FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 60,818 $1.17M 0.1% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 60,473 $1.16M <0.01% -15,454 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 60,034 $1.15M 0.09% +23 13F-HR Timeline MYDA Advisors LLC More: the full row for MYDA Advisors LLC 60,000 $1.15M 0.32% +32,000 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 59,992 $1.15M 0.02% -32,022 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 59,896 $1.15M 0.28% +58,449 13F-HR/A Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 59,488 $1.14M <0.01% +50,950 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 57,783 $1.11M <0.01% +4,670 13F-HR Timeline Group New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 57,441 $1.1M 0.01% new 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 56,203 $1.08M 0.02% +46,790 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 55,752 $1.07M 0.01% +544 13F-HR Timeline Group Old West Investment Management, LLC More: the full row for Old West Investment Management, LLC 55,710 $1.07M 0.19% -1,326 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 54,541 $1.05M 0.21% new 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 59,542 $1.04M 0.09% -1,569 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 53,237 $1.02M 0.01% +53,185 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 51,206 $998K 0.01% +30,731 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 50,599 $971K <0.01% +39,614 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 50,222 $964K <0.01% +21,904 13F-HR Timeline Group Berman McAleer LLC More: the full row for Berman McAleer LLC 49,021 $941K 0.13% 0 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 48,835 $937K 0.04% new 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 47,777 $917K 0.19% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 47,687 $915K 0.01% +12,291 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 46,222 $901K <0.01% +11,918 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 46,490 $892K <0.01% -43,682 13F-HR Timeline Group MH & ASSOCIATES SECURITIES MANAGEMENT C… More: the full row for MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV 46,200 $887K 0.72% 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 45,000 $866K <0.01% -106,110 13F-HR/A Timeline Group Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 45,044 $864K 0.06% +22,044 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 44,393 $852K 0.2% new 13F-HR Timeline CIBC Bancorp USA Inc. group of 2 filers holding More: the full row for CIBC Bancorp USA Inc. 43,752 $840K +43,039 Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 43,564 $836K 0.27% new 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 42,726 $820K <0.01% +8,593 13F-HR Timeline Group Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 42,633 $818K 0.24% -5,010 13F-HR Timeline QP WEALTH MANAGEMENT, LLC More: the full row for QP WEALTH MANAGEMENT, LLC 41,764 $801K 0.71% 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 41,430 $795K 0.1% -188,853 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 41,000 $787K 0.2% 0 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 40,000 $768K 0.03% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 39,639 $761K 0.02% -1,500 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 39,002 $748K 0.18% 0 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 38,360 $736K 0.22% -14,201 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 38,200 $733K 0.51% -1,355 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 37,710 $724K 0.02% +2,538 13F-HR/A Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 37,566 $721K <0.01% +15,419 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 37,137 $713K 0.01% -16,248 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 36,347 $697K <0.01% +15,921 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 35,461 $680K 0.02% -15,769 13F-HR Timeline Group Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 35,346 $678K 0.04% 0 13F-HR Timeline Ridge Creek Global, Inc More: the full row for Ridge Creek Global, Inc 35,000 $672K 0.56% 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 34,250 $657K 0.33% 0 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 33,581 $644K 0.18% new 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 33,028 $634K <0.01% 13F-HR Timeline Group Rathbones Group PLC More: the full row for Rathbones Group PLC 33,004 $633K <0.01% -20,800 13F-HR/A Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 32,816 $630K 0.01% -806 13F-HR Timeline Group Abel Hall, LLC More: the full row for Abel Hall, LLC 32,101 $616K 0.14% +21,939 13F-HR Timeline GeoSphere Capital Management, LLC More: the full row for GeoSphere Capital Management, LLC 31,951 $613K 0.42% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 31,853 $611K <0.01% +434 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 31,684 $608K <0.01% -7,376 13F-HR/A Timeline Group Massar Capital Management, LP More: the full row for Massar Capital Management, LP 31,573 $606K 0.12% new 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 31,340 $601K <0.01% +15,116 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 31,089 $597K <0.01% 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 30,581 $587K <0.01% +28,364 13F-HR Timeline Up Capital Management, Inc. More: the full row for Up Capital Management, Inc. 29,546 $567K 0.51% 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 29,401 $564K 0.14% new 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 29,098 $558K 0.01% -2,990 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 28,900 $555K 0.03% new 13F-HR/A Timeline Ethic Inc. More: the full row for Ethic Inc. 28,798 $553K 0.01% -3,040 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 27,423 $526K 0.01% -38,809 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 26,590 $510K 0.12% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 25,902 $497K 0.01% +13,970 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 25,700 $493K 0.39% 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 25,417 $488K 0.01% +14,550 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 25,317 $486K 0.01% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 25,133 $484K <0.01% +8,119 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 25,162 $483K 0.01% +43 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 25,135 $482K 0.01% -200 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 24,969 $479K <0.01% new 13F-HR/A Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 21,443 $478K <0.01% -1,637 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 24,849 $477K new Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 24,494 $470K 0.04% -13,361 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 24,400 $468K 0.02% -700 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 24,157 $464K <0.01% -24,546 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 24,154 $464K 0.15% 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 23,165 $445K 0.01% -8,436 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 22,948 $440K 0.01% -794 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 22,529 $432K <0.01% -8,219 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 22,258 $427K <0.01% +6,626 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 21,886 $420K 0.01% -11,497 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 21,848 $419K <0.01% +2,036 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 21,646 $415K 0.01% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 21,508 $413K 0.01% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 21,120 $405K <0.01% +2,075 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 21,081 $405K 0.01% +4,511 13F-HR/A Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 20,953 $402K 0.03% +5,582 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 20,946 $402K 0.02% -21,260 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 20,866 $400K 0.1% +2,047 13F-HR Timeline REX Advisers, LLC More: the full row for REX Advisers, LLC 20,800 $399K 4.97% 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 20,797 $399K 0.14% -69,313 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 20,188 $387K <0.01% 0 