XPONANCE LLC More: the full row for XPONANCE LLC 31,419 $1.09M 0.01% +2,014 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 31,338 $1.09M 0.05% -6,278 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 30,791 $1.07M 0.06% +646 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 29,837 $1.03M <0.01% +1,369 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 29,716 $1.03M <0.01% +8,654 13F-HR Timeline Group VIRGINIA RETIREMENT SYSTEMS ET Al More: the full row for VIRGINIA RETIREMENT SYSTEMS ET Al 29,700 $1.03M 0.01% +12,200 13F-HR Timeline Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 29,184 $1.01M <0.01% -1,818 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 28,950 $1M <0.01% -1,605,791 13F-HR Timeline Group Caption Management, LLC More: the full row for Caption Management, LLC 28,900 $1M 0.04% +25,600 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 28,078 $973K 0.23% -239,895 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 26,931 $934K <0.01% -657 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 26,018 $902K <0.01% +3,948 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 25,936 $899K 0.01% new 13F-HR Timeline Militia Capital Management LLC in group Militia Capital Management LLC More: the full row for Militia Capital Management LLC 25,800 $894K 0.16% new 13F-HR Timeline Group Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 25,707 $891K 0.05% +189 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 23,937 $830K <0.01% -21,642 13F-HR/A Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 23,865 $827K 0.01% new 13F-HR Timeline Group Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 23,817 $826K <0.01% -8,880 13F-HR Timeline Natixis Investment Managers group of 2 filers holding More: the full row for Natixis Investment Managers 23,609 $818K +6,677 Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 23,386 $811K 0.01% +10,410 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 23,020 $798K <0.01% +4,498 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 22,727 $788K <0.01% +6,288 13F-HR/A Timeline Group WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 22,210 $770K 0.52% -469 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 22,128 $767K 0.02% -3,879 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 22,002 $763K 0.06% +3,970 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 22,000 $763K 0.05% new 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 21,949 $761K 0.03% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 21,801 $756K 0.01% new 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 21,755 $754K <0.01% -41,344 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 21,721 $753K <0.01% -16,452 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 20,976 $727K 0.01% new 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 20,498 $711K 0.04% +4,201 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 20,420 $708K 0.01% -405 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 20,247 $702K <0.01% -1,292 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 19,578 $679K 0.06% +5,326 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 19,507 $676K 0.01% +2,447 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 17,838 $670K <0.01% +1,096 13F-HR Timeline Group Amundi in group Amundi More: the full row for Amundi 18,791 $651K <0.01% -1,580 13F-HR Timeline Group All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 17,800 $617K 0.13% 0 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 17,702 $614K 0.01% -318 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 17,501 $607K 0.02% new 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 17,089 $592K <0.01% -4,615 13F-HR Timeline Group Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 16,710 $579K 0.02% -9,326 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 16,710 $579K 0.01% new 13F-HR Timeline Illinois Municipal Retirement Fund More: the full row for Illinois Municipal Retirement Fund 16,457 $571K 0.01% -54,288 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 16,119 $559K 0.02% -159 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 16,111 $559K 0.28% 0 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 16,074 $557K 0.41% -20,216 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 16,157 $555K <0.01% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 15,724 $545K 0.09% +1,760 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 15,717 $545K 0.01% +4,914 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 15,588 $540K <0.01% -1,116 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 15,520 $538K 0.01% -5,568 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 15,327 $531K 0.04% +900 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 15,307 $531K <0.01% +1,871 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 15,265 $529K 0.01% -2,035 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 15,239 $528K <0.01% new 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 15,003 $520K <0.01% +922 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 15,012 $520K <0.01% 0 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 15,629 $513K 0.02% +275 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 14,695 $509K <0.01% -12,478 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 14,374 $498K 0.11% +317 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 14,332 $497K <0.01% -7,640 13F-HR Timeline Group LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 14,218 $493K <0.01% +644 13F-HR Timeline Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 13,776 $478K <0.01% +1,203 13F-HR Timeline Group CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 13,568 $470K <0.01% -22,429 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 13,410 $465K 0.01% +3,396 13F-HR Timeline CONWAY CAPITAL MANAGEMENT, INC. More: the full row for CONWAY CAPITAL MANAGEMENT, INC. 13,020 $451K 0.2% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 12,784 $443K 0.1% -245 13F-HR Timeline Group SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 12,573 $436K 0.07% new 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 12,421 $431K <0.01% -149,680 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 12,345 $428K 0.01% +5,070 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 12,255 $425K 0.01% +438 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 12,240 $424K 0.03% new 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 12,048 $418K <0.01% 0 13F-HR Timeline Group Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 12,045 $418K 0.01% new 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 12,029 $417K <0.01% new 13F-HR Timeline Group Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 11,964 $415K 0.24% -359 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 11,492 $398K 0.16% +93 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 11,282 $391K <0.01% -11,602 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 11,140 $386K 0.01% new 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 11,034 $383K 0.01% 0 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 10,677 $370K 0.01% new 13F-HR Timeline Odyssean, LLC More: the full row for Odyssean, LLC 10,523 $365K 0.06% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 9,998 $362K 0.02% new 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 10,384 $360K <0.01% new 13F-HR Timeline Group Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 10,245 $355K 0.04% new 13F-HR Timeline Quinn Opportunity Partners LLC More: the full row for Quinn Opportunity Partners LLC 10,100 $350K 0.02% new 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 10,010 $347K 0.13% new 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 9,289 $322K 0.08% new 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 9,245 $321K 0.01% new 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 9,160 $318K 0.02% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 9,137 $317K <0.01% new 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 9,000 $312K 0.01% -4,000 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 8,948 $310K <0.01% -81,598 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 8,842 $307K <0.01% -1,502 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 8,705 $302K <0.01% -6,988 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 8,492 $294K 0.01% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 8,440 $293K <0.01% new 13F-HR Timeline Group Axim Planning & Wealth More: the full row for Axim Planning & Wealth 8,374 $290K 0.41% -2,800 13F-HR Timeline OP Asset Management Ltd More: the full row for OP Asset Management Ltd 8,354 $290K <0.01% -27,707 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 8,306 $288K 0.03% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 8,167 $283K 0.01% new 13F-HR Timeline Axxion S.A. More: the full row for Axxion S.A. 8,065 $280K 0.02% 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 8,057 $279K 0.03% new 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 7,814 $271K <0.01% new 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 7,715 $267K <0.01% new 13F-HR Timeline Group PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 7,659 $266K 0.01% new 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 7,602 $264K 0.04% -190,825 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 7,511 $260K 0.01% +3,131 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 7,500 $260K 0.01% new 13F-HR Timeline Empirical Capital Management, LLC More: the full row for Empirical Capital Management, LLC 7,500 $260K 0.07% new 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 7,488 $258K 0.01% new 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 7,433 $258K 0.02% new 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 7,166 $248K 0.02% -5,501 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 7,155 $248K <0.01% new 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 7,112 $247K 0.09% new 13F-HR Timeline Group nVerses Capital, LLC More: the full row for nVerses Capital, LLC 7,093 $246K 0.38% new 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 7,066 $245K 0.51% new 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 7,036 $244K <0.01% -34,526 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 7,000 $243K 0.03% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 6,893 $239K <0.01% new 13F-HR Timeline Carroll Investors, Inc More: the full row for Carroll Investors, Inc 6,842 $237K 0.1% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 6,782 $235K <0.01% new 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 6,700 $232K <0.01% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 6,552 $227K <0.01% new 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 6,548 $227K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 6,542 $227K <0.01% +2,434 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 6,502 $225K 0.1% new 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 6,500 $225K 0.06% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,484 $225K <0.01% new 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 6,415 $222K <0.01% -290,609 13F-HR Timeline Group Nykredit A/S in group Nykredit A/S More: the full row for Nykredit A/S 6,397 $222K <0.01% 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 6,253 $217K <0.01% -540 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,202 $215K 0.01% new 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 6,200 $215K 0.01% new 13F-HR Timeline GR FINANCIAL GROUP, LLC More: the full row for GR FINANCIAL GROUP, LLC 6,192 $215K 0.03% new 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 6,082 $211K <0.01% new 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 6,073 $211K 0.06% -28,434 13F-HR Timeline Parker Investment Management, LLC More: the full row for Parker Investment Management, LLC 5,880 $204K 0.02% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 5,774 $200K 0.01% new 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 5,602 $194K <0.01% 0 13F-HR Timeline Group Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 5,577 $193K 0.03% +303 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5,015 $174K <0.01% -1,682 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 5,000 $173K 0.05% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,654 $161K 0.01% +1,128 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,241 $147K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,229 $147K <0.01% -85 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 5,000 $140K 0.05% -400 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 3,539 $123K 0.01% -5,307 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,521 $122K 0.01% +2,245 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 3,400 $118K 0.01% new 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 3,279 $114K 0.01% +2,681 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 3,233 $112K 0.01% +75 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 3,154 $109K <0.01% -489 13F-HR Timeline Group ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 2,831 $98.2K 0.06% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,796 $96.9K <0.01% +396 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,701 $93.6K <0.01% +1,012 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,563 $88.9K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,547 $88.3K <0.01% +21 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 2,500 $86.7K <0.01% 0 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 2,395 $83K 0.02% 0 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 2,324 $80.6K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,272 $78.8K <0.01% +192 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NFSG Corp More: the full row for NFSG Corp 2,260 $78.4K 0.01% +2,000 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,184 $75.8K <0.01% +1,464 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,950 $68K 0.01% 0 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 2,034 $68K <0.01% 0 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 1,958 $67.9K 0.05% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,744 $60.5K <0.01% +500 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 1,752 $58.5K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,686 $58.5K <0.01% +1,256 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,602 $56K <0.01% +448 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,756 $55.6K 0.01% +106 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,566 $54.3K 0.02% +1,558 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,498 $51.9K <0.01% 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,477 $51.2K 0.01% -53 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 1,546 $50.1K 0.01% 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,423 $49.3K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,343 $46.6K <0.01% +5 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,178 $40.8K <0.01% -378 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 1,122 $38.9K <0.01% -341 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 1,111 $38.5K 0.03% -21,028 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,104 $38.3K <0.01% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 1,000 $34.7K 0.01% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 900 $33.8K <0.01% +500 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 805 $27.9K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 783 $27.1K <0.01% -629 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 775 $26.9K <0.01% +319 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 774 $26.8K 0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 760 $26.4K <0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 759 $26.3K <0.01% -570 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 748 $25.9K <0.01% +665 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 637 $22.1K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 503 $18.9K <0.01% -1,047 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 534 $17.8K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 511 $17.7K <0.01% -11,526 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 511 $17.7K <0.01% +181 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 504 $17.5K <0.01% new 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 491 $17K <0.01% 0 13F-HR Timeline