Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 71,253 $1.27M 0.02% +3,646 13F-HR/A Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 70,177 $1.25M 0.12% new 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 70,000 $1.25M 0.05% 0 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 67,805 $1.21M 0.16% +4,368 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 67,747 $1.21M 0.03% +18,205 13F-HR Timeline Euro Pacific Asset Management, LLC More: the full row for Euro Pacific Asset Management, LLC 66,959 $1.2M 0.13% +1,114 13F-HR/A Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 65,934 $1.17M <0.01% +1,477 13F-HR Timeline Group SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 65,600 $1.17M 0.02% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 65,527 $1.17M 0.08% +16,391 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 64,083 $1.14M 0.13% +6,692 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 63,540 $1.13M 0.22% -4,761 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 62,718 $1.12M 0.01% -605,265 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 62,562 $1.11M 0.02% +34,436 13F-HR Timeline TD Asset Management Inc More: the full row for TD Asset Management Inc 62,459 $1.11M <0.01% +990 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 61,929 $1.1M 0.26% -22,559 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 61,160 $1.09M 0.02% -14,207 13F-HR Timeline Artisan Partners Limited Partnership More: the full row for Artisan Partners Limited Partnership 60,191 $1.07M <0.01% -15,195 13F-HR Timeline TWO SIGMA ADVISERS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA ADVISERS, LP 60,100 $1.07M <0.01% -192,900 13F-HR Timeline Group Qtron Investments LLC More: the full row for Qtron Investments LLC 59,401 $1.06M 0.14% +9,608 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp group of 2 filers holding More: the full row for Mitsubishi UFJ Trust & Banking Corp 59,067 $1.05M -12,074 Timeline Advisory Resource Group More: the full row for Advisory Resource Group 57,998 $1.03M 0.18% -16,878 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 56,370 $1M +12,038 Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 55,031 $981K 0.02% +904 13F-HR Timeline KLP KAPITALFORVALTNING AS More: the full row for KLP KAPITALFORVALTNING AS 54,800 $977K <0.01% +46,400 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 53,554 $954K 0.02% +4,749 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 53,448 $952K 0.03% -110,318 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 52,751 $940K 0.02% -28,884 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 52,536 $936K <0.01% +36,054 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 52,318 $932K 0.01% +2,406 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 52,223 $931K 0.06% +7,419 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 52,102 $928K <0.01% -461,951 13F-HR Timeline Group DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 51,500 $918K 0.15% -6,000 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 50,919 $907K <0.01% -104,448 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 50,197 $895K 0.39% -1,588 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 50,061 $892K 0.51% -882 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 50,061 $892K 0.51% new 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 49,424 $881K 0.03% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 47,975 $855K <0.01% -7,554,850 13F-HR Timeline Group Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 46,453 $827K 0.22% +1,031 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 44,250 $789K <0.01% +8,216 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 43,488 $775K <0.01% +274 13F-HR Timeline OneAscent Investment Solutions LLC in group OneAscent Financial Services … More: the full row for OneAscent Investment Solutions LLC 43,196 $770K 0.82% 0 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 41,531 $740K 0.02% +13,663 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 40,172 $716K 0.01% +1,146 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 40,000 $713K 0.1% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 39,859 $710K 0.17% +37,511 13F-HR/A Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 39,262 $700K 0.01% +17,166 13F-HR Timeline Group Oldfield Partners LLP More: the full row for Oldfield Partners LLP 37,633 $671K 0.19% -54,393 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 36,098 $643K 0.01% +7,914 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 36,080 $643K <0.01% +6,775 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 35,649 $635K <0.01% +1,690 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 35,632 $635K 0.08% +7,993 13F-HR Timeline Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 35,429 $631K 0.32% 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 35,169 $627K 0.01% +7,847 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 35,025 $624K 0.29% -67,074 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 34,506 $615K <0.01% +2,247 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 33,350 $611K 0.04% -2,654 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 32,614 $594K 0.01% 0 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 32,768 $584K 0.2% +970 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 32,378 $577K 0.4% -4,705 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 31,934 $569K 0.05% +422 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 31,404 $560K <0.01% -16,148 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 31,121 $555K 0.05% +528 13F-HR Timeline Maxi Investments CY Ltd More: the full row for Maxi Investments CY Ltd 31,000 $552K 0.1% new 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 30,483 $543K 0.02% +428 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 30,382 $541K 0.01% 0 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 30,142 $537K 0.01% -359 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 28,948 $516K 0.01% new 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 28,864 $514K 0.06% +1,864 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 28,570 $509K <0.01% 0 13F-HR Timeline Group CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 28,000 $499K 0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 27,454 $489K <0.01% 0 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 26,967 $481K 0.22% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 26,636 $475K <0.01% new 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 26,500 $472K 0.01% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 26,355 $470K 0.35% new 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 25,220 $449K <0.01% -75,182 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 25,036 $446K <0.01% -6,442 13F-HR Timeline Group EFG International AG in group EFG International AG More: the full row for EFG International AG 24,603 $438K 0.01% 13F-HR Timeline Group SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 24,200 $431K 0.01% new 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 23,496 $419K <0.01% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 22,923 $408K 0.01% +2,620 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 22,833 $407K <0.01% -6,968 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 22,826 $407K 0.03% -86,838 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 22,753 $405K 0.25% 0 13F-HR Timeline Rayburn West Financial Services LLC More: the full row for Rayburn West Financial Services LLC 22,658 $404K 0.25% 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 22,467 $400K <0.01% +572 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 22,270 $397K 0.2% 0 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 22,066 $393K 0.26% +1,960 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 22,010 $392K <0.01% -2,626 13F-HR/A Timeline Group LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 21,170 $382K <0.01% 0 13F-HR Timeline Group CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 21,195 $378K 0.26% +1,911 13F-HR Timeline Sumitomo Mitsui DS Asset Management Com… in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for