Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 26,567 $1.51M <0.01% -62 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 26,200 $1.49M <0.01% -20,246 13F-HR Timeline Group MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 25,602 $1.45M 0.13% -8,356 13F-HR Timeline VIRGINIA RETIREMENT SYSTEMS ET Al More: the full row for VIRGINIA RETIREMENT SYSTEMS ET Al 25,600 $1.45M 0.01% +200 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 25,547 $1.45M 0.01% +321 13F-HR Timeline Group TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 25,396 $1.44M 0.01% -7,622 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 25,217 $1.43M 0.09% -44 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 25,054 $1.42M <0.01% -13,202 13F-HR Timeline Group Cache Advisors, LLC More: the full row for Cache Advisors, LLC 24,837 $1.41M 0.25% +837 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 24,676 $1.4M 0.01% +5,852 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 24,027 $1.36M 0.06% new 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 23,200 $1.32M <0.01% new 13F-HR Timeline Group PFM Health Sciences, LP More: the full row for PFM Health Sciences, LP 22,915 $1.3M 0.11% new 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 22,784 $1.29M 0.95% +1,951 13F-HR/A Timeline State of Alaska, Department of Revenue More: the full row for State of Alaska, Department of Revenue 22,633 $1.28M 0.01% +613 13F-HR Timeline CIBC Bancorp USA Inc. group of 2 filers holding More: the full row for CIBC Bancorp USA Inc. 21,918 $1.24M +19,796 Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 21,518 $1.22M <0.01% -245 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 21,302 $1.21M 0.95% new 13F-HR Timeline TD Asset Management Inc More: the full row for TD Asset Management Inc 21,200 $1.2M <0.01% new 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 21,106 $1.2M <0.01% -3,033 13F-HR Timeline Group Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 20,832 $1.18M 0.22% +610 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 20,467 $1.16M 0.09% +3,053 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 20,433 $1.16M <0.01% -285 13F-HR Timeline Group Ardmore Road Asset Management LP More: the full row for Ardmore Road Asset Management LP 20,000 $1.13M 0.07% new 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 19,806 $1.12M 0.03% -73,851 13F-HR/A Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 19,287 $1.12M <0.01% +3,649 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 19,569 $1.11M 0.04% +14,824 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 19,136 $1.09M 0.17% +5,349 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 19,005 $1.08M 0.02% +10,421 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 18,852 $1.07M 0.01% -473 13F-HR Timeline Group Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 18,399 $1.04M 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 18,134 $1.03M <0.01% +12,823 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 17,875 $1.01M <0.01% +13,632 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 17,802 $1.01M <0.01% -68,542 13F-HR Timeline Group Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 17,708 $1M 0.16% +11,683 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 16,867 $957K 0.01% +1,051 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 16,798 $953K <0.01% -1,350 13F-HR Timeline Group MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 16,775 $951K <0.01% -1,639 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 16,765 $951K 0.02% -941 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 16,658 $945K <0.01% -7,911 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 16,111 $914K 0.62% 0 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 15,485 $878K 0.02% +554 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 15,354 $871K 0.51% new 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 15,163 $860K 0.04% +104 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 15,012 $851K <0.01% 0 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 15,000 $851K 0.03% 0 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 14,959 $848K 0.06% -1,445 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 14,547 $825K 0.26% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 14,317 $812K <0.01% -295 13F-HR Timeline LIFE LINE WEALTH MANAGEMENT LLC More: the full row for LIFE LINE WEALTH MANAGEMENT LLC 13,997 $794K 0.24% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 13,984 $793K 0.01% +252 13F-HR Timeline Group QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 13,840 $785K 0.01% -166,996 13F-HR Timeline JENNISON ASSOCIATES LLC More: the full row for JENNISON ASSOCIATES LLC 13,684 $776K <0.01% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 13,638 $774K 0.02% -792 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 13,639 $768K <0.01% -3,423 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 13,132 $745K 0.01% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 12,759 $724K 0.01% +4,603 13F-HR Timeline POLEN CAPITAL MANAGEMENT LLC More: the full row for POLEN CAPITAL MANAGEMENT LLC 12,624 $716K <0.01% -1,325 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 12,558 $712K 0.18% +2 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 12,357 $701K <0.01% +2,338 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 12,197 $692K 0.08% +1,730 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 12,166 $690K 0.04% +6,573 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 11,682 $663K 0.01% new 13F-HR Timeline Group Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 11,665 $662K 0.01% +605 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 11,535 $654K 0.41% -3,442 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 11,513 $653K 0.08% new 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 11,486 $652K <0.01% -31 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 11,197 $635K 0.01% +2,818 13F-HR Timeline Group Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 11,032 $626K 0.01% -40,516 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 10,829 $614K <0.01% -3,476 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 13,769 $611K 0.02% -22,449 13F-HR Timeline Group Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 10,700 $607K 0.19% +200 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 10,625 $603K 0.39% +2,500 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 10,200 $579K 0.16% new 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 10,143 $575K 0.01% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 10,079 $572K 0.01% -35 13F-HR Timeline Group Caption Management, LLC More: the full row for Caption Management, LLC 10,000 $567K 0.03% new 13F-HR Timeline AVIVA PLC in group AVIVA PLC More: the full row for AVIVA PLC 9,972 $566K <0.01% +2,009 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 9,934 $563K 0.01% +1,335 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 9,749 $553K <0.01% +725 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 9,573 $543K <0.01% new 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 9,137 $540K 0.01% -2,400 13F-HR Timeline Group MATAURO, LLC More: the full row for MATAURO, LLC 9,470 $537K 0.09% +528 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 9,443 $536K 0.1% -47 13F-HR Timeline Group True Vision MN LLC More: the full row for True Vision MN LLC 9,391 $533K 0.28% +15 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 9,289 $527K 0.14% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 8,913 $506K <0.01% -730 13F-HR Timeline Group Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 8,758 $497K <0.01% +3,989 13F-HR Timeline Group Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 9,153 $481K 0.03% 0 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 8,403 $477K 0.02% -6 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 8,394 $476K 0.01% -534 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 8,356 $474K 0.02% +430 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 8,240 $467K 0.04% -20,995 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 8,304 $466K 0.1% 0 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 8,304 $466K 0.09% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 