Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 1,554 $264K 0.12% -61 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,547 $263K 0.04% new 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 1,545 $263K 0.02% -7,630 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,531 $260K 0.04% new 13F-HR Timeline Group Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,529 $260K 0.06% new 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 1,461 $248K <0.01% +1,450 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,450 $246K 0.18% -280 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,433 $244K 0.01% new 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 1,430 $243K 0.01% new 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 1,425 $242K <0.01% new 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,426 $242K <0.01% -157 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,411 $240K <0.01% new 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. 1,409 $240K 0.01% new 13F-HR Timeline Group WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 1,400 $238K 0.11% new 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 1,395 $237K <0.01% +2 13F-HR Timeline INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 1,386 $236K 0.13% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,364 $232K <0.01% +8 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 1,359 $231K 0.05% 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 1,349 $229K <0.01% new 13F-HR/A Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,324 $225K <0.01% +609 13F-HR Timeline Group WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 1,322 $225K <0.01% +1,237 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,224 $208K 0.02% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,223 $208K 0.02% new 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 1,214 $206K 0.01% new 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 1,200 $204K <0.01% new 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 1,194 $203K <0.01% -111 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,133 $193K <0.01% new 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 1,050 $178K 0.09% -200 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,012 $172K 0.01% +357 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 978 $166K <0.01% -429 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 961 $163K <0.01% -1,107 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 849 $144K <0.01% -51 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 781 $133K <0.01% -202 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 757 $129K 0.02% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 751 $128K 0.07% 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 743 $126K <0.01% -19 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 725 $123K <0.01% +81 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Covestor Ltd More: the full row for Covestor Ltd 660 $112K 0.06% -377 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 657 $112K <0.01% +392 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 550 $93.5K <0.01% +546 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 549 $93.3K 0.05% +545 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 480 $81.6K 0.02% -635 13F-HR Timeline PLATINUM INVESTMENT MANAGEMENT LTD More: the full row for PLATINUM INVESTMENT MANAGEMENT LTD 452 $76.8K 0.02% -1,745 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 400 $68K <0.01% +100 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 386 $65.6K 0.04% new 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 368 $62.6K <0.01% new 13F-HR Timeline Group Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 360 $61.2K <0.01% +7 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 354 $60.2K 0.04% -11 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 353 $60K <0.01% -7,073 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 347 $59K <0.01% +11 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 345 $58.6K <0.01% +40 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 324 $55.1K <0.01% 0 13F-HR Timeline Group GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 300 $51K 0.01% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 292 $49.6K <0.01% new 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 268 $45.6K 0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 237 $40.3K <0.01% +40 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 225 $38.4K <0.01% +53 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 225 $38.2K 0.02% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 221 $37.6K <0.01% new 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 220 $37.4K 0.03% 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 218 $37.1K <0.01% +61 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 210 $35.7K 0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 208 $35.4K <0.01% +36 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 177 $30.1K 0.01% -155 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 171 $29.1K <0.01% -26 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 153 $26K <0.01% +119 13F-HR Timeline Group Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 125 $21.2K 0.02% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 104 $17.7K <0.01% -6 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 104 $17.7K <0.01% -5 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 100 $17K 0.01% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 84 $14.3K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 80 $13.6K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 77 $13.1K <0.01% +1 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 71 $12.1K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 70 $11.9K <0.01% +54 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 69 $11.7K <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 69 $11.7K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 68 $11.6K <0.01% 0 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 65 $11.1K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 64 $10.9K <0.01% -43 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 63 $10.7K <0.01% +2 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 61 $10.4K <0.01% -295 13F-HR/A Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 60 $10.2K <0.01% +5 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 55 $9.35K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 54 $9.18K <0.01% +1 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 51 $8.67K <0.01% +24 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 48 $8.16K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 46 $7.82K <0.01% +20 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 43 $7.31K <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 43 $7.31K <0.01% 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 40 $7K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 41 $6.97K <0.01% new 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 38 $6.46K <0.01% +11 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 37 $6.29K <0.01% +9 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 33 $5.61K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 33 $5.61K <0.01% +2 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 32 $5.44K <0.01% +8 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 31 $5.27K <0.01% 0 13F-HR Timeline Group MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 31 $5.27K <0.01% -1 13F-HR Timeline Group Torren Management, LLC More: the full row for Torren Management, LLC 27 $4.59K <0.01% 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 27 $4.59K <0.01% 13F-HR/A Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 26 $4.42K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 26 $4.42K <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 25 $4.25K <0.01% 0 13F-HR Timeline Group EFG International AG in group EFG International AG More: the full row for EFG International AG 25 $4.25K <0.01% 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 24 $4.08K <0.01% -44 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 24 $4.08K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 24 $4.08K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 23 $3.96K <0.01% +5 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 22 $3.74K <0.01% +3 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 21 $3.57K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 19 $3.23K <0.01% -14 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 19 $3.23K <0.01% +5 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 16 $2.72K <0.01% +1 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 15 $2.55K <0.01% +8 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 15 $2.55K <0.01% +13 13F-HR Timeline Group Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 13 $2.21K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 13 $2.21K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 12 $2.04K <0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 12 $2.04K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 11 $1.87K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 11 $1.87K <0.01% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 11 $1.87K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 11 $1.82K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 10 $1.7K <0.01% -2 13F-HR Timeline Group Front Row Advisors LLC More: the full row for Front Row Advisors LLC 9 $1.53K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 8 $1.36K <0.01% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 7 $1.19K <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 7 $1.19K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 7 $1.19K <0.01% +2 13F-HR Timeline Planning Project LLC More: the full row for Planning Project LLC 7 $1.19K <0.01% 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 6 $1.02K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 6 $1.02K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 6 $1.02K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 6 $1.02K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 6 $1.02K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 6 $1.02K <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 6 $1.02K <0.01% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5 $850 <0.01% -14 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5 $850 <0.01% +3 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 5 $850 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 5 $850 <0.01% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 4 $680 <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 4 $680 <0.01% 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 4 $680 <0.01% new 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 4 $680 <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3 $510 <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 3 $510 <0.01% new 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 3 $510 <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 3 $510 <0.01% +1 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 3 $510 <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2 $340 <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 2 $340 <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2 $339 <0.01% 0 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 1 $170 <0.01% 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1 $170 <0.01% -90 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1 $170 <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1 $170 <0.01% 0 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 1 $170 <0.01% 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 1 $170 <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1 $87 <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.