Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 4,599 $215K <0.01% -12,300 13F-HR/A Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,500 $210K <0.01% 0 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 4,428 $207K <0.01% -3,028 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 4,419 $207K 0.01% +450 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 4,414 $206K <0.01% -204 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 4,382 $205K <0.01% -468 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 3,980 $186K <0.01% +51 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 3,951 $185K <0.01% +948 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,844 $180K <0.01% +3 13F-HR/A Timeline Group MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 3,512 $164K <0.01% +2 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 3,315 $155K <0.01% -2,543 13F-HR Timeline Group ROYAL LONDON ASSET MANAGEMENT LTD More: the full row for ROYAL LONDON ASSET MANAGEMENT LTD 3,197 $149K <0.01% -581 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,168 $148K <0.01% -81 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,055 $143K 0.01% +183 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,518 $118K <0.01% -1,398 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 2,423 $113K <0.01% +5 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,355 $110K 0.01% +40 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 2,322 $109K 0.01% +1,350 13F-HR Timeline CANADA PENSION PLAN INVESTMENT BOARD More: the full row for CANADA PENSION PLAN INVESTMENT BOARD 2,100 $98.2K <0.01% new 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 2,073 $97.8K <0.01% 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,911 $89.3K 0.01% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,809 $84.6K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,710 $79.9K <0.01% -4 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,644 $76.8K <0.01% +779 13F-HR/A Timeline Group COMERICA BANK More: the full row for COMERICA BANK 1,628 $76.1K <0.01% -536 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,624 $75.9K <0.01% -205 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 1,600 $74.8K 0.01% +2 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,368 $63.9K <0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,222 $57.1K <0.01% -182 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,163 $54.4K 0.01% +964 13F-HR/A Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,138 $53.2K <0.01% -196 13F-HR Timeline Group NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 1,115 $52.1K <0.01% -30,790 13F-HR Timeline Group BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 1,023 $48K <0.01% -3,314 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) 1,012 $47.3K <0.01% -573 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 980 $46K <0.01% -270 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 954 $44.6K <0.01% +13 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 900 $42.1K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 855 $40K 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 802 $37.5K <0.01% -365 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 720 $33.7K <0.01% -1 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 621 $29K <0.01% +68 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 603 $28.2K <0.01% +35 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 600 $28K 0.01% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 527 $24.6K <0.01% +460 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 478 $22.8K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 458 $21.4K <0.01% +61 13F-HR Timeline Group Kennebec Savings Bank More: the full row for Kennebec Savings Bank 411 $19.2K 0.02% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 387 $18.1K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 363 $17K <0.01% 0 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 360 $16.8K 0.01% 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 347 $16.2K <0.01% +71 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 297 $13.9K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 288 $13.5K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 255 $11.9K <0.01% -89 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 233 $10.9K <0.01% +23 13F-HR Timeline Group YANKCOM Partnership More: the full row for YANKCOM Partnership 220 $10.3K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 213 $9.96K <0.01% +178 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 209 $9.77K <0.01% +21 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 202 $9.55K <0.01% -78 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 192 $9K <0.01% -1 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 159 $7.43K <0.01% +51 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 156 $7.32K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 120 $5.61K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 83 $5.19K <0.01% 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 106 $4.95K <0.01% +35 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 99 $4.63K <0.01% -36 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 97 $4.53K <0.01% -130 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 86 $4.02K <0.01% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 90 $4K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 77 $3.6K <0.01% +4 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 72 $3.37K <0.01% +63 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 71 $3.32K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 67 $3.13K <0.01% new 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp group of 2 filers holding More: the full row for Mitsubishi UFJ Trust & Banking Corp 63 $2.95K -122,531 Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 63 $2.94K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 61 $2.85K <0.01% -9 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 54 $2.53K <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 45 $2.1K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 45 $2.1K <0.01% 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 33 $1.54K <0.01% -34 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 32 $1.5K <0.01% 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 31 $1.45K <0.01% +5 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 30 $1.4K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 30 $1.4K <0.01% -107 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 26 $1.22K <0.01% new 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 26 $1.22K <0.01% -10 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 23 $1.07K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 22 $1.03K <0.01% -39 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 18 $1K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 12 $1K <0.01% -6 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 21 $982 <0.01% 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 17 $795 <0.01% +16 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 13 $608 <0.01% new 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 12 $561 <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 12 $561 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 11 $514 <0.01% +5 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 10 $467 <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 9 $421 <0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 9 $420 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 8 $374 <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 7 $328 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 6 $312 <0.01% -1 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4 $187 <0.01% -7 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2 $99 <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2 $94 <0.01% -8 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 2 $94 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 2 $93 <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1 $47 <0.01% -24 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1 $47 <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 11 $0 0% -7 13F-HR Timeline Value filed as zero, left out of ratios. BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 0 $0 0% -67 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.