LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 30,716 $1.68M <0.01% -2,529 13F-HR Timeline Group Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 30,430 $1.67M 1.43% -218 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 30,356 $1.66M <0.01% -60 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 29,961 $1.64M 0.01% +14,770 13F-HR Timeline Group KEYSTONE INVESTORS PTE LTD More: the full row for KEYSTONE INVESTORS PTE LTD 29,918 $1.64M 0.11% +228 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 29,202 $1.6M 0.03% +8,384 13F-HR Timeline Group Natixis Investment Managers group of 2 filers holding More: the full row for Natixis Investment Managers 28,459 $1.56M new Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 28,408 $1.56M 0.7% 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 27,907 $1.53M <0.01% +4,657 13F-HR/A Timeline Group EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 27,700 $1.52M 0.03% 0 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 27,450 $1.5M 0.01% -5,016 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 26,527 $1.45M 0.53% -805 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 26,431 $1.45M 0.14% +124 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 26,396 $1.45M 0.34% +3,970 13F-HR Timeline Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 26,300 $1.44M 0.17% +8,545 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 25,969 $1.42M 0.02% +2,824 13F-HR Timeline Group Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 24,770 $1.38M <0.01% -261 13F-HR Timeline 1060 Capital, LLC More: the full row for 1060 Capital, LLC 25,000 $1.37M 2.71% new 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 24,951 $1.37M 0.03% -795 13F-HR Timeline NISSAY ASSET MANAGEMENT CORP /JAPAN More: the full row for NISSAY ASSET MANAGEMENT CORP /JAPAN 24,492 $1.36M 0.01% -7,978 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 23,662 $1.3M 0.04% +3,553 13F-HR Timeline Lisanti Capital Growth, LLC More: the full row for Lisanti Capital Growth, LLC 23,475 $1.29M 0.31% -2,095 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 23,461 $1.28M 0.35% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 22,964 $1.26M 0.04% +17,713 13F-HR Timeline Impax Asset Management Group plc in group Impax Asset Management Group … More: the full row for Impax Asset Management Group plc 22,724 $1.24M 0.01% new 13F-HR Timeline Group SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 22,684 $1.24M 0.68% -6,902 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 22,660 $1.24M 0.11% +9,130 13F-HR Timeline Group Avitas Wealth Management LLC More: the full row for Avitas Wealth Management LLC 22,527 $1.23M 0.17% -129 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 22,488 $1.23M 0.01% +10,322 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 21,908 $1.2M 0.53% -457 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 21,849 $1.2M 0.47% +1,578 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 20,862 $1.14M 0.02% new 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 20,738 $1.14M 0.03% new 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 20,685 $1.13M 0.32% -15,936 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 20,502 $1.12M 0.07% -63,149 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 20,448 $1.12M 0.02% -2,052 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 20,248 $1.11M 0.2% new 13F-HR Timeline Guardian Partners Inc. More: the full row for Guardian Partners Inc. 19,950 $1.11M 0.11% 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 20,036 $1.1M 0.06% +4,610 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 19,494 $1.07M 0.01% +8,439 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 19,482 $1.07M 0.75% 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 19,205 $1.05M 0.01% -6,965 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 19,193 $1.05M 0.05% +4,195 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 18,813 $1.03M 0.19% +11,451 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 18,707 $1.02M <0.01% +705 13F-HR/A Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 18,466 $1.01M 0.04% -64 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 18,430 $1.01M 0.12% +430 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 18,164 $995K 0.02% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 17,978 $985K <0.01% -801 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 17,742 $972K <0.01% -862 13F-HR Timeline Group TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 17,675 $968K 0.11% +519 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 17,342 $950K 0.39% 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 17,549 $947K 0.05% +148 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 17,181 $941K <0.01% +4,287 13F-HR Timeline Group Entropy Technologies, LP More: the full row for Entropy Technologies, LP 16,934 $927K 0.1% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 16,006 $877K 0.01% +2,565 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 16,005 $877K 0.02% +6,808 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 15,740 $862K 0.01% +170 13F-HR/A Timeline Group MANGROVE PARTNERS IM, LLC More: the full row for MANGROVE PARTNERS IM, LLC 15,727 $861K 0.1% 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 15,241 $846K <0.01% +1,375 13F-HR Timeline Group 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 15,284 $837K <0.01% -69,790 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 15,239 $835K 0.01% +9,259 