MASSACHUSETTS FINANCIAL SERVICES CO /MA/ in group MASSACHUSETTS FINANCIAL SERVI… More: the full row for MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 14,881 $221K <0.01% -32,779 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 14,823 $220K <0.01% -3,961 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 14,818 $220K 0.01% -14,980 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 13,613 $202K 0.03% -169 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 13,483 $200K 0.02% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 13,432 $199K <0.01% +3,091 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 13,396 $199K 0.01% -1,181 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 13,364 $198K 0.01% -2,350 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 12,866 $191K <0.01% -109,617 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 12,800 $190K 0.03% +450 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 12,598 $187K <0.01% 0 13F-HR/A Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 12,458 $185K 0.02% -9,421 13F-HR Timeline Altar Rock LLC More: the full row for Altar Rock LLC 12,371 $184K 0.22% +431 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 11,587 $180K 0.01% new 13F-HR Timeline Meixler Investment Management, Ltd. More: the full row for Meixler Investment Management, Ltd. 11,600 $177K 0.1% -700 13F-HR Timeline IFM Investors Pty Ltd More: the full row for IFM Investors Pty Ltd 11,576 $172K <0.01% -873 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 11,500 $171K 0.04% new 13F-HR/A Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 11,386 $169K 0.04% new 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 11,384 $169K <0.01% +138 13F-HR Timeline Group T3 Companies, LLC in group T3 Companies, LLC More: the full row for T3 Companies, LLC 11,300 $168K 0.23% -63,500 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 11,244 $167K 0.01% +853 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 11,130 $165K 0.01% +72 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 11,067 $162K <0.01% -602 13F-HR Timeline Group CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 10,799 $160K <0.01% 13F-HR Timeline Group Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 10,565 $157K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 10,295 $153K <0.01% +772 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 10,144 $151K <0.01% new 13F-HR Timeline Group DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 10,000 $148K 0.03% -26,886 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 10,000 $148K 0.02% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 8,479 $126K <0.01% +1,134 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,764 $118K <0.01% -139 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 7,318 $111K 0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,395 $110K <0.01% 0 13F-HR/A Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 7,224 $107K 0.01% 0 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 7,063 $105K <0.01% 0 13F-HR Timeline Group PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 6,813 $101K <0.01% -327 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 6,000 $89K 0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 6,000 $89K 0.04% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 5,423 $80.5K <0.01% -4,690 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 5,375 $79.8K <0.01% +2,999 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 4,700 $69.7K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 4,683 $69.5K <0.01% -56 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 4,500 $66.8K <0.01% new 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 4,436 $65.8K <0.01% new 13F-HR/A Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,111 $61K 0.01% +907 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,813 $56.6K <0.01% +603 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. 3,634 $53.9K <0.01% +471 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 3,382 $50.2K 0.01% -131 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,356 $49.8K <0.01% +674 13F-HR/A 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. 2,919 $43.3K <0.01% +707 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,430 $35.8K <0.01% -146 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,183 $32.4K <0.01% +600 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,854 $27.5K <0.01% -652 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,477 $21.9K <0.01% +170 13F-HR Timeline Group Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 1,400 $20.8K 0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,347 $20K <0.01% +212 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 1,342 $19.9K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,330 $19.7K <0.01% +730 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,227 $18.2K <0.01% +90 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,200 $17.8K <0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,157 $17.2K <0.01% +60 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,153 $17.1K <0.01% +14 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,084 $16.1K <0.01% +565 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,050 $15.6K 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 1,027 $15.2K <0.01% -13 13F-HR Timeline Group HUSSMAN STRATEGIC ADVISORS, INC. More: the full row for HUSSMAN STRATEGIC ADVISORS, INC. 1,000 $14.8K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,000 $14.8K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 958 $14.7K <0.01% +18 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 1,275 $14.1K 0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 896 $13.3K <0.01% +596 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 841 $12.5K <0.01% +200 13F-HR/A Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 805 $11.9K <0.01% +705 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 723 $10.7K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 715 $10.6K <0.01% +235 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Tidemark, LLC More: the full row for Tidemark, LLC 699 $10.4K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 606 $9K <0.01% +605 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 587 $8.71K <0.01% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 566 $8.4K <0.01% 0 13F-HR/A Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 566 $8.4K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 500 $7.42K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 500 $7.42K <0.01% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 489 $7.26K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 473 $7K <0.01% -1,040 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 434 $6.44K <0.01% +119 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 415 $6.16K <0.01% +160 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 400 $5.94K <0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 400 $5.94K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 400 $5.94K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 371 $5.51K <0.01% +209 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 360 $5.34K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 322 $5K <0.01% new 13F-HR Timeline Group Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 310 $5K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 246 $3.65K <0.01% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 245 $3.64K <0.01% new 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 226 $3.35K <0.01% 0 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 226 $3.35K <0.01% new 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 208 $3.17K <0.01% 0 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 200 $3.04K <0.01% new 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 226 $3K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 200 $3K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 200 $2.97K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 200 $2.97K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 185 $2.75K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 180 $2.67K <0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 160 $2.46K <0.01% new 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 162 $2.4K <0.01% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 158 $2.35K <0.01% new 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 150 $2.23K <0.01% 0 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 200 $2.19K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 132 $2.03K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 121 $1.8K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 121 $1.8K <0.01% +37 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 115 $1.71K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 98 $1.46K <0.01% +59 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 94 $1.4K <0.01% 0 13F-HR Timeline EQUITEC PROPRIETARY MARKETS, LLC More: the full row for EQUITEC PROPRIETARY MARKETS, LLC 75 $1.11K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 73 $1.08K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 72 $1.07K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 58 $861 <0.01% -1,554 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 56 $832 <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 50 $742 <0.01% 0 13F-HR Timeline Group Bank of New Hampshire More: the full row for Bank of New Hampshire 50 $742 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 43 $639 <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 40 $594 <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 32 $475 <0.01% +17 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 31 $460 <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 31 $460 <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 24 $357 <0.01% +4 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 22 $326 <0.01% +2 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 16 $237 <0.01% new 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 6 $90 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 3 $52 <0.01% -1 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1 $15 <0.01% 0 13F-HR Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1 $15 <0.01% 0 13F-HR Timeline