JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 13,289,569 $614M 0.04% -473,584 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,949,100 $90M 0.01% -130,912 13F-HR Timeline Group Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 1,914,681 $88.5M 0.28% +20,134 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,790,288 $82.7M 0.02% +314,088 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,769,516 $81.8M 0.01% +328,742 13F-HR Timeline Group Korea Investment CORP More: the full row for Korea Investment CORP 1,663,100 $76.8M 0.17% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,631,208 $75.4M 0.18% +55,990 13F-HR Timeline Group Trium Capital LLP More: the full row for Trium Capital LLP 1,552,508 $71.7M 17.86% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,550,617 $71.6M 0.01% +15,938 13F-HR Timeline Group VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 1,419,998 $65.6M 0.04% +917,929 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 1,338,052 $61.8M 0.05% -130,273 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,304,333 $60.3M 0.03% -50,491 13F-HR Timeline Group FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 1,291,836 $59.7M 0.05% -1,541,077 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,291,084 $59.6M <0.01% +126,132 13F-HR Timeline Group Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 1,116,641 $51.6M 0.12% new 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 937,925 $43.3M 0.1% +776,965 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 879,200 $40.6M 0.08% new 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 870,735 $40.2M 0.06% new 13F-HR Timeline Group Stairway Partners, LLC More: the full row for Stairway Partners, LLC 849,678 $39.3M 2.23% -2,761 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 839,600 $38.8M 0.14% 0 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 743,924 $34.4M 0.01% +57,457 13F-HR Timeline Group State of Tennessee, Department of Treas… More: the full row for State of Tennessee, Department of Treasury 553,642 $25.6M 0.09% -46,709 13F-HR Timeline Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 526,633 $24.3M 0.01% -46,497 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 496,263 $22.9M 0.01% +41,981 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 451,726 $20.9M 0.03% +14,314 13F-HR Timeline Group Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 447,909 $20.7M 0.5% -55,121 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 447,909 $20.7M 0.42% -55,121 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 444,915 $20.6M 0.16% -106,994 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 418,923 $19.4M 0.91% -135,266 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 411,135 $19M 0.55% +357,500 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 392,660 $18.1M 0.02% -1,853 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 388,751 $18M <0.01% -84,057 13F-HR Timeline Group D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 354,629 $16.4M 0.02% new 13F-HR Timeline Group VPR Management LLC More: the full row for VPR Management LLC 351,800 $16.3M 7.63% 0 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 351,027 $16.2M 0.07% new 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 314,413 $14.5M 0.02% -4,000 13F-HR Timeline Group HAP Trading, LLC More: the full row for HAP Trading, LLC 239,905 $11.1M 4.82% +205,855 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 232,778 $10.8M 0.01% new 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 215,296 $9.95M <0.01% -34,120 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 203,000 $9.38M 0.04% 0 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 199,599 $9.22M 0.3% +49,441 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 182,942 $8.45M <0.01% +52,211 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 194,299 $8.37M 0.01% +117,012 13F-HR/A Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 174,996 $8.08M 0.01% +1,809 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. 153,900 $7.11M 0.02% -47,300 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 153,177 $7.08M <0.01% -188,065 13F-HR/A Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 154,169 $6.94M 0.52% +8,583 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 149,193 $6.89M 0.01% -95,605 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 148,698 $6.87M 0.48% +62,493 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 147,818 $6.83M 0.05% +102,121 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 140,541 $6.49M 0.13% +6,630 13F-HR Timeline Group LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 134,800 $6.23M 0.23% 0 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 128,705 $5.95M -51,973 Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 126,988 $5.87M 0.03% -572 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 125,550 $5.8M 0.98% 0 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 118,075 $5.46M 0.53% +12,794 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 117,172 $5.41M 0.25% -2,993 13F-HR/A Timeline COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH… More: the full row for COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 111,350 $5.14M 0.03% +27,000 13F-HR Timeline New Vernon Capital Holdings II LLC in group New Vernon Capital Holdings I… More: the full row for New Vernon Capital Holdings II LLC 110,826 $5.12M 2.46% -4,010,874 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 109,600 $5.06M 0.01% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 104,843 $4.84M 0.01% -976 