Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 9,117 $735K 0.16% +3,039 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 9,039 $729K 0.02% +3,135 13F-HR/A Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 8,404 $678K 0.01% new 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 8,093 $653K 0.04% new 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 8,085 $652K 0.01% +2,695 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 8,066 $651K <0.01% new 13F-HR Timeline MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC in group MUTUAL OF AMERICA CAPITAL MAN… More: the full row for MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 8,016 $646K 0.01% +2,708 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 8,014 $646K <0.01% +2,671 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 7,965 $642K <0.01% +3,410 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 7,856 $634K <0.01% +3,025 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 7,670 $610K <0.01% -3,113 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 7,149 $577K <0.01% +3,099 13F-HR Timeline Group Verdad Advisers, LP More: the full row for Verdad Advisers, LP 6,947 $560K 0.63% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 6,839 $552K <0.01% +1,786 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 6,787 $547K <0.01% +2,915 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 6,686 $539K <0.01% +3,160 13F-HR Timeline Group EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 6,435 $519K 0.02% +2,144 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 6,409 $517K <0.01% +2,271 13F-HR Timeline Group Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 6,400 $516K 0.1% +2,722 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 6,006 $507K 0.02% +1,995 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 6,250 $504K 0.01% +2,144 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 6,219 $502K 0.22% +2,073 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 6,207 $501K 0.08% +1,874 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 6,189 $499K 0.13% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 6,100 $492K 0.01% +2,591 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 5,968 $481K 0.01% +1,989 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 5,929 $478K 0.01% +4,292 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 5,843 $471K <0.01% -5,692 13F-HR Timeline Group Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 5,820 $469K 0.12% +1,940 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 5,696 $459K <0.01% -4,117 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 5,694 $459K <0.01% +1,318 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 5,693 $459K 0.01% +358 13F-HR Timeline Group CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 5,529 $446K <0.01% 13F-HR Timeline Group Ethic Inc. More: the full row for Ethic Inc. 5,453 $440K 0.01% +2,053 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 5,314 $429K 0.09% new 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 5,258 $424K <0.01% -66,857 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 5,154 $416K <0.01% +1,358 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 5,148 $415K 0.02% +957 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 5,058 $408K 0.01% +1,686 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 5,016 $405K 0.02% +1,632 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 5,010 $404K 0.01% +1,654 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 5,009 $404K <0.01% +1,322 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 3,958 $377K 0.23% 0 13F-HR Timeline Massar Capital Management, LP More: the full row for Massar Capital Management, LP 4,656 $376K 0.07% new 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 4,429 $357K <0.01% new 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 4,351 $351K <0.01% +1,358 13F-HR Timeline Group ANB BANK More: the full row for ANB BANK 4,329 $349K 0.14% +1,428 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 4,191 $338K 0.01% -983 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 4,159 $335K <0.01% +3,040 13F-HR Timeline DNB Asset Management AS in group DNB Asset Management AS More: the full row for DNB Asset Management AS 4,071 $328K <0.01% new 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 9,877 $327K <0.01% +1,146 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 3,986 $321K <0.01% new 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 3,920 $316K 0.02% +1,307 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 3,894 $314K <0.01% +1,130 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 3,852 $311K <0.01% +84 13F-HR Timeline Group Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 3,840 $310K 0.06% +1,280 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,785 $305K <0.01% +1,770 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 3,778 $305K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 3,689 $298K 0.02% +1,194 13F-HR Timeline Group Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 3,669 $296K <0.01% new 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 3,645 $294K 0.03% +1,647 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 3,629 $293K 0.08% +1,208 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 3,577 $288K <0.01% +1,192 13F-HR/A Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 3,396 $274K 0.03% new 13F-HR Timeline TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 3,368 $272K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,348 $270K <0.01% +555 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 3,260 $263K <0.01% new 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 3,235 $261K 0.01% +1,019 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,674 $254K <0.01% 0 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,042 $245K 0.01% +910 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) 3,004 $242K 0.01% -350 13F-HR Timeline Group LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 2,940 $237K 0.02% +705 13F-HR Timeline Group DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 2,922 $236K 0.04% new 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 2,752 $222K 0.02% new 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 2,700 $218K <0.01% +900 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 2,670 $215K <0.01% new 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,654 $214K 0.01% -4,851 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,652 $214K <0.01% +723 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,618 $211K 0.04% new 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 2,616 $211K 0.18% new 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 2,556 $206K <0.01% new 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 2,540 $205K <0.01% new 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 2,510 $202K 0.03% +295 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 2,481 $200K <0.01% -10,154 13F-HR Timeline Group KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 2,316 $187K <0.01% +1,067 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,206 $178K 0.01% +774 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,951 $157K <0.01% +686 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,893 $153K 0.01% +774 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,719 $139K 0.01% +611 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,685 $136K 0.01% +1,252 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,657 $134K <0.01% +125 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 1,402 $113K 0.02% +467 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,392 $112K 0.08% -271 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,310 $106K <0.01% +459 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,262 $102K <0.01% +1,167 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 1,230 $99.2K <0.01% +640 13F-HR Timeline Group BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 1,137 $91.7K <0.01% +532 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,102 $88.9K <0.01% +568 13F-HR/A Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 970 $78.2K 0.09% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 961 $77.5K <0.01% new 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 897 $75.7K 0.01% +514 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 907 $73.2K 0.04% +260 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 861 $69.4K <0.01% +349 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 816 $65.8K <0.01% +113 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 787 $63.6K <0.01% +262 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 512 $41.3K 0.01% +170 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 476 $38.4K <0.01% +156 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 475 $38.3K <0.01% +169 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 469 $37.8K <0.01% +256 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 450 $36.3K <0.01% +150 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 422 $34K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 421 $34K <0.01% +141 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 348 $28.1K <0.01% +233 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 345 $27.8K <0.01% +147 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 322 $26K 0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 299 $24.1K <0.01% +139 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 278 $22.4K 0.02% +187 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 284 $22K <0.01% +95 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 282 $22K <0.01% -478 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 265 $21.4K <0.01% -87 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 256 $20.6K <0.01% new 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 252 $20.4K <0.01% +84 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 244 $19.7K 0.01% +81 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 229 $18.5K <0.01% +76 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 202 $16.3K <0.01% +78 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 197 $15.9K <0.01% +65 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 172 $13.9K <0.01% +57 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 168 $13.5K <0.01% -64 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 154 $12.4K <0.01% +51 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 150 $12.1K <0.01% +50 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 150 $12.1K <0.01% +50 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 148 $11.9K <0.01% +111 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 96 $7.74K <0.01% +33 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 93 $7.5K <0.01% +31 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 87 $7.02K <0.01% +28 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 84 $6.78K <0.01% new 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 70 $5.65K <0.01% new 13F-HR/A Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 65 $5.24K <0.01% +21 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 63 $5.08K <0.01% +34 13F-HR/A Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 59 $4.76K <0.01% +19 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 58 $4.51K <0.01% +19 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 55 $4.44K <0.01% -67 13F-HR/A Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 54 $4.36K <0.01% +27 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 54 $4.36K <0.01% +18 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 52 $4.19K <0.01% +26 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 48 $3.87K <0.01% +16 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 43 $3.47K <0.01% +14 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 35 $2.82K <0.01% +25 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 34 $2.74K <0.01% +10 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 34 $2.74K <0.01% new 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 31 $2.5K <0.01% +10 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 31 $2.5K <0.01% +10 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 27 $2.18K <0.01% +9 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 27 $2.18K <0.01% +9 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 22 $1.77K <0.01% +7 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 21 $1.69K <0.01% +7 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 18 $1.45K <0.01% new 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 18 $1.45K <0.01% +6 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 11 $1.19K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 13 $1.05K <0.01% +4 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 13 $1.05K <0.01% +7 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 13 $1.05K <0.01% +4 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 13 $1.05K <0.01% +9 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 11 $887 <0.01% new 13F-HR Timeline Trium Capital LLP More: the full row for Trium Capital LLP 10 $806 <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Trust Co More: the full row for Trust Co 9 $726 <0.01% +3 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 8 $645 <0.01% +3 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 7 $565 <0.01% +2 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 7 $565 <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 4 $323 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 4 $323 <0.01% +1 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 4 $323 <0.01% +1 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3 $242 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2 $162 <0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 2 $161 <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1 $81 <0.01% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 1 $81 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $81 <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $81 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1 $81 <0.01% 0 13F-HR Timeline