EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 7,800 $1.28M 0.02% +2,800 13F-HR Timeline Group iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 7,748 $1.27M 0.02% -13,177 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 7,352 $1.21M <0.01% +1,257 13F-HR Timeline NISSAY ASSET MANAGEMENT CORP /JAPAN More: the full row for NISSAY ASSET MANAGEMENT CORP /JAPAN 7,351 $1.21M 0.01% -452 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 7,247 $1.19M 0.1% +1,720 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 7,030 $1.15M 0.19% +200 13F-HR Timeline TT International Asset Management LTD More: the full row for TT International Asset Management LTD 6,856 $1.12M 0.24% -211,701 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 6,682 $1.1M <0.01% -1,484 13F-HR Timeline Group Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 6,657 $1.09M <0.01% 0 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 6,606 $1.08M 0.02% +4,408 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 6,530 $1.07M 0.03% -9 13F-HR Timeline NORDEA INVESTMENT MANAGEMENT AB in group NORDEA INVESTMENT MANAGEMENT … More: the full row for NORDEA INVESTMENT MANAGEMENT AB 6,209 $1.03M <0.01% +957 13F-HR Timeline Group BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 6,240 $1.02M 0.27% -10 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 6,233 $1.02M <0.01% -340 13F-HR Timeline Group MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 6,177 $1.02M <0.01% -1,981 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 6,029 $990K 0.66% +3,118 13F-HR/A Timeline Group ASR Vermogensbeheer N.V. More: the full row for ASR Vermogensbeheer N.V. 6,027 $990K 0.01% +1,725 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 5,765 $951K 0.06% +269 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 5,604 $920K 0.2% -20 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 5,557 $913K <0.01% -1,523 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 5,409 $888K 0.01% new 13F-HR Timeline Group Amitell Capital Pte Ltd More: the full row for Amitell Capital Pte Ltd 5,377 $883K 0.99% new 13F-HR Timeline Investment Management Corp of Ontario More: the full row for Investment Management Corp of Ontario 5,158 $847K 0.01% +2,335 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 5,012 $823K 0.01% -21,655 13F-HR Timeline Group Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 5,000 $821K <0.01% -892 13F-HR Timeline Group MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 4,900 $805K <0.01% -1,100 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 4,614 $758K <0.01% +288 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,550 $747K 0.02% -2,470 13F-HR Timeline Group B. Metzler seel. Sohn & Co. AG in group B. Metzler seel. Sohn & Co. AG More: the full row for B. Metzler seel. Sohn & Co. AG 4,477 $735K 0.01% +2,938 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 4,316 $709K <0.01% -2 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 4,300 $706K 0.12% -400 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 4,198 $689K 0.01% -10,413 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 4,003 $657K 0.01% -127 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 3,966 $651K <0.01% +103 13F-HR Timeline Group Osmosis Investment Management UK Ltd More: the full row for Osmosis Investment Management UK Ltd 3,802 $624K 0.02% 13F-HR Timeline Liontrust Investment Partners LLP More: the full row for Liontrust Investment Partners LLP 3,790 $622K 0.01% +2,290 13F-HR 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 3,762 $618K 0.01% new 13F-HR Timeline Group YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 3,572 $609K 0.01% 0 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 3,679 $604K 0.13% 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,615 $594K 0.03% -41 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,591 $590K <0.01% +108 13F-HR Timeline Group GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 3,576 $587K 0.05% -2,447 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 8,700 $584K 0.14% +992 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 3,553 $583K <0.01% +89 13F-HR Timeline Group Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 3,500 $575K 0.46% 0 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 3,463 $569K <0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 3,452 $567K <0.01% -2,234 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,431 $563K 0.02% -2,021 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 3,420 $562K 0.18% +72 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,396 $558K 0.01% new 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 3,362 $552K 0.01% +96 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 3,320 $545K 0.01% -27 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 3,306 $543K <0.01% -2,806 13F-HR Timeline Group QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 3,269 $537K 0.01% -4,500 13F-HR Timeline DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 7,408 $526K <0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 3,168 $520K 0.01% +2,103 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 6,293 $513K 0.04% 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 3,050 $501K <0.01% +50 13F-HR/A Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,043 $500K 0.01% -3 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 3,000 $493K 0.04% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 2,990 $491K <0.01% -132 13F-HR Timeline Group Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 2,985 $490K 0.23% new 13F-HR Timeline Achmea Investment Management B.V. in group Achmea Investment Management … More: the full row for Achmea Investment Management B.V. 2,961 $486K 0.01% new 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,942 $483K <0.01% +152 13F-HR Timeline Group Strategic Global Advisors, LLC More: the full row for Strategic Global Advisors, LLC 2,912 $478K 0.07% -1,050 13F-HR Timeline INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 2,816 $462K <0.01% new 13F-HR Timeline Gulf International Bank (UK) Ltd More: the full row for Gulf International Bank (UK) Ltd 2,800 $460K 0.01% -13 13F-HR Timeline ROYAL LONDON ASSET MANAGEMENT LTD More: the full row for ROYAL LONDON ASSET MANAGEMENT LTD 2,747 $451K <0.01% -479 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 2,690 $442K 0.01% +485 13F-HR Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 2,582 $428K -109,421 Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 2,556 $420K <0.01% -828 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 2,525 $415K 0.02% -942 13F-HR Timeline E. Ohman J:or Asset Management AB More: the full row for E. Ohman J:or Asset Management AB 2,500 $411K 0.01% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2,496 $410K <0.01% -106 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 2,462 $404K <0.01% -111,648 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,455 $403K 0.01% +68 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 2,244 $400K 0.07% +847 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 2,391 $393K <0.01% +77 13F-HR Timeline OSSIAM More: the full row for OSSIAM 2,390 $392K 0.01% -178 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,346 $385K <0.01% new 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 2,270 $373K 0.03% +430 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 2,184 $359K 0.18% +412 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,146 $356K 0.02% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,103 $345K <0.01% +1,706 13F-HR Timeline Group Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 2,073 $340K 0.01% new 13F-HR Timeline Group Havemeyer Place LP More: the full row for Havemeyer Place LP 2,013 $331K 0.07% 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 2,000 $328K 0.03% +1,500 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 1,922 $316K <0.01% -484 