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 20,000 $384K 0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 19,469 $374K 0.01% -26,080 13F-HR Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 19,374 $372K 0.28% -5,047 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 19,320 $371K +1,890 Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 18,270 $351K 0.02% 0 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 18,111 $348K <0.01% -14,178 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 17,961 $345K 0.08% new 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 17,725 $340K 0.13% -15,887 13F-HR Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 11,677 $340K <0.01% -10,584 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 17,693 $340K <0.01% +5,073 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 17,684 $339K 0.01% 0 13F-HR Timeline Group Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 17,627 $338K <0.01% +5,174 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 17,131 $329K <0.01% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 17,037 $327K <0.01% +1,198 13F-HR Timeline VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 17,000 $326K 0.07% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 16,795 $322K 0.03% new 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 16,583 $318K 0.01% -53,050 13F-HR Timeline Group Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 16,515 $317K 0.11% -2,996 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 16,479 $316K 0.04% -89,840 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 16,395 $315K 0.01% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 16,292 $313K 0.01% new 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 16,250 $312K 0.02% -11,250 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 16,046 $308K 0.04% -8,431 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 9,620 $306K 0.01% new 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 15,923 $306K 0.06% -2,086 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 15,715 $302K 0.05% +3,346 13F-HR/A Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 15,629 $300K 0.01% new 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 15,600 $299K 0.07% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 15,550 $298K 0.09% +12,050 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. 15,377 $295K 0.01% new 13F-HR Timeline Group Foyston, Gordon & Payne Inc More: the full row for Foyston, Gordon & Payne Inc 15,200 $292K 0.06% 0 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 15,181 $291K 0.06% +4 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 9,235 $289K 0.08% new 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 15,002 $288K 0.05% new 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 15,000 $288K 0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 15,000 $288K 0.01% +8,574 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 8,914 $284K 0.05% -3,739 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 14,685 $282K 0.11% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 14,385 $276K <0.01% -31,687 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 14,131 $271K 0.03% new 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 14,110 $271K <0.01% -1,624 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 13,919 $267K <0.01% new 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 13,608 $261K 0.01% new 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 13,594 $261K 0.01% +137 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 13,364 $256K <0.01% -5,014 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 13,094 $251K 0.04% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 12,912 $248K <0.01% +11,893 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 12,908 $248K <0.01% +2,329 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 12,870 $247K 0.14% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 12,859 $247K 0.02% -19,774 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 12,702 $244K 0.02% new 13F-HR Timeline PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 12,478 $239K 0.06% -1,200 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 12,494 $239K <0.01% +644 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 12,239 $239K 0.01% +7,049 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 12,395 $238K <0.01% -7,975 13F-HR Timeline Group CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 12,372 $237K <0.01% -95,306 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 12,332 $237K <0.01% -388 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 12,266 $235K 0.03% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 12,262 $235K <0.01% +3,728 13F-HR Timeline Group Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 12,125 $233K 0.02% new 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 12,120 $233K 0.01% new 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 12,030 $231K 0.02% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 11,885 $228K 0.01% +18 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 10,185 $227K 0.03% -6,959 13F-HR Timeline Themes Management Co LLC More: the full row for Themes Management Co LLC 11,811 $227K 0.18% 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 11,795 $226K <0.01% new 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 11,724 $225K 0.05% +109 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 11,655 $224K 0.03% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 11,950 $223K 0.01% +1,574 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 11,335 $218K <0.01% new 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 11,300 $217K 0.02% new 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 11,261 $216K <0.01% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 11,188 $215K <0.01% +690 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 11,005 $211K 0.06% +419 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 10,905 $209K 0.07% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 10,905 $209K <0.01% +905 13F-HR/A Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 10,900 $209K 0.03% -6,607 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 10,750 $206K 0.01% +30 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 10,678 $205K 0.06% new 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 10,431 $200K 0.03% +43 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 10,161 $195K 0.06% +1 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 10,000 $192K <0.01% 0 13F-HR Timeline Cutler Capital Management, LLC More: the full row for Cutler Capital Management, LLC 10,000 $192K 0.06% -500 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 10,000 $192K 0.01% 0 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 10,000 $192K 0.08% 0 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. 9,848 $189K <0.01% +3,207 13F-HR Timeline Group Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 9,000 $173K 0.02% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 8,393 $161K <0.01% +280 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 8,005 $154K 0.01% +2 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 10,032 $153K <0.01% 0 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 7,899 $152K <0.01% new 13F-HR/A Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 6,467 $124K <0.01% +1,292 13F-HR/A Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 6,026 $116K 0.01% -525 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5,786 $111K <0.01% +500 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 5,606 $108K 0.02% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,495 $105K <0.01% +3,005 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,417 $104K <0.01% +53 13F-HR Timeline Group Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 5,390 $103K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,261 $101K <0.01% +1,014 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 5,224 $100K <0.01% -1,485 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,065 $97.2K <0.01% -142 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 5,005 $96K <0.01% +5 13F-HR Timeline Group Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 5,000 $96K 0.03% 0 13F-HR Timeline