CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 15,639 $747K 0.04% -1,393 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 15,461 $738K 0.01% -1,931 13F-HR/A Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 15,429 $737K <0.01% +1,914 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 15,335 $732K 0.29% +3,834 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 15,325 $732K <0.01% -1,609 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 15,188 $725K 0.04% new 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 15,144 $723K 0.05% -198 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 15,020 $717K 0.09% -12,594 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 14,836 $709K 0.43% -179 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 14,497 $692K 0.04% -2,037 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 14,173 $677K 0.01% -120 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 13,862 $662K <0.01% -236 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 13,835 $661K 0.02% +4,165 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 13,733 $656K 0.01% -16 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 14,134 $655K <0.01% -1,219 13F-HR Timeline Group PUZO MICHAEL J More: the full row for PUZO MICHAEL J 13,658 $652K 0.18% +2,910 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 13,589 $649K 0.16% +120 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 13,269 $634K <0.01% -127 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 13,133 $627K <0.01% -72 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 13,017 $622K 0.01% -278 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 12,958 $619K 0.03% -1,568 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 12,955 $619K 0.05% new 13F-HR Timeline Group BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 12,600 $602K 0.14% new 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 12,584 $601K 0.06% -796 13F-HR Timeline Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 12,422 $593K <0.01% 0 13F-HR Timeline Group BSW Wealth Partners More: the full row for BSW Wealth Partners 12,177 $582K 0.07% +3,711 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 12,110 $578K 0.02% -2,973 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 12,028 $574K 0.14% -96 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 11,884 $568K 0.08% -3,894 13F-HR Timeline Martin Investment Management, LLC More: the full row for Martin Investment Management, LLC 11,485 $549K 0.14% +95 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 12,366 $547K 0.32% -855 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 11,409 $545K 0.01% +1,218 13F-HR Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 11,349 $542K 0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 11,384 $534K <0.01% +1,395 13F-HR Timeline Group Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 11,170 $533K 0.13% +44 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 11,118 $531K <0.01% -890 13F-HR Timeline Group Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 11,266 $519K 0.08% new 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 10,790 $515K <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 10,727 $512K 0.02% -264 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 10,624 $507K 0.05% -1,291 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 10,535 $503K 0.02% +8,006 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 10,503 $502K <0.01% +2,000 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 10,454 $499K 0.01% +2,911 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 10,450 $499K 0.01% +3,623 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 10,384 $496K <0.01% 0 13F-HR Timeline Group DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 10,243 $489K 0.09% +3,597 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 10,109 $483K 0.01% +326 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 10,093 $482K 0.01% +1,315 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 10,085 $482K <0.01% +878 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 10,016 $478K 0.06% +62 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 10,817 $469K 0.03% -414 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 9,801 $468K <0.01% +2,981 13F-HR Timeline Group ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 9,795 $468K 0.14% +344 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 9,792 $468K 0.01% +592 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 8,640 $465K 0.06% -31 13F-HR/A Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 9,568 $457K <0.01% +73 13F-HR/A Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 9,523 $455K 0.23% +1,120 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 10,168 $454K 0.2% 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 9,455 $452K 0.17% 0 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 9,322 $445K 0.01% new 13F-HR Timeline NINE MASTS CAPITAL Ltd More: the full row for NINE MASTS CAPITAL Ltd 9,284 $443K 0.2% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 9,228 $441K 0.05% -387 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 9,170 $438K 0.07% -9,170 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 9,150 $437K 0.01% +360 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 9,033 $431K 0.05% +1,222 13F-HR Timeline PARNASSUS INVESTMENTS, LLC More: the full row for PARNASSUS INVESTMENTS, LLC 8,563 $409K <0.01% +3,356 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 8,501 $406K <0.01% -67,527 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 8,437 $403K <0.01% +1,863 13F-HR Timeline Group Optas, LLC More: the full row for Optas, LLC 8,318 $397K 0.07% -91 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 8,164 $390K <0.01% +1,469 13F-HR Timeline Group Sageworth Trust Co More: the full row for Sageworth Trust Co 8,151 $389K 0.02% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 8,039 $384K 0.01% +252 13F-HR Timeline Group Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 8,035 $384K <0.01% +4,104 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 8,032 $384K 0.03% -1,009 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 8,005 $382K 0.05% new 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 8,002 $382K 0.04% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,963 $380K 0.01% -459 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 7,918 $378K 0.03% -23 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 7,846 $375K 0.16% +50 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 7,824 $374K 0.02% -1,293 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 7,793 $372K 0.01% +664 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 7,658 $366K 0.04% +2,602 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 7,635 $365K 0.1% -175 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 7,560 $361K 0.01% +710 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 7,517 $359K <0.01% +673 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 7,500 $358K 0.04% 0 13F-HR/A Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 7,458 $356K 0.07% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 7,449 $356K 0.01% -2,517 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 7,256 $347K 0.07% -186 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 7,161 $342K 0.02% +943 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 7,094 $339K 0.05% -3,203 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 6,980 $333K 0.16% -588 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 6,907 $330K 0.02% new 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 6,903 $330K 0.02% 0 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 6,896 $329K 0.12% -74 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 6,862 $328K 0.02% -4 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 6,760 $323K 0.15% +30 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 6,747 $322K 0.22% +24 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 6,670 $319K <0.01% +4,170 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NerdWallet Wealth Partners, LLC More: the full row for NerdWallet Wealth Partners, LLC 6,656 $318K 0.16% 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 6,599 $315K 0.09% +988 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 6,574 $314K 0.01% -399 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 6,534 $312K 0.02% -656 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 6,334 $303K 0.01% -209 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 6,330 $302K 0.01% +988 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 6,194 $293K 0.02% +1,387 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 6,089 $291K 0.17% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 6,074 $290K 0.06% +108 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 5,970 $285K 0.02% +516 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 5,964 $285K 0.02% +5,256 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 5,950 $284K 0.16% +635 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 5,855 $280K <0.01% -15,275 13F-HR Timeline Group EWA, LLC More: the full row for EWA, LLC 5,774 $276K 0.08% +221 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 5,714 $273K 0.12% -257 13F-HR Timeline Cubist Systematic Strategies, LLC More: the full row for Cubist Systematic Strategies, LLC 5,568 $266K <0.01% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 5,460 $261K 0.01% new 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 4,789 $260K 0.21% -836 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 5,444 $260K 0.05% +169 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 5,432 $259K <0.01% +561 13F-HR Timeline Group Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 5,400 $258K 0.02% -47,554 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 5,394 $258K 0.07% -870 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 5,389 $257K 0.11% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 5,327 $254K 0.01% +410 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 5,255 $251K 0.07% -68 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 5,230 $250K 0.01% -720 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 5,224 $250K 0.03% -72 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 5,196 $248K <0.01% +292 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 5,455 $248K 0.01% -213 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 5,170 $247K 0.06% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 5,151 $246K <0.01% -206 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 5,150 $246K <0.01% +250 13F-HR Timeline Group FORA Capital, LLC More: the full row for FORA Capital, LLC 5,132 $245K 0.04% +1,000 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 4,953 $237K 0.02% -63 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 4,867 $232K <0.01% -887 13F-HR Timeline Group DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 4,790 $229K 0.05% -113 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 4,772 $228K <0.01% -26,837 13F-HR Timeline Group SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 7,501 $228K 0.02% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 4,694 $224K <0.01% -4,815 13F-HR/A Timeline Group Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 4,648 $222K 0.06% -2,357 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 4,631 $221K 0.02% -203 13F-HR Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 4,589 $219K 0.04% -4,124 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 4,564 $218K 0.05% +204 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 4,528 $216K 0.07% -16 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 4,519 $216K 0.08% new 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 4,568 $215K <0.01% +345 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,412 $211K 0.01% +100 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 4,397 $210K 0.09% -703 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 4,385 $209K <0.01% -62 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,360 $208K <0.01% +68 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 4,325 $207K 0.1% new 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 4,268 $204K 0.07% 0 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 4,249 $203K 0.01% -85 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 4,311 $203K <0.01% -78 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,246 $203K 0.01% +20 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 4,143 $198K <0.01% +2,805 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,067 $194K <0.01% +240 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,652 $174K <0.01% -138 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 3,533 $169K <0.01% -1,296 13F-HR Timeline NEW YORK STATE COMMON RETIREMENT FUND More: the full row for NEW YORK STATE COMMON RETIREMENT FUND 3,399 $162K <0.01% -3,286 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 3,377 $161K 0.02% 0 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 3,341 $160K <0.01% +31 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,334 $159K <0.01% -705 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,222 $154K <0.01% -472 13F-HR/A Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 3,015 $144K <0.01% +1,446 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,802 $134K 0.07% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,787 $133K <0.01% +389 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 2,691 $129K <0.01% 0 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 2,591 $123K <0.01% -12,368 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 2,573 $123K 0.01% -601 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,503 $120K <0.01% +693 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 2,407 $115K 0.08% +1,799 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,081 $99.4K 0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 2,062 $98.5K 0.01% -165 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,966 $93.9K <0.01% +527 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,913 $91.4K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,727 $82.5K <0.01% -38 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,625 $77.6K <0.01% -145 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,517 $72.5K <0.01% +284 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 1,513 $72.3K 0.02% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,448 $69.2K <0.01% -74 13F-HR Timeline Group STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 1,440 $68.8K 0.03% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,420 $67.8K 0.01% -197 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,299 $62K 0.01% +64 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,246 $59.5K <0.01% -388 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,131 $54K <0.01% +18 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,126 $53.8K 0.02% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 959 $45.8K <0.01% 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 868 $42K <0.01% +443 13F-HR Timeline Group Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 800 $38.2K 0.02% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 700 $33.4K <0.01% +460 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 676 $32.3K 0.03% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 681 $31.6K <0.01% +642 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 616 $29.4K <0.01% +12 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 555 $26.5K <0.01% -615 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 528 $25.2K <0.01% -11 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 519 $24.8K <0.01% +34 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 458 $21.6K <0.01% +229 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 444 $21.2K 0.02% -108 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 446 $21K <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 439 $21K <0.01% +311 13F-HR Timeline Group