13F-HR Timeline Group Amundi in group Amundi More: the full row for Amundi 1,899 $312K <0.01% new 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,865 $306K 0.01% -125 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 1,800 $296K 0.01% new 13F-HR Timeline Group Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 1,755 $288K 0.12% +179 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,713 $281K 0.04% +83 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 1,680 $276K <0.01% +198 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,676 $275K 0.01% +233 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 1,658 $272K 0.17% new 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 1,633 $268K 0.01% -9,944 13F-HR Timeline Intesa Sanpaolo S.p.A. in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo S.p.A. 1,600 $263K 0.02% 13F-HR/A Timeline Group BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 1,579 $259K <0.01% -100 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,518 $249K 0.02% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,489 $245K <0.01% +12 13F-HR/A Timeline Group PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,468 $241K 0.02% -1,690 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,310 $237K 0.01% new 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. 1,426 $234K <0.01% new 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,401 $230K <0.01% +595 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,386 $228K 0.01% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,376 $226K <0.01% -369 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,359 $223K 0.03% -1,389 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,349 $222K <0.01% -187 13F-HR Timeline WCM INVESTMENT MANAGEMENT, LLC More: the full row for WCM INVESTMENT MANAGEMENT, LLC 1,304 $216K <0.01% +38 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,307 $215K <0.01% -984 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 1,297 $213K <0.01% +150 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,288 $212K 0.03% -75 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,276 $210K <0.01% -75 13F-HR Timeline Group SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 1,275 $209K 0.01% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,262 $207K 0.01% +37 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,260 $207K 0.02% +110 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,005 $165K <0.01% +20 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 987 $162K <0.01% +453 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 986 $162K 0.01% -12 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 985 $162K 0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 955 $157K 0.02% +50 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 953 $156K <0.01% +48 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 920 $151K <0.01% -768 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 907 $149K <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 884 $145K 0.02% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 760 $125K <0.01% -5 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 750 $123K <0.01% +100 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 700 $116K <0.01% +472 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 700 $115K <0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 537 $88.2K 0.01% new 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 474 $77.8K <0.01% -16 13F-HR/A Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 455 $74.7K <0.01% +200 13F-HR Timeline Group GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 410 $67.3K <0.01% -27,942 13F-HR Timeline PLATINUM INVESTMENT MANAGEMENT LTD More: the full row for PLATINUM INVESTMENT MANAGEMENT LTD 390 $64K 0.01% -1,192 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 342 $60.7K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 360 $59.1K <0.01% -275 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 341 $56K 0.01% 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 339 $55.7K 0.03% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 331 $54.4K <0.01% +115 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 301 $49.4K <0.01% +300 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 300 $49.3K 0.03% 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 226 $37.1K <0.01% +84 13F-HR/A Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 152 $25K <0.01% -95 13F-HR Timeline Quarry LP More: the full row for Quarry LP 147 $24.1K <0.01% -146 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 125 $20.5K 0.01% 0 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 120 $19.7K 0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 110 $18.1K <0.01% -123 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 101 $16.6K <0.01% -146 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 96 $15.8K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 92 $15.1K <0.01% +75 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 90 $14.8K <0.01% +3 13F-HR Timeline Group VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 75 $12.3K 0.01% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 58 $10K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MAI Capital Management More: the full row for MAI Capital Management 58 $9.53K <0.01% +12 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 51 $9.23K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 47 $8K <0.01% +19 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 46 $7.55K <0.01% -16 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 44 $7.23K <0.01% 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 43 $7.03K <0.01% -10 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 38 $6.24K <0.01% +13 13F-HR/A Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 34 $5.58K <0.01% +3 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 26 $4.27K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 23 $3.78K <0.01% +21 13F-HR/A Timeline Group Ninepoint Partners LP More: the full row for Ninepoint Partners LP 21 $3.45K <0.01% new 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 18 $2.96K <0.01% 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 16 $2.63K <0.01% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 13 $2.13K <0.01% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 10 $2K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 12 $1.97K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 12 $1.97K <0.01% -1 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 11 $1.81K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 10 $1.64K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 10 $1.64K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 10 $1.64K <0.01% 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 9 $1.48K <0.01% 13F-HR/A Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 8 $1.31K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 8 $1.31K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 7 $1.2K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 7 $1.15K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 6 $985 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 5 $821 <0.01% 0 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 4 $657 <0.01% 0 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3 $493 <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 3 $493 <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 2 $329 <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2 $328 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1 $165 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1 $165 <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1 $164 <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1 $164 <0.01% -2 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1 $164 <0.01% new 13F-HR Timeline Avenir Tech Ltd More: the full row for Avenir Tech Ltd 1 $164 <0.01% 0 13F-HR Timeline