Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 9,256 $968K 0.09% +4,702 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 9,091 $950K 0.02% +4,491 13F-HR Timeline OREGON PUBLIC EMPLOYEES RETIREMENT FUND More: the full row for OREGON PUBLIC EMPLOYEES RETIREMENT FUND 8,933 $934K 0.01% 0 13F-HR Timeline OAK ASSOCIATES LTD /OH/ More: the full row for OAK ASSOCIATES LTD /OH/ 8,930 $933K 0.05% 0 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 8,883 $929K -19,094 Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 8,750 $915K <0.01% +3,081 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 8,612 $900K 0.11% new 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 8,522 $891K 0.01% new 13F-HR Timeline Group Bullseye Asset Management LLC More: the full row for Bullseye Asset Management LLC 8,516 $890K 0.45% +59 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 8,419 $880K 0.04% +4,246 13F-HR Timeline NEW MEXICO EDUCATIONAL RETIREMENT BOARD More: the full row for NEW MEXICO EDUCATIONAL RETIREMENT BOARD 8,400 $878K 0.02% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 8,000 $836K 0.07% +1,981 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 7,988 $835K -85 Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 7,967 $833K 0.3% +615 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 7,913 $827K 0.08% -12,553 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 7,668 $802K 0.03% +6,049 13F-HR Timeline Alamar Capital Management, LLC More: the full row for Alamar Capital Management, LLC 7,638 $798K 0.4% -915 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 7,567 $791K 0.01% +3,228 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 7,522 $786K 0.02% -171 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 7,514 $785K 0.01% +3,885 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 7,507 $785K 0.01% -123 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 7,504 $784K <0.01% -798 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 7,371 $771K <0.01% -235 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 7,355 $769K 0.01% +4,146 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 7,323 $765K 0.13% -5,381 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 6,516 $760K 0.02% +2,829 13F-HR Timeline Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 7,033 $735K <0.01% -425 13F-HR Timeline Group Buckland Partners Management Co LLC More: the full row for Buckland Partners Management Co LLC 6,700 $700K 0.34% 0 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 6,689 $699K 0.03% +3,676 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 6,680 $698K 0.02% +4,708 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 6,632 $693K <0.01% +237 13F-HR Timeline Group Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 6,590 $689K 0.03% new 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 6,331 $662K 0.02% +3,896 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 6,259 $654K 0.03% +3,984 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 6,253 $654K 0.01% new 13F-HR Timeline Group Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 6,225 $651K 0.15% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 6,150 $643K <0.01% new 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 14,726 $639K 0.07% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 6,115 $639K 0.01% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 5,980 $625K 0.05% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 5,933 $620K 0.13% new 13F-HR/A Timeline CSS LLC/IL More: the full row for CSS LLC/IL 5,850 $612K 0.03% new 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 5,790 $605K 0.02% +3,271 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 5,790 $605K <0.01% +244 13F-HR Timeline Group Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 5,742 $600K 0.12% +2,498 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 5,701 $596K <0.01% +2,768 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 5,562 $581K <0.01% -265 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 5,546 $580K <0.01% -3,763 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,423 $567K <0.01% -950 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 5,406 $565K <0.01% +3,008 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 5,301 $554K 0.08% +3,288 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 5,201 $553K 0.01% -909 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 5,150 $538K 0.15% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 5,111 $534K 0.01% +2,183 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 5,075 $530K 0.29% +2,793 13F-HR Timeline Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 5,013 $524K <0.01% +388 13F-HR Timeline Group EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 4,789 $501K 0.03% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 4,782 $500K <0.01% +3,677 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,615 $482K <0.01% new 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 4,576 $478K <0.01% +46 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,557 $476K 0.04% +2,403 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,383 $458K 0.01% +1,777 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 4,344 $454K 0.25% new 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 4,294 $449K <0.01% -3,830 13F-HR Timeline Group ROYCE & ASSOCIATES LP More: the full row for ROYCE & ASSOCIATES LP 4,288 $448K <0.01% 0 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 4,284 $448K <0.01% -1,399 13F-HR Timeline Group State of Alaska, Department of Revenue More: the full row for State of Alaska, Department of Revenue 4,250 $444K <0.01% +18 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 4,200 $439K 0.02% -2,943 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 4,197 $439K <0.01% -33 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 3,974 $415K <0.01% +1,234 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 3,928 $411K <0.01% -48 13F-HR Timeline Group Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 2,655 $408K <0.01% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 3,858 $403K <0.01% +1,609 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 3,816 $399K 0.01% -9,913 13F-HR Timeline Group SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 3,155 $398K 0.01% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,770 $394K <0.01% -2,460 13F-HR/A Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 3,767 $394K 0.17% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,679 $385K 0.01% +729 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 3,600 $376K <0.01% -47,876 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,590 $375K <0.01% +1,037 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 3,562 $372K <0.01% -1,478 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 3,505 $366K <0.01% 0 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) 3,436 $359K 0.01% +2,132 13F-HR Timeline Group BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 3,424 $358K <0.01% -4,376 13F-HR Timeline Group Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 3,422 $358K 0.1% +616 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 3,406 $356K 0.03% new 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 3,330 $348K 0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,283 $343K <0.01% -1,025 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 3,256 $340K 0.03% +184 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 3,235 $338K <0.01% +1,474 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 3,227 $337K <0.01% -2,949 13F-HR Timeline Group WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 3,205 $335K 0.02% new 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 3,160 $330K 0.02% new 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 3,115 $326K 0.09% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 3,068 $321K 0.09% new 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,055 $319K <0.01% new 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,044 $318K <0.01% new 13F-HR Timeline Group Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 