Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 3,700 $294K 0.01% new 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 3,700 $294K 0.06% 0 13F-HR Timeline ARGA Investment Management, LP More: the full row for ARGA Investment Management, LP 3,622 $288K 0.01% 0 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 3,557 $283K <0.01% 0 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 3,500 $278K 0.03% -3,500 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 3,444 $274K 0.01% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,408 $271K 0.01% new 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 3,404 $271K <0.01% new 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 3,349 $266K 0.05% new 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 3,200 $264K <0.01% +3,200 13F-HR Timeline Group PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 3,307 $263K 0.38% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3,223 $256K 0.02% -879 13F-HR/A Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 3,123 $248K <0.01% new 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,103 $247K 0.02% +596 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 3,101 $247K <0.01% +486 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 3,071 $244K <0.01% new 13F-HR/A Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,062 $244K 0.02% new 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 2,989 $238K 0.01% -558 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 2,942 $234K <0.01% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 2,868 $228K <0.01% new 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 2,788 $222K 0.08% new 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 2,730 $217K 0.01% new 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 2,543 $202K 0.04% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,100 $167K 0.01% +50 13F-HR Timeline Point72 Hong Kong Ltd More: the full row for Point72 Hong Kong Ltd 1,800 $143K 0.01% new 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 1,638 $130K <0.01% -10,200 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,621 $129K <0.01% +257 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,514 $120K <0.01% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,505 $120K <0.01% +1,013 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,324 $105K <0.01% -529 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 1,092 $86.9K 0.02% +160 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 996 $79.2K <0.01% +18 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 955 $76K <0.01% +12 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 865 $68.8K 0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 774 $63.7K 0.01% +4 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 783 $62.3K <0.01% -11,725 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 764 $60.8K 0.01% -9 13F-HR Timeline STOREBRAND ASSET MANAGEMENT AS More: the full row for STOREBRAND ASSET MANAGEMENT AS 755 $60.1K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 721 $57.4K <0.01% -97 13F-HR/A Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 678 $53.9K <0.01% +428 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 674 $53.6K 0.01% +246 13F-HR/A Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 460 $36.6K 0.01% 0 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. 425 $34K <0.01% new 13F-HR Timeline Group Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 425 $33.8K 0.02% -350 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 394 $31K <0.01% +12 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 326 $25.9K <0.01% +52 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 315 $25.1K 0.01% +14 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 298 $23K <0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 275 $21.9K <0.01% -59 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 251 $20K <0.01% +145 13F-HR Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 251 $20K 0.01% -18,617 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 247 $19.6K <0.01% +225 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 239 $19K <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 204 $16.8K <0.01% +130 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 196 $15.6K <0.01% -32 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 193 $15.4K <0.01% 0 13F-HR/A Timeline Essential Partners LLC More: the full row for Essential Partners LLC 185 $14.7K 0.01% 13F-HR Timeline BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 181 $14.4K <0.01% -95 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 153 $12K <0.01% -6 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 141 $11.2K 0.01% +28 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 121 $9.64K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 113 $8.99K <0.01% +44 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 99 $8K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 97 $7.72K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 88 $7K <0.01% -44 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 85 $6.76K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 80 $6.36K <0.01% +7 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 72 $6K <0.01% -4 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 71 $5.65K <0.01% new 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 70 $5.57K <0.01% +37 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 63 $5.01K <0.01% +36 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 61 $4.85K <0.01% -1 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 52 $4.14K <0.01% +7 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 41 $3.26K <0.01% +2 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 43 $3K <0.01% +42 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 35 $2.78K <0.01% -11 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 35 $2.78K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 35 $2.76K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 29 $2.31K <0.01% 0 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 28 $2.23K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 26 $2.07K <0.01% -7 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 24 $1.91K <0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 24 $1.91K <0.01% -6 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 20 $1.59K <0.01% +10 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 20 $1.59K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 17 $1.35K <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 15 $1K <0.01% +7 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 13 $1K <0.01% new 13F-HR Timeline Kestra Investment Management, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Investment Management, LLC 12 $955 <0.01% 0 13F-HR/A Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 10 $796 <0.01% 0 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 9 $716 <0.01% 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 9 $716 <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 9 $716 <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 9 $716 <0.01% -2 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 5 $398 <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5 $398 <0.01% +2 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 4 $319 <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3 $239 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 3 $238 <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2 $160 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2 $160 <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 2 $159 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2 $159 <0.01% +1 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1 $80 <0.01% -135 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $80 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1 $80 <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 10 $0 0% new 13F-HR/A Timeline Value filed as zero, left out of ratios. Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.