STRS OHIO More: the full row for STRS OHIO 3,268 $262K <0.01% -115,031 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 3,256 $261K 0.02% new 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 3,223 $259K 0.1% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 3,193 $256K <0.01% new 13F-HR Timeline Cliffwater LLC More: the full row for Cliffwater LLC 3,184 $256K 0.06% 0 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 3,177 $255K 0.04% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 3,152 $253K 0.12% +2,582 13F-HR Timeline DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 3,121 $251K 0.17% +919 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3,076 $247K <0.01% new 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 3,067 $246K 0.02% new 13F-HR Timeline Group Skandinaviska Enskilda Banken AB (publ) More: the full row for Skandinaviska Enskilda Banken AB (publ) 3,000 $241K 0.01% -3,000 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 3,000 $241K 0.19% new 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 2,992 $240K 0.14% new 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,979 $239K 0.01% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,979 $239K <0.01% new 13F-HR Timeline Motley Fool Asset Management LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Asset Management LLC 2,972 $239K 0.01% new 13F-HR Timeline Group Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 2,908 $233K 0.05% new 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,906 $233K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,872 $231K <0.01% +872 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 2,872 $231K 0.03% new 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 2,919 $231K 0.09% new 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,777 $223K <0.01% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 2,777 $223K 0.01% new 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 2,774 $223K 0.01% new 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 2,765 $222K 0.1% new 13F-HR/A Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 2,693 $216K 0.01% new 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 2,680 $215K <0.01% new 13F-HR Timeline Group Investment Research Partners LLC More: the full row for Investment Research Partners LLC 2,606 $209K 0.07% new 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 2,600 $209K 0.05% new 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 2,596 $208K 0.04% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,560 $206K 0.02% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,559 $205K 0.01% new 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 2,544 $204K 0.16% new 13F-HR Timeline Penn Mutual Asset Management More: the full row for Penn Mutual Asset Management 2,467 $198K 1.02% -14,005 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,457 $197K <0.01% -473 13F-HR Timeline Liberty Mutual Group Asset Management I… in group Liberty Mutual Group Asset Ma… More: the full row for Liberty Mutual Group Asset Management Inc. 2,448 $197K 0.02% -128 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2,381 $191K 0.05% +2,350 13F-HR Timeline Cisco Systems, Inc. in group Cisco Systems, Inc. More: the full row for Cisco Systems, Inc. 2,319 $186K 0.05% new 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 2,212 $178K <0.01% -330 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,928 $155K 0.03% -151 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,852 $149K 0.01% +591 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,823 $146K 0.09% -72 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 1,760 $141K 0.01% new 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 1,712 $137K 0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,500 $120K 0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,393 $112K <0.01% +1,069 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 1,322 $101K <0.01% -2,117 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 1,191 $95.6K 0.02% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,129 $91K 0.05% +1,030 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 1,088 $87.3K 0.04% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,085 $87.1K <0.01% +158 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 926 $74.3K 0.01% +327 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 913 $73.3K <0.01% +5 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 825 $66K <0.01% new 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 700 $56.2K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 682 $54.7K <0.01% -37 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 620 $49.8K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 600 $48.2K <0.01% 0 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 600 $48.2K 0.04% 0 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 595 $47.8K 0.01% 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 500 $40.1K <0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 442 $35.5K 0.01% new 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 390 $31.3K <0.01% new 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 376 $30.2K 0.02% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 365 $29.3K <0.01% +275 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 300 $24.1K <0.01% 0 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 300 $24.1K <0.01% 0 13F-HR Timeline Group MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 300 $24.1K 0.01% 0 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 300 $24.1K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 276 $22.2K <0.01% +102 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 264 $21.6K <0.01% -13,525 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 250 $20.1K <0.01% -150 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 250 $20.1K <0.01% +123 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 230 $18.9K <0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 230 $18.5K <0.01% new 13F-HR/A Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 218 $17.5K <0.01% +167 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 210 $16.9K <0.01% +40 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 200 $16.1K 0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 181 $14.5K <0.01% +23 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 147 $12.8K <0.01% +56 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 150 $12K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 148 $11.9K <0.01% +8 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 138 $11.3K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 105 $8.43K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 102 $8.19K <0.01% +14 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DANSKE BANK A/S More: the full row for DANSKE BANK A/S 100 $8.03K <0.01% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 100 $8.03K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 92 $7.39K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 90 $7.22K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 84 $6.74K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 71 $5.7K <0.01% +70 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 70 $5.62K <0.01% -1,588 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 70 $5.62K <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 63 $5.06K <0.01% +3 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 63 $5.06K <0.01% -2 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 61 $4.9K <0.01% +25 13F-HR Timeline StepStone Group LP More: the full row for StepStone Group LP 60 $4.82K <0.01% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 55 $4.42K <0.01% -5 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 52 $4.17K <0.01% +41 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 52 $4.17K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 51 $4.09K <0.01% -40 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 50 $4.01K <0.01% +47 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 49 $3.93K <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 47 $3.77K <0.01% +19 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 48 $3.69K <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 45 $3.61K <0.01% +43 13F-HR/A Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 41 $3.29K <0.01% +14 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 40 $3.21K <0.01% -30 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 39 $3.13K <0.01% +16 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 39 $3.13K <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 38 $3.05K <0.01% +37 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 33 $2.65K <0.01% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 32 $2.57K <0.01% new 13F-HR/A Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 30 $2.41K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 25 $2.01K <0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 25 $2.01K <0.01% -9 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 22 $1.77K <0.01% -54 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 21 $1.69K <0.01% +16 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 21 $1.69K <0.01% +13 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 21 $1.69K <0.01% +9 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 20 $1.61K <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) 19 $1.52K <0.01% -1,601 13F-HR Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 18 $1.45K <0.01% +17 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 18 $1.45K <0.01% -9 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 18 $1.45K <0.01% -27 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 18 $1.45K <0.01% -9 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 15 $1.2K <0.01% -4 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 15 $1.2K <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 14 $1.12K <0.01% 0 13F-HR Timeline Group Aspect Partners, LLC More: the full row for Aspect Partners, LLC 14 $1.12K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 13 $1.04K <0.01% -36 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 24 $1K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 13 $995 <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 12 $963 <0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 12 $963 <0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 12 $963 <0.01% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 10 $737 <0.01% +2 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 8 $643 <0.01% -2 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 8 $643 <0.01% +7 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 7 $562 <0.01% +6 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 7 $562 <0.01% +3 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 7 $562 <0.01% +4 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 7 $562 <0.01% -2 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 7 $562 <0.01% +3 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 7 $562 <0.01% +3 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 7 $562 <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 6 $482 <0.01% -17 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 6 $482 <0.01% new 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 5 $401 <0.01% -52 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 5 $401 <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 4 $321 <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 3 $241 <0.01% +2 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 3 $241 <0.01% new 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 3 $241 <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2 $161 <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 2 $161 <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2 $161 <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 1 $83 <0.01% new 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 1 $45 <0.01% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 1 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 0 $0 0% -38,667 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.