Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 13,862 $715K <0.01% +396 13F-HR Timeline Group Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 13,860 $715K 0.02% 0 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 13,798 $712K 0.02% +675 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 13,354 $689K 0.06% 0 13F-HR Timeline Gulf International Bank (UK) Ltd More: the full row for Gulf International Bank (UK) Ltd 13,352 $687K 0.01% -135 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 12,889 $665K <0.01% -5,170 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 12,863 $664K 0.06% -1,401 13F-HR Timeline Homestead Advisers Corp More: the full row for Homestead Advisers Corp 12,800 $660K 0.02% -105,500 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 12,600 $649K <0.01% 0 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 12,430 $641K 0.01% -542 13F-HR Timeline Group Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 12,220 $631K <0.01% -41 13F-HR Timeline Group Assenagon Asset Management S.A. More: the full row for Assenagon Asset Management S.A. 12,208 $629K <0.01% +5,740 13F-HR/A Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 12,118 $625K <0.01% new 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 11,994 $619K 0.13% new 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 11,942 $616K <0.01% 0 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 11,925 $615K 0.01% +663 13F-HR Timeline Group First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 11,600 $599K 0.2% +2,000 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 11,437 $590K <0.01% +54 13F-HR Timeline Group Tacita Capital Inc More: the full row for Tacita Capital Inc 11,452 $589K 0.32% -95 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 10,666 $550K 0.01% -507 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 10,651 $550K 0.05% -1,070 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 10,295 $531K 0.01% +128 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 10,222 $527K <0.01% -5,157 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 10,000 $516K 0.02% -73 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 9,951 $513K 0.01% +920 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 9,921 $510K <0.01% +5,350 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 9,760 $503K 0.07% -23,080 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 9,734 $502K 0.01% +120 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 9,496 $490K <0.01% -115 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 9,072 $468K <0.01% -5,285 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 9,054 $467K 0.01% -7,143 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 9,041 $467K <0.01% -369 13F-HR Timeline Group 111 Capital More: the full row for 111 Capital 8,945 $461K 0.08% new 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 8,900 $459K 0.01% new 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 8,868 $458K <0.01% +2,280 13F-HR/A Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 8,720 $450K 0.01% +11 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 8,666 $447K 0.01% +616 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 8,517 $439K 0.01% -1,049 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 8,400 $433K 0.03% -300 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 8,301 $428K <0.01% -112 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 7,557 $390K <0.01% -8,905 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 7,485 $386K 0.03% 0 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 7,281 $376K <0.01% new 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 7,187 $371K 0.07% +88 13F-HR Timeline ROYAL LONDON ASSET MANAGEMENT LTD More: the full row for ROYAL LONDON ASSET MANAGEMENT LTD 7,083 $365K <0.01% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 6,954 $359K <0.01% -153 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 6,756 $349K <0.01% -4,145 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 6,721 $347K <0.01% +1,021 13F-HR Timeline INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 6,472 $334K <0.01% 0 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 6,009 $328K <0.01% -570,623 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 6,268 $323K <0.01% -3,504 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 6,246 $322K 0.01% -1,584 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 6,220 $321K <0.01% -1,864 13F-HR Timeline Bristlecone Value Partners, LLC More: the full row for Bristlecone Value Partners, LLC 6,109 $315K 0.25% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 6,068 $313K <0.01% -1,019 13F-HR Timeline Group UniSuper Management Pty Ltd More: the full row for UniSuper Management Pty Ltd 4,279 $313K <0.01% +379 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 6,034 $311K <0.01% +36 13F-HR Timeline HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 6,004 $310K <0.01% -48,573 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 6,000 $309K 0.02% 0 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 5,651 $292K <0.01% -1,871 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 5,555 $287K <0.01% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 5,547 $286K <0.01% new 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 5,244 $270K 0.15% new 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 5,212 $269K <0.01% +93 13F-HR Timeline Group Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 5,000 $258K 0.06% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 4,865 $251K <0.01% -6,531 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 4,837 $250K <0.01% -336 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 4,786 $247K 0.01% +725 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 4,752 $245K <0.01% -1,413 13F-HR/A Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 4,737 $244K <0.01% -413 13F-HR/A Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 4,633 $239K 0.06% -5,588 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 4,469 $231K <0.01% -1,486 13F-HR Timeline Group HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 4,463 $230K 0.02% +153 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 4,383 $226K 0.05% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,288 $221K <0.01% -3,904 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 4,281 $220K <0.01% -727,774 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 4,240 $219K <0.01% -330 13F-HR Timeline Group Net Worth Advisory Group More: the full row for Net Worth Advisory Group 4,228 $218K 0.05% -247 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 4,198 $217K 0.01% -1,003 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 4,180 $216K 0.08% +501 13F-HR Timeline Group Plan A Wealth LLC More: the full row for Plan A Wealth LLC 4,178 $216K 0.09% -26 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 4,093 $211K <0.01% new 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,995 $206K 0.01% -4,530 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 3,857 $199K <0.01% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 3,746 $193K 0.11% -3,609 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 3,702 $191K <0.01% -1,566 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 3,579 $185K 0.02% -962 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,566 $184K 0.02% +454 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,388 $175K <0.01% -84 13F-HR Timeline Group Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 3,268 $169K 0.08% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,224 $166K <0.01% 0 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 