Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 650 $463K 0.01% -23 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 639 $455K 0.13% -77 13F-HR Timeline CAXTON ASSOCIATES LP More: the full row for CAXTON ASSOCIATES LP 637 $454K 0.01% +49 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 636 $453K 0.02% -84 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 635 $452K 0.04% -376 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 635 $452K 0.01% -24 13F-HR Timeline Group Connective Portfolio Management, LLC More: the full row for Connective Portfolio Management, LLC 630 $449K 0.67% -25,000 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 627 $447K 0.02% -175 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 621 $442K 0.02% +9 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 621 $442K 0.22% +12 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 620 $442K 0.03% -21 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 663 $441K 0.08% -58 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 615 $438K 0.02% +40 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 611 $435K 0.05% new 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 610 $435K 0.03% new 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 610 $435K 0.42% 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 610 $435K 0.23% 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 609 $434K 0.09% +39 13F-HR/A Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 608 $433K 0.01% -1,300 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 604 $430K 0.02% new 13F-HR Timeline AMERICAN ASSETS INC in group American Assets Investment Ma… More: the full row for AMERICAN ASSETS INC 600 $427K 0.13% new 13F-HR/A Timeline Group TOBAM More: the full row for TOBAM 597 $425K 0.13% -347 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 595 $424K 0.24% 0 13F-HR Timeline Group COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 601 $423K 0.01% +199 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 592 $421K 0.03% +102 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 591 $421K 0.41% 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 590 $420K 0.22% +157 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 588 $419K 0.31% 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 585 $417K 0.08% 0 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 578 $412K 0.22% -30 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 577 $411K 0.03% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 573 $409K 0.01% -151 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 571 $407K 0.05% -60 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 566 $405K 0.03% -880,373 13F-HR Timeline LBP AM SA More: the full row for LBP AM SA 561 $400K 0.01% -10 13F-HR Timeline Kazazian Asset Management, LLC More: the full row for Kazazian Asset Management, LLC 560 $399K 0.31% 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 560 $399K 0.14% +137 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 560 $399K 0.03% +108 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 553 $394K 0.2% +41 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 551 $392K 0.01% -73 13F-HR Timeline Group Choate Investment Advisors More: the full row for Choate Investment Advisors 551 $392K 0.01% +37 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 550 $392K 0.03% -199 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 549 $391K 0.1% +165 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 545 $388K 0.22% +2 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 542 $386K 0.02% +202 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 539 $384K 0.29% +41 13F-HR Timeline JGP Global Gestao de Recursos Ltda. More: the full row for JGP Global Gestao de Recursos Ltda. 538 $383K 0.87% -1 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 536 $382K 0.32% -44 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 536 $382K 0.01% 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 533 $380K 0.05% -66 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 532 $379K 0.01% -1,804 13F-HR Timeline 111 Capital More: the full row for 111 Capital 531 $378K 0.08% 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 528 $376K 0.01% +384 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 528 $376K 0.22% +187 13F-HR/A Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 528 $376K 0.27% -36 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 527 $375K <0.01% +45 13F-HR Timeline Group LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 526 $375K <0.01% -1,234 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 525 $374K 0.02% 0 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 524 $373K 0.02% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 524 $373K 0.03% -73 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 519 $370K 0.04% +312 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 514 $366K 0.14% -222 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 512 $365K 0.08% new 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 535 $365K 0.04% -2,854 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 510 $363K 0.01% +29 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 510 $363K 0.15% -2 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 509 $363K 0.08% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 506 $360K 0.03% +44 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 503 $358K 0.02% 0 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 501 $357K 0.07% +199 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 500 $356K 0.21% 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 500 $356K 0.01% new 13F-HR Timeline Group NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 500 $356K 0.04% 0 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 500 $356K 0.03% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 500 $356K 0.04% -159 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 499 $355K 0.01% -799 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 497 $354K 0.17% +20 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 491 $350K 0.06% 0 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 491 $350K 0.35% new 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 491 $350K 0.17% -121 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 489 $348K 0.05% -278 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 487 $347K <0.01% +207 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 486 $346K 0.01% +14 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 485 $345K 0.02% 0 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 484 $345K 0.31% +17 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 484 $345K 0.01% -147 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 480 $342K 0.17% -113 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 479 $341K 0.01% +1 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 478 $340K <0.01% +258 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 477 $340K 0.01% +35 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 477 $340K 0.01% -202 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 476 $339K 0.01% -62 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 476 $339K 0.1% 0 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 475 $338K 0.02% -39 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 475 $338K 0.05% -137 13F-HR/A Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 472 $336K 0.14% +151 13F-HR Timeline Group Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 471 $336K 0.08% -21 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 470 $335K 0.02% +313 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 470 $335K 0.02% -160 13F-HR Timeline Group PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 466 $332K 0.02% -6 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 