8,138 $462K <0.01% +2,279 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 8,136 $461K <0.01% -242 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 8,037 $456K 0.01% 0 13F-HR Timeline Group Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 7,975 $452K 0.06% +1,863 13F-HR Timeline DNB Asset Management AS in group DNB Asset Management AS More: the full row for DNB Asset Management AS 7,884 $447K <0.01% +2,249 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 7,873 $447K 0.01% +6,143 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 7,750 $440K 0.35% 0 13F-HR Timeline 111 Capital More: the full row for 111 Capital 7,732 $439K 0.08% -6,749 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 7,718 $438K <0.01% new 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 7,695 $436K 0.04% +350 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 7,446 $422K 0.13% 0 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 7,446 $422K 0.01% -20 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 7,386 $419K <0.01% new 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 7,338 $416K 0.03% +50 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 7,305 $414K 0.4% -229 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 7,041 $399K -24 Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 6,987 $396K 0.31% 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 6,920 $393K 0.01% +138 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 6,913 $392K <0.01% -2,911 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 6,911 $392K 0.01% +1,112 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 6,810 $386K 0.02% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 6,578 $373K <0.01% +64 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 6,548 $371K <0.01% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 6,504 $369K <0.01% new 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 6,437 $365K 0.01% -1,632 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 6,371 $361K <0.01% +875 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 8,396 $356K 0.01% 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 6,200 $352K 0.02% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 6,188 $351K 0.01% +342 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 6,121 $347K <0.01% -30,387 13F-HR Timeline Group Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 9,844 $345K 0.03% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 6,002 $340K 0.05% -627 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 6,000 $340K 0.13% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 5,970 $339K 0.01% -862 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 5,774 $328K <0.01% -125 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 5,763 $327K <0.01% new 13F-HR Timeline Group Ethic Inc. More: the full row for Ethic Inc. 5,754 $326K 0.01% -1,294 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 5,668 $321K 0.01% new 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 5,623 $319K 0.17% +76 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 5,602 $318K <0.01% +661 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 8,314 $317K 0.02% +1,576 13F-HR/A Timeline &PARTNERS More: the full row for &PARTNERS 5,593 $317K <0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 5,582 $317K <0.01% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 5,386 $312K 0.01% new 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 5,435 $308K 0.01% new 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 5,053 $287K 0.02% -1,898 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 4,934 $280K 0.1% +467 13F-HR Timeline Carroll Investors, Inc More: the full row for Carroll Investors, Inc 4,921 $279K 0.14% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 4,863 $276K 0.11% -130 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 4,853 $275K <0.01% 13F-HR Timeline Group Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 4,828 $274K 0.18% 0 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 4,804 $272K 0.01% +102 13F-HR Timeline Group Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 4,800 $272K 0.12% -550 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 4,630 $263K 0.02% new 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 4,561 $259K 0.01% new 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 4,524 $257K 0.01% +170 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 4,524 $257K 0.01% -423 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 4,521 $256K <0.01% -210 13F-HR Timeline Group SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 4,500 $255K 0.01% new 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 4,487 $255K <0.01% +281 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 1,719 $253K 0.03% new 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 4,400 $250K 0.04% -1,100 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 4,396 $249K <0.01% new 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 4,341 $246K <0.01% -2,840 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,320 $245K 0.01% -1,848 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,312 $245K 0.01% +889 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,303 $244K 0.01% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,275 $242K 0.01% new 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 4,191 $238K 0.19% new 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 4,178 $237K 0.03% new 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 4,175 $237K 0.17% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 4,173 $237K <0.01% new 13F-HR/A Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 5,330 $233K <0.01% +1,072 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,116 $233K 0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,098 $232K 0.01% +236 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,051 $230K 0.01% -786 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,900 $221K 0.02% new 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 3,899 $221K 0.04% new 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 3,831 $217K 0.11% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,799 $215K 0.03% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,785 $215K <0.01% -501 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 3,785 $215K 0.03% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,777 $214K 0.01% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,380 $212K <0.01% new 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 3,645 $211K 0.02% new 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 3,669 $208K 0.02% new 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 3,636 $206K <0.01% -2,485 13F-HR Timeline Group HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 3,629 $206K 0.09% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,609 $205K <0.01% new 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 3,595 $204K <0.01% new 13F-HR Timeline Group Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 3,572 $203K <0.01% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 3,527 $200K 0.07% +802 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 3,355 $190K 0.13% -25,537 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,200 $182K <0.01% +502 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,188 $181K <0.01% +48 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 3,077 $175K 0.01% -10,611 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 3,076 $174K 0.01% +2,451 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,047 $173K <0.01% +1,083 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Leonteq Securities AG More: the full row for Leonteq Securities AG 2,974 $169K 0.01% -620 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,924 $166K 0.01% -25 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 2,890 $164K <0.01% -8 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,645 $150K <0.01% -887 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,467 $140K 0.01% -7,958 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,465 $140K <0.01% -1,205 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,436 $138K <0.01% -17 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them.