Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 3,921 $331K 0.14% +3,753 13F-HR/A Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 3,868 $326K 0.03% 0 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 4,410 $326K 0.21% new 13F-HR/A Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 3,857 $326K <0.01% -219 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,606 $304K 0.01% +27 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 3,553 $300K 0.03% +2 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 3,340 $282K 0.04% +135 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 3,335 $282K <0.01% -1,888 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 3,310 $279K 0.06% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 3,239 $273K <0.01% new 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 3,204 $270K 0.02% -240 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 3,199 $270K 0.02% new 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 3,144 $263K 0.02% -450 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,073 $259K 0.02% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,066 $259K 0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,932 $247K 0.04% +2,874 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 2,904 $245K 0.07% new 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,769 $234K <0.01% -7 13F-HR Timeline ABN AMRO Bank N.V. More: the full row for ABN AMRO Bank N.V. 2,784 $233K <0.01% new 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 2,760 $233K 0.05% -400 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,752 $230K 0.04% -174 13F-HR Timeline Group Semanteon Capital Management, LP More: the full row for Semanteon Capital Management, LP 2,665 $225K 0.12% -10,514 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,655 $224K 0.02% new 13F-HR/A Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 2,621 $221K <0.01% 0 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 2,596 $219K 0.18% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,550 $215K <0.01% -297 13F-HR Timeline 111 Capital More: the full row for 111 Capital 2,563 $214K 0.04% new 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 2,520 $213K <0.01% -34 13F-HR/A Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 2,511 $212K <0.01% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,474 $209K <0.01% +19 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 2,431 $205K 0.04% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,417 $204K 0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,364 $200K <0.01% +269 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,339 $197K 0.05% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,119 $179K 0.01% -1,671 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,075 $175K 0.01% +9 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,733 $151K 0.01% -421 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,573 $133K 0.01% +79 13F-HR Timeline Group GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 1,571 $133K 0.01% new 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 1,537 $130K 0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,525 $129K <0.01% -546 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,425 $121K <0.01% +242 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,414 $119K <0.01% 0 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 1,246 $105K <0.01% -3,618 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,166 $98.4K <0.01% -9 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,085 $91.6K <0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,036 $87.5K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,013 $86K 0.01% -54 13F-HR Timeline Group Exane Asset Management More: the full row for Exane Asset Management 1,066 $85.1K 0.05% +660 13F-HR/A Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 972 $82K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 940 $79.9K <0.01% +438 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 832 $70.2K 0.01% +109 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 873 $67.4K <0.01% -5 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 771 $65.1K 0.04% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 755 $63.7K 0.05% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 744 $62.8K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 648 $54.7K <0.01% -1 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 620 $52.3K <0.01% -2 13F-HR Timeline Group Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 500 $42.2K 0.01% -50 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 480 $40.3K 0.01% 0 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 450 $37.7K <0.01% -270 13F-HR Timeline Group Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 437 $36.5K 0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 411 $34.7K <0.01% -109 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 415 $34.7K <0.01% +91 13F-HR Timeline Quarry LP More: the full row for Quarry LP 400 $33.4K 0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 391 $33K <0.01% -35 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 371 $32.3K <0.01% -1 13F-HR Timeline Group Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 350 $29.3K 0.01% 0 13F-HR/A Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 322 $27.2K 0.02% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 320 $27K 0.09% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 291 $24.6K 0.02% +8 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 281 $23.7K 0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 263 $22.2K <0.01% -12 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 317 $20.8K <0.01% -274 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 231 $20.1K <0.01% -91 13F-HR/A Timeline Group RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 237 $20K 0.02% +4 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 225 $19K <0.01% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 214 $18.1K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 210 $17.7K <0.01% +145 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 197 $16.6K <0.01% new 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 189 $16K 0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 184 $15.5K <0.01% +19 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 179 $15.1K 0.01% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 176 $14.9K 0.01% 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 170 $14.5K <0.01% new 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 161 $13.6K 0.01% 0 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 150 $12.7K 0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 144 $12.2K <0.01% 0 13F-HR/A Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 140 $11.8K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 131 $11K <0.01% -6 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 126 $10.6K 0.01% -34 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 125 $10.6K <0.01% 0 13F-HR/A Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 102 $8.61K <0.01% -31 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 100 $8.36K <0.01% 0 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 86 $7.26K <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/ 79 $6.67K <0.01% -1 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 76 $6.42K <0.01% +17 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 64 $5.4K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 57 $4.81K <0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 50 $4.22K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 48 $4.05K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 50 $4K <0.01% -281 13F-HR Timeline Group Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 45 $3.8K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 42 $3.55K <0.01% +12 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 42 $3.54K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 37 $3.12K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 31 $2.62K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 29 $2.45K <0.01% 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 28 $2K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 21 $1.77K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 22 $1.71K <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 18 $1.44K <0.01% +1 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 17 $1.44K <0.01% 0 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 15 $1.27K <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 15 $1.27K <0.01% -10 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 12 $1.01K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 12 $1.01K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 10 $845 <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 9 $760 <0.01% -7 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 9 $760 <0.01% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 8 $676 <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 8 $675 <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 6 $506 <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 5 $422 <0.01% new 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 5 $383 <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 4 $338 <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 4 $300 <0.01% -11 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 3 $254 <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2 $169 <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1 $84 <0.01% 0 13F-HR Timeline Group FORSTA AP-FONDEN More: the full row for FORSTA AP-FONDEN 30,990 $0 0% +13,029 13F-HR Timeline Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -399 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.