Shay Capital LLC More: the full row for Shay Capital LLC 34,000 $1.19M 0.22% new 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 33,218 $1.16M 0.02% +15,058 13F-HR Timeline Group Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 33,084 $1.16M 0.16% new 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 32,438 $1.16M 0.55% 0 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 32,503 $1.14M 0.01% -9,641 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 32,008 $1.12M 0.02% +10,292 13F-HR/A Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 31,542 $1.1M 0.2% +81 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 31,392 $1.1M <0.01% +4,961 13F-HR Timeline Group TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 30,976 $1.08M <0.01% new 13F-HR Timeline Group HAP Trading, LLC More: the full row for HAP Trading, LLC 30,602 $1.07M 0.3% 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 30,307 $1.06M 0.13% -18,472 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 30,134 $1.05M 0.07% new 13F-HR/A Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 29,722 $1.03M <0.01% -9,770 13F-HR Timeline Group PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 29,041 $1.02M <0.01% -512 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 28,650 $1M 0.01% +7,119 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 28,002 $980K <0.01% -14,450 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 27,154 $950K 0.01% +5,124 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 27,083 $947K <0.01% -3,803 13F-HR Timeline Group Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 26,579 $930K 0.21% -300 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 26,264 $919K 0.05% new 13F-HR Timeline Group Wahed Invest LLC More: the full row for Wahed Invest LLC 25,862 $905K 0.12% +1,899 13F-HR Timeline Zurcher Kantonalbank (Zurich Cantonalba… More: the full row for Zurcher Kantonalbank (Zurich Cantonalbank) 25,532 $893K <0.01% +1,929 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 25,420 $889K 0.01% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 25,101 $878K 0.01% +4,985 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 24,678 $863K 0.03% -8,386 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 24,617 $861K 0.04% -949 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 23,521 $823K <0.01% -41,310 13F-HR/A Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 28,133 $819K 0.07% +19,364 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HighVista Strategies LLC More: the full row for HighVista Strategies LLC 23,383 $818K 0.2% +4,200 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 23,179 $811K 0.6% -717 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 22,310 $780K 0.01% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 22,045 $771K 0.02% +3,146 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 21,897 $766K <0.01% +5,397 13F-HR Timeline Group BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 21,600 $756K 0.17% +7,600 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 21,508 $752K <0.01% -4,973 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 21,335 $744K 0.15% -1,230 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/ 20,044 $701K <0.01% -392,272 13F-HR Timeline Group Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 21,125 $690K 0.55% -7,207 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 19,469 $681K <0.01% +486 13F-HR Timeline Group Maxi Investments CY Ltd More: the full row for Maxi Investments CY Ltd 19,000 $665K 0.14% -260,020 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 18,779 $657K <0.01% -5,273 13F-HR Timeline Group Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 18,759 $656K 0.28% +14,259 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 18,750 $656K 0.03% +1,350 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 18,059 $632K 0.08% +1,361 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 17,930 $627K 0.01% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 17,796 $623K 0.01% +7,315 13F-HR Timeline Parametrica Management Ltd in group Parametrica Management Ltd More: the full row for Parametrica Management Ltd 17,781 $622K 0.96% new 13F-HR Timeline Group CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 17,767 $621K 0.02% 0 13F-HR Timeline Channing Global Advisors, LLC More: the full row for Channing Global Advisors, LLC 17,291 $605K 0.42% +321 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 17,264 $604K 0.02% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 17,049 $596K 0.01% +12,882 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 17,000 $595K 0.03% 0 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 16,880 $590K 0.05% -23,363 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 16,689 $584K <0.01% -1,359 13F-HR Timeline Group DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 16,581 $580K 0.12% new 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 16,545 $579K 0.23% +1,026 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 16,296 $570K <0.01% +126 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 16,109 $563K <0.01% -189 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 15,886 $556K 0.45% +266 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 15,677 $547K <0.01% -2,672 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 15,483 $542K <0.01% -11,441 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 15,449 $540K <0.01% +2,297 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 15,024 $535K 0.01% +5,840 13F-HR Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 15,049 $526K <0.01% -3,488 13F-HR Timeline Group First Pacific Financial More: the full row for First Pacific Financial 14,467 $506K 0.07% -879 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 14,339 $502K 0.01% +1,943 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 14,000 $490K 0.08% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 13,804 $483K 0.01% +1,483 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 13,608 $476K 0.01% -360 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 15,282 $475K 0.01% 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 13,557 $474K 0.06% -957 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 13,447 $470K 0.01% -21,700 13F-HR Timeline Group Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 12,744 $451K 0.16% +2,272 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 12,824 $449K 0.07% new 13F-HR Timeline Coronation Fund Managers Ltd. in group Coronation Fund Managers Ltd. More: the full row for Coronation Fund Managers Ltd. 12,777 $447K 0.02% +6,460 13F-HR Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 12,745 $446K 0.21% -4,123 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 12,658 $443K 0.17% new 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 12,534 $438K 0.01% +2,274 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 12,111 $424K 0.1% -13,210 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 12,100 $423K 0.07% new 13F-HR Timeline 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 11,889 $416K <0.01% -2,108 13F-HR Timeline Group Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 11,875 $415K 0.02% +1,000 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 11,689 $409K <0.01% +236 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 11,492 $402K <0.01% -885 13F-HR Timeline Group ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 11,401 $399K <0.01% -137 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 11,318 $396K 0.04% +781 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 11,315 $396K 0.03% new 13F-HR Timeline MATTHEWS INTERNATIONAL CAPITAL MANAGEME… More: the full row for MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC 11,165 $391K 0.09% -12,343 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 11,098 $388K 0.01% +2,189 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 10,882 $381K 0.01% new 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 10,828 $379K 0.03% -38,483 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 10,677 $373K <0.01% -87,303 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 10,597 $371K 0.01% -9,866 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 10,576 $370K <0.01% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 10,470 $366K <0.01% +3,985 