Ethic Inc. More: the full row for Ethic Inc. 47,253 $851K 0.01% -8,196 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 46,350 $835K 0.04% -34,999 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 46,296 $834K <0.01% -64,838 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 46,128 $831K 0.01% -5,987 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 46,037 $829K 0.01% new 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 46,000 $828K 0.07% 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 45,696 $823K <0.01% +12,072 13F-HR Timeline Group Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 45,667 $822K 0.35% -1,528 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 44,567 $803K 0.37% -1,311 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 44,543 $802K 0.21% +1,160 13F-HR Timeline NEOS Investment Management LLC More: the full row for NEOS Investment Management LLC 44,441 $800K <0.01% +13,420 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 44,420 $800K 0.15% -20,767 13F-HR Timeline Boston Partners in group Boston Trust Walden Corp More: the full row for Boston Partners 42,991 $795K <0.01% -1,098,277 13F-HR Timeline Group BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 43,877 $790K 0.19% new 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 43,284 $780K 0.17% -1,050 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 42,524 $766K 0.21% +501 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 42,125 $759K 0.68% +18,189 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 41,700 $751K 0.77% 0 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 41,630 $750K <0.01% -24,640 13F-HR/A Timeline XPONANCE LLC More: the full row for XPONANCE LLC 41,534 $748K 0.01% -7,064 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 40,643 $732K <0.01% -8,702 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 40,457 $729K 0.38% -1,700 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 39,488 $711K 0.05% -7,999 13F-HR Timeline Callodine Capital Management, LP More: the full row for Callodine Capital Management, LP 39,360 $709K 0.06% 0 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 38,480 $693K 0.41% new 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 38,068 $686K 0.01% -1,122 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 37,123 $669K 0.27% +3,648 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 36,704 $661K <0.01% -376 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 36,608 $659K 0.01% +631 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 36,287 $654K 0.37% +361 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 35,842 $646K 0.04% +2,236 13F-HR Timeline WILLIAM JOHN SEMPOLINSKI More: the full row for WILLIAM JOHN SEMPOLINSKI 35,177 $634K 0.31% 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 34,989 $630K -5,268 Timeline State of Alaska, Department of Revenue More: the full row for State of Alaska, Department of Revenue 34,509 $621K 0.01% -2,630 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 34,306 $618K 0.05% +4,751 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 34,118 $612K <0.01% -16,348 13F-HR Timeline Group CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 33,660 $606K 0.01% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 33,435 $602K <0.01% +2,365 13F-HR Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 32,480 $585K 0.39% -452 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 31,666 $570K 0.01% new 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 31,608 $569K <0.01% new 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 31,193 $562K 0.01% +7,134 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 30,210 $555K 0.01% -128,945 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 30,735 $554K 0.07% 0 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 30,569 $551K 0.5% 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 30,065 $541K 0.01% -11,869 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 28,842 $533K 0.03% 0 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 28,637 $529K 0.29% -200 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 29,100 $524K <0.01% +1,032 13F-HR Timeline Group Universal- Beteiligungs- und Serviceges… in group Universal- Beteiligungs- und … More: the full row for Universal- Beteiligungs- und Servicegesellschaft mbH 28,741 $518K <0.01% +2,435 13F-HR Timeline Group BANK OZK More: the full row for BANK OZK 28,700 $517K 0.18% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 28,406 $512K <0.01% +13,092 13F-HR Timeline SVRN Asset Management, LLC More: the full row for SVRN Asset Management, LLC 28,200 $508K 0.42% 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 28,107 $506K 0.01% +25,695 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. World Investment Advisors More: the full row for World Investment Advisors 28,062 $505K 0.01% new 13F-HR/A Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 27,993 $504K <0.01% -2,836 13F-HR Timeline Group Element Wealth, LLC More: the full row for Element Wealth, LLC 27,624 $498K 0.21% -781 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 27,508 $495K <0.01% +6,016 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 27,442 $494K <0.01% -6,202 13F-HR Timeline Group KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 27,240 $491K 0.24% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 27,083 $488K 0.01% -2,196 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 27,025 $487K <0.01% -1,650 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 26,650 $480K 0.02% +1,609 13F-HR Timeline Group SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 25,309 $456K 0.02% -537 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 25,105 $452K 0.2% +1,125 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 24,575 $443K 0.19% +1,200 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 24,575 $443K 0.05% -132 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 24,410 $440K 0.16% -93 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 23,293 $420K <0.01% +1,495 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 23,233 $418K 0.01% -961 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 23,229 $418K 0.01% -6,821 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 23,179 $417K 0.1% -11,008 13F-HR Timeline LDR Capital Management LLC More: the full row for LDR Capital Management LLC 22,851 $412K 0.57% -2,816 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 22,664 $408K <0.01% -65,342 13F-HR Timeline Group Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 22,568 $406K 0.29% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 22,422 $404K <0.01% -10,960 13F-HR Timeline Group DoubleLine ETF Adviser LP More: the full row for DoubleLine ETF Adviser LP 22,346 $402K 0.12% +716 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 22,341 $402K 0.03% -1,384 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 22,123 $398K <0.01% 0 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 21,990 $396K <0.01% +1,500 13F-HR/A Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 21,895 $394K 0.01% 0 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 21,310 $384K 0.14% -8,429 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 21,294 $384K 0.06% -14,132 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 20,722 $373K <0.01% new 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 20,602 $371K <0.01% -30,550 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 20,497 $369K 0.01% +1,288 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) 19,743 $356K 0.01% +2,591 13F-HR Timeline Group STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 19,558 $352K <0.01% -11,769 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 19,464 $351K 0.01% new 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 19,268 $347K 0.07% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 19,248 $347K 0.04% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 19,123 $344K 0.01% -599 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 17,596 $341K 0.05% -2,249 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD group of 2 filers holding More: the full row for NOMURA ASSET MANAGEMENT CO LTD 18,500 $333K +13,000 Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 18,457 $332K <0.01% +1,681 13F-HR Timeline Group Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 18,300 $330K 0.09% -100 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 18,208 $328K 0.19% new 13F-HR Timeline Utah Retirement Systems More: the full row for Utah Retirement Systems 18,156 $327K <0.01% 0 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 18,018 $325K 0.01% new 13F-HR Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 17,849 $321K 0.01% 0 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 17,800 $321K 0.05% -460 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 17,742 $320K <0.01% +3,818 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 17,350 $312K <0.01% new 13F-HR Timeline Group Boxwood Ventures, Inc. More: the full row for Boxwood Ventures, Inc. 16,793 $311K 0.31% new 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 17,235 $310K 0.09% -70 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 16,565 $298K 0.25% -815 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 16,055 $289K 0.09% -2,150 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 15,930 $287K <0.01% +1,277 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 15,569 $280K -111 Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 15,344 $276K <0.01% 0 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 15,050 $271K 0.02% -1,300 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 14,771 $266K 0.02% -2,870 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 14,632 $264K <0.01% -5,226 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 14,125 $254K <0.01% -2,257 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 14,007 $252K 0.1% -3,110 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 13,961 $251K <0.01% -719 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 13,952 $251K 0.01% -3,002 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 13,950 $251K 0.03% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 13,860 $250K <0.01% +450 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 13,712 $247K 0.01% -246 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 13,675 $246K 0.06% +96 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 13,561 $244K 0.01% -13,659 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 13,555 $244K <0.01% -1,708 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 13,494 $243K 0.08% 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 13,399 $241K 0.15% -7,309 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 13,132 $237K 0.13% new 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 12,805 $231K 0.12% +2,075 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 12,706 $229K 0.1% -1,946 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 12,660 $228K 0.05% 0 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 12,475 $225K <0.01% 0 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 12,288 $221K 0.01% 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 12,180 $219K 0.05% 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 12,074 $217K <0.01% -3,893 13F-HR Timeline Group CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 12,038 $217K 0.15% -711 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 11,961 $215K 0.08% -762 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 11,961 $215K 0.02% new 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 11,667 $210K <0.01% +1,647 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 11,331 $210K <0.01% -3,408 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 11,569 $208K <0.01% +316 13F-HR Timeline JENNISON ASSOCIATES LLC More: the full row for JENNISON ASSOCIATES LLC 11,370 $205K <0.01% -361 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 11,362 $205K <0.01% 0 13F-HR Timeline TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 11,339 $204K <0.01% -31,129 13F-HR Timeline Kingstone Capital Partners Texas, LLC More: the full row for Kingstone Capital Partners Texas, LLC 11,330 $204K 0.12% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 11,229 $202K 0.03% -316 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 11,212 $202K 0.04% +1,011 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 10,807 $201K <0.01% -559 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 11,100 $200K <0.01% 0 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 10,962 $197K 0.04% 0 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 10,849 $195K 0.07% 0 13F-HR/A Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 10,840 $195K <0.01% -591 13F-HR/A Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 10,823 $195K <0.01% new 13F-HR/A Timeline Group Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 10,718 $193K 0.02% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 10,617 $191K 0.01% -4,279 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 10,507 $189K 0.2% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 10,500 $189K 0.01% 0 13F-HR Timeline Group INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 10,488 $189K <0.01% -303 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 10,454 $188K 0.01% 0 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 10,450 $188K 0.07% -1,500 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 10,421 $188K <0.01% -75 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 10,140 $183K 0.01% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 10,044 $181K 0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 10,000 $180K <0.01% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 10,450 $179K <0.01% -478 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 9,900 $178K 0.04% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 9,100 $164K 0.03% +5,100 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 9,047 $163K 0.01% +47 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 8,625 $155K 0.06% +650 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 8,316 $150K <0.01% -3,160 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 8,282 $149K <0.01% +15 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 8,020 $144K 0.01% +16 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 6,921 $129K <0.01% -227 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 6,116 $110K <0.01% -64 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 6,087 $110K 0.01% -3,003 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,460 $98.3K 0.01% +4,486 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 5,324 $97.8K <0.01% +2,570 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 5,236 $96.4K 0.05% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 5,309 $95.6K <0.01% -1,690 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 5,211 $93.9K <0.01% -347 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,045 $90.9K <0.01% +792 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. 5,005 $90K <0.01% +1,562 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,872 $87.7K <0.01% 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/ 4,718 $84.9K <0.01% +1,553 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,691 $84.5K <0.01% +583 13F-HR Timeline Group SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 4,500 $81K 0.02% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 4,318 $78K 0.04% -367 13F-HR Timeline Quarry LP More: the full row for Quarry LP 3,885 $70K 0.01% -3,176 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 3,760 $67.7K 0.03% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 3,500 $63K 0.02% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 3,314 $59.7K 0.02% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,283 $59.1K <0.01% -952 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,162 $57K <0.01% -665 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Brookfield Corp /ON/ in group Brookfield Corp /ON/ More: the full row for Brookfield Corp /ON/ 2,993 $53.9K <0.01% 0 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,947 $53.1K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,726 $49.1K <0.01% -498 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,151 $38.7K <0.01% -840 13F-HR Timeline Group Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 2,139 $38.5K 0.04% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,075 $37.4K <0.01% new 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 2,051 $36.9K 0.02% new 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 2,000 $36K 0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 2,000 $36K 0.02% 0 13F-HR Timeline