GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,316 $128K 0.01% +298 13F-HR/A Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,357 $127K <0.01% +26 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,266 $124K <0.01% -693 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,171 $114K <0.01% +633 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1,105 $108K <0.01% 0 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,052 $103K 0.01% +205 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 989 $96.5K <0.01% -112 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 940 $91.7K <0.01% +381 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 832 $81.5K 0.02% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 803 $78.6K <0.01% -60 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 513 $50K <0.01% -91 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 505 $49.3K <0.01% -881 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 490 $47.8K 0.01% +470 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 475 $46.4K 0.03% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 475 $46K <0.01% new 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 465 $45.4K <0.01% new 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 460 $44.9K <0.01% -104 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 434 $42.4K <0.01% +116 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 433 $42.3K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 429 $41.9K <0.01% -596 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 425 $41.5K 0.03% +10 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp group of 2 filers holding More: the full row for Mitsubishi UFJ Trust & Banking Corp 393 $38.1K 0 Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 381 $37.2K <0.01% +59 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 367 $35.8K <0.01% +41 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 358 $34.9K <0.01% +257 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 324 $32K 0.02% +3 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 319 $31.1K 0.01% +45 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 302 $28.5K <0.01% -65 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 275 $26.8K <0.01% -1,058 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 250 $24.4K 0.02% +50 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 246 $24K <0.01% +4 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 243 $23.7K 0.01% -66 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 242 $23.7K 0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 233 $22.7K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 228 $22K <0.01% +40 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 209 $21.7K <0.01% -168 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 219 $21.4K <0.01% +142 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 191 $18.4K <0.01% -123 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 200 $17.9K <0.01% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 179 $17.5K <0.01% +9 13F-HR/A Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 178 $17.4K <0.01% -10 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 170 $16.6K <0.01% 0 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 170 $16.6K 0.02% -1,052 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 167 $16.3K 0.02% +63 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 164 $16K <0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 145 $14.2K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 136 $13.3K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 134 $13.1K 0.01% -284 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 133 $13K <0.01% -14 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 132 $12.9K <0.01% new 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 131 $12.8K 0.01% +31 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 120 $11.7K 0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 115 $11.2K <0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 111 $10.8K 0.01% +37 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 105 $10.2K <0.01% -127 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 100 $9.76K <0.01% +50 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 95 $9.27K <0.01% +50 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 92 $8.98K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 82 $8K <0.01% +32 13F-HR Timeline Group PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 75 $7.32K <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 75 $7.32K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 73 $7.12K <0.01% 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 72 $7.03K <0.01% +48 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 67 $6.54K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 59 $5.76K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 57 $5.56K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 56 $5.47K <0.01% 0 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/ 54 $5.27K <0.01% new 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 53 $5.17K <0.01% +24 13F-HR Timeline Group Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 46 $4.49K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 45 $4.39K <0.01% +19 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 35 $3.42K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 34 $3.23K <0.01% +13 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 31 $3.03K <0.01% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 31 $3.03K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 31 $3.03K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 32 $3K <0.01% +19 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 30 $2.93K <0.01% new 13F-HR/A Timeline MAI Capital Management More: the full row for MAI Capital Management 29 $2.83K <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 28 $2.73K <0.01% +9 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 25 $2.44K <0.01% 0 13F-HR/A Timeline ORG Partners LLC More: the full row for ORG Partners LLC 24 $2.35K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 21 $2.05K <0.01% +8 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 21 $2.05K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 20 $1.95K <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 20 $1.95K <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 20 $1.95K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 17 $1.66K <0.01% 0 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 16 $1.56K <0.01% new 13F-HR Timeline Group SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 16 $1.56K <0.01% -17 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 15 $1.46K <0.01% -11 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 12 $1.17K <0.01% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 12 $1.17K <0.01% 0 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 11 $1K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 10 $976 <0.01% +1 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 8 $781 <0.01% -13 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 8 $781 <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 7 $683 <0.01% +5 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 6 $586 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $586 <0.01% -1 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 4 $390 <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 3 $293 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2 $196 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2 $196 <0.01% -3 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 2 $195 <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2 $195 <0.01% +1 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 2 $195 <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2 $195 <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 2 $195 <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1 $98 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $98 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1 $98 <0.01% 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1 $97 <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -729 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.