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 15,200 $833K 0.08% new 13F-HR Timeline OCONNOR, A Distinct Business Unit of UB… More: the full row for OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 15,000 $822K 0.02% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 14,835 $813K 0.01% -3,488 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 14,500 $794K 0.03% +3,970 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 14,235 $780K 0.55% +60 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 14,110 $773K 0.09% -690 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 13,814 $757K 0.02% +584 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 13,669 $747K 0.01% -20,132 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 13,574 $743K 0.02% +323 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 13,393 $734K <0.01% -875 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 13,000 $712K 0.04% -46,627 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 12,951 $709K 0.01% +814 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 12,595 $690K 0.28% -575 13F-HR Timeline Artemis Investment Management LLP More: the full row for Artemis Investment Management LLP 12,198 $668K 0.01% -20 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 11,927 $653K 0.01% new 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 11,740 $643K 0.58% 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 11,720 $642K 0.07% 0 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 11,393 $624K 0.2% +736 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 10,953 $600K 0.03% -2,174 13F-HR Timeline Group KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 10,900 $597K 0.01% 0 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 10,856 $595K 0.04% -2,833 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 10,817 $592K 0.05% new 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 10,708 $586K 0.02% +373 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 10,695 $586K 0.01% +3,123 13F-HR/A Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 10,563 $579K 0.01% -5,800 13F-HR Timeline Group Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 10,477 $574K 0.05% -1,605 13F-HR Timeline Abacus FCF Advisors LLC More: the full row for Abacus FCF Advisors LLC 10,356 $567K 0.07% new 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 10,346 $567K 0.11% -13,654 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 10,333 $566K 0.07% +1,161 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 10,217 $560K 0.34% 0 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 10,141 $555K 0.01% +480 13F-HR Timeline Group Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 10,100 $553K 0.37% 0 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 10,000 $548K 0.12% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 9,581 $525K <0.01% -2,489 13F-HR Timeline Group F/m Investments LLC More: the full row for F/m Investments LLC 9,545 $523K 0.02% +3,516 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 9,413 $516K 0.01% +259 13F-HR Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 9,291 $509K 0.11% +2,442 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 8,702 $477K <0.01% +1,983 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 8,695 $476K 0.05% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 8,636 $473K <0.01% -314 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 8,600 $471K 0.45% new 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 8,600 $471K 0.25% 0 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 8,525 $467K <0.01% new 13F-HR Timeline Group U S GLOBAL INVESTORS INC More: the full row for U S GLOBAL INVESTORS INC 8,450 $463K 0.05% +5,800 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 8,220 $450K <0.01% +1,010 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 8,175 $448K 0.01% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 8,105 $444K 0.01% +726 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 8,028 $440K 0.02% -32 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 7,944 $435K 0.04% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 7,872 $431K 0.04% +1,304 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 7,764 $425K <0.01% new 13F-HR/A Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 7,450 $408K 0.05% -450 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 7,365 $403K 0.07% +1,119 13F-HR Timeline Lazard Freres Gestion S.A.S. More: the full row for Lazard Freres Gestion S.A.S. 7,340 $402K 0.01% -2,910 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 7,219 $398K 0.01% new 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 7,088 $388K 0.02% +38 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 7,084 $388K 0.01% +1,094 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 6,899 $378K 0.05% +4,866 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 6,841 $375K <0.01% new 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 6,766 $371K 0.01% new 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 6,730 $369K 0.06% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 6,605 $362K <0.01% -258 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 6,546 $359K 0.01% +1,381 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 6,536 $358K 0.26% 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 6,409 $351K 0.01% +2,632 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 6,386 $350K 0.01% +200 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 6,289 $344K 0.1% +8 