BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 5,550 $527K <0.01% -2,668 13F-HR Timeline Group Ignite Planners, LLC More: the full row for Ignite Planners, LLC 5,502 $523K 0.09% -218 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 5,482 $521K 0.01% -884 13F-HR Timeline Group B. Metzler seel. Sohn & Co. AG in group B. Metzler seel. Sohn & Co. AG More: the full row for B. Metzler seel. Sohn & Co. AG 5,441 $517K <0.01% 0 13F-HR Timeline Group Bryce Point Capital, LLC More: the full row for Bryce Point Capital, LLC 5,429 $516K 0.63% -3,518 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 5,150 $512K 0.03% -124 13F-HR/A Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 5,383 $511K 0.09% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 5,371 $510K <0.01% +144 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 5,329 $506K <0.01% -893 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 5,237 $497K 0.01% -371 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 5,170 $491K 0.02% -325 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 5,128 $487K 0.07% +1,075 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 5,094 $484K 0.04% -400 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 4,994 $474K 0.08% +608 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 4,988 $474K 0.08% -12 13F-HR Timeline AXA Investment Managers S.A. More: the full row for AXA Investment Managers S.A. 4,978 $473K <0.01% 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,918 $467K 0.01% +176 13F-HR Timeline GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 4,900 $465K <0.01% -64 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 4,873 $463K 0.01% +2,032 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 4,866 $462K 0.06% new 13F-HR Timeline Group Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 4,851 $461K 0.25% +198 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 3,811 $457K 0.2% +239 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,982 $457K <0.01% +2,415 13F-HR Timeline Group ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 4,790 $455K <0.01% new 13F-HR Timeline Group FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 4,779 $454K 0.23% -360 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. 4,769 $453K 0.02% -224 13F-HR Timeline Group Mizuho Markets Cayman LP in group MIZUHO FINANCIAL GROUP INC More: the full row for Mizuho Markets Cayman LP 4,743 $450K 0.04% +350 13F-HR/A Timeline Group UniSuper Management Pty Ltd More: the full row for UniSuper Management Pty Ltd 4,685 $445K <0.01% +1,985 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,668 $443K 0.01% +845 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,599 $437K 0.02% +30 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 4,598 $437K 0.05% +48 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 4,580 $435K 0.03% +694 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 4,544 $432K <0.01% +423 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 4,392 $417K <0.01% -2,806 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 4,352 $413K 0.01% +689 13F-HR Timeline Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 4,326 $411K 0.01% 0 13F-HR Timeline Group Wahed Invest LLC More: the full row for Wahed Invest LLC 4,296 $408K 0.06% +27 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 4,294 $408K 0.21% new 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 4,280 $406K 0.1% +358 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 4,279 $406K <0.01% -1,955 13F-HR/A Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,267 $405K 0.02% +671 13F-HR Timeline Group Carson Advisory Inc. More: the full row for Carson Advisory Inc. 4,265 $405K 0.22% -200 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,252 $404K 0.01% +609 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 4,234 $402K 0.09% 0 13F-HR Timeline Group Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 4,196 $398K 0.38% -199 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 4,150 $394K 0.02% 0 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 4,111 $390K 0.03% new 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 4,074 $387K 0.01% +2,846 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 4,037 $383K 0.02% 0 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 3,902 $382K 0.04% +1,812 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 4,001 $380K 0.16% +93 13F-HR Timeline Alberta Investment Management Corp More: the full row for Alberta Investment Management Corp 4,000 $380K <0.01% new 13F-HR/A Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 3,928 $373K <0.01% new 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 3,905 $371K 0.01% +125 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 3,886 $369K 0.04% -435 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,882 $369K 0.01% -192 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,829 $364K 0.01% new 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 3,808 $362K 0.02% -22 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,807 $362K 0.01% +25 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 3,807 $362K <0.01% +959 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 3,783 $359K <0.01% +2 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,761 $357K 0.01% -4,433 13F-HR/A Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 3,745 $356K 0.03% +806 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 3,718 $353K 0.05% +501 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,663 $348K 0.01% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,655 $347K 0.01% new 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 3,633 $345K <0.01% -65 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 3,596 $342K 0.08% -12 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 3,578 $340K 0.11% 0 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 3,560 $338K 0.13% +198 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 3,542 $336K <0.01% -3,908 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,533 $336K 0.01% +1,613 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,513 $334K 0.01% +76 13F-HR Timeline ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 3,500 $332K 0.01% 0 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 3,470 $330K 0.06% -25 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 3,408 $324K 0.01% -162 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 3,405 $323K 0.02% 0 13F-HR Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 3,516 $323K 0.01% new 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,348 $318K 0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,344 $317K 0.04% -10 13F-HR/A Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 3,332 $316K 0.27% -46 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 3,316 $315K <0.01% +895 13F-HR Timeline Group GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 3,307 $314K 0.01% -754 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 3,289 $312K <0.01% new 13F-HR Timeline Group Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 3,271 $311K 0.01% -575 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 3,273 $311K 0.13% new 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 3,246 $308K 0.04% new 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 3,229 $307K 0.03% -69 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 3,223 $306K 0.09% +625 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 3,177 $302K 0.01% 0 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 3,174 $301K 0.01% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,162 $300K 0.02% +810 13F-HR Timeline NEOS Investment Management LLC More: the full row for NEOS Investment