465 $331K 0.01% -35,985 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 464 $331K 0.27% -302 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 463 $330K 0.11% -5 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 463 $330K 0.14% new 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 461 $328K 0.1% +2 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 460 $328K 0.04% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 457 $326K 0.04% -104 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 455 $324K 0.02% -85 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 455 $324K 0.06% -94 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 453 $323K 0.16% -39 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 451 $321K 0.01% -278 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 450 $321K <0.01% 0 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 448 $319K <0.01% +194 13F-HR Timeline Group AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 448 $319K 0.09% +62 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 446 $318K 0.01% new 13F-HR Timeline Group Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 444 $316K 0.29% 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 443 $316K 0.07% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 442 $315K 0.01% -34 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 441 $314K 0.06% -107 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 440 $313K 0.19% new 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 440 $313K 0.15% -72 13F-HR Timeline Alpha DNA Investment Management LLC More: the full row for Alpha DNA Investment Management LLC 439 $313K 0.17% -191 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 435 $310K 0.01% -13 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 435 $310K 0.04% -9 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 433 $308K 0.12% +2 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 430 $306K 0.03% +32 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 429 $306K 0.01% -1,746 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 428 $305K 0.09% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 424 $302K 0.02% +14 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 421 $300K 0.19% -330 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 421 $300K 0.03% +2 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 420 $299K 0.03% -416 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 447 $298K 0.03% -54 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 413 $294K 0.01% +5 13F-HR Timeline Group Callan Capital, LLC More: the full row for Callan Capital, LLC 412 $293K 0.02% +49 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 410 $292K 0.02% 0 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 407 $290K 0.04% 0 13F-HR Timeline Meixler Investment Management, Ltd. More: the full row for Meixler Investment Management, Ltd. 407 $290K 0.21% -9 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 406 $289K 0.02% -186 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 405 $288K 0.02% -9 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 405 $288K 0.1% -35 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 404 $288K 0.04% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 403 $287K 0.04% -75 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 402 $286K 0.29% -15 13F-HR Timeline WINDWARD CAPITAL MANAGEMENT CO /CA More: the full row for WINDWARD CAPITAL MANAGEMENT CO /CA 400 $285K 0.02% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 400 $285K 0.04% 0 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 399 $284K 0.25% +15 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 397 $283K 0.01% +69 13F-HR Timeline Group GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 397 $283K 0.02% -15 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 394 $281K 0.08% -126 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 392 $279K 0.05% +94 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 387 $276K 0.01% +49 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 387 $276K 0.01% -76 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 387 $276K 0.02% -83 13F-HR Timeline Group Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 385 $275K 0.03% +31 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 385 $274K 0.02% -6 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 385 $274K 0.08% 0 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 384 $274K 0.09% 0 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 382 $272K 0.12% -873 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 380 $271K 0.08% 0 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 376 $268K 0.06% +4 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 375 $267K 0.12% +241 13F-HR Timeline Avitas Wealth Management LLC More: the full row for Avitas Wealth Management LLC 372 $265K 0.04% +42 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 370 $264K 0.03% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 368 $262K 0.01% +54 13F-HR Timeline Forefront Analytics, LLC More: the full row for Forefront Analytics, LLC 368 $262K 0.12% +71 13F-HR Timeline Phraction Management LLC More: the full row for Phraction Management LLC 367 $261K 0.09% 0 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 364 $259K 0.01% +150 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 368 $259K 0.01% +8 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 362 $258K 0.03% +64 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 362 $258K <0.01% +85 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 360 $256K 0.05% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 359 $256K 0.02% -2 13F-HR Timeline Group Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 358 $255K 0.2% -24 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 357 $254K 0.16% +57 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 357 $254K 0.03% -103 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 353 $251K 0.05% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 352 $251K 0.05% -508 13F-HR Timeline Fidato Wealth LLC More: the full row for Fidato Wealth LLC 350 $249K 0.19% new 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 350 $249K 0.01% +36 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 348 $248K 0.06% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 345 $246K 0.01% -177 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 344 $245K <0.01% 0 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 343 $244K 0.11% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 343 $244K 0.01% -43 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 343 $244K 0.01% -12 13F-HR/A Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 343 $244K 0.12% +66 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 339 $241K 0.06% -4 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 338 $241K 0.02% -21 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 332 $237K 0.02% +29 13F-HR Timeline Group CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 331 $236K 0.02% +34 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 330 $235K 0.17% 0 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 329 $234K 0.06% -6 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 336 $234K 0.01% new 13F-HR Timeline Group Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 327 $233K 0.22% -28 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 327 $233K 0.01% +29 13F-HR Timeline Group Columbus Macro, LLC More: the full row for Columbus Macro, LLC 326 $232K 0.03% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 324 $231K 0.01% -392 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 323 $230K 0.17% -126 13F-HR Timeline Group CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 323 $230K 0.04% -6 13F-HR Timeline