SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 37,836 $224K <0.01% -1,151 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 37,693 $223K +6,164 Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 37,343 $221K <0.01% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 37,094 $219K 0.02% -7,092 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 36,515 $216K 0.01% +100 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 36,153 $214K <0.01% new 13F-HR Timeline Group J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 35,768 $211K <0.01% new 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 34,352 $203K <0.01% +203 13F-HR/A Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 33,397 $197K <0.01% +147 13F-HR Timeline Group nVerses Capital, LLC More: the full row for nVerses Capital, LLC 33,096 $196K 0.3% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 32,921 $195K 0.01% +8,094 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 32,322 $191K <0.01% -3,389 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 32,107 $190K <0.01% +12,238 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Trust & Banking Corp 30,851 $182K <0.01% new 13F-HR Timeline Group American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 30,850 $182K 0.11% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 30,826 $182K <0.01% -204 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 30,500 $180K 0.02% 0 13F-HR Timeline VARCOV Co. More: the full row for VARCOV Co. 29,453 $174K 0.07% new 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 29,303 $173K 0.01% +55 13F-HR Timeline K2 PRINCIPAL FUND, L.P. More: the full row for K2 PRINCIPAL FUND, L.P. 29,237 $173K 0.02% -439,000 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 28,921 $171K 0.01% 0 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 28,306 $167K 0.01% +15,523 13F-HR Timeline PDT Partners, LLC More: the full row for PDT Partners, LLC 28,266 $167K 0.01% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 27,747 $164K <0.01% +2,664 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 27,737 $164K <0.01% +992 13F-HR Timeline Group Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 27,710 $164K <0.01% new 13F-HR Timeline Group Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 27,529 $163K 0.03% new 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 27,282 $161K <0.01% -545 13F-HR Timeline Group ARROWSTREET CAPITAL, LIMITED PARTNERSHIP in group ARROWSTREET CAPITAL, LIMITED … More: the full row for ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 26,400 $156K <0.01% new 13F-HR Timeline Group Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 25,301 $150K 0.05% +4,874 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 25,245 $149K <0.01% +3,000 13F-HR Timeline Group Holocene Advisors, LP More: the full row for Holocene Advisors, LP 24,822 $147K <0.01% +3,230 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 24,711 $146K 0.02% -5,000 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 24,420 $144K <0.01% +7,473 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 24,140 $143K <0.01% -21,555 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 24,107 $142K <0.01% -64,387 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 23,618 $140K <0.01% +311 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 22,842 $135K <0.01% +11,126 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 22,817 $135K <0.01% new 13F-HR Timeline Group PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 22,738 $134K 0.01% +2,833 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 22,515 $133K <0.01% 0 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 21,800 $129K <0.01% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 21,813 $129K <0.01% -507 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 21,706 $128K <0.01% -15,201 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 21,589 $128K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 21,320 $126K <0.01% +13,815 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 20,200 $119K 0.01% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 19,256 $114K <0.01% +1,893 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 19,247 $114K 0.02% +3,284 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 18,635 $110K <0.01% -71,377 13F-HR Timeline Group Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 18,600 $110K 0.03% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 19,064 $109K <0.01% +6,494 13F-HR Timeline Group MSA Advisors, LLC More: the full row for MSA Advisors, LLC 18,216 $108K 0.03% 0 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 18,028 $107K 0.07% -5,134 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 18,000 $106K 0.01% new 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 17,810 $105K <0.01% -40,875 13F-HR/A Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 17,629 $104K <0.01% +4,811 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 17,093 $101K <0.01% -2,025 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 17,009 $99.7K <0.01% 0 13F-HR Timeline Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 16,637 $98.3K <0.01% 0 13F-HR/A Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 16,058 $94.9K <0.01% new 13F-HR Timeline Group Oak Thistle LLC More: the full row for Oak Thistle LLC 15,521 $91.7K 0.01% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 15,301 $90.4K 0.01% 0 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 16,110 $89.6K <0.01% +4,836 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 15,014 $88.7K 0.08% +15,009 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 14,580 $86.2K <0.01% +313 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 14,464 $85.5K <0.01% +13,099 13F-HR Timeline Group MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 14,400 $85.1K 0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 13,868 $82K <0.01% +1,463 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 13,804 $81.6K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 13,701 $81K <0.01% +5,194 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 13,350 $80.5K <0.01% new 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 13,475 $79.6K <0.01% new 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 13,466 $79.6K <0.01% new 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 13,433 $79.4K 0.01% 0 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 13,400 $79.2K <0.01% +770 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 13,252 $78.3K 0.03% +2,167 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 13,025 $76.9K <0.01% +176 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 12,935 $76.4K <0.01% +11,927 13F-HR Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 12,736 $75.3K <0.01% 0 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 12,707 $75.1K <0.01% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 12,578 $74.3K <0.01% -2,556 13F-HR Timeline Group Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 12,500 $73.9K 0.01% -1,300 13F-HR Timeline Group Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 12,310 $72.8K 0.01% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 12,306 $72.7K <0.01% -160 13F-HR Timeline Group New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 12,108 $71.6K <0.01% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 12,069 $71.3K <0.01% new 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 12,050 $71.2K <0.01% new 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 12,020 $71K 0.01% 0 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 11,960 $70.7K <0.01% -19,998 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) 11,945 $70.6K <0.01% -29,797 13F-HR Timeline Group Nykredit A/S in group Nykredit A/S More: the full row for Nykredit A/S 11,852 $70K <0.01% 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 11,846 $70K <0.01% new 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 11,760 $69.5K <0.01% -96,928 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 