0.01% +51 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 15,343 $677K 0.02% -69 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 15,408 $675K <0.01% -28 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 14,635 $641K 0.01% +10,408 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 14,226 $640K 0.2% +527 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 14,530 $637K <0.01% -840 13F-HR Timeline Group Next Level Private LLC More: the full row for Next Level Private LLC 13,970 $612K 0.25% +255 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 12,953 $567K 0.04% new 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 11,632 $510K 0.02% new 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 11,520 $505K 0.03% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 11,405 $500K <0.01% 0 13F-HR Timeline Group Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 11,000 $482K 0.04% 0 13F-HR Timeline Israel Discount Bank of New York More: the full row for Israel Discount Bank of New York 10,843 $475K 0.35% -680 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 10,700 $468K 0.01% new 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 9,951 $436K <0.01% -2,035 13F-HR/A Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 9,708 $425K 0.28% -1,977 13F-HR Timeline swisspartners Advisors Ltd More: the full row for swisspartners Advisors Ltd 10,615 $422K 0.45% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 9,605 $421K 0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 9,285 $407K 0.01% -160 13F-HR Timeline MetLife Inc in group MetLife Investment Management… More: the full row for MetLife Inc 9,147 $402K 4.3% +193 13F-HR Timeline Group BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 9,158 $401K 0.04% 0 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 9,050 $397K 0.01% new 13F-HR Timeline Group BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 8,554 $375K 0.01% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 8,426 $369K <0.01% +2,526 13F-HR/A Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 8,309 $364K 0.01% -296 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 8,196 $359K <0.01% -7,828 13F-HR Timeline Group Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 8,163 $358K 0.53% 13F-HR/A Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 7,760 $340K <0.01% new 13F-HR Timeline COOPERMAN LEON G More: the full row for COOPERMAN LEON G 7,610 $333K 0.01% new 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 7,562 $331K 0.01% 0 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 7,032 $308K 0.26% +164 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 6,908 $303K 0.05% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 6,900 $302K 0.01% 0 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 6,697 $293K 0.07% +127 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 6,581 $288K 0.02% +233 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 6,326 $278K 0.01% 0 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 6,009 $263K <0.01% +1,606 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 5,865 $257K <0.01% -1,488 13F-HR/A Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 5,740 $251K 0.18% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 5,335 $234K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 5,312 $233K 0.01% 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 5,272 $231K 0.01% +853 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 5,250 $230K <0.01% 0 13F-HR Timeline Group Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 5,198 $228K 0.15% 0 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 5,178 $227K 0.04% -1,017 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,020 $220K 0.01% +121 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 5,000 $219K 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 4,974 $218K <0.01% +193 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,927 $216K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,700 $206K 0.01% -872 13F-HR Timeline SignalPoint Asset Management, LLC More: the full row for SignalPoint Asset Management, LLC 4,590 $201K 0.05% -95 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 4,382 $192K 0.02% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,916 $172K 0.03% -2,400 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 3,564 $156K 0.02% -919 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 3,460 $152K 0.03% -352 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 3,316 $145K <0.01% +218 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,230 $142K <0.01% -124 13F-HR Timeline Group Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 3,200 $140K 0.04% 13F-HR Timeline Group Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 3,050 $134K 0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 2,993 $131K 0.03% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,976 $130K <0.01% -58 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,935 $129K <0.01% +1,239 13F-HR Timeline Group OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,940 $85K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,843 $80.8K <0.01% +545 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 1,730 $75.8K 0.02% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,687 $74K 0.01% +173 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,620 $71K <0.01% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 1,461 $64K 0.01% new 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 1,400 $61.3K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,100 $48.2K <0.01% 0 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,100 $48.2K <0.01% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 1,057 $46.3K <0.01% new 13F-HR Timeline Group Breakwater Investment Management More: the full row for Breakwater Investment Management 1,005 $44K 0.02% 0 13F-HR/A Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 600 $26.3K <0.01% -1,500 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 561 $24.6K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 550 $24.1K <0.01% -1,100 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 500 $22.1K <0.01% -2,433 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 484 $21.2K <0.01% +10 13F-HR/A Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 483 $21.2K <0.01% -36 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 378 $17K <0.01% 0 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 315 $13.8K <0.01% +225 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 303 $13.3K <0.01% -365 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 300 $13.1K <0.01% 0 13F-HR Timeline Group Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 300 $13.1K 0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 300 $13.1K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 300 $13K 0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 295 $12.9K <0.01% -830 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 270 $11.8K <0.01% 0 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 267 $11.7K <0.01% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 250 $11K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 250 $11K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 225 $9.86K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 190 $8.32K <0.01% 0 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 189 $8.28K <0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 175 $7.67K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 159 $6.97K <0.01% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 148 $6.48K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 148 $6.48K <0.01% new 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 125 $6.11K <0.01% new 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 135 $5.91K <0.01% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 125 $5.48K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 124 $5.43K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 120 $5.26K <0.01% new 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 112 $4.91K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 94 $4.12K <0.01% -172 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 90 $3.94K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 88 $3.85K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 80 $3.5K <0.01% 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 75 $3.29K <0.01% -225 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 69 $3.02K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 64 $2.8K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 63 $2.76K <0.01% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 50 $2.19K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 40 $1.75K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 32 $1.4K <0.01% +15 13F-HR Timeline Group HBC Financial Services, PLLC More: the full row for HBC Financial Services, PLLC 36 $1K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 31 $1K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 27 $1K <0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 19 $832 <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 15 $657 <0.01% new 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 12 $526 <0.01% new 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 12 $512 <0.01% -149 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 11 $489 <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 10 $438 <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6 $263 <0.01% new 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3 $140 0.01% -3,197 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 0 $9 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1 $0 0% -845 13F-HR Timeline Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.