PZENA INVESTMENT MANAGEMENT LLC More: the full row for PZENA INVESTMENT MANAGEMENT LLC 14,752,836 $351M 1.05% -64,016 13F-HR Timeline FIDUCIARY MANAGEMENT INC /WI/ More: the full row for FIDUCIARY MANAGEMENT INC /WI/ 4,961,969 $118M 1.3% -495,419 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 3,826,910 $91.2M 0.05% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,939,839 $70M <0.01% +942,497 13F-HR/A Timeline Group TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 1,286,763 $30.7M 0.6% -16,661 13F-HR Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 1,132,814 $27M 0.04% +598,814 13F-HR Timeline Group TEACHERS RETIREMENT SYSTEM OF THE STATE… More: the full row for TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 816,200 $19.4M 0.15% 0 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 735,014 $17.5M <0.01% -44,177 13F-HR/A Timeline Group Integral Health Asset Management, LLC More: the full row for Integral Health Asset Management, LLC 650,000 $15.5M 0.78% +200,000 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 461,759 $11M <0.01% -6,643 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 401,076 $9.55M <0.01% -16,711 13F-HR Timeline Group HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 349,500 $8.33M 0.3% -22,700 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 294,915 $7.02M 0.01% +57,923 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 286,898 $6.83M <0.01% +4,824 13F-HR Timeline Group Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 264,462 $6.3M 0.19% +106,438 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 255,716 $6.09M <0.01% -24,462 13F-HR Timeline Group ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 249,800 $5.95M 0.56% +229,589 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 201,872 $4.81M 0.01% -21,350 13F-HR Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 152,962 $3.64M 1.22% -10,625 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 135,434 $3.23M <0.01% +90,357 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 134,693 $3.21M <0.01% -19,817 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 104,271 $2.48M -49,178 Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 98,901 $2.36M <0.01% +42,649 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 94,093 $2.24M 0.06% +82,935 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP group of 2 filers holding More: the full row for TWO SIGMA INVESTMENTS, LP 85,854 $2.05M +52,612 Timeline Franklin Resources group of 2 filers holding More: the full row for Franklin Resources 85,506 $2.04M -26,123 Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 83,089 $1.98M <0.01% +888 13F-HR Timeline Group SEARLE & CO. More: the full row for SEARLE & CO. 80,725 $1.92M 0.5% 0 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 77,537 $1.85M 1.63% +100 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 75,530 $1.8M <0.01% new 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 71,748 $1.71M <0.01% +7,906 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 68,008 $1.62M 0.01% +307 13F-HR Timeline Group QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 67,771 $1.61M 0.02% +2,869 13F-HR Timeline FACTORY MUTUAL INSURANCE CO More: the full row for FACTORY MUTUAL INSURANCE CO 67,196 $1.6M 0.02% 0 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 66,782 $1.59M <0.01% +52,903 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 60,295 $1.44M <0.01% +60,249 13F-HR Timeline Group Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 57,265 $1.36M 0.02% -7,568 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 54,079 $1.29M 0.02% +20,838 13F-HR/A Timeline XY Capital Ltd More: the full row for XY Capital Ltd 53,610 $1.28M 1.3% +16,467 13F-HR Timeline GEODE CAPITAL MANAGEMENT, LLC in group GEODE CAPITAL MANAGEMENT, LLC More: the full row for GEODE CAPITAL MANAGEMENT, LLC 52,720 $1.26M <0.01% -5,185 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 49,187 $1.17M <0.01% -9,404 13F-HR Timeline Group CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 47,609 $1.13M <0.01% -154 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/ 47,587 $1.13M <0.01% +10,008 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 45,624 $1.09M <0.01% -4,037 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 45,522 $1.08M <0.01% +14,078 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 45,371 $1.08M 0.01% +6,627 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 42,950 $1.02M 0.02% -4,806 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 42,891 $1.02M 0.2% -6,365 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 42,216 $1.01M 0.01% -1,716 13F-HR Timeline Group MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 40,522 $965K <0.01% -276,587 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 40,146 $956K <0.01% -1,514 13F-HR Timeline Group Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 39,775 $947K 0.23% +110 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) 38,506 $917K 0.02% +23,293 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 37,443 $891K <0.01% -13,711 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 37,315 $889K <0.01% +4,876 13F-HR Timeline Group HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 36,800 $877K 0.04% -4,200 13F-HR Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 35,888 $855K <0.01% +6,472 13F-HR Timeline Group Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 35,813 $853K <0.01% -2,098 13F-HR Timeline Group Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 33,854 $806K 0.01% +23,194 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 32,996 $786K <0.01% new 13F-HR Timeline Group SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 29,284 $698K 0.08% -558 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 29,177 $695K 0.01% +1,563 13F-HR Timeline Group Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 28,691 $683K 0.01% -8,326 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 28,489 $679K <0.01% new 13F-HR Timeline Group DIMENSIONAL FUND ADVISORS LP in group DIMENSIONAL FUND ADVISORS LP More: the full row for DIMENSIONAL FUND ADVISORS LP 27,811 $662K <0.01% -583 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 24,664 $588K <0.01% +3,900 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 24,156 $575K <0.01% -22,099 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 24,006 $572K 0.01% +5,595 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 21,992 $524K <0.01% -70 13F-HR Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 21,083 $502K <0.01% 13F-HR Timeline Group Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 20,945 $499K <0.01% -505 13F-HR Timeline Group DMC Group, LLC More: the full row for DMC Group, LLC 19,474 $464K 0.31% +11,642 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 18,766 $447K <0.01% +726 13F-HR Timeline Group BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 6,900 $442K 0.11% -25,900 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 18,306 $436K 0.05% 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 18,038 $430K 0.01% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 18,014 $429K 0.01% +6,856 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 17,952 $428K 0.01% -212 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 17,569 $418K <0.01% -44,852 13F-HR Timeline Group Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 2,000 $415K 0.15% -7,198 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 17,340 $413K <0.01% +3,251 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 17,266 $411K <0.01% -1,861 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 17,248 $411K <0.01% -342 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 16,000 $381K 0.01% 0 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 15,306 $365K 0.14% 0 13F-HR Timeline Corient Private Wealth LP group of 2 filers holding More: the full row for Corient Private Wealth LP 15,000 $357K -39,296 Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 14,675 $350K 0.01% new 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 14,125 $336K 0.01% -32,178 13F-HR Timeline Group LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 13,532 $322K 0.03% -50 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 