Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 34,591 $451K 0.04% +10,098 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 35,128 $448K <0.01% -2,141 13F-HR Timeline Group State of Tennessee, Department of Treas… More: the full row for State of Tennessee, Department of Treasury 32,157 $420K <0.01% -28,400 13F-HR Timeline Kestra Investment Management, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Investment Management, LLC 31,384 $410K 0.01% +28,822 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 30,785 $402K <0.01% -1,569 13F-HR Timeline Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 30,316 $396K <0.01% +1,878 13F-HR Timeline Group Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 28,123 $367K 0.04% +745 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 27,886 $364K 0.02% +12,038 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 27,636 $361K 0.18% +9,997 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 27,286 $356K <0.01% +4,471 13F-HR Timeline Group SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 26,425 $345K <0.01% +6,400 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 25,571 $334K <0.01% +1,696 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 25,501 $333K <0.01% +3,309 13F-HR Timeline Group Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 25,000 $326K 0.04% 0 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 24,456 $319K 0.05% -29,077 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 24,074 $314K <0.01% +3,722 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 23,951 $313K <0.01% -103,774 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 22,615 $295K 0.01% new 13F-HR Timeline Group XPONANCE LLC More: the full row for XPONANCE LLC 22,375 $292K <0.01% +698 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 22,144 $289K <0.01% -1,345 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 22,050 $288K 0.03% -11,250 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 21,823 $285K <0.01% -3,315 13F-HR Timeline Group CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 21,140 $276K <0.01% -6,066 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 21,080 $275K 0.01% -350 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 21,075 $275K <0.01% -385 13F-HR Timeline Group MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 20,834 $272K <0.01% -14,329 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 20,675 $270K <0.01% -20,878 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 19,756 $258K <0.01% -527 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 18,803 $245K <0.01% new 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 18,614 $243K 0.08% new 13F-HR Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 18,398 $240K 0.02% -32,718 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 18,380 $240K 0.04% new 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 18,236 $238K <0.01% -33,153 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 18,205 $238K <0.01% -510 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 18,799 $236K 0.01% +3,293 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 18,097 $236K <0.01% +1,038 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 17,951 $234K <0.01% -16,851 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 17,507 $228K 0.02% new 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 17,796 $226K <0.01% new 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 17,100 $219K <0.01% -115,236 13F-HR Timeline Group VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 16,481 $215K <0.01% -5,343 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 16,470 $215K <0.01% new 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 16,186 $211K 0.12% new 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 15,812 $206K 0.01% +859 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 15,809 $206K <0.01% +2,152 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 15,600 $204K 0.01% new 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 15,526 $203K 0.04% -17,446 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 15,296 $200K 0.01% new 13F-HR Timeline Borer Denton & Associates, Inc. More: the full row for Borer Denton & Associates, Inc. 15,295 $200K 0.07% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 15,213 $199K <0.01% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 15,192 $198K <0.01% +1,615 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 14,960 $195K 0.01% -13,903 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 14,847 $194K <0.01% new 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 14,815 $193K <0.01% -2,393 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 14,596 $190K <0.01% -9,401 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 14,567 $190K <0.01% +618 13F-HR Timeline Group Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 14,524 $190K <0.01% +11 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 14,492 $189K <0.01% -734 13F-HR Timeline 111 Capital More: the full row for 111 Capital 14,404 $188K 0.04% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 14,307 $187K <0.01% new 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 14,061 $183K <0.01% -304 13F-HR Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 13,997 $183K <0.01% +3,790 13F-HR Timeline Group denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 13,742 $179K 0.11% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 13,560 $177K <0.01% +1,279 13F-HR Timeline Group Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 13,370 $174K 0.02% +2,074 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 13,231 $173K 0.1% +12,812 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 13,102 $171K 0.03% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 12,655 $165K 0.01% new 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 12,598 $162K <0.01% new 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 12,415 $162K <0.01% -2,461 13F-HR Timeline Group Inscription Capital, LLC More: the full row for Inscription Capital, LLC 12,223 $160K 0.02% new 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 12,209 $159K 0.02% -11,115 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 12,025 $157K 0.07% +950 13F-HR Timeline Ritter Alpha, LP More: the full row for Ritter Alpha, LP 11,976 $156K 8.13% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 11,770 $154K <0.01% new 13F-HR Timeline NBZ Investment Advisors LLC More: the full row for NBZ Investment Advisors LLC 11,700 $153K 0.08% new 13F-HR Timeline CAPITAL COUNSEL LLC/NY More: the full row for CAPITAL COUNSEL LLC/NY 11,610 $152K 0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 11,543 $151K <0.01% -1,175 13F-HR Timeline Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 12,598 $149K <0.01% new 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 11,330 $148K 0.01% -351 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 11,300 $147K <0.01% new 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 11,066 $144K <0.01% new 13F-HR Timeline Group Humankind Investments LLC More: the full row for Humankind Investments LLC 10,898 $142K 0.03% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 10,757 $140K <0.01% -815 13F-HR Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 10,700 $140K <0.01% 0 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 10,634 $139K 0.03% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 10,622 $139K <0.01% +238 13F-HR Timeline Utah Retirement Systems More: the full row for Utah Retirement Systems 10,300 $134K <0.01% 0 13F-HR Timeline Willis Investment Counsel More: the full row for Willis Investment Counsel 10,294 $134K 0.01% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 10,120 $132K <0.01% -949 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 10,006 $131K 0.13% -1,793 