13F-HR Timeline Group SOROS FUND MANAGEMENT LLC in group SOROS FUND MANAGEMENT LLC More: the full row for SOROS FUND MANAGEMENT LLC 97,700 $4.51M 0.08% 0 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 94,444 $4.36M 0.02% +4,517 13F-HR Timeline Walleye Trading LLC in group Walleye Capital LLC More: the full row for Walleye Trading LLC 94,352 $4.36M 0.11% -110,559 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 91,092 $4.21M 0.01% -7,544 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 90,526 $4.18M 0.51% -28,485 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 87,288 $4.03M <0.01% -2,167 13F-HR Timeline Group Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 85,777 $3.96M 1.11% -986 13F-HR Timeline Group LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 82,127 $3.79M 0.24% -4,700 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 81,838 $3.78M 0.03% +3,724 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 80,585 $3.72M <0.01% -8 13F-HR Timeline Group Taikang Asset Management (Hong Kong) Co… More: the full row for Taikang Asset Management (Hong Kong) Co Ltd 79,825 $3.69M 0.47% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 77,895 $3.6M 0.02% new 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 76,053 $3.51M 0.01% +7,819 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 75,020 $3.47M <0.01% +2,198 13F-HR/A Timeline Group BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 68,286 $3.15M 0.03% -3,220 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 67,630 $3.12M 0.38% -4,893 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 66,100 $3.05M 0.2% +16,195 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 58,332 $2.69M <0.01% -20,583 13F-HR Timeline Group Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 56,837 $2.63M 1.38% -1,590 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 56,134 $2.59M 0.17% -8,354 13F-HR Timeline CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 53,650 $2.48M 1.04% +80 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 53,180 $2.46M 0.83% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 51,349 $2.37M <0.01% -701 13F-HR Timeline Group Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 48,000 $2.22M 0.35% 0 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 48,510 $2.21M 0.06% +1,655 13F-HR Timeline Moneda S.A. Administradora General de F… More: the full row for Moneda S.A. Administradora General de Fondos 47,090 $2.18M 2.36% 0 13F-HR Timeline Obsido Oy More: the full row for Obsido Oy 45,460 $2.1M 1.59% +614 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 43,960 $2.03M <0.01% 0 13F-HR Timeline Group Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 43,789 $2.02M 0.77% 0 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 41,959 $1.94M 0.26% new 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 41,675 $1.92M <0.01% -409 13F-HR Timeline Group Trek Financial, LLC More: the full row for Trek Financial, LLC 40,888 $1.89M 0.13% +32,425 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 40,675 $1.88M 0.01% +3,198 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 39,053 $1.8M 0.84% +7,313 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 39,000 $1.8M 0.12% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 37,361 $1.73M <0.01% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 36,784 $1.7M <0.01% +20,783 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 36,679 $1.7M 0.01% +4,330 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 36,653 $1.69M 1.08% -4,172 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 35,332 $1.63M 0.64% +42 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 34,627 $1.6M 0.06% +450 13F-HR Timeline PLANWISER FINANCIAL, LLC More: the full row for PLANWISER FINANCIAL, LLC 32,994 $1.54M 1.31% +8,201 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 32,792 $1.51M <0.01% -6,615 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 32,500 $1.5M 0.02% new 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 31,830 $1.47M <0.01% +1,110 13F-HR/A Timeline Group PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 31,451 $1.45M <0.01% -2 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 30,670 $1.4M <0.01% -51,038 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 30,147 $1.39M <0.01% -4,648 13F-HR Timeline Group Family Firm, Inc. More: the full row for Family Firm, Inc. 28,122 $1.3M 0.31% -483 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 27,118 $1.25M 0.01% +20,184 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 26,460 $1.22M 0.3% +13,318 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 26,087 $1.21M 0.16% +4,724 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 26,039 $1.2M 0.05% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 24,155 $1.12M 0.01% 0 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 23,926 $1.11M <0.01% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 23,086 $1.07M 0.02% -2 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 23,011 $1.06M <0.01% -1,203 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 22,637 $1.05M <0.01% -1,845 13F-HR Timeline Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 22,419 $1.04M <0.01% -32,531 13F-HR Timeline Group Brueske Advisory Services, LLC More: the full row for Brueske Advisory Services, LLC 22,009 $1.02M 0.69% new 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 21,512 $994K 0.2% +81 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 20,666 $955K 0.32% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 20,636 $953K 0.16% new 