SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 10,315 $1.14M 0.68% +2,247 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 10,290 $1.14M 0.01% -2,390 13F-HR Timeline Group ROYAL LONDON ASSET MANAGEMENT LTD More: the full row for ROYAL LONDON ASSET MANAGEMENT LTD 10,223 $1.13M <0.01% 0 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 10,107 $1.12M 0.01% -181,450 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 10,093 $1.12M 0.02% +170 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 10,057 $1.11M 0.38% +658 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 10,029 $1.11M 0.01% -773 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 9,895 $1.09M 0.01% +4,550 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 9,860 $1.09M 0.02% -3,268 13F-HR Timeline Group Community Bank, N.A. More: the full row for Community Bank, N.A. 9,769 $1.08M 0.14% +2,536 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 9,717 $1.07M 0.01% -21,470 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 9,670 $1.07M 0.12% -45 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 9,668 $1.07M 0.03% +827 13F-HR/A Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 9,613 $1.06M <0.01% +1,575 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 9,514 $1.05M 0.01% -19 13F-HR/A Timeline Group W1M Investment Management Ltd More: the full row for W1M Investment Management Ltd 9,500 $1.05M 0.01% new 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 9,493 $1.05M 0.01% +2,691 13F-HR Timeline Group GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 9,444 $1.04M 0.01% -6,922 13F-HR Timeline AG2R LA MONDIALE GESTION D'ACTIFS More: the full row for AG2R LA MONDIALE GESTION D'ACTIFS 9,444 $1.04M 0.05% +360 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 9,436 $1.04M 0.12% -200 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 9,365 $1.04M 0.01% +905 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 9,338 $1.03M 0.65% new 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 9,332 $1.03M 0.08% +181 13F-HR Timeline OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 9,276 $1.03M 0.01% 0 13F-HR Timeline HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 9,262 $1.02M <0.01% +6,478 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 9,116 $1M 0.02% +4,220 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 9,060 $1M 0.01% new 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 8,961 $991K 0.05% +49 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 8,882 $982K 0.04% -17,500 13F-HR/A Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 8,876 $982K 0.07% +3,226 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 8,853 $979K <0.01% +5,686 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 8,851 $979K 0.02% -28,845 13F-HR Timeline Group Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 7,400 $969K 0.49% new 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 8,677 $960K 0.61% +3,763 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 8,644 $956K 0.03% new 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 8,417 $931K 0.02% -2,786 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 8,417 $931K 0.28% +921 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 8,377 $927K 0.01% +3,873 13F-HR Timeline INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 8,355 $924K 0.01% -5,485 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 8,339 $922K <0.01% +1,775 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 8,267 $914K 0.01% +907 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 8,203 $907K 0.01% +172 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 8,063 $892K 0.07% +685 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 8,026 $888K 0.01% +1,762 13F-HR Timeline Group BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 7,973 $882K 0.03% +5,944 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 7,955 $880K 0.06% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 7,761 $858K 0.02% -610 13F-HR Timeline Group TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 7,719 $854K 0.03% 0 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 7,711 $853K <0.01% +3,238 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 7,697 $851K 0.01% -1,015 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 7,539 $834K 0.03% -18,313 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 7,531 $830K 0.08% -323 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 7,484 $828K 0.21% new 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 7,405 $819K 0.03% -98 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 6,758 $803K 0.3% +157 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 7,210 $797K 0.08% +4,526 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 7,166 $793K 0.04% +2,037 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 7,098 $785K 0.15% -256 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 7,089 $784K 0.01% +63 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 7,039 $779K 0.03% new 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 7,030 $778K 0.14% -61 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 7,000 $774K 0.06% +1,171 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 7,000 $774K 0.06% new 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 7,000 $774K 0.06% +1,500 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 6,609 $770K 0.12% +179 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 6,898 $763K 0.01% +1,339 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 6,855 $758K 0.53% new 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 6,829 $755K 0.04% -183 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 6,761 $748K 0.05% 0 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 6,683 $739K <0.01% -282 13F-HR Timeline Group Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 6,666 $737K 0.01% 0 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 6,651 $736K 0.04% -74 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 6,554 $735K +1,199 Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 6,605 $731K 0.19% -109,854 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 6,595 $730K 0.01% +211 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 6,581 $728K 0.04% -13,636 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 6,500 $719K 0.05% -1,500 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 6,479 $717K 0.07% -17,749 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 6,465 $715K -141,513 Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 6,442 $713K 0.09% -698 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 6,430 $711K 0.01% +819 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 6,400 $709K 0.14% 0 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 6,350 $702K 0.11% +2,000 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 6,347 $702K 0.01% +213 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 6,310 $698K 0.25% -107 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 6,285 $695K <0.01% -384 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 6,257 $692K 0.08% -4,144 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 6,242 $690K 0.49% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 6,236 $690K 0.01% +1,703 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 6,208 $687K 0.1% +245 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 6,154 $681K 0.01% +823 13F-HR Timeline Group WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 6,072 $672K 0.03% new 13F-HR Timeline Group Massar Capital Management, LP More: the full row for Massar Capital Management, LP 6,000 $664K 0.5% 0 13F-HR/A Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 5,968 $660K 0.4% -232 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 5,947 $658K 0.02% -562 13F-HR/A Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,943 $657K 0.02% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 5,943 $657K <0.01% -590 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 5,897 $652K 0.01% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 5,837 $645K 0.01% +1,154 13F-HR Timeline Group Investment Management Corp of Ontario More: the full row for Investment Management Corp of Ontario 5,653 $625K 0.01% -1,100 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 5,446 $602K <0.01% -56 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 5,425 $600K <0.01% +1,799 13F-HR Timeline Group Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 5,392 $596K 0.22% 0 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 5,308 $587K 0.01% +2 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 5,295 $586K +878 Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 5,214 $577K 0.03% 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,198 $575K 0.04% +1,953 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 5,163 $571K 0.07% new 13F-HR Timeline Nan Shan Life Insurance Co., Ltd. More: the full row for Nan Shan Life Insurance Co., Ltd. 5,162 $571K 0.01% -30 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 5,146 $569K 0.05% +1,013 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. 