OAKTREE CAPITAL MANAGEMENT LP in group Oaktree Capital Holdings, LLC More: the full row for OAKTREE CAPITAL MANAGEMENT LP 4,823 $493K 0.01% new 13F-HR/A Timeline Group Osmosis Investment Management UK Ltd More: the full row for Osmosis Investment Management UK Ltd 4,735 $484K 0.01% -838 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 4,684 $479K <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 4,677 $478K <0.01% +134 13F-HR/A Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 4,588 $469K 0.01% +1,020 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 4,556 $466K 0.04% 0 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 4,526 $462K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,523 $462K 0.01% +1,413 13F-HR/A Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 4,670 $458K 0.05% +1,597 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,553 $454K <0.01% +2,721 13F-HR Timeline Group Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 4,295 $439K 0.05% +500 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 4,223 $432K <0.01% +574 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 4,182 $427K <0.01% +269 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,092 $418K 0.04% new 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 4,091 $418K <0.01% +66 13F-HR Timeline Group Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 4,037 $413K 0.07% +1,105 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 4,005 $409K 0.01% +5 13F-HR Timeline Q Fund Management (Hong Kong) Ltd More: the full row for Q Fund Management (Hong Kong) Ltd 4,000 $409K 0.98% +1,500 13F-HR/A Timeline MIZUHO MARKETS AMERICAS LLC in group MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO MARKETS AMERICAS LLC 3,943 $403K 0.01% new 13F-HR Timeline Group Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 3,938 $402K 0.14% +1,000 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 3,918 $400K <0.01% -726 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,816 $390K 0.03% -26 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,726 $381K 0.03% +846 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 3,698 $378K <0.01% new 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 3,695 $378K 0.15% 13F-HR/A Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 3,609 $369K <0.01% +127 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,606 $368K 0.01% +149 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 3,596 $367K 0.12% -24 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,593 $367K 0.03% -115 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,552 $363K 0.01% +374 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,503 $358K <0.01% -37,444 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,410 $348K <0.01% -91 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,364 $344K 0.02% -148 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 3,198 $332K 0.04% -86,022 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 3,136 $320K 0.27% +69 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 3,131 $320K 0.13% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. West Family Investments, Inc. More: the full row for West Family Investments, Inc. 3,034 $310K 0.11% -110 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 3,004 $307K <0.01% -1,150 13F-HR Timeline Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 2,970 $303K 0.15% +79 13F-HR Timeline Oakum Bay Capital LLC More: the full row for Oakum Bay Capital LLC 2,900 $296K 0.16% +1,000 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 2,884 $295K 0.27% -366 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 2,855 $292K <0.01% -764 13F-HR Timeline Group Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,815 $288K 0.14% 0 13F-HR Timeline Group Lavaca Capital LLC More: the full row for Lavaca Capital LLC 2,809 $287K 0.05% -380 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 2,805 $286K 0.07% 0 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 2,762 $282K 0.16% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,698 $276K 0.01% +26 13F-HR Timeline BIT Capital GmbH More: the full row for BIT Capital GmbH 2,689 $275K 0.02% -2,667 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 2,642 $270K <0.01% +56 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 2,574 $263K <0.01% -4,711 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,483 $254K 0.01% new 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 2,400 $245K <0.01% new 13F-HR Timeline Group Allegheny Financial Group More: the full row for Allegheny Financial Group 2,395 $245K 0.03% -17 13F-HR Timeline ClearAlpha Technologies LP More: the full row for ClearAlpha Technologies LP 2,394 $245K 0.5% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,424 $241K 0.01% -91 13F-HR Timeline Comprehensive Financial Management LLC More: the full row for Comprehensive Financial Management LLC 2,337 $239K 0.01% -5,452 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 2,200 $225K 0.1% 0 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 2,048 $209K 0.03% -324 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 2,038 $208K <0.01% +37 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,007 $205K 0.01% -115 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 2,005 $205K 0.04% -66,962 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 1,940 $198K 0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,785 $182K 0.04% -19 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,649 $168K 0.01% +102 13F-HR/A Timeline Group Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 1,590 $162K <0.01% 0 13F-HR Timeline Group Sankala Group LLC More: the full row for Sankala Group LLC 1,574 $160K 0.13% +315 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 1,500 $153K <0.01% -800 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,506 $153K <0.01% +1,305 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,360 $139K <0.01% -1,690 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 1,210 $124K 0.01% +1,175 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,007 $103K 0.01% -183 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 925 $94.5K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 797 $81.4K <0.01% -70 13F-HR Timeline Group Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 786 $80.3K <0.01% 0 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 753 $76.9K 0.04% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 690 $70.5K <0.01% +285 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 673 $68.8K <0.01% -2 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 650 $66.4K 0.03% 0 13F-HR/A Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 599 $61.2K <0.01% +321 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 600 $61K 0.03% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 532 $54.4K <0.01% -61 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 494 $50.5K <0.01% +63 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 458 $46.3K 0.01% 0 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 410 $41.9K 0.01% +210 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 379 $38.7K <0.01% +64 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 373 $38.1K <0.01% -739 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 373 $38.1K <0.01% +136 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 385 $37.9K <0.01% +8 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 350 $35.8K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 331 $33.8K <0.01% +99 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 315 $32.2K 0.02% new 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 242 $24.7K <0.01% -36 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 200 $20.4K <0.01% 0 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 112 $11.4K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 97 $9.91K <0.01% -12 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 97 $9.91K <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 92 $9.4K <0.01% +19 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 90 $9.01K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 87 $8.89K <0.01% -7 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 87 $8.89K <0.01% +14 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 82 $8.38K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 81 $8.28K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 66 $6.74K <0.01% -67 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 65 $6.64K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 63 $6.44K <0.01% +19 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 58 $6K <0.01% -48 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 57 $5.82K <0.01% +23 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 46 $4.7K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 46 $4.7K <0.01% +35 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 44 $4.5K <0.01% new 13F-HR/A Timeline Capital Advisor Network LLC More: the full row for Capital Advisor Network LLC 44 $4.5K 0.01% 13F-HR/A Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 39 $3.99K <0.01% -26 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 36 $3.68K <0.01% -38 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 35 $3.58K <0.01% 0 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 32 $3.27K <0.01% 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 30 $3.06K <0.01% +28 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 30 $3.06K <0.01% +24 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 29 $3K <0.01% -56 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 29 $2.96K <0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 27 $2.76K <0.01% 0 13F-HR Timeline Group Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 27 $2.76K <0.01% 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 26 $2.66K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 26 $2.66K <0.01% +1 13F-HR/A Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 25 $2.55K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 22 $2.25K <0.01% new 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 22 $2.25K <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 22 $2.25K <0.01% +4 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 21 $2.15K <0.01% 0 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 25 $2K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 18 $1.88K <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 17 $1.74K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 17 $1.74K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 16 $1.64K <0.01% -6 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 14 $1.43K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 12 $1.23K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 12 $1.22K <0.01% +9 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 11 $1.12K <0.01% -130 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 10 $1.02K <0.01% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 10 $1.02K <0.01% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 8 $817 <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 7 $716 <0.01% +3 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 6 $614 <0.01% +3 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 6 $613 <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 6 $611 <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 5 $511 <0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 5 $511 <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 4 $409 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 4 $409 <0.01% -2 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3 $307 <0.01% 0 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 2 $204 <0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1 $103 <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1 $103 <0.01% 0 13F-HR Timeline Avenir Tech Ltd More: the full row for Avenir Tech Ltd 1 $102 <0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 1 $102 <0.01% 0 13F-HR Timeline