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 19,870 $918K <0.01% -2,360 13F-HR Timeline Group Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 19,793 $914K 0.15% 0 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 19,541 $903K <0.01% +3,452 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 18,604 $860K <0.01% -629 13F-HR Timeline Group Solstein Capital, LLC More: the full row for Solstein Capital, LLC 18,521 $856K 0.44% +4,933 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 18,433 $852K 0.03% +108 13F-HR Timeline Group GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 18,298 $845K 0.17% -1,367 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 17,531 $810K 0.01% +216 13F-HR Timeline Group 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 17,254 $797K 0.02% -814 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 17,215 $795K 0.28% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 17,245 $792K 0.09% new 13F-HR/A Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 16,665 $770K 0.13% -790 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 16,154 $741K 0.21% +1,323 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 15,696 $725K 0.04% 0 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 15,657 $723K -159 Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 15,651 $723K <0.01% +486 13F-HR/A Timeline Group CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 15,450 $714K 0.02% -4,750 13F-HR/A Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 15,378 $710K 0.02% 0 13F-HR Timeline Group Community Bank, N.A. More: the full row for Community Bank, N.A. 15,319 $708K 0.09% -3,322 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 15,000 $693K 0.01% new 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 14,079 $650K <0.01% -309 13F-HR Timeline Group iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 13,700 $633K 0.01% +2,219 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 13,264 $613K 0.02% new 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 12,991 $600K 0.05% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 12,643 $584K <0.01% -996 13F-HR Timeline Group COOPERMAN LEON G More: the full row for COOPERMAN LEON G 12,531 $579K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 12,247 $566K 0.06% +284 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 14,034 $566K 0.05% +14,019 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 12,069 $557K 0.01% +1,285 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 11,508 $532K 0.14% -103 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 11,100 $513K 0.01% 0 13F-HR/A Timeline Group Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 11,080 $512K 0.11% 0 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 11,032 $510K <0.01% -620 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 10,825 $505K <0.01% +2,723 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 10,724 $495K 0.02% 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 10,471 $484K <0.01% -849 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 10,261 $474K 0.32% +820 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 10,165 $470K 0.01% 0 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 9,994 $462K 0.09% 0 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 9,949 $460K 0.01% -7,524 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 9,916 $458K 0.04% -148 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 9,501 $439K <0.01% -21,276 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 8,720 $403K 0.01% +2,495 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 8,715 $403K 0.05% +503 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 8,636 $399K 0.07% +58 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 8,500 $393K 0.02% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 7,651 $353K <0.01% +2,062 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 7,300 $337K 0.01% 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 7,020 $324K 0.13% 0 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 7,000 $323K 0.04% 0 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 6,991 $323K 0.05% new 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 6,854 $317K 0.01% -285 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 6,641 $307K 0.15% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 6,628 $302K <0.01% +806 13F-HR Timeline Group CANADA LIFE ASSURANCE Co in group CANADA LIFE ASSURANCE Co More: the full row for CANADA LIFE ASSURANCE Co 6,370 $295K <0.01% -844 13F-HR Timeline Group Ramiah Investment Group More: the full row for Ramiah Investment Group 6,374 $294K 0.32% new 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 6,360 $294K <0.01% 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 6,288 $291K 0.13% -325 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 6,200 $286K 0.13% 0 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 6,103 $282K <0.01% 0 13F-HR Timeline Group DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 6,083 $281K 0.04% -12 13F-HR Timeline Ifrah Financial Services, Inc. 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Hagan, LLC 5,017 $232K 0.12% -881 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 5,000 $231K 0.03% 0 13F-HR Timeline Group Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 5,000 $231K 0.12% 0 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 4,989 $230K <0.01% new 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 4,912 $227K 0.09% 0 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 4,897 $226K <0.01% new 13F-HR Timeline Group