BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 2,961 $273K 0.02% -5,032 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 2,950 $272K <0.01% +228 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,925 $270K 0.01% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,926 $270K <0.01% +223 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 2,923 $269K <0.01% +102 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2,887 $266K <0.01% +97 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 2,884 $266K 0.01% +63 13F-HR Timeline Lindenwold Advisors, INC More: the full row for Lindenwold Advisors, INC 2,780 $256K 0.14% -575 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 2,753 $254K <0.01% +284 13F-HR Timeline Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 2,724 $251K <0.01% 0 13F-HR Timeline Group Cornerstone Investment Partners, LLC More: the full row for Cornerstone Investment Partners, LLC 2,711 $250K 0.01% +2 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 2,485 $229K 0.12% +104 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 2,408 $222K <0.01% +45 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 2,396 $221K <0.01% -13,210 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,371 $218K 0.02% +103 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 2,353 $217K <0.01% -5,730 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 2,330 $215K 0.02% -330 13F-HR Timeline Defined Financial Planning LLC More: the full row for Defined Financial Planning LLC 2,270 $209K 0.22% 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 2,229 $207K <0.01% +1,274 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 2,065 $207K <0.01% +117 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 2,212 $204K 0.02% 0 13F-HR Timeline Ausbil Investment Management Ltd More: the full row for Ausbil Investment Management Ltd 2,193 $201K 0.12% -11,053 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 2,122 $196K 0.01% +160 13F-HR Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 2,118 $194K <0.01% -100 13F-HR Timeline Group SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 1,713 $158K <0.01% new 13F-HR Timeline CANADA PENSION PLAN INVESTMENT BOARD More: the full row for CANADA PENSION PLAN INVESTMENT BOARD 1,700 $157K <0.01% +900 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 1,626 $150K <0.01% new 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 1,480 $136K <0.01% 0 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 1,260 $116K 0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,156 $107K <0.01% +455 13F-HR Timeline Group KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,112 $102K <0.01% +410 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,069 $98.5K <0.01% +132 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,022 $94.2K <0.01% -76 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 985 $90.8K <0.01% -4 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 953 $87.8K <0.01% -81 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 887 $81.8K <0.01% -1,340 13F-HR/A Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 710 $65.4K 0.01% -26 13F-HR Timeline DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 708 $65K <0.01% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 705 $65K 0.01% +47 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 664 $61K <0.01% -197 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 615 $56.7K 0.01% -187 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 560 $51.6K <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 482 $47.2K <0.01% -9 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 509 $47K <0.01% +33 13F-HR Timeline Group Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 473 $43.6K 0.03% 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 437 $40.6K 0.01% -245 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 418 $38.9K <0.01% +293 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 421 $38.8K <0.01% +117 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 341 $31.4K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 292 $26.9K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 245 $22.9K 0.02% 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 235 $21.7K <0.01% -408 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 200 $18.4K 0.02% 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 199 $18.3K 0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 190 $18K <0.01% -15 13F-HR Timeline Group R Squared Ltd More: the full row for R Squared Ltd 190 $17.5K 0.02% 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 194 $17K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 159 $14.7K <0.01% +11 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 125 $11.5K <0.01% new 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 90 $8.29K <0.01% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 90 $8.29K <0.01% +9 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 87 $8.02K <0.01% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 86 $7.92K <0.01% -2,769 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 82 $7.56K <0.01% +4 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 73 $6.74K <0.01% -12 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 67 $6.17K <0.01% 0 13F-HR Timeline Group Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 59 $5.44K <0.01% 0 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 59 $5.44K 0.01% 13F-HR/A Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 58 $5.32K <0.01% 0 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 48 $4.42K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 45 $4.15K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 45 $4.15K <0.01% 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 43 $3.94K <0.01% 0 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 36 $3.32K <0.01% 0 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 36 $3.32K <0.01% +7 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 32 $2.95K <0.01% +24 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 32 $2.95K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 31 $2.86K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 27 $2.67K <0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 28 $2.58K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 26 $2.4K <0.01% new 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 26 $2.4K <0.01% -3 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 25 $2.3K <0.01% +5 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 25 $2.3K <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 30 $2K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 25 $2K <0.01% +12 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 21 $1.94K <0.01% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 18 $1.66K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 13 $1.2K <0.01% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 13 $1.2K <0.01% new 13F-HR Timeline Group Fairman Group, LLC More: the full row for Fairman Group, LLC 13 $1.2K <0.01% -13 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 12 $1.11K <0.01% -1 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 12 $1.11K <0.01% 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 13 $1K <0.01% 0 13F-HR/A Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 10 $922 <0.01% new 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 9 $837 <0.01% 0 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 500 $461 0.02% 0 13F-HR/A Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 4 $369 <0.01% +1 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2 $185 <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1 $93 <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1 $92 <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1 $92 <0.01% 13F-HR Timeline