5,140 $569K 0.03% +1,432 13F-HR Timeline Group Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 5,118 $566K 0.02% +318 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 5,061 $560K <0.01% +254 13F-HR Timeline DoubleLine ETF Adviser LP More: the full row for DoubleLine ETF Adviser LP 4,988 $552K 0.18% -692 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 4,963 $549K 0.02% -29 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 4,936 $546K 0.01% +361 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 4,904 $540K 0.01% +14 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 4,858 $537K 0.02% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 4,810 $532K 0.07% +2,117 13F-HR/A Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 4,805 $531K 0.01% +782 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 4,805 $531K 0.01% +1,900 13F-HR Timeline Group Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 4,792 $530K 0.07% +977 13F-HR Timeline Mint Tower Capital Management B.V. More: the full row for Mint Tower Capital Management B.V. 4,748 $525K 0.08% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 4,678 $517K 0.01% -384 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,659 $515K 0.01% +51 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 4,627 $512K <0.01% -800 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 4,618 $511K 0.22% +4,548 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,632 $511K <0.01% +1,720 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,593 $508K 0.01% +928 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,395 $507K 0.02% -102 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,534 $502K 0.03% +970 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 4,531 $501K 0.81% 0 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 4,524 $500K 0.58% +1,385 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 4,509 $499K 0.02% 0 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 4,486 $496K 0.01% +827 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 4,482 $496K 0.41% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 4,477 $495K 0.11% +3,766 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 4,450 $492K 0.02% -790 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 4,438 $491K 0.07% -8 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 4,420 $489K 0.01% +1,493 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,364 $483K 0.01% +160 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 4,357 $482K 0.02% -40 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 4,347 $481K 0.06% -720 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 4,331 $479K 0.05% -3,781 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 4,300 $476K 0.06% -61 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 4,225 $467K 0.05% -513 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,221 $467K 0.01% +3 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 4,216 $466K <0.01% -631 13F-HR Timeline Group MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 4,203 $465K 0.29% +252 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 4,170 $461K 0.01% -170 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 4,168 $461K 0.01% -252 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 4,168 $461K 0.06% +2 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 4,166 $461K 0.09% -1,819 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,166 $461K 0.02% +3,391 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 4,138 $458K 0.01% -1,392 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 4,134 $457K 0.1% +1,358 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 4,129 $457K <0.01% -6,062 13F-HR Timeline Group V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 4,098 $453K 0.06% +317 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 4,067 $450K <0.01% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,057 $449K 0.05% -182 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 3,289 $448K 0.28% -132 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 4,044 $447K <0.01% 0 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 4,042 $447K 0.04% new 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 4,025 $445K 0.2% -66 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 3,985 $441K 0.11% new 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 3,984 $441K 0.03% new 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 3,982 $440K <0.01% -572 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 3,960 $438K 0.02% -330 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 3,911 $433K 0.15% new 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 3,841 $425K 0.03% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,821 $423K 0.02% +294 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 3,819 $422K 0.04% +796 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 3,751 $415K 0.01% 0 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 3,732 $413K <0.01% -10 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 3,729 $412K 0.1% -1,083 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 3,704 $410K 0.02% -91 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,694 $409K 0.01% -564 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 3,692 $408K 0.33% new 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 3,642 $403K 0.04% -7 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,632 $402K 0.06% -116 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,617 $400K 0.03% +1,292 13F-HR Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 3,607 $399K 0.13% 0 13F-HR Timeline DIKER MANAGEMENT LLC in group DIKER MANAGEMENT LLC More: the full row for DIKER MANAGEMENT LLC 3,502 $387K 0.36% 0 13F-HR Timeline Group ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 3,404 $377K 0.12% -491 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 3,360 $372K 0.28% -520 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,346 $370K 0.01% -9,568 13F-HR/A Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 3,342 $370K 0.02% +551 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 3,317 $367K 0.01% -18,805 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 3,292 $364K 0.02% +924 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 3,275 $362K 0.03% +637 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,265 $361K 0.02% +1,264 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 3,264 $361K 0.18% +233 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,244 $359K <0.01% +298 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,227 $356K 0.03% -700 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 3,200 $354K 0.11% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 3,192 $353K 0.05% new 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 3,152 $347K 0.15% +6 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,134 $347K 0.01% -898 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 3,127 $346K 0.24% new 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 3,112 $344K <0.01% 0 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them.