Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 26,809 $433K 0.24% +6,806 13F-HR Timeline Cooper Capital Advisors LLC More: the full row for Cooper Capital Advisors LLC 26,221 $423K 0.27% +8,219 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 25,897 $418K 0.01% -2,934 13F-HR Timeline Group R Squared Ltd More: the full row for R Squared Ltd 25,408 $410K 0.18% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 24,423 $394K <0.01% new 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 22,698 $389K 0.02% +250 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 1,660 $387K 0.04% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 23,452 $379K 0.01% +2,250 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 23,325 $376K 0.03% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 23,298 $376K 0.01% +14,268 13F-HR/A Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 23,096 $373K <0.01% new 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 22,776 $368K <0.01% new 13F-HR Timeline Group CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 22,010 $355K <0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 21,816 $352K 0.01% -54,729 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 21,691 $350K <0.01% -2,942 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 21,709 $350K 0.02% +8,882 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 21,545 $348K <0.01% new 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 21,383 $345K 0.01% -402,306 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 20,989 $339K 0.03% new 13F-HR Timeline Group Clare Market Investments LLC More: the full row for Clare Market Investments LLC 20,900 $337K 0.07% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 20,525 $331K 0.03% new 13F-HR Timeline ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 20,000 $323K 0.04% 0 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 19,856 $320K 0.18% +6,181 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 19,770 $319K 0.11% -266,306 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 19,687 $318K 0.02% new 13F-HR Timeline SPROTT INC. More: the full row for SPROTT INC. 19,655 $317K 0.01% +155 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 19,469 $314K 0.12% new 13F-HR/A Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 19,293 $311K 0.1% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 19,278 $311K <0.01% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 19,226 $310K <0.01% +3,128 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 19,195 $310K 0.01% +16 13F-HR/A Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 18,718 $302K 0.14% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 18,654 $301K <0.01% +3,095 13F-HR/A Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 18,570 $300K 0.01% -384 13F-HR Timeline Group FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 20,000 $295K 0.1% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 18,091 $292K 0.01% +113 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 17,450 $282K 0.02% 0 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 17,450 $282K <0.01% new 13F-HR/A Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 17,300 $279K 0.05% +250 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 16,705 $270K <0.01% +736 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 16,663 $269K <0.01% +1,250 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 16,458 $266K <0.01% -81,013 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 16,247 $262K 0.01% +278 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 15,997 $258K 0.01% new 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 15,943 $257K 0.04% new 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 15,619 $252K <0.01% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 15,462 $250K <0.01% +4,889 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 15,303 $247K 0.09% -21,240 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 15,147 $244K <0.01% +2,896 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 15,100 $244K 0.07% 0 13F-HR Timeline AMALGAMATED BANK More: the full row for AMALGAMATED BANK 14,966 $242K <0.01% 0 13F-HR Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 14,875 $240K <0.01% new 13F-HR Timeline Group TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 15,000 $240K <0.01% +4,000 13F-HR Timeline Group INCEPTIONR LLC More: the full row for INCEPTIONR LLC 14,802 $239K 0.06% new 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 14,468 $234K <0.01% +2,576 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 14,366 $232K 0.03% -2,649 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 14,100 $228K <0.01% -33,350 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 14,032 $226K 0.01% -3,371 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 13,938 $225K <0.01% new 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 13,816 $223K <0.01% new 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 13,567 $219K <0.01% -6,212 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 13,485 $218K <0.01% +635 13F-HR Timeline Group GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 13,120 $212K 0.02% new 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 13,000 $210K 0.06% -500 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 12,900 $208K 0.15% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 12,831 $207K <0.01% +9,067 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 12,725 $205K <0.01% 0 13F-HR Timeline Group Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 12,700 $205K 0.14% +1,450 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 12,500 $202K 0.01% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 12,499 $202K 0.01% -6,694 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 12,387 $200K <0.01% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 12,242 $198K 0.01% -11,710 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 12,212 $197K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 12,031 $194K <0.01% +5,632 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 11,967 $193K <0.01% new 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 11,966 $193K 0.02% new 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 11,878 $192K 0.01% -15,587 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 11,825 $191K 0.01% +11,785 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 11,804 $191K 0.02% new 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 11,649 $188K 0.02% 0 13F-HR Timeline Group Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 13,780 $188K <0.01% new 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 11,499 $186K <0.01% +2,343 13F-HR Timeline Group IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 11,300 $182K 0.03% new 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 11,300 $182K 0.15% new 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 11,235 $181K 0.01% 0 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 11,081 $179K +447 Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 10,000 $176K 0.14% 0 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 10,853 $175K -1,932 Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 10,846 $175K <0.01% new 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 10,632 $172K <0.01% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 10,622 $171K 0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 10,616 $171K 0.02% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 10,474 $169K 0.07% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 10,461 $169K <0.01% +10,361 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 10,405 $168K 0.03% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 10,346 $167K <0.01% +984 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 10,314 $166K 0.08% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 10,261 $166K 0.01% -250 