Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 10,611 $1.34M 0.02% +4,200 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 10,562 $1.34M 0.03% new 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 10,520 $1.33M 0.01% new 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 10,402 $1.32M 0.01% -271 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 10,374 $1.31M 0.12% 0 13F-HR Timeline NEW MEXICO EDUCATIONAL RETIREMENT BOARD More: the full row for NEW MEXICO EDUCATIONAL RETIREMENT BOARD 10,300 $1.3M 0.04% 0 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 10,272 $1.3M <0.01% +1,140 13F-HR/A Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 9,905 $1.25M -334 Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 9,838 $1.25M 0.01% +2,696 13F-HR Timeline Group FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 9,728 $1.23M 0.19% +6,756 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 9,310 $1.18M 0.02% new 13F-HR Timeline Group Resona Asset Management Co.,Ltd. in group Resona Asset Management Co.,L… More: the full row for Resona Asset Management Co.,Ltd. 9,270 $1.17M 0.01% -444 13F-HR Timeline Group SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 8,704 $1.1M 0.03% +6,315 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 8,538 $1.08M <0.01% +3,030 13F-HR/A Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 8,356 $1.06M 0.02% +160 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 8,200 $1.04M 0.1% +1,110 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 7,735 $979K <0.01% -4,851 13F-HR Timeline Group Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 7,394 $936K <0.01% -1,524 13F-HR/A Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 7,336 $928K 0.53% 0 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 7,139 $904K 0.03% -23,233 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 7,009 $887K -655 Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 6,865 $869K 0.38% +3,286 13F-HR Timeline Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 6,635 $840K +262 Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 6,533 $827K 0.08% +335 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 6,500 $823K 0.17% +500 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 6,470 $819K <0.01% -4,445 13F-HR/A Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 6,379 $807K <0.01% +154 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 6,371 $806K 0.03% +4,128 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 6,342 $803K 0.04% -3,388 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 6,259 $792K 0.01% -180 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 6,253 $791K <0.01% +2,702 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 6,136 $777K <0.01% +234 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 6,077 $769K 0.04% -11,863 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 5,926 $750K 0.02% -40 13F-HR Timeline Group VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 5,806 $735K <0.01% -379 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 5,770 $730K <0.01% +573 13F-HR/A Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 5,757 $729K 0.02% +19 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 5,737 $726K 0.06% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 5,719 $724K <0.01% -217 13F-HR Timeline Group TRUST POINT INC. More: the full row for TRUST POINT INC. 5,680 $719K 0.06% +175 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,668 $717K 0.01% +3,208 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 5,640 $714K <0.01% +239 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 5,591 $708K <0.01% +3,263 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 5,520 $699K <0.01% +150 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 5,432 $687K <0.01% -17,534 13F-HR Timeline Group BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 5,220 $685K 0.46% 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 5,229 $662K 0.02% +489 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,169 $654K 0.01% +4,870 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 5,151 $652K <0.01% +45 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,118 $648K 0.01% +27 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 5,076 $642K <0.01% +389 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 5,005 $633K 0.3% 0 13F-HR Timeline Group Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 5,000 $633K <0.01% 0 13F-HR Timeline Tumwater Wealth Management, LLC More: the full row for Tumwater Wealth Management, LLC 4,988 $631K 0.26% 0 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 4,949 $626K <0.01% new 13F-HR Timeline Group XPONANCE LLC More: the full row for XPONANCE LLC 4,941 $625K <0.01% -1,043 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 4,923 $623K 0.07% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,904 $621K 0.01% -662 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 4,895 $620K 0.19% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 4,828 $611K <0.01% +990 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,815 $609K 0.04% +19 13F-HR Timeline Assenagon Asset Management S.A. More: the full row for Assenagon Asset Management S.A. 4,762 $603K <0.01% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 4,627 $586K 0.02% -32 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 4,597 $582K <0.01% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,585 $580K 0.01% +808 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 4,500 $570K 0 Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 4,451 $563K 0.2% 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 4,362 $552K 0.01% +24 13F-HR Timeline Group Sapience Investments, LLC More: the full row for Sapience Investments, LLC 4,268 $540K 2.04% -10 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 4,202 $532K <0.01% +113 13F-HR Timeline Group CROBAN More: the full row for CROBAN 4,082 $517K 0.25% new 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 4,052 $513K 0.01% +999 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 4,024 $509K 0.2% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 4,006 $507K 0.01% +193 13F-HR Timeline Group MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 3,999 $506K 0.05% -15,188 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 3,981 $504K 0.22% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,973 $503K 0.01% +1,115 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,935 $502K 0.02% new 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 3,939 $498K 0.14% +4 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 3,927 $497K 0.02% -100 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 3,922 $496K 0.04% -3,607 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 3,777 $478K <0.01% +74 13F-HR Timeline Group Welch Group, LLC More: the full row for Welch Group, LLC 3,656 $463K 0.02% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,627 $459K <0.01% +218 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,558 $450K 0.01% +870 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,556 $450K 0.01% +1,876 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 3,549 $449K 0.01% +2,927 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,543 $448K 0.03% +1 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 3,540 $448K <0.01% -2,193 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 3,355 $425K 0.02% -3,996 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 3,163 $424K 0.34% -329 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 3,332 $422K <0.01% -39,489 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,281 $415K 0.01% -29 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 3,189 $404K 0.01% -690 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,158 $400K 0.01% -597 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 3,125 $396K 0.21% -125 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 3,089 $391K 0.02% 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 