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 10,441 $365K 0.15% +200 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 10,390 $363K 0.08% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 10,357 $362K 0.05% -11,536 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 10,280 $360K 0.01% 0 13F-HR Timeline FIFTH LANE CAPITAL, LP More: the full row for FIFTH LANE CAPITAL, LP 10,000 $350K 0.35% new 13F-HR Timeline ADAR1 Capital Management, LLC in group ADAR1 Capital Management, LLC More: the full row for ADAR1 Capital Management, LLC 10,000 $350K 0.03% new 13F-HR Timeline Group DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 9,929 $347K 0.06% new 13F-HR Timeline Group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 9,351 $327K 0.01% -4,473 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 9,347 $327K 0.01% -10,026 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 9,213 $322K 0.02% -8,114 13F-HR Timeline Group Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 9,194 $322K 0.04% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 9,153 $320K 0.12% -87 13F-HR Timeline Group Mizuho Securities Co. Ltd. in group MIZUHO FINANCIAL GROUP INC More: the full row for Mizuho Securities Co. Ltd. 9,100 $318K 2.18% 0 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 8,981 $314K 0.01% +105 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 8,875 $310K <0.01% +123 13F-HR Timeline Group Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 8,779 $307K 0.02% new 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 8,710 $305K 0.08% new 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 8,609 $301K 0.01% new 13F-HR/A Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 8,506 $298K <0.01% -6 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 8,385 $293K 0.2% +1,122 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 8,384 $293K <0.01% -407,373 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 8,313 $291K 0.02% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 8,234 $288K 0.02% -22 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 8,092 $283K <0.01% +2,881 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 7,848 $275K <0.01% +6 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 7,704 $269K 0.12% 0 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 7,700 $269K 0.1% new 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 7,550 $264K 0.21% +410 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 7,520 $263K 0.02% -985 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 7,405 $259K 0.01% new 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 7,300 $255K 0.06% new 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 7,052 $255K <0.01% +447 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 7,156 $250K 0.01% new 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 7,081 $248K 0.14% new 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 7,000 $245K 0.03% new 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 6,905 $244K 0.07% new 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 6,759 $236K 0.03% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 6,684 $234K <0.01% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 6,630 $232K 0.01% +374 13F-HR Timeline ABBINGTON INVESTMENT GROUP More: the full row for ABBINGTON INVESTMENT GROUP 6,565 $230K 0.2% 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 6,250 $219K <0.01% new 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 6,000 $210K 0.02% new 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 6,000 $210K 0.03% -4,000 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 5,891 $206K 0.04% new 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 5,882 $206K <0.01% -1,190 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 6,418 $205K 0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,077 $178K <0.01% -49 13F-HR Timeline Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 4,910 $175K <0.01% +1,051 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 4,758 $166K 0.01% -6,533 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 4,750 $166K <0.01% +3,850 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 4,616 $161K <0.01% new 13F-HR Timeline Group CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 20,000 $150K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,214 $147K <0.01% -699 13F-HR/A Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 4,200 $147K <0.01% 0 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,125 $144K <0.01% +2,339 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 3,877 $135K <0.01% 0 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,630 $127K <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 3,576 $125K 0.01% 0 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 3,427 $120K 0.02% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,333 $117K <0.01% -437 13F-HR Timeline Group Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 3,317 $116K <0.01% -45,557 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 3,068 $107K 0.03% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 2,633 $92.1K 0.04% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,633 $92K <0.01% -112 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,039 $71.3K <0.01% -14,615 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 2,000 $70K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,989 $69K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,964 $68.7K <0.01% +230 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 1,883 $65.9K <0.01% +1,052 13F-HR Timeline City State Bank More: the full row for City State Bank 1,840 $64.4K 0.02% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,830 $64K <0.01% +476 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,750 $61.2K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,456 $50.9K <0.01% +1,189 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,400 $50.6K <0.01% -591 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,439 $50.3K <0.01% -466 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 1,219 $42.6K 0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,185 $41.5K <0.01% +120 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,152 $40.3K <0.01% +1,000 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,043 $36.5K <0.01% +399 13F-HR Timeline Group Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1,000 $35K 0.01% new 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 1,000 $35K <0.01% -121 13F-HR Timeline Group Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 1,180 $34.7K <0.01% +680 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 907 $31.7K <0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 770 $26.9K <0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 750 $26.2K 0.02% +589 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 725 $25.4K <0.01% -3,551 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 686 $24K <0.01% -141 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 650 $22.7K <0.01% -6,274 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 583 $20.4K <0.01% -97 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 534 $18.7K -219,068 Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 512 $17.9K <0.01% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 506 $17.7K <0.01% new 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 500 $17.5K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Abound Wealth Management More: the full row for Abound Wealth Management 491 $17.2K <0.01% +479 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 484 $16.9K 0.01% +42 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 550 $16.7K <0.01% new 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 470 $16.4K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 450 $15K <0.01% new 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 429 $15K <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 426 $14.9K 0.01% +399 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 418 $14.6K <0.01% -90 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 363 $12.7K <0.01% +300 13F-HR Timeline Group Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 350 $12.2K 0.01% -65 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 345 $12.1K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 325 $11.4K <0.01% +70 13F-HR Timeline