PRINCIPAL FINANCIAL GROUP INC in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL FINANCIAL GROUP INC 14,056 $252K <0.01% new 13F-HR Timeline Group Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 13,891 $249K <0.01% +2,764 13F-HR Timeline Group Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 13,733 $246K 0.06% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 13,670 $245K 0.04% +1,060 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 13,664 $245K <0.01% +183 13F-HR Timeline Symmetry Investments LP in group Symmetry Investments LP More: the full row for Symmetry Investments LP 13,335 $239K 0.03% new 13F-HR Timeline Group J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 13,135 $235K <0.01% new 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 12,951 $232K <0.01% new 13F-HR Timeline Gimbal Financial More: the full row for Gimbal Financial 12,848 $230K 0.15% 13F-HR Timeline MANGROVE PARTNERS IM, LLC More: the full row for MANGROVE PARTNERS IM, LLC 12,125 $217K 0.01% -11,179 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 12,000 $215K <0.01% -2,350 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 11,574 $207K <0.01% -644 13F-HR Timeline Group Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 11,559 $207K <0.01% -95,900 13F-HR Timeline Group OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 11,428 $205K 0.1% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 11,316 $203K <0.01% +100 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 11,261 $202K <0.01% +653 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 12,179 $201K <0.01% -550 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 11,079 $199K 0.03% new 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp group of 2 filers holding More: the full row for Mitsubishi UFJ Trust & Banking Corp 11,071 $198K -56,691 Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 11,000 $197K 0.05% -15,300 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 10,640 $191K 0.1% -32 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 10,576 $190K 0.03% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 10,000 $179K <0.01% -5,000 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 10,000 $179K 0.06% 0 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 10,000 $179K 0.12% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 9,997 $179K <0.01% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 12,572 $169K <0.01% -4,079 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 9,042 $162K 0.01% new 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 8,249 $148K 0.01% -7,395 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 11,889 $147K <0.01% +58 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 8,039 $144K <0.01% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 7,944 $142K 0.01% +3,141 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 7,604 $136K <0.01% +7,591 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 7,533 $135K 0.03% +896 13F-HR Timeline Nykredit A/S in group Nykredit A/S More: the full row for Nykredit A/S 7,274 $130K <0.01% 13F-HR/A Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 6,907 $124K <0.01% -601 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 6,512 $116K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 6,337 $114K <0.01% +3,100 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 6,335 $114K 0.01% +1,050 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 6,250 $112K 0.02% +4,750 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 6,166 $110K <0.01% new 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 5,838 $105K <0.01% 0 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,758 $103K <0.01% +425 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,198 $93.1K <0.01% -5,922 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 5,001 $89.6K <0.01% +4,000 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 5,000 $89.6K 0.04% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 4,986 $89.3K 0.01% -10,014 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,884 $87.5K <0.01% +3,585 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 4,869 $87.3K 0.04% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,500 $80.6K <0.01% +375 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 4,048 $71.1K 0.01% 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,850 $69K <0.01% +676 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,693 $66.2K <0.01% 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 3,332 $59.7K <0.01% +259 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,169 $56.2K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,732 $49K <0.01% -100 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,588 $46.4K <0.01% +1,727 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,279 $40.8K <0.01% +1,446 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,255 $40.4K <0.01% +387 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 2,250 $40.3K <0.01% +250 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 2,080 $37.3K <0.01% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 2,000 $35.8K 0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,000 $35.8K <0.01% 0 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 2,000 $35.8K 0.03% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,993 $35.7K 0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,883 $33.7K 0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,739 $31.2K <0.01% +1,239 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 1,709 $30.6K <0.01% -3,067 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 1,650 $29.6K 0.01% -5,072 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 1,523 $27.3K 0.01% new 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,514 $27.1K <0.01% -167 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,493 $26.8K <0.01% -614 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,400 $25.1K <0.01% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1,340 $24K <0.01% new 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,241 $22.2K <0.01% +14 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,000 $17.9K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 1,000 $17.9K 0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1,000 $17.9K 0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,000 $17.9K <0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 990 $17.7K <0.01% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,000 $16.5K <0.01% -1,700 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 890 $15.9K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 840 $15K 0.01% -1,160 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 760 $13.6K <0.01% +610 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 646 $11.6K <0.01% -5,184 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 640 $11.5K <0.01% +140 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 664 $11K <0.01% new 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 600 $10.8K 0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 578 $10.4K <0.01% +316 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 545 $9.77K 0.01% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 508 $9.1K <0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 500 $8.96K <0.01% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 500 $8.96K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 500 $8.96K <0.01% new 13F-HR Timeline VIMA LLC More: the full row for VIMA LLC 500 $8.96K 0.01% 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 500 $8.96K <0.01% 0 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 487 $8.73K 0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 381 $6.83K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 305 $5.47K <0.01% -55 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 300 $5.38K <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 285 $5.11K <0.01% -286 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 333 $5K <0.01% +17 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 250 $4.48K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 244 $4.37K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 215 $4K <0.01% -28 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 222 $3.98K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 221 $3.96K <0.01% -66 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 200 $3.58K <0.01% -1,445 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 172 $3.08K <0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 150 $2.69K <0.01% +70 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 150 $2.69K <0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 150 $2.69K -387 Timeline BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 143 $2.56K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 143 $2.56K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 143 $2.56K <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 114 $2.04K <0.01% +47 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 105 $1.88K <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 100 $1.79K <0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 100 $1.79K <0.01% new 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 100 $1.79K <0.01% -100 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 95 $1.7K <0.01% new 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 77 $1.38K <0.01% -14 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 60 $1.08K <0.01% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 58 $1.04K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 36 $1K <0.01% +21 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 35 $1K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 51 $914 <0.01% new 13F-HR Timeline Group Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 50 $896 <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 49 $879 <0.01% new 13F-HR Timeline Core Capital Management & Research, inc. More: the full row for Core Capital Management & Research, inc. 60 $778 <0.01% 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 40 $717 <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 23 $413 <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 21 $376 <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 21 $376 <0.01% new 13F-HR/A Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 4 $72 <0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 3 $54 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1 $18 <0.01% new 13F-HR Timeline Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 1 $18 <0.01% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 25 $276K new 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.