Management LLC 3,144 $299K <0.01% -1,691 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 3,144 $299K 0.02% -1,691 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 3,136 $298K 0.03% -13 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 3,112 $296K 0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,073 $292K <0.01% +338 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 3,058 $290K 0.07% +601 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,003 $285K 0.02% +538 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 3,002 $285K <0.01% +416 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 3,009 $285K 0.04% new 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 3,000 $285K 0.03% -6,000 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 3,000 $285K 0.01% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,999 $285K 0.01% -77 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,977 $283K 0.06% -54 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 2,939 $279K 0.01% +124 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,911 $276K 0.05% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 2,869 $272K 0.03% +16 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,858 $271K 0.04% +263 13F-HR Timeline INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 2,846 $270K <0.01% -3 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,838 $270K 0.02% -972 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,834 $269K <0.01% +128 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,824 $268K <0.01% +303 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,770 $263K 0.02% +279 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 2,770 $263K 0.37% +462 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,757 $262K <0.01% new 13F-HR Timeline SECTORAL ASSET MANAGEMENT INC More: the full row for SECTORAL ASSET MANAGEMENT INC 2,727 $259K 0.16% -55 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 2,719 $258K 0.04% -13 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 2,679 $254K 0.09% +114 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,675 $254K 0.01% +2,240 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 2,670 $254K 0.02% -2,234 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 2,656 $252K <0.01% -107 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,635 $250K 0.01% +458 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,583 $245K <0.01% +511 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 1,058 $244K 0.03% new 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 2,518 $239K +106 Timeline Motley Fool Asset Management LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Asset Management LLC 2,504 $238K 0.01% -48 13F-HR Timeline Group Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 2,500 $237K 0.04% new 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 2,459 $234K <0.01% -16 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 2,456 $233K <0.01% new 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 2,440 $232K <0.01% 0 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 2,440 $232K 0.03% -902 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 2,438 $231K 0.01% new 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 2,406 $228K 0.01% +596 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 2,384 $226K 0.17% -92 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,366 $225K 0.01% new 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 2,360 $224K 0.08% 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,316 $224K 0.01% +57 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 2,335 $222K 0.05% -69 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,332 $221K 0.01% -567 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,325 $221K 0.01% +969 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 2,317 $220K <0.01% new 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 2,313 $220K 0.01% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2,287 $217K <0.01% new 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 2,273 $216K 0.03% -33 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,259 $215K 0.04% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 2,235 $212K <0.01% new 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 2,234 $212K <0.01% +701 13F-HR/A Timeline AMERICAN CAPITAL MANAGEMENT INC More: the full row for AMERICAN CAPITAL MANAGEMENT INC 2,220 $211K 0.01% -55 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 2,144 $204K 0.05% -7 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2,138 $203K 0.01% -49 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,133 $203K 0.01% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,114 $201K <0.01% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,112 $201K 0.01% new 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 2,111 $200K 0.03% new 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 2,110 $200K 0.01% new 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 2,108 $200K <0.01% -1,981 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,875 $178K 0.01% -59 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,865 $177K 0.05% +406 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,786 $170K <0.01% +169 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,628 $155K <0.01% -979 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,499 $153K <0.01% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,559 $148K 0.01% +1,005 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 1,543 $147K 0.02% -20 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 1,500 $142K 0.01% -2,000 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,471 $140K <0.01% -160 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,364 $130K 0.02% +111 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,334 $127K <0.01% +29 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,225 $116K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,221 $116K <0.01% -31 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,143 $105K 0.01% +484 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,101 $105K 0.07% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,077 $102K <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,073 $102K 0.02% +123 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,047 $99.3K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,039 $98.7K <0.01% +96 13F-HR Timeline Group SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 1,019 $97K 0.01% -501 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,002 $95.2K <0.01% +29 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 1,001 $95K 0.03% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 992 $94.2K <0.01% +562 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 918 $87.2K 0.07% -47 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 876 $83.2K <0.01% +23 13F-HR/A Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 842 $80K 0.01% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 835 $79.3K 0.02% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 734 $69.7K <0.01% -51 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 618 $58.7K <0.01% -215 13F-HR Timeline Group Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 588 $55.8K 0.01% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 584 $55.5K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 565 $53.7K <0.01% -89 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 545 $51.8K <0.01% -240 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 533 $50.6K 0.01% +529 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 500 $47.5K 0.02% 0 13F-HR Timeline MATHER GROUP, LLC. 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