VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 5,197,770 $67.3M -70,563 Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 3,555,794 $46M <0.01% +435,664 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 2,993,091 $38.8M 0.05% -167,500 13F-HR Timeline DIMENSIONAL FUND ADVISORS LP in group DIMENSIONAL FUND ADVISORS LP More: the full row for DIMENSIONAL FUND ADVISORS LP 2,819,794 $36.5M 0.01% +196,963 13F-HR Timeline Group LAKEWOOD CAPITAL MANAGEMENT, LP in group LAKEWOOD CAPITAL MANAGEMENT, … More: the full row for LAKEWOOD CAPITAL MANAGEMENT, LP 2,113,382 $27.4M 2.08% +1,660,339 13F-HR Timeline Group Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 1,540,799 $20M <0.01% +46,080 13F-HR Timeline Group STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 1,391,968 $18M <0.01% +106,549 13F-HR Timeline Group CRAMER ROSENTHAL MCGLYNN LLC More: the full row for CRAMER ROSENTHAL MCGLYNN LLC 1,216,027 $15.7M 1.08% -172,642 13F-HR Timeline GEODE CAPITAL MANAGEMENT, LLC in group GEODE CAPITAL MANAGEMENT, LLC More: the full row for GEODE CAPITAL MANAGEMENT, LLC 1,154,189 $14.9M <0.01% +23,622 13F-HR Timeline Group MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. in group Mirae Asset Global Investment… More: the full row for MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1,019,107 $13.2M 0.03% +52,350 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 678,679 $8.79M 0.01% +121,415 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 651,984 $8.44M <0.01% -5,082 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 498,420 $6.45M +121,959 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 450,902 $5.84M <0.01% +142,106 13F-HR Timeline Group NORGES BANK More: the full row for NORGES BANK 403,097 $5.22M <0.01% +14,870 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 311,226 $4.03M <0.01% +1,851 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 262,784 $3.4M <0.01% -32,620 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 231,244 $2.99M 0.01% -9,050 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 219,212 $2.84M 0.04% -18,751 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 203,406 $2.63M -19,915 Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 180,888 $2.34M <0.01% +10,532 13F-HR Timeline Group Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 154,547 $2M <0.01% -34,406 13F-HR Timeline Group STATE BOARD OF ADMINISTRATION OF FLORID… More: the full row for STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 132,556 $1.72M <0.01% -710 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 121,842 $1.58M 0.01% +65,017 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 116,647 $1.51M 1.75% +2,093 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 109,569 $1.42M <0.01% -6,270 13F-HR Timeline Group Swiss National Bank More: the full row for Swiss National Bank 107,300 $1.39M <0.01% -1,500 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 97,880 $1.27M 0.17% +5,849 13F-HR Timeline TWO SIGMA INVESTMENTS, LP group of 2 filers holding More: the full row for TWO SIGMA INVESTMENTS, LP 96,841 $1.25M +48,405 Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 87,736 $1.14M 0.02% +48,673 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 85,739 $1.11M <0.01% +11,322 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 77,102 $998K <0.01% -14,818 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 75,076 $972K <0.01% +40,594 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 73,703 $954K <0.01% +7,845 13F-HR Timeline Group Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 70,920 $918K 0.06% +57,166 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 64,457 $835K <0.01% +23,897 13F-HR Timeline Group Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 60,358 $782K <0.01% +789 13F-HR Timeline Group Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 55,500 $719K <0.01% +11,561 13F-HR Timeline CALIFORNIA STATE TEACHERS RETIREMENT SY… More: the full row for CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 52,082 $674K <0.01% 0 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 50,212 $650K <0.01% +496 13F-HR Timeline Group RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 49,770 $644K <0.01% -423 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 46,988 $608K 0.04% +26,861 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 43,852 $568K <0.01% +2,673 13F-HR Timeline Group Harbor Advisors LLC More: the full row for Harbor Advisors LLC 42,260 $547K 0.09% 0 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 39,947 $517K 0.01% -24,978 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 39,266 $508K 0.13% +714 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 37,925 $491K <0.01% -14,764 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 35,240 $456K 0.01% +2,519 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 33,503 $434K <0.01% +6,132 13F-HR/A Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 33,173 $430K 0.01% -8 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 31,762 $411K <0.01% +625 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 30,324 $393K <0.01% -143 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 30,060 $389K 0.04% +2,297 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 29,380 $380K <0.01% -20 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 28,331 $367K <0.01% +27,146 13F-HR/A Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 28,129 $364K <0.01% +15,326 13F-HR Timeline Group CANADA LIFE ASSURANCE Co in group CANADA LIFE ASSURANCE Co More: the full row for CANADA LIFE ASSURANCE Co 26,529 $343K <0.01% +3,829 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 26,201 $339K <0.01% -66,450 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 25,793 $334K 0.01% +1,319 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 24,830 $321K <0.01% 0 13F-HR Timeline Group Treasurer of the State of North Carolina More: the full row for Treasurer of the State of North Carolina 24,472 $317K <0.01% +1,353 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 24,161 $313K 0.02% +8,868 13F-HR Timeline Group D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 23,053 $299K <0.01% -62,803 13F-HR Timeline Group PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 22,987 $298K <0.01% +2,014 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 20,560 $266K <0.01% +9,560 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 20,254 $262K <0.01% +33 13F-HR/A Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 20,000 $259K 0.05% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 19,762 $256K <0.01% +1,057 13F-HR/A Timeline Group Police & Firemen's Retirement System of… More: the full row for Police & Firemen's Retirement System of New Jersey 19,612 $254K <0.01% +280 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 18,898 $245K <0.01% +2,722 13F-HR Timeline Group Quantbot Technologies LP More: the full row for Quantbot Technologies LP 18,376 $238K 0.01% new 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 18,370 $238K <0.01% +148 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 18,233 $236K <0.01% -23,589 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 18,202 $236K <0.01% +852 13F-HR Timeline Group Verition Fund Management LLC More: the full row for Verition Fund Management LLC 18,197 $236K <0.01% -26,545 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 17,867 $231K 0.01% -4,075 13F-HR Timeline EQUITEC PROPRIETARY MARKETS, LLC More: the full row for EQUITEC PROPRIETARY MARKETS, LLC 17,675 $229K 0.91% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 17,558 $227K <0.01% +7,543 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 17,122 $222K <0.01% -472 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 16,594 $215K 0.13% +201 13F-HR Timeline ARIZONA STATE RETIREMENT SYSTEM More: the full row for ARIZONA STATE RETIREMENT SYSTEM 16,384 $212K <0.01% +287 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 16,267 $211K <0.01% +711 13F-HR Timeline GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 16,000 $207K <0.01% 0 13F-HR Timeline Group PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 15,742 $204K 0.29% +3,193 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 15,605 $202K <0.01% -33,315 13F-HR/A Timeline Group Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 15,064 $195K <0.01% 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 14,171 $184K 0.02% +13,714 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 13,305 $172K 0.01% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 12,763 $165K <0.01% -4,396 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 12,577 $163K <0.01% +442 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 12,289 $159K <0.01% -1,167 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 12,055 $156K <0.01% new 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 11,911 $154K <0.01% +274 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 11,697 $151K <0.01% -996 13F-HR Timeline NEW YORK STATE COMMON RETIREMENT FUND More: the full row for NEW YORK STATE COMMON RETIREMENT FUND 11,657 $151K <0.01% 0 13F-HR/A Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 11,240 $146K <0.01% +265 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 11,025 $143K <0.01% +18 13F-HR/A Timeline Group SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 10,969 $142K <0.01% -4,587 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 10,801 $140K 0.06% -14,619 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 10,783 $140K <0.01% -157 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 10,758 $139K 0.04% new 13F-HR Timeline Zurcher Kantonalbank (Zurich Cantonalba… More: the full row for Zurcher Kantonalbank (Zurich Cantonalbank) 10,381 $134K <0.01% 0 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 10,329 $133K <0.01% -23,271 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 10,244 $133K <0.01% -34,648 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 10,196 $132K 0.01% +2,275 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 10,136 $132K <0.01% new 13F-HR Timeline Group CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 10,000 $130K <0.01% new 13F-HR Timeline Group KLP KAPITALFORVALTNING AS More: the full row for KLP KAPITALFORVALTNING AS 10,000 $130K <0.01% 0 13F-HR Timeline PARK CIRCLE Co More: the full row for PARK CIRCLE Co 9,905 $128K 0.11% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 9,149 $118K <0.01% +1,728 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 7,779 $101K <0.01% +95 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 7,720 $100K <0.01% -348 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 6,718 $87K 0.02% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 5,472 $70.9K <0.01% -2,811 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 5,249 $68K <0.01% +4,731 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 5,198 $67.3K 0.02% +1,205 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,000 $64.8K <0.01% 0 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 3,745 $48.5K <0.01% 0 13F-HR Timeline Group DANSKE BANK A/S More: the full row for DANSKE BANK A/S 3,600 $46.6K <0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 3,430 $44.4K <0.01% +604 13F-HR/A Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 3,250 $42.1K <0.01% +3,214 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,734 $35K <0.01% +341 13F-HR Timeline Group AMALGAMATED BANK More: the full row for AMALGAMATED BANK 2,586 $33K <0.01% -45 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 1,941 $25.1K <0.01% 0 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,906 $24.7K <0.01% new 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,755 $22.7K <0.01% +1,129 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 1,527 $19.8K <0.01% -877 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,486 $19.2K <0.01% 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,453 $18.8K <0.01% +517 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,436 $18.6K 0.01% +7 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,317 $17.1K <0.01% 0 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 1,252 $16.2K <0.01% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 1,168 $15.1K <0.01% +201 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,055 $13.7K <0.01% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 924 $12K <0.01% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 911 $11.8K <0.01% +11 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 872 $11.3K <0.01% 0 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 872 $11.3K <0.01% -36 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 855 $11.1K <0.01% +18 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 799 $10.3K <0.01% +445 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 792 $10.3K <0.01% +97 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 0 $9.52K <0.01% -97 13F-HR Timeline Amount filed as zero, left out of ratios. Arax Advisory Partners More: the full row for Arax Advisory Partners 582 $7.54K <0.01% +267 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 567 $7.42K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 553 $7.16K <0.01% 0 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 514 $6.66K <0.01% -44 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 502 $6.5K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 500 $6.47K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 500 $6.47K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 393 $5.09K <0.01% +119 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 300 $3.88K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 182 $2.36K <0.01% new 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 168 $2.18K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 172 $2K <0.01% +52 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 170 $2K <0.01% -85 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 109 $1.41K <0.01% +28 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 108 $1.4K <0.01% -9 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 63 $816 <0.01% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 42 $544 <0.01% new 13F-HR/A Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 38 $493 <0.01% -87 13F-HR/A Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 36 $466 <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 35 $450 <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 30 $389 <0.01% 0 13F-HR Timeline Group Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 25 $324 <0.01% +21 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 25 $324 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 22 $285 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 18 $234 <0.01% -10 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 15 $195 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 13 $168 <0.01% +10 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 11 $143 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 11 $142 <0.01% +7 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 8 $104 <0.01% new 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 3 $39 <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2 $26 <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 41 $0 0% new 13F-HR/A 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.