HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 3,565 $610K <0.01% +1,933 13F-HR/A Timeline Group Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 3,557 $608K <0.01% -2,579 13F-HR/A Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 3,503 $598K <0.01% -41,534 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 3,502 $598K <0.01% 0 13F-HR Timeline Group PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 3,488 $596K <0.01% +235 13F-HR Timeline Group MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. in group Mirae Asset Global Investment… More: the full row for MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 3,470 $593K <0.01% new 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,470 $593K 0.01% +591 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 3,461 $591K 0.17% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,413 $583K <0.01% +1,401 13F-HR Timeline Group VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 3,394 $580K <0.01% +775 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 3,313 $566K <0.01% +392 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 3,290 $562K 0.01% new 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 3,237 $553K +16 Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 3,172 $542K 0.03% +99 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 3,167 $541K <0.01% -846 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 3,107 $531K 0.01% +700 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 3,092 $528K 0.3% +403 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,084 $527K 0.01% -649 13F-HR/A Timeline State of Alaska, Department of Revenue More: the full row for State of Alaska, Department of Revenue 3,008 $513K 0.01% -10,651 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 2,909 $497K 0.13% -62 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 2,811 $480K <0.01% -733 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 2,771 $473K 0.01% -2,482 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 2,746 $469K 0.15% 0 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 2,707 $462K <0.01% new 13F-HR Timeline Group Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,450 $428K 0.05% +1,111 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 2,472 $422K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,443 $417K <0.01% +380 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 2,371 $405K <0.01% +401 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,120 $387K 0.01% +426 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,258 $386K 0.02% -412 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 2,243 $383K 0.07% new 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 2,239 $382K <0.01% -164 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,227 $380K 0.02% +972 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,226 $380K 0.01% -1,625 13F-HR Timeline Group SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 2,206 $377K 0.01% -172 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 2,100 $359K <0.01% -1,117 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 2,028 $346K <0.01% 0 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 1,938 $331K 0.01% +87 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 1,920 $328K 0.04% new 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 1,904 $325K <0.01% -2,900 13F-HR/A Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,809 $309K <0.01% -1,467 13F-HR Timeline INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 1,794 $306K <0.01% -6,476 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 1,794 $306K 0.01% new 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,781 $304K <0.01% -170 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,776 $303K 0.01% +111 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,719 $294K 0.01% new 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 1,670 $285K 0.12% 0 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 1,635 $279K 0.19% 0 13F-HR Timeline Utah Retirement Systems More: the full row for Utah Retirement Systems 1,597 $273K <0.01% -70 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,595 $272K <0.01% -755 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,583 $270K 0.02% +33 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 1,575 $269K 0.02% new 13F-HR Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 1,572 $269K 0.01% 0 13F-HR Timeline Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 1,571 $268K <0.01% -47 13F-HR Timeline Group TT International Asset Management LTD More: the full row for TT International Asset Management LTD 1,574 $268K 0.06% -14,184 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,506 $257K <0.01% +14 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,491 $255K 0.01% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,486 $254K <0.01% +112 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 1,484 $254K 0.15% 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,430 $244K <0.01% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,424 $243K 0.03% -4 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 1,419 $242K <0.01% -11,216 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 1,401 $239K <0.01% +162 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 1,389 $237K 0.02% -76 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,383 $236K <0.01% +285 13F-HR Timeline Group Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 1,376 $235K <0.01% new 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,368 $234K 0.01% -451 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,359 $232K <0.01% new 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 1,348 $230K 0.21% 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,343 $229K 0.01% -14,718 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,336 $228K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,312 $224K <0.01% -510 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 1,296 $221K <0.01% -17 13F-HR Timeline Group TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 1,294 $221K <0.01% new 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,290 $220K 0.03% +13 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,275 $218K 0.02% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,266 $216K <0.01% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 1,234 $213K <0.01% new 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 1,231 $210K 0.03% -146 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 1,217 $208K 0.07% 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 1,214 $207K <0.01% -136 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,208 $206K 0.02% new 13F-HR Timeline Aristides Capital LLC More: the full row for Aristides Capital LLC 1,189 $203K 0.07% new 13F-HR/A Timeline State of Wyoming More: the full row for State of Wyoming 1,145 $196K 0.02% -691 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,022 $175K <0.01% 0 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 988 $169K 0.01% +434 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 811 $139K <0.01% +10 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 