PIER 88 INVESTMENT PARTNERS LLC More: the full row for PIER 88 INVESTMENT PARTNERS LLC 3,100 $214K 0.05% -2,160 13F-HR/A Timeline Investment Management Corp of Ontario More: the full row for Investment Management Corp of Ontario 3,021 $209K <0.01% +100 13F-HR Timeline Clear Street Group Inc. in group Clear Street Group Inc. More: the full row for Clear Street Group Inc. 3,000 $207K <0.01% new 13F-HR Timeline Group MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 2,971 $205K <0.01% +148 13F-HR Timeline National Pension Service More: the full row for National Pension Service 2,856 $197K <0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 2,842 $196K <0.01% -453 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 2,200 $152K <0.01% -34,589 13F-HR/A Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 2,000 $138K <0.01% 0 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,942 $134K <0.01% 0 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. 1,902 $131K <0.01% -3,198 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,875 $130K <0.01% +1,312 13F-HR Timeline ROYAL LONDON ASSET MANAGEMENT LTD More: the full row for ROYAL LONDON ASSET MANAGEMENT LTD 1,652 $114K <0.01% -140 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 1,500 $104K <0.01% 0 13F-HR Timeline Group Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 1,301 $90K 0.01% -3,841 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,281 $88.5K <0.01% +41 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,243 $85.9K <0.01% -606 13F-HR Timeline Group STOREBRAND ASSET MANAGEMENT AS More: the full row for STOREBRAND ASSET MANAGEMENT AS 1,160 $80.2K <0.01% -4,242 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,124 $77.7K <0.01% +624 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 970 $67K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 949 $64.6K <0.01% +214 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 925 $63.9K 0.03% +751 13F-HR Timeline Group Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 882 $61K <0.01% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 824 $56.9K <0.01% +739 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 734 $50.7K <0.01% +447 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 713 $49.3K <0.01% -76 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 711 $49.1K <0.01% +166 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 680 $47K <0.01% 0 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. group of 2 filers holding More: the full row for Mirae Asset Global Investments Co., Ltd. 676 $46.7K +46 Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 670 $46.3K <0.01% 0 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 593 $41K <0.01% +381 13F-HR Timeline NEW YORK STATE COMMON RETIREMENT FUND More: the full row for NEW YORK STATE COMMON RETIREMENT FUND 547 $37.8K <0.01% -54,654 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 501 $34.6K <0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 455 $31.4K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 443 $30.6K <0.01% +76 13F-HR Timeline Group Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 440 $30K <0.01% +74 13F-HR/A Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 425 $29.4K <0.01% +354 13F-HR/A Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 418 $28.9K <0.01% -45 13F-HR/A Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 352 $24.3K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 322 $22.3K <0.01% +252 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 318 $22K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 297 $20.5K 0.01% +282 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 240 $16.6K <0.01% +56 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 238 $16.4K <0.01% -71 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 225 $15.5K <0.01% +93 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 200 $13.8K <0.01% +184 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 184 $12.7K <0.01% -7 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 131 $9.05K <0.01% 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 120 $8.29K <0.01% +114 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 108 $7.46K <0.01% +75 13F-HR Timeline Group Founders Capital Management More: the full row for Founders Capital Management 100 $6.91K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 97 $6.63K <0.01% +54 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 81 $5.6K <0.01% -752 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 79 $5.46K 0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 77 $5.32K <0.01% +74 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 75 $5.18K <0.01% +54 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 85 $5K <0.01% 0 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 63 $4.35K <0.01% new 13F-HR Timeline City State Bank More: the full row for City State Bank 45 $3.11K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 40 $2.76K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 28 $2K <0.01% +20 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 26 $1.8K <0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 22 $1.52K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 20 $1.38K <0.01% +4 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 19 $1.31K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 19 $1.31K <0.01% -4 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 15 $1.04K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 11 $1K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 12 $829 <0.01% +8 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 12 $829 <0.01% 0 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 11 $761 <0.01% -23 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 11 $760 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 11 $760 <0.01% +8 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 10 $691 <0.01% +5 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 9 $622 <0.01% +4 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 9 $622 <0.01% 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 8 $553 <0.01% new 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 8 $552 <0.01% new 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7 $484 <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 7 $484 <0.01% -381 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 7 $484 <0.01% +4 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 8 $416 <0.01% -519 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 5 $346 <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 4 $277 <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 4 $276 <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 3 $207 <0.01% -35 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3 $207 <0.01% +1 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3 $207 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2 $139 <0.01% -200 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2 $138 <0.01% -7,322 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 2 $138 <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2 $136 <0.01% -121 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1 $70 <0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1 $69 <0.01% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1 $69 <0.01% new 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1 $68 <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 6 $0 0% -13,923 13F-HR Timeline Value filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.