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 8,830 $115K <0.01% -4,071 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 8,310 $108K <0.01% -5,650 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 8,117 $106K <0.01% -2,669 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 7,789 $102K <0.01% +1,074 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) 7,748 $101K <0.01% +4,037 13F-HR Timeline Group KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 7,134 $93K <0.01% 0 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 6,983 $91K <0.01% +4,172 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 6,919 $90.3K 0.03% 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 6,712 $87.6K <0.01% -124,661 13F-HR/A Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6,686 $87.3K 0.01% -3 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 6,362 $83K <0.01% 0 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 5,719 $74.6K 0 Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,608 $73.2K 0.01% -7,757 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 5,119 $66.8K 0.03% -75 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,905 $64K <0.01% -156 13F-HR Timeline Group Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 4,502 $58.8K -10,640 Timeline STRS OHIO More: the full row for STRS OHIO 4,464 $58.3K <0.01% +2 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,428 $57.8K <0.01% new 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 4,123 $54K <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/ 4,019 $52.4K <0.01% -20 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 3,907 $51K 0.02% new 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 3,316 $43.3K 0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 3,288 $42.9K <0.01% -1,904 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 3,139 $41K <0.01% 0 13F-HR Timeline CANADA PENSION PLAN INVESTMENT BOARD More: the full row for CANADA PENSION PLAN INVESTMENT BOARD 2,900 $37.8K <0.01% +1,500 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 2,861 $37.3K 0.01% 0 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 2,800 $36.5K <0.01% 0 13F-HR Timeline Group BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 2,679 $35K <0.01% +952 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,426 $31.7K <0.01% -20 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,400 $31.3K <0.01% +1,663 13F-HR/A Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,303 $30.1K <0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,000 $26.1K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 2,105 $26K 0.01% -158,910 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,808 $23.6K <0.01% -1,549 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Point72 Europe (London) LLP More: the full row for Point72 Europe (London) LLP 1,767 $23.1K <0.01% new 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,668 $22K <0.01% -2,263 13F-HR Timeline Group KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 1,549 $20.2K 0.01% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,508 $19.7K <0.01% new 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 1,362 $17.8K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,359 $17.7K <0.01% +110 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,353 $17.7K <0.01% +1,243 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,289 $17K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,257 $16.4K <0.01% -721 13F-HR/A Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,214 $15.8K <0.01% +388 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,162 $15.2K <0.01% -701 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,112 $14.5K <0.01% +467 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,049 $13.7K <0.01% -27 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,024 $13.4K <0.01% -281 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 977 $12.8K <0.01% +887 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 973 $12.7K <0.01% +18 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 908 $11.8K <0.01% +279 13F-HR Timeline Group DANSKE BANK A/S More: the full row for DANSKE BANK A/S 900 $11.7K <0.01% -1,837 13F-HR/A Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 870 $11.4K 0.01% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 863 $11.3K <0.01% +15 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 891 $11K <0.01% +834 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 830 $10.9K <0.01% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 757 $9.88K 0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 722 $9.42K <0.01% +622 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 702 $9.16K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 700 $9.16K <0.01% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 700 $9.13K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 667 $8.7K <0.01% +157 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 617 $8.05K <0.01% +397 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 550 $7.18K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 485 $6.35K <0.01% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 421 $5.49K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 417 $5.46K <0.01% 0 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 361 $4.71K <0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 345 $4.5K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 336 $4.38K <0.01% +36 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 304 $3.97K <0.01% -386 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 295 $3.85K <0.01% +66 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 294 $3.84K <0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 290 $3.79K <0.01% -2,250 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 287 $3.75K <0.01% 0 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 250 $3.26K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Crews Bank & Trust More: the full row for Crews Bank & Trust 250 $3.26K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 237 $3K <0.01% -26 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 251 $2.85K <0.01% +127 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 193 $2.52K <0.01% +8 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 182 $2.38K <0.01% -64 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 176 $2.3K <0.01% +98 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 173 $2.26K <0.01% +2 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 170 $2.22K <0.01% +20 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 135 $1.76K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 132 $1.72K <0.01% new 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 116 $1.51K <0.01% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 100 $1.3K <0.01% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 100 $1.26K <0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 94 $1.23K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 94 $1.23K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 88 $1.15K <0.01% new 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 48 $1K <0.01% -2,869 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 43 $561 <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 41 $536 <0.01% new 13F-HR/A Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 40 $522 <0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 37 $483 <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 37 $483 <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 32 $418 <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 31 $405 <0.01% -94 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 31 $405 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 31 $405 <0.01% -31 13F-HR Timeline HARBOUR INVESTMENTS, INC. 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