721 $123K <0.01% -33 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 668 $119K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 612 $109K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 582 $99.4K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 573 $98K <0.01% +170 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 559 $96.4K <0.01% 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 540 $92.2K 0.1% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 522 $89.2K 0.01% 0 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 513 $88K <0.01% +101 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 515 $88K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 490 $84K 0.04% -185 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 477 $81.5K <0.01% -19 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 450 $76.9K <0.01% 0 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 449 $76.7K 0.01% +249 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 403 $68.8K <0.01% +13 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 400 $68.3K <0.01% 0 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/ 352 $60.1K <0.01% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 337 $57.6K <0.01% +234 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 327 $55.9K <0.01% -108 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 304 $51.9K <0.01% +38 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 296 $50.6K <0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 263 $44.9K <0.01% +211 13F-HR/A Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 258 $44.1K 0.03% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 255 $43K <0.01% +15 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 239 $40.8K <0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 238 $40.7K 0.01% -80 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 212 $36.2K 0.01% +205 13F-HR Timeline CX Institutional More: the full row for CX Institutional 208 $36K <0.01% -407 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 206 $35.2K <0.01% +33 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 197 $33.7K <0.01% 0 13F-HR Timeline Group WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 178 $30.4K 0.02% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 178 $30.4K 0.02% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 159 $27.2K <0.01% +150 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 155 $26.5K <0.01% -14 13F-HR Timeline Group LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 132 $22.2K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 128 $21.9K <0.01% -15 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 117 $20K <0.01% +86 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 109 $18.6K <0.01% -84 13F-HR/A Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 107 $18.3K <0.01% new 13F-HR Timeline Group Mitsubishi UFJ Trust & Banking Corp group of 2 filers holding More: the full row for Mitsubishi UFJ Trust & Banking Corp 107 $18.2K -72,704 Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 98 $16.7K <0.01% +89 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 95 $16.2K <0.01% +23 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 86 $14.7K <0.01% -295 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 81 $13.8K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 81 $13.8K <0.01% -160 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 28 $12.7K 0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 69 $11.8K <0.01% -26 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 68 $11.6K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 60 $10.2K <0.01% 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 58 $9.91K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 54 $9.22K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 50 $8.54K <0.01% -38 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 41 $7K <0.01% +32 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 41 $7K <0.01% +39 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 40 $7K <0.01% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 40 $6.83K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 39 $6.73K <0.01% +18 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 29 $4.96K <0.01% +7 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 28 $4.78K <0.01% 0 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 28 $4.78K <0.01% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 27 $4.61K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 27 $4.61K <0.01% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 24 $4.1K <0.01% +9 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 22 $3.76K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 20 $3.42K <0.01% -2 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 18 $3K <0.01% +3 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 15 $2.56K <0.01% +7 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 13 $2.22K <0.01% -82 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 13 $2.22K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 10 $1.71K <0.01% +3 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 10 $1.71K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 9 $1.54K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 8 $1.37K <0.01% -3 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 7 $1.2K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 7 $1.2K <0.01% -113 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 7 $1.2K <0.01% -2 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 6 $1.02K <0.01% +3 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $1.02K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 6 $1.02K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 5 $855 <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 5 $854 <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 4 $717 <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 4 $683 <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 4 $683 <0.01% +1 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 4 $683 <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 3 $513 <0.01% +2 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $513 <0.01% +1 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3 $512 <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 3 $512 <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3 $512 <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3 $512 <0.01% -2 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 3 $512 <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2 $342 <0.01% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 2 $342 <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 2 $342 <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1 $171 <0.01% -131 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1 $171 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1 $171 <0.01% -1 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 1 $171 <0.01% -2 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1 $170 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1 $115 <0.01% new 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.