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 10,238 $165K <0.01% +206 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 10,224 $165K 0.01% 0 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 10,088 $163K <0.01% new 13F-HR Timeline Wellington Shields Capital Management, … in group Wellington Shields Capital Ma… More: the full row for Wellington Shields Capital Management, LLC 10,000 $161K 0.02% 0 13F-HR Timeline Group FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 10,000 $161K 0.06% new 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 10,000 $161K 0.04% new 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 11,204 $160K 0.07% -600 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 9,155 $148K 0.01% +7,835 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 9,113 $147K 0.01% +2,040 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 12,350 $130K 0.02% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 7,968 $129K 0.01% +1,168 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 7,777 $126K 0.01% +2,333 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 7,760 $125K 0.02% +6,560 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 7,639 $123K <0.01% +1,150 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 7,634 $123K <0.01% 0 13F-HR Timeline Group Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 19,300 $116K 0.05% new 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 7,000 $113K 0.09% +6,500 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,845 $110K <0.01% +1,295 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/ 6,708 $108K <0.01% +2,202 13F-HR Timeline Group Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 6,570 $106K 0.05% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 6,122 $98.8K <0.01% -601 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,969 $96.3K 0.01% +827 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 5,217 $95.3K <0.01% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 5,765 $93K <0.01% +765 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 5,350 $86.3K 0.01% +200 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 5,168 $83.4K <0.01% -1,510 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 5,100 $82.3K <0.01% 0 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 5,000 $80.7K 0.05% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,629 $74.7K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,338 $70K <0.01% +1,683 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,324 $69.8K <0.01% +1,784 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,225 $68.2K <0.01% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 4,000 $64.6K 0.02% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 3,794 $61.2K 0.01% +697 13F-HR Timeline Quarry LP More: the full row for Quarry LP 3,504 $56.6K 0.01% -1,012 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 3,031 $48.9K 0.01% -18,969 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,888 $46.6K <0.01% +2,500 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,778 $44.8K <0.01% +2,520 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 2,730 $44.1K 0.02% +480 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,570 $41.5K <0.01% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 2,302 $37.2K 0.02% -3,425 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 2,284 $36.9K 0.01% +359 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,000 $36.5K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,150 $34.7K <0.01% new 13F-HR Timeline Group Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 2,100 $34K 0.01% 0 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 2,057 $33.2K 0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,000 $32.3K 0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,800 $29.1K <0.01% +1,000 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 1,800 $29.1K 0.02% 0 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 1,800 $29K 0.01% new 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 1,785 $28.8K 0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,774 $28.6K <0.01% new 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 1,700 $27.4K 0.02% +700 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,661 $26.8K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,651 $26.6K 0.01% +448 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,582 $25.5K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,500 $24.2K 0.01% -3,500 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 1,500 $24.2K 0.01% -1,500 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,500 $24K <0.01% +300 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,225 $19.8K 0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 1,200 $19.4K <0.01% +600 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,185 $19.1K <0.01% +80 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,166 $18.8K <0.01% new 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,119 $18.1K <0.01% +3 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 1,100 $17.8K <0.01% 0 13F-HR/A Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,097 $17.7K <0.01% -125 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,095 $17.7K <0.01% +1,050 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,082 $17.5K <0.01% +82 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,000 $16.1K <0.01% new 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 1,000 $16.1K 0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 972 $15.7K <0.01% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 1,000 $15.6K <0.01% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 961 $15.5K <0.01% new 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 900 $14.5K 0.01% -3,600 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 879 $14K 0.01% -1,243 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 855 $13.8K <0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 845 $13.6K 0.01% new 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 828 $13.4K 0.01% +199 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 780 $12.6K <0.01% +30 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 722 $12K <0.01% -44 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 726 $11.7K <0.01% new 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 705 $11.4K 0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 700 $11.3K 0.01% +88 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 695 $11.2K <0.01% +499 13F-HR Timeline Group EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 680 $11K 0.01% new 13F-HR/A Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 650 $10.5K <0.01% +150 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 630 $10.2K <0.01% +440 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 625 $10.1K <0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 596 $10K <0.01% 0 13F-HR Timeline Group Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 600 $9.68K <0.01% new 13F-HR Timeline Group Aspect Partners, LLC More: the full row for Aspect Partners, LLC 591 $9.54K <0.01% new 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 563 $9.09K 0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 550 $8.88K <0.01% 0 13F-HR/A Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 536 $8.65K <0.01% -944 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 527 $8.51K <0.01% +207 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 522 $8.43K <0.01% +125 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 500 $8.07K <0.01% new 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 500 $8.07K <0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 500 $8.07K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 500 $8K <0.01% +50 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 488 $7.81K <0.01% +427 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 467 $7K <0.01% 0 13F-HR Timeline