2,994 $379K 0.03% new 13F-HR Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 2,949 $373K 0.07% -7 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 2,888 $366K 0.09% new 13F-HR Timeline Utah Retirement Systems More: the full row for Utah Retirement Systems 2,841 $360K <0.01% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 2,828 $358K <0.01% -941 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,805 $355K <0.01% +30 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,804 $355K <0.01% +41 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,800 $354K <0.01% +8 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 2,752 $348K 0.01% new 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,734 $346K 0.01% +412 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,642 $334K <0.01% +338 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 2,618 $331K <0.01% +120 13F-HR Timeline Group MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 2,441 $330K 0.05% new 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 2,589 $328K 0.01% +189 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 2,582 $327K 0.11% 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,567 $325K <0.01% +270 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,556 $323K <0.01% +2,098 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 2,510 $318K 0.05% -6,480 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 2,502 $317K <0.01% 0 13F-HR Timeline Group Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 2,483 $314K 0.01% 0 13F-HR Timeline Briggs Wealth Management, Inc More: the full row for Briggs Wealth Management, Inc 2,467 $312K 0.34% 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 2,461 $311K 0.2% 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) 2,456 $311K 0.01% -759 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 2,428 $307K <0.01% +202 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,415 $306K 0.02% new 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 2,397 $303K 0.02% 0 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 2,325 $294K 0.01% +220 13F-HR Timeline Group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 2,317 $293K 0.01% +401 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 2,316 $293K 0.06% 0 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 2,282 $289K 0.09% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,271 $287K <0.01% +15 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 2,267 $287K <0.01% +580 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2,237 $283K 0.06% 0 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 2,225 $282K 0.15% 0 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 2,176 $275K <0.01% new 13F-HR Timeline Group ProShare Advisors LLC More: the full row for ProShare Advisors LLC 2,167 $274K <0.01% -131 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 2,163 $274K <0.01% -11,594 13F-HR Timeline Group Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 2,160 $273K 0.22% +15 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 2,060 $261K 0.12% -241 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 2,044 $259K -5 Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,030 $257K 0.01% 0 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,010 $254K 0.05% -102 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 2,000 $253K 0.01% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,962 $248K 0.01% new 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 1,949 $247K 1.57% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,938 $245K <0.01% -50 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 1,932 $245K 0.03% new 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 1,915 $242K 0.03% +27 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,913 $242K 0.01% new 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 1,911 $242K 0.01% 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 1,909 $242K <0.01% -17 13F-HR Timeline Group SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,908 $241K <0.01% 0 13F-HR Timeline Artisan Partners Limited Partnership More: the full row for Artisan Partners Limited Partnership 1,885 $239K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,839 $233K <0.01% +23 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,837 $233K 0.01% -187 13F-HR Timeline ARRIEN INVESTMENTS, INC. More: the full row for ARRIEN INVESTMENTS, INC. 1,796 $227K 0.13% -381 13F-HR Timeline TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 1,783 $226K <0.01% -5,291 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,694 $214K 0.01% -19 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 1,709 $214K <0.01% -28,693 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,680 $213K <0.01% new 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,679 $212K 0.01% 0 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 1,580 $212K 0.04% +10 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,660 $210K 0.02% +33 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 1,653 $209K 0.03% +80 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 1,636 $207K <0.01% 0 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 1,635 $207K <0.01% new 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 1,624 $206K 0.24% 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,605 $203K 0.01% 0 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 1,600 $202K <0.01% 0 13F-HR Timeline Group Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 1,581 $200K 0.05% -8,863 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,544 $195K <0.01% 0 13F-HR Timeline Group DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,538 $195K 0.02% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,500 $190K 0.01% -3,594 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,423 $180K <0.01% -2 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,344 $170K 0.03% -710 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,324 $168K <0.01% +15 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,215 $154K <0.01% -17 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,199 $152K 0.01% -32 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,176 $149K 0.01% +51 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,156 $146K <0.01% +28 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,065 $135K 0.01% 0 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 1,022 $129K <0.01% 0 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 900 $114K 0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 859 $109K <0.01% -227 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 750 $94.9K 0.04% 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 723 $91.5K 0.06% -12 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 700 $88.6K 0.02% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 597 $75.6K 0.01% new 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 545 $69K 0.05% +4 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 529 $67K <0.01% +14 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 513 $64.9K 0.02% +294 13F-HR/A Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 500 $63.3K <0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 500 $63.3K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 483 $61.1K 0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 470 $59.5K 0.01% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 461 $58.8K <0.01% +53 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 453 $57.3K <0.01% new 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 442 $56K <0.01% +12 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 442 $55.9K <0.01% -9 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 432 $54.7K <0.01% 0 13F-HR Timeline Group NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 410 $51.9K <0.01% 0 13F-HR Timeline Group MOTCO More: the full row for MOTCO 400 $50.6K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 374 $47.3K <0.01% -12 13F-HR Timeline