2,978 $311K 0.05% +550 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 2,934 $307K 0.16% +501 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 2,925 $306K <0.01% new 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 2,915 $305K 0.11% -10 13F-HR Timeline Sound Capital Solutions LLC More: the full row for Sound Capital Solutions LLC 2,915 $305K 0.07% 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 2,851 $298K 0.03% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,848 $298K 0.03% -1,747 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 2,726 $285K 0.02% -3,907 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 2,715 $284K <0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,678 $280K 0.01% +717 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 2,666 $279K 0.01% new 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp group of 2 filers holding More: the full row for Mitsubishi UFJ Trust & Banking Corp 2,638 $276K +2,545 Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 2,540 $266K 0.01% -164 13F-HR Timeline Group Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 2,479 $259K 0.02% new 13F-HR Timeline Nykredit A/S in group Nykredit A/S More: the full row for Nykredit A/S 2,452 $256K <0.01% 13F-HR/A Timeline Group Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 2,443 $255K 0.02% -23 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 2,387 $250K 0.01% +84 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 2,365 $247K <0.01% -154 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,332 $244K <0.01% -87 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,328 $243K 0.01% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,327 $243K 0.05% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 2,324 $243K <0.01% +194 13F-HR Timeline Group CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 2,280 $238K <0.01% -238 13F-HR Timeline Group DNB Asset Management AS in group DNB Asset Management AS More: the full row for DNB Asset Management AS 2,272 $237K <0.01% 0 13F-HR Timeline Group Utah Retirement Systems More: the full row for Utah Retirement Systems 2,267 $237K <0.01% -115 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 2,189 $236K <0.01% +400 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 2,240 $234K <0.01% +53 13F-HR Timeline 111 Capital More: the full row for 111 Capital 2,234 $234K 0.04% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,970 $233K 0.01% -132 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 2,223 $232K <0.01% -170 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 2,200 $230K <0.01% -296 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 2,200 $230K 0.07% -3,598 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 2,197 $230K 0.01% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,196 $230K 0.02% new 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 2,179 $228K <0.01% -818 13F-HR Timeline Group Delta Global Management LP More: the full row for Delta Global Management LP 2,175 $227K 0.02% new 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 2,169 $227K 0.02% 0 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 2,169 $227K 0.04% 0 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 2,133 $223K 0.02% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,068 $216K <0.01% -176 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 2,059 $215K 0.01% -1,618 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 2,048 $214K <0.01% -170 13F-HR Timeline Group Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 2,040 $213K 0.01% new 13F-HR Timeline Group Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 2,028 $212K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,976 $207K <0.01% +164 13F-HR Timeline Group PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 1,955 $204K 0.01% new 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 1,929 $202K <0.01% +7 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,900 $199K 0.02% +1,039 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,899 $199K 0.01% -108 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,886 $197K 0.01% +482 13F-HR Timeline Group Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 1,793 $190K <0.01% 0 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 1,624 $170K 0.02% 0 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 1,545 $161K <0.01% +496 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,506 $157K 0.07% +349 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,495 $156K <0.01% +692 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 1,431 $150K 0.02% +66 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 1,293 $137K <0.01% +377 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,237 $129K <0.01% +827 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,181 $123K <0.01% +984 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,144 $120K <0.01% +130 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,026 $107K 0.1% new 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,017 $106K <0.01% +804 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,011 $106K 0.03% +713 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 988 $103K <0.01% +225 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 984 $103K <0.01% -907 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 877 $91.7K <0.01% -2,274 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 831 $86.9K <0.01% +380 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 634 $66K 0.04% +142 13F-HR Timeline Quarry LP More: the full row for Quarry LP 563 $58.9K 0.01% -165 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 385 $40.2K <0.01% -71 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 371 $39K <0.01% 0 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 352 $36.8K 0.01% +91 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 342 $35.8K 0.01% +285 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 324 $34.3K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 317 $33.1K <0.01% -14 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 305 $31.9K 0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 290 $30.3K <0.01% +280 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 256 $26.8K <0.01% +4 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 254 $26.6K <0.01% 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 237 $24.8K <0.01% +2 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 209 $21.8K <0.01% -16 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 204 $21.3K <0.01% +180 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 170 $18.4K 0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 172 $18K <0.01% +136 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 160 $16.7K <0.01% +49 13F-HR Timeline Group JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 155 $16.2K <0.01% +56 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 150 $15.7K <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 147 $15.4K <0.01% new 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 144 $15.1K <0.01% new 13F-HR/A Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 134 $14K <0.01% +18 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 127 $13.3K <0.01% +126 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 117 $12.2K <0.01% -822 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 96 $10K <0.01% +23 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 98 $10K <0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 88 $9.2K <0.01% -259 13F-HR Timeline Group Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 89 $9K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 80 $8.36K <0.01% -32 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 73 $8.13K <0.01% +11 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 77 $8.05K <0.01% +16 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 70 $7.32K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 61 $6.38K <0.01% -35 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 60 $6.27K <0.01% -20 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 56 $5.85K <0.01% new 13F-HR Timeline