11,656 $69K <0.01% 0 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 11,543 $68.2K <0.01% +421 13F-HR Timeline Group SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 11,396 $67.3K <0.01% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 11,238 $66.4K <0.01% new 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 12,885 $65.7K <0.01% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 10,980 $64.9K <0.01% +868 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 10,807 $63.9K <0.01% +362 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 10,780 $63.7K <0.01% -550 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 10,521 $62.2K 0.08% -2,294 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 10,396 $61.4K <0.01% new 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 10,259 $61K <0.01% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 10,314 $61K <0.01% -5,083 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 10,299 $60.9K <0.01% new 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 10,287 $60.8K <0.01% new 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 10,249 $60.6K <0.01% new 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 10,869 $59.9K 0.02% +7 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 10,098 $59.7K <0.01% +1,200 13F-HR Timeline Lotus Technology Management, LP More: the full row for Lotus Technology Management, LP 10,093 $59.6K 0.07% 0 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 10,079 $59.6K <0.01% new 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 10,031 $59.3K 0.01% new 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 10,000 $59.1K 0.02% -1,605 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 8,883 $52.5K <0.01% +4,342 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 8,850 $52.2K <0.01% -2,950 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 8,449 $49K <0.01% -234,842 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 7,459 $44.1K <0.01% -3,770 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 7,447 $44K <0.01% 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 7,043 $41.6K <0.01% +6,543 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 6,116 $36.1K <0.01% +111 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6,053 $35.8K <0.01% +1,518 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 5,571 $32.9K <0.01% +5,471 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 5,420 $32K <0.01% -605 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,857 $28.7K <0.01% +2,489 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 4,797 $28.4K <0.01% -2,915 13F-HR Timeline Group Sankala Group LLC More: the full row for Sankala Group LLC 5,000 $26.4K 0.02% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,399 $26K <0.01% +3,074 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 4,250 $25.1K <0.01% +4,141 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,020 $23.8K <0.01% -296 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,399 $20.1K <0.01% +443 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,990 $18K 0.01% +132 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 2,721 $16.1K <0.01% new 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 2,560 $15.1K <0.01% new 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 2,600 $15K <0.01% 0 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 2,534 $15K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,464 $14.6K <0.01% -193 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,249 $13.3K <0.01% -401 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 2,093 $12.4K <0.01% -168 13F-HR Timeline Group Vision Retirement, LLC More: the full row for Vision Retirement, LLC 2,000 $11.8K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,892 $11.2K <0.01% +1,507 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,865 $11K 0.01% -3,853 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,753 $10.4K <0.01% -254,249 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,531 $9.05K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,430 $9K <0.01% +989 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,444 $8.53K <0.01% new 13F-HR Timeline Group EFG International AG in group EFG International AG More: the full row for EFG International AG 1,400 $8.27K <0.01% -50 13F-HR Timeline Group RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 1,354 $7.34K <0.01% +251 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 1,200 $7.09K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,050 $6.21K <0.01% +400 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,021 $6.04K <0.01% +588 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1,000 $5.91K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 928 $5.48K <0.01% -2,264 13F-HR Timeline Quarry LP More: the full row for Quarry LP 868 $5.13K <0.01% new 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 780 $4.61K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 740 $4.37K <0.01% +17 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 690 $4.08K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 600 $3.55K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 500 $2.96K <0.01% 0 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 500 $2.89K <0.01% 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 446 $2.64K <0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 418 $2.47K <0.01% +319 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 396 $2.34K <0.01% +391 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 365 $2.16K <0.01% +361 13F-HR Timeline BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 326 $1.93K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 326 $1.93K <0.01% 0 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 311 $1.84K <0.01% +262 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 317 $1.83K <0.01% 0 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 300 $1.77K <0.01% 0 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 260 $1.54K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 258 $1.52K <0.01% +96 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 251 $1.48K <0.01% -500 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 250 $1.48K <0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 250 $1.47K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 242 $1.43K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 229 $1.35K <0.01% 0 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 200 $1.19K <0.01% 0 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 200 $1.18K <0.01% +150 13F-HR Timeline Group Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 200 $1.18K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 200 $1.18K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 190 $1.12K <0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 177 $1.05K <0.01% new 13F-HR/A Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 252 $1K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 150 $1K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 132 $1K <0.01% 0 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 105 $1K <0.01% -1,463 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 165 $975 <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 161 $952 0.02% -73 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 150 $886 <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 146 $863 <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 128 $757 <0.01% new 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 125 $739 <0.01% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 112 $661 <0.01% 0 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 110 $650 <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 100 $591 <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 100 $591 <0.01% 0 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 100 $591 <0.01% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 100 $591 <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 98 $579 <0.01% new 13F-HR Timeline