Sumitomo Mitsui DS Asset Management Company, Ltd 21,000 $374K <0.01% +9,300 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 20,971 $374K <0.01% +2,897 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 20,590 $367K <0.01% +6,833 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 20,460 $365K 0.01% -1,127 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 20,261 $361K 0.07% -1,551 13F-HR Timeline Harvest Portfolios Group Inc. More: the full row for Harvest Portfolios Group Inc. 20,091 $358K 0.01% -2,795 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 19,318 $344K 0.05% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 19,236 $343K 0.02% +3,496 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 18,718 $334K 0.11% +416 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 18,630 $332K <0.01% -158 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 18,460 $329K 0.07% -45 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 18,314 $326K 0.06% -5,017 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 18,249 $325K 0.02% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 18,229 $325K 0.01% +5,736 13F-HR Timeline ALTRINSIC GLOBAL ADVISORS LLC More: the full row for ALTRINSIC GLOBAL ADVISORS LLC 18,160 $324K 0.01% -720 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 18,149 $323K 0.01% new 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 18,119 $323K 0.05% -764 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 17,932 $320K 0.02% -2,421 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 17,876 $319K <0.01% 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 17,737 $316K 0.02% +13,016 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 17,637 $314K <0.01% -1,509 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 17,100 $305K 0.01% new 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 17,103 $305K <0.01% +4,331 13F-HR Timeline Group JMN Financial LLC More: the full row for JMN Financial LLC 16,931 $302K 0.3% 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 16,843 $300K 0.08% new 13F-HR/A Timeline THORNBURG INVESTMENT MANAGEMENT INC More: the full row for THORNBURG INVESTMENT MANAGEMENT INC 16,738 $298K <0.01% -7,929 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 16,725 $298K 0.01% +6,203 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 16,515 $294K 0.09% -174 13F-HR Timeline Strategic Global Advisors, LLC More: the full row for Strategic Global Advisors, LLC 16,430 $293K 0.05% +2,620 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 16,379 $292K 0.01% +864 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 16,379 $292K <0.01% -71,323 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 15,887 $283K <0.01% +2,137 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 15,596 $278K <0.01% +4,143 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 15,319 $273K <0.01% -1,578 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 14,959 $267K 0.59% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 14,912 $266K 0.01% +2,092 13F-HR Timeline Group SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 14,564 $260K 0.05% new 13F-HR Timeline Lansforsakringar Fondforvaltning AB (pu… More: the full row for Lansforsakringar Fondforvaltning AB (publ) 14,465 $258K <0.01% -14,599 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 14,441 $257K <0.01% +3,260 13F-HR Timeline Group CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 14,139 $252K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 14,082 $251K 0.03% +1,241 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 14,080 $251K <0.01% 0 13F-HR Timeline Group COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 14,065 $251K 0.02% 0 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 13,950 $249K 0.17% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 13,713 $247K <0.01% +737 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 13,835 $247K 0.08% +2,400 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 13,797 $246K <0.01% 13F-HR/A Timeline Group Foster Group, Inc. More: the full row for Foster Group, Inc. 13,642 $243K 0.01% +1,785 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 13,540 $241K 0.06% -43,743 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/ 13,409 $239K <0.01% +996 13F-HR Timeline Group Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 13,316 $237K 0.07% 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 13,204 $235K 0.01% -1,757 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 13,000 $232K 0.03% 0 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 13,000 $232K 0.05% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 12,961 $231K <0.01% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 12,800 $228K 0.01% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 12,728 $227K 0.01% new 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 12,628 $225K 0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 12,600 $225K 0.01% 0 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 12,600 $225K 0.01% 0 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 11,677 $208K 0.01% +6,150 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 11,571 $206K <0.01% -2,514 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 11,200 $200K 0.62% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 11,016 $196K <0.01% 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 10,470 $189K 0.01% -11 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 10,492 $187K 0.03% 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 10,470 $183K <0.01% 0 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 10,033 $179K 0.01% new 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 9,483 $169K <0.01% +543 13F-HR/A Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 9,398 $167K <0.01% -882 13F-HR Timeline Group FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 8,898 $159K <0.01% -90,004 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 8,860 $158K <0.01% +7,481 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 8,475 $151K <0.01% +2,270 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 8,011 $143K 0.03% 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 7,507 $134K 0.03% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 7,298 $130K <0.01% -2,786 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 7,199 $128K 0.01% +1,164 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 6,675 $119K <0.01% +1,415 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 6,100 $109K 0.05% new 13F-HR Timeline Group Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 6,000 $107K 0.07% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,892 $105K <0.01% +594 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 5,735 $102K <0.01% +876 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 5,135 $91.5K <0.01% 0 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 4,600 $82K <0.01% 0 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 4,380 $78.1K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 3,400 $60.6K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 3,239 $57.7K 0.02% +141 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,061 $54.5K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Community Bank, N.A. More: the full row for Community Bank, N.A. 2,552 $45.5K 0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 2,454 $43.7K <0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 2,400 $42.8K 0.04% 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,264 $40.3K <0.01% -47,299 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 2,202 $39.2K 0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 2,108 $38.3K 0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,000 $35.6K <0.01% 0 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,955 $34.8K 0.01% +1,292 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,762 $31.4K <0.01% +264 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 1,500 $26.7K 0.02% 0 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 1,441 $25.9K 0.02% 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. 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