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 6,216 $340K 0.01% -281 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 6,071 $333K 0.16% 0 13F-HR Timeline Beck Bode, LLC More: the full row for Beck Bode, LLC 6,068 $332K 0.06% -4,015 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 5,752 $315K 0.15% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,738 $314K <0.01% +682 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 5,728 $314K 0.02% -128 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 5,716 $313K <0.01% -1,540 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 5,515 $302K <0.01% +341 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 5,398 $296K 0.01% -544 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5,395 $295K <0.01% +2,195 13F-HR Timeline Group Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 5,305 $291K 0.03% 0 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 5,296 $290K 0.11% 0 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 5,145 $282K 0.01% +715 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD group of 2 filers holding More: the full row for NOMURA ASSET MANAGEMENT CO LTD 5,111 $280K +5,111 Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,067 $278K <0.01% -3,975 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 5,050 $277K 0.02% -50 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 5,000 $274K 0.03% new 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 5,000 $274K 0.05% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 4,967 $272K <0.01% +100 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 4,941 $271K 0.03% new 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 4,798 $263K 0.29% -2,550 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 4,752 $260K 0.01% 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 4,700 $257K <0.01% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 4,650 $255K <0.01% 0 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 4,575 $251K 0.17% -25 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 4,465 $245K 0.02% 0 13F-HR Timeline DNCA FINANCE More: the full row for DNCA FINANCE 4,454 $244K 0.02% +4,155 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,407 $241K 0.01% -23,464 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 4,382 $240K <0.01% new 13F-HR/A Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 4,369 $239K 0.03% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,326 $237K <0.01% -50 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 4,224 $231K 0.02% -6,076 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,196 $230K <0.01% new 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 4,150 $227K 0.02% 0 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 4,000 $219K 0.06% -450 13F-HR Timeline ANB BANK More: the full row for ANB BANK 3,925 $215K 0.09% 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,915 $214K 0.01% -340 13F-HR Timeline MANE GLOBAL CAPITAL MANAGEMENT LP More: the full row for MANE GLOBAL CAPITAL MANAGEMENT LP 3,748 $205K 0.01% new 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 3,650 $200K 0.1% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,567 $195K 0.01% +2,044 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 3,399 $186K 0.12% -100 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 3,338 $183K 0.04% +1,968 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,300 $181K 0.05% 0 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 3,277 $179K 0.07% +1,851 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 2,950 $162K 0.2% 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 2,810 $154K 0.15% 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 2,200 $120K 0.05% new 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 1,990 $109K 0.03% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,928 $106K <0.01% +375 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,672 $91.6K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,546 $90.5K <0.01% +1,446 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,592 $87.2K 0.01% 0 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 1,270 $69.6K 0.04% 13F-HR Timeline Point72 Hong Kong Ltd More: the full row for Point72 Hong Kong Ltd 1,267 $69.4K <0.01% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,178 $65.2K 0.02% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,030 $56K <0.01% -340 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 1,000 $54.8K <0.01% 0 13F-HR/A Timeline Group ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 968 $53K 0.01% new 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 899 $49.2K 0.13% 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 842 $46.1K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 833 $45.6K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 828 $45.4K <0.01% +486 13F-HR Timeline Group Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 800 $43.8K 0.02% 13F-HR/A Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 781 $42.8K <0.01% -28,719 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 780 $42.7K 0.02% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 663 $36.3K <0.01% +148 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 590 $35.3K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 625 $34.2K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 600 $32.9K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 585 $32K <0.01% +80 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 582 $31.9K 0.02% 0 13F-HR Timeline