Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 7,850 $205K 0.03% +840 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 7,751 $202K 0.07% new 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 7,700 $201K <0.01% +900 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 7,677 $200K 0.06% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 7,074 $184K <0.01% +139 13F-HR Timeline Group New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 5,963 $156K 0.01% new 13F-HR/A Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 5,210 $136K <0.01% +2,192 13F-HR Timeline Group Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 4,568 $119K 0.03% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,047 $104K 0.01% +3,157 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 3,244 $84.6K <0.01% +2,131 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,427 $63.3K <0.01% +92 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,393 $62.4K 0.01% -323 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,094 $54.6K 0.01% +107 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,059 $53.7K <0.01% +101 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 2,000 $52.2K <0.01% 0 13F-HR Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 1,977 $51.6K <0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,842 $48K <0.01% +187 13F-HR Timeline Group R Squared Ltd More: the full row for R Squared Ltd 1,550 $40.4K 0.04% 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,532 $40K <0.01% -2,684 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,468 $38.3K 0.01% -196 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,100 $28.7K 0.01% 0 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 1,061 $27.7K <0.01% -80 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,000 $26.1K <0.01% 0 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 940 $24.5K <0.01% +46 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 830 $21.6K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 660 $17.2K 0.01% 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 658 $17.2K <0.01% 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 630 $16.2K <0.01% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 500 $12.8K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 455 $11.9K <0.01% +128 13F-HR Timeline BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 433 $11.3K <0.01% -79 13F-HR/A Timeline MAI Capital Management More: the full row for MAI Capital Management 423 $11K <0.01% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 411 $10.7K 0.01% 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 368 $9.6K <0.01% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 340 $8.87K <0.01% +62 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 324 $8.45K <0.01% -11 13F-HR Timeline Group LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 309 $8.06K 0.02% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 299 $7.8K <0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 278 $7.25K <0.01% +136 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 234 $6.1K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 220 $5.74K <0.01% +8 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 216 $5.63K <0.01% +75 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 200 $5.22K <0.01% new 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 172 $4.49K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 169 $4.41K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 147 $3.83K <0.01% new 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 144 $3.76K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 140 $3.65K <0.01% +15 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 121 $3.16K <0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 114 $2.97K <0.01% -17 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 112 $2.92K <0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 103 $2.69K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 97 $2.53K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 72 $1.88K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 65 $1.71K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 63 $1.64K <0.01% -1 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 55 $1.43K <0.01% new 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 55 $1.43K <0.01% -73 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 50 $1.3K <0.01% new 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 47 $1.23K <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 47 $1.23K <0.01% new 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 45 $1.17K <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 43 $1.17K <0.01% 0 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 42 $1.11K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 41 $1.07K <0.01% +22 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 64 $1K <0.01% +24 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 40 $1K <0.01% +22 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 30 $782 <0.01% 0 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 18 $469 <0.01% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 14 $378 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 14 $366 <0.01% -4 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 11 $287 <0.01% +1 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 11 $287 <0.01% 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 8 $209 <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 8 $209 <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 8 $209 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 7 $183 <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6 $156 <0.01% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 5 $131 <0.01% 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 5 $130 <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. 4 $104 <0.01% new 13F-HR Timeline Group Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $26 <0.01% 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.