13,510 $322K <0.01% 0 13F-HR Timeline Group EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 12,839 $306K <0.01% -420 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 12,599 $300K 0.07% 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 12,585 $300K 0.01% -1,395 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 12,369 $295K <0.01% -2,962 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 12,341 $294K <0.01% +81 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 12,279 $292K <0.01% new 13F-HR Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 12,159 $290K <0.01% +550 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 11,760 $280K <0.01% -614 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 11,571 $276K 0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 11,420 $272K 0.03% +3,481 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 11,134 $265K <0.01% +1,142 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 11,116 $265K 0.01% -2,796 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 10,482 $250K 0.01% 0 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 10,310 $246K <0.01% +160 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 10,107 $241K <0.01% -1,426 13F-HR Timeline Group PING CAPITAL MANAGEMENT, INC. More: the full row for PING CAPITAL MANAGEMENT, INC. 10,000 $238K 0.09% new 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 9,734 $232K 0.02% 0 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 9,630 $229K 0.01% new 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 9,637 $227K 0.04% new 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 9,402 $224K <0.01% +471 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 9,114 $217K 0.02% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 9,017 $215K <0.01% +553 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 9,008 $215K <0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 8,923 $213K 0.01% -1,514 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 8,896 $212K 0.01% 0 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 8,895 $212K 0.15% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 8,860 $212K 0.01% new 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 8,850 $211K 0.03% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 8,846 $211K <0.01% -6 13F-HR Timeline Transmarket Holdings LP More: the full row for Transmarket Holdings LP 8,800 $210K 0.15% 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 8,762 $209K 0.02% -5,747 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 7,465 $178K <0.01% -8,223 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 7,370 $176K <0.01% +699 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 7,333 $175K <0.01% -68 13F-HR Timeline CACTI ASSET MANAGEMENT LLC More: the full row for CACTI ASSET MANAGEMENT LLC 6,000 $143K 0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 5,483 $131K <0.01% -1,598 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,976 $119K <0.01% -644 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,621 $86.3K <0.01% +72 13F-HR Timeline NEW YORK STATE COMMON RETIREMENT FUND More: the full row for NEW YORK STATE COMMON RETIREMENT FUND 3,519 $83.8K <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 2,752 $65.6K <0.01% -220 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,684 $63.9K <0.01% +248 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,275 $54.2K 0.03% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,140 $51K <0.01% 0 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 2,029 $48.3K -11,611 Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 1,970 $46.9K 0.01% +26 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 1,800 $42.9K 0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,692 $40.3K <0.01% -42 13F-HR/A Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 1,613 $38.4K <0.01% +885 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,551 $36.9K 0.02% -47 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,500 $35.7K <0.01% 0 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,401 $33K <0.01% -1,539 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,363 $32.5K <0.01% -105 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,256 $29.9K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,212 $29K <0.01% -109 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 1,153 $27.5K <0.01% -227 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,141 $27.3K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 980 $23.4K <0.01% +181 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 944 $22K 0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 921 $21.9K <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. 890 $21.2K <0.01% +203 13F-HR/A Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 926 $20.8K <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 750 $17.9K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 604 $14.4K <0.01% -82 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 600 $14.3K <0.01% +314 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 596 $14.2K <0.01% +157 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 505 $12K <0.01% +351 13F-HR Timeline Group MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 478 $11.4K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 475 $11.3K <0.01% +408 13F-HR/A Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 464 $11.1K <0.01% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 423 $10.1K <0.01% -320 13F-HR Timeline Group BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 419 $9.98K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 410 $9.77K <0.01% +329 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 301 $7.18K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 285 $6.79K <0.01% 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 272 $6.48K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 267 $6.36K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 222 $5.29K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 219 $5.22K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 219 $5K <0.01% +107 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 209 $4.98K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 206 $4.91K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 188 $4.48K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 169 $4.03K <0.01% +28 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 154 $3.67K <0.01% 0 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 150 $3.57K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 116 $2.76K <0.01% -78 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 109 $2.6K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 106 $2.52K <0.01% new 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 100 $2.38K <0.01% 0 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 100 $2.38K <0.01% new 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 98 $2.34K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 88 $2.1K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 85 $2.02K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 84 $2K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 70 $2K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 82 $1.95K <0.01% 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 77 $1.83K <0.01% -123 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 67 $1.6K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 70 $1.55K <0.01% -12 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 56 $1.33K <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 51 $1.21K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 44 $1.05K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 37 $881 <0.01% +8 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 36 $858 <0.01% -71 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 35 $834 <0.01% -2,769 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 34 $810 <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 36 $790 <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 27 $643 <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 26 $619 <0.01% 13F-HR/A Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 23 $547 <0.01% -131 13F-HR Timeline