3,104 $160K <0.01% 0 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 3,079 $159K <0.01% +1,200 13F-HR Timeline BRANT POINT INVESTMENT MANAGEMENT LLC More: the full row for BRANT POINT INVESTMENT MANAGEMENT LLC 3,000 $155K 0.03% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,884 $149K <0.01% -90 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,596 $134K <0.01% +1,816 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 442 $133K 0.11% +72 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,311 $119K <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 2,169 $112K <0.01% -1,457 13F-HR Timeline Group Munich Reinsurance Co Stock Corp in Mun… More: the full row for Munich Reinsurance Co Stock Corp in Munich 2,163 $111K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,115 $109K <0.01% -316 13F-HR Timeline State of Alaska, Department of Revenue More: the full row for State of Alaska, Department of Revenue 1,875 $96K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,721 $88.8K <0.01% -997 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,702 $87.9K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,458 $75.2K 0.01% +452 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,457 $75.2K <0.01% 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 1,283 $66.2K 0.03% -103 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,276 $65.8K <0.01% -79 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,162 $60K 0.03% +60 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,140 $58.8K <0.01% -93 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 1,110 $57.3K 0.03% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,004 $51.8K <0.01% -6 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 995 $51.3K <0.01% +90 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 935 $48.7K <0.01% 0 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 855 $44.1K <0.01% +12 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 800 $41.2K <0.01% new 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 749 $39K <0.01% 0 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 711 $36.7K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 703 $36.3K <0.01% -40 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 662 $34.2K <0.01% -582 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 645 $33.3K <0.01% 0 13F-HR Timeline Group Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 642 $33.1K 0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 638 $32.9K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 595 $31K <0.01% 0 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 322 $27.8K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 518 $26.7K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 408 $21.1K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 420 $21K <0.01% -27,189 13F-HR Timeline Group Main Street Group, LTD More: the full row for Main Street Group, LTD 403 $20.8K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 373 $19.2K 0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 359 $18.5K <0.01% +12 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 354 $18.3K <0.01% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 329 $16.9K <0.01% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 326 $16.8K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 322 $16.6K <0.01% -1,550 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 319 $16.5K <0.01% +84 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 308 $15.9K <0.01% -28 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 300 $15.5K <0.01% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 298 $15.4K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 289 $14.9K <0.01% -231 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 285 $14.7K 0.01% -1,785 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 234 $12.5K <0.01% -6 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 239 $12.3K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 237 $12.2K <0.01% -175 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 231 $11.9K <0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 229 $11.8K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 204 $10.5K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 195 $10.1K <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 181 $9.34K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 180 $9K <0.01% -86 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 157 $8.1K <0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 153 $7.89K <0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 151 $7.79K <0.01% -9 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 137 $7.07K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 142 $7K <0.01% 0 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 132 $6.81K <0.01% 0 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 126 $6.5K <0.01% -60,511 13F-HR Timeline Group MidFirst Bank More: the full row for MidFirst Bank 119 $6.14K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 112 $5.78K <0.01% -112 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 107 $5.52K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 104 $5.37K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 103 $5.34K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 102 $5.26K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 100 $5.16K <0.01% 0 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 92 $4.75K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 88 $4.54K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 88 $4.54K <0.01% -66 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 86 $4.44K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 81 $4.18K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 81 $4.18K <0.01% 13F-HR Timeline Group Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 81 $4.18K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 81 $4.18K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 79 $4.08K <0.01% -4 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 69 $4K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 76 $3.92K <0.01% +49 13F-HR/A Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 75 $3.87K <0.01% 0 13F-HR Timeline ASR Vermogensbeheer N.V. More: the full row for ASR Vermogensbeheer N.V. 75 $3.87K <0.01% -7,988 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 74 $3.82K <0.01% 0 13F-HR Timeline Group 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 72 $3.71K <0.01% 0 13F-HR Timeline Group Vision Retirement, LLC More: the full row for Vision Retirement, LLC 68 $3.51K <0.01% 0 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 68 $3.51K <0.01% new 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 68 $3.51K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 63 $3.25K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 62 $3.2K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 61 $3.15K <0.01% 0 13F-HR/A Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 61 $3.15K <0.01% +15 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 63 $3K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 56 $2.89K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 54 $2.79K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 51 $2.63K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 50 $2.58K <0.01% 0 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 46 $2.37K <0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 40 $2.06K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 40 $2.06K <0.01% 13F-HR Timeline Pinnacle Bancorp, Inc. 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