HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 11,229 $158K <0.01% -5,257 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 11,043 $155K <0.01% -1,945 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 10,877 $153K <0.01% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 10,691 $150K <0.01% -8,736 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 10,678 $150K 0.06% -17,654 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 10,677 $150K 0.07% new 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 10,658 $150K 0.02% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 10,630 $149K <0.01% 0 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 10,518 $148K <0.01% -709 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 10,133 $142K <0.01% +9,246 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 10,132 $142K <0.01% -25,168 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 10,000 $140K 0.03% -2,000 13F-HR Timeline PICKERING ENERGY PARTNERS LP More: the full row for PICKERING ENERGY PARTNERS LP 10,000 $140K 0.55% 0 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 9,569 $134K 0.03% +98 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 9,545 $134K <0.01% +200 13F-HR Timeline Group Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 8,235 $116K 0.06% -1,147 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 8,162 $115K <0.01% -13,541 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 8,093 $114K <0.01% -110 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 5,893 $110K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 7,453 $105K <0.01% +6,515 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 7,009 $98.3K 0.02% +1,509 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 6,500 $90.5K <0.01% 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 5,812 $81.5K 0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,649 $79.3K <0.01% -796 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,045 $71.5K <0.01% -9,364 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 5,095 $71.5K <0.01% +54 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 4,513 $63.3K <0.01% +1,841 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,442 $62.3K <0.01% +2,477 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 4,300 $60K 0.02% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,200 $58.9K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,131 $58K <0.01% -1,189 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4,127 $57.9K <0.01% 0 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 3,883 $54.5K <0.01% +25 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 3,428 $48.1K 0.03% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 3,427 $48.1K 0.01% -20,522 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 3,297 $46K 0.01% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,933 $41.1K <0.01% +1,640 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,916 $41K <0.01% -113 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,643 $37.1K <0.01% -199 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 2,568 $36K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,545 $35.7K <0.01% -1,229 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 2,815 $34.9K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,486 $34.9K <0.01% -2,358 13F-HR Timeline Group Mitsubishi UFJ Trust & Banking Corp group of 2 filers holding More: the full row for Mitsubishi UFJ Trust & Banking Corp 2,292 $33K -12,166 Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,889 $26.5K <0.01% 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,810 $25.4K <0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 1,465 $25K 0.02% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,709 $24K <0.01% 0 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,525 $21.4K <0.01% +447 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 1,436 $20.1K <0.01% 0 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,388 $19.5K <0.01% +28 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,306 $18.3K <0.01% +749 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,217 $17.1K <0.01% -4 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,102 $15.5K <0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,058 $14.8K <0.01% 0 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 1,000 $14K <0.01% 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 973 $13.7K <0.01% new 13F-HR Timeline Group Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 950 $13.3K 0.01% -521 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 798 $11.2K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 716 $10K <0.01% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 700 $9.82K 0.01% new 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 700 $9.82K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 672 $9.43K <0.01% +45 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 660 $9.26K <0.01% +404 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 656 $9.07K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 631 $8.85K <0.01% +206 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 570 $8K <0.01% +60 13F-HR Timeline Group Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 501 $7.03K <0.01% +500 13F-HR Timeline Group MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 500 $7.01K <0.01% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 491 $6.89K <0.01% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 455 $6.39K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 446 $6.26K <0.01% 0 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 429 $6.02K <0.01% +17 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 400 $5.76K <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 408 $5.72K <0.01% 13F-HR Timeline Geneos Wealth Management Inc. 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LLC 251 $4K <0.01% +193 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 263 $3.69K <0.01% 0 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 256 $3.59K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 236 $3.31K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 200 $2.81K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 182 $2.55K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 175 $2.46K <0.01% +52 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 170 $2.39K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 152 $2.13K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 145 $2.03K <0.01% -39 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 109 $1.53K <0.01% +1 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 108 $1.51K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 103 $1.45K <0.01% +1 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 103 $1.45K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 100 $1.4K <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 95 $1.33K <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 86 $1.21K <0.01% 13F-HR/A Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 86 $1.21K <0.01% 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 85 $1.19K <0.01% -1,405 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 80 $1.12K <0.01% +8 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 78 $1.09K <0.01% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 76 $1.07K <0.01% -879 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 73 $1.02K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 72 $1.01K <0.01% +31 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 72 $1.01K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 88 $1K <0.01% -6 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 69 $966 <0.01% +1 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 67 $941 <0.01% +17 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 61 $856 <0.01% -8 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 59 $827 <0.01% +52 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 57 $800 <0.01% +11 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 52 $730 <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 52 $730 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 52 $730 <0.01% +37 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 46 $646 <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 44 $617 <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 41 $576 <0.01% +30 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 40 $562 <0.01% +13 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 40 $561 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 36 $505 <0.01% +22 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 34 $477 <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 24 $337 <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 23 $323 <0.01% 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 19 $267 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 13 $186 <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 13 $182 <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 11 $154 <0.01% new 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 7 $100 <0.01% new 13F-HR Timeline Group Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 6 $84 <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 4 $57 <0.01% +1 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 4 $56 <0.01% -5,243 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1 $13 <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1 $9 <0.01% 0 13F-HR Timeline