Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 2,072 $230K 0.01% -126 13F-HR Timeline UniSuper Management Pty Ltd More: the full row for UniSuper Management Pty Ltd 2,000 $222K <0.01% 0 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,995 $221K 0.01% -1,497 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,976 $219K 0.12% +379 13F-HR Timeline NEW YORK STATE TEACHERS RETIREMENT SYST… More: the full row for NEW YORK STATE TEACHERS RETIREMENT SYSTEM 1,971 $219K <0.01% 0 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 1,970 $219K <0.01% -240 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 1,957 $217K 0.03% new 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 1,947 $216K 0.01% +407 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,918 $213K 0.01% -5,264 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 1,899 $211K 0.04% -118 13F-HR Timeline Group BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,888 $210K 0.01% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,887 $209K 0.11% new 13F-HR Timeline KESTRA PRIVATE WEALTH SERVICES, LLC in group Kestra Advisory Services, LLC More: the full row for KESTRA PRIVATE WEALTH SERVICES, LLC 1,873 $208K <0.01% -156 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,809 $201K <0.01% -90 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 1,806 $200K 0.01% -89 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,763 $196K <0.01% -87 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,490 $165K <0.01% -22,655 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,491 $164K <0.01% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,424 $158K 0.01% +174 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,405 $156K <0.01% -117 13F-HR/A Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,273 $141K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,243 $138K <0.01% -81 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 1,158 $129K 0.04% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 951 $105K <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 949 $105K <0.01% +389 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/ 882 $97.9K <0.01% +70 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 822 $91.2K <0.01% +6 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 810 $89.7K <0.01% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 775 $86K 0.01% 0 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 757 $84K 0.02% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 691 $76.7K <0.01% +561 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 681 $75.6K 0.05% +436 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 663 $73.6K <0.01% -210 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 649 $71K <0.01% +10 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 612 $67.9K <0.01% +5 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 589 $65.4K <0.01% -457 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 574 $63.7K 0.01% -7 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 560 $62K 0.01% 0 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) 536 $59.5K <0.01% -6,012 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 451 $50.1K <0.01% -37 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 447 $49.6K 0.01% -1,221 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 519 $49K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 439 $48.7K <0.01% -661 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 375 $41.6K <0.01% -9 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 361 $40.1K <0.01% +15 13F-HR Timeline Group BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 300 $33.3K 0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 292 $32.4K <0.01% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 287 $32K <0.01% +178 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 271 $30.1K <0.01% -2 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 255 $28.3K <0.01% 0 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 242 $27K 0.04% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 241 $26.7K <0.01% 0 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 235 $26.1K 0.01% -1,269 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 232 $25.5K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 228 $25.3K <0.01% -26 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 210 $23.3K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 200 $22K 0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 183 $20.3K <0.01% +26 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 177 $19.7K <0.01% +20 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 149 $16.5K <0.01% -153 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 140 $15.5K <0.01% +47 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 139 $15.4K <0.01% -7 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 121 $13.4K <0.01% new 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 120 $13.3K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 115 $13K <0.01% -203 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 110 $12.2K 0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 101 $11.2K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 97 $10.8K <0.01% +32 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 90 $10K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 85 $9.15K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 77 $8.54K 0.01% -14 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 75 $8.32K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 68 $7.55K <0.01% +65 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 62 $6.88K <0.01% -110 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 58 $6.44K <0.01% -130 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 55 $6.1K <0.01% -1 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 50 $5.55K <0.01% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 49 $5.44K <0.01% 0 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 4 $5.22K <0.01% +2 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 47 $5K <0.01% -44 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 44 $4.88K <0.01% +4 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 41 $4.55K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 41 $4.55K <0.01% 0 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 41 $4.45K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 37 $4.11K <0.01% -33 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 35 $3.88K <0.01% +25 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 35 $3.88K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 30 $3.33K <0.01% +18 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 30 $3.33K <0.01% -14 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 30 $3.33K <0.01% +2 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 28 $3.11K <0.01% +1 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 28 $3.11K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 26 $2.88K <0.01% -4 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 24 $2.55K <0.01% new 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 22 $2.44K <0.01% +20 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 22 $2.44K <0.01% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 20 $2.22K <0.01% -11 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 19 $2K <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 18 $2K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 17 $1.89K <0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 16 $1.78K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 15 $1.67K <0.01% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 14 $1.55K <0.01% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 13 $1.44K <0.01% new 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 13 $1.44K <0.01% -3 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 12 $1.33K <0.01% -23,821 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 12 $1.33K <0.01% 0 13F-HR/A Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 12 $1.33K <0.01% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 16 $1K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 9 $999 <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 8 $925 <0.01% -324 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 8 $888 <0.01% -4 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 8 $888 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 7 $777 <0.01% 0 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 600 $666 0.03% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 6 $666 <0.01% -9 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 5 $555 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 5 $555 <0.01% -1 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 5 $555 <0.01% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 4 $444 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 4 $443 <0.01% 0 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 3 $333 <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3 $332 <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2 $222 <0.01% -120 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2 $222 <0.01% -2 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2 $222 <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 2 $222 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2 $222 <0.01% -3 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1 $111 <0.01% -2 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 5 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. NVWM, LLC More: the full row for NVWM, LLC 0 $0 0% -2,444 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% -8 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% -1,800 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.