Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 8,435 $329K <0.01% +1,717 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 8,316 $325K 0.01% 0 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 8,307 $324K 0.02% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 8,296 $324K <0.01% +1,480 13F-HR Timeline Appalachian Capital Management Ltd More: the full row for Appalachian Capital Management Ltd 8,268 $323K 0.23% -5,213 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 8,250 $322K 0.04% 0 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 8,133 $317K 0.07% -468 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 8,118 $317K 0.05% -370 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 8,357 $315K <0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 8,087 $314K <0.01% +2,696 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 7,934 $311K <0.01% +4,829 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 7,845 $306K 0.03% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 7,612 $297K 0.02% 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) 7,581 $296K 0.01% +869 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 7,444 $291K <0.01% new 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 7,315 $286K 0.01% new 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 7,127 $278K 0.01% new 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 7,097 $277K 0.01% +111 13F-HR Timeline Group Man Group plc in group Man Group plc More: the full row for Man Group plc 6,913 $270K <0.01% new 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 6,741 $263K <0.01% +303 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 6,707 $262K <0.01% +630 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 6,636 $259K 0.07% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 6,629 $259K <0.01% new 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 6,617 $258K 0.01% +46 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 6,578 $257K 0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 6,508 $254K <0.01% -160 13F-HR Timeline Group Amundi in group Amundi More: the full row for Amundi 6,473 $253K <0.01% 0 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 5,978 $252K <0.01% -5,240 13F-HR Timeline VIRGINIA RETIREMENT SYSTEMS ET Al More: the full row for VIRGINIA RETIREMENT SYSTEMS ET Al 6,400 $250K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 6,280 $245K <0.01% +1,799 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 5,945 $231K 0.01% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 5,913 $231K <0.01% new 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 5,887 $230K <0.01% new 13F-HR Timeline Group LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 5,768 $225K 0.01% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 5,669 $221K 0.01% new 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 5,643 $220K <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 5,581 $218K <0.01% new 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 5,541 $216K <0.01% new 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 5,540 $216K <0.01% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 5,177 $202K <0.01% -1,020 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,170 $202K 0.01% -436 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 5,150 $201K <0.01% new 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,538 $177K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,523 $177K <0.01% -1,291 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 3,831 $150K 0.07% 0 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 3,749 $146K <0.01% 0 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,726 $145K <0.01% +226 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 3,643 $142K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,235 $126K <0.01% +150 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 3,119 $122K 0.03% 0 13F-HR Timeline TEACHERS RETIREMENT SYSTEM OF THE STATE… More: the full row for TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 3,000 $117K <0.01% new 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 2,399 $94K 0.01% 0 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 2,000 $78.1K <0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,947 $76K <0.01% -1,084 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,841 $71.8K <0.01% +7 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,832 $71.5K <0.01% +163 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,809 $70K 0.04% +573 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. 1,485 $58K <0.01% +50 13F-HR Timeline Group PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 1,470 $57.4K <0.01% -78 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,046 $40.8K 0.02% -653 13F-HR Timeline Nykredit A/S in group Nykredit A/S More: the full row for Nykredit A/S 1,019 $39.8K <0.01% 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,000 $39K <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 951 $37.1K <0.01% -838 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 924 $35.8K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 897 $35K 0.01% +28 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 878 $34.7K <0.01% +17 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 886 $34.6K <0.01% +696 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 836 $32.6K <0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 794 $31K <0.01% -8 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 786 $30.7K <0.01% +311 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 665 $26K <0.01% +63 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 624 $24.4K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 623 $24.3K <0.01% +19 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 596 $23.3K 0.02% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 596 $23.3K <0.01% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 600 $23K 0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 446 $17.4K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 424 $17K <0.01% 0 13F-HR Timeline Group Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 358 $14.1K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 326 $12.7K <0.01% +32 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DANSKE BANK A/S More: the full row for DANSKE BANK A/S 301 $11.7K <0.01% 0 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 300 $11.7K <0.01% 0 13F-HR/A Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 254 $10.1K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 256 $10K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 211 $8.25K <0.01% 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 204 $7.96K <0.01% +144 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 200 $7.81K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 182 $7.1K <0.01% 0 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 139 $5.42K <0.01% -1,008 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 134 $5.23K <0.01% 0 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 130 $5.07K <0.01% 0 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 130 $5.07K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 118 $4.61K <0.01% +77 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 111 $4.33K <0.01% -1 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 85 $3.33K <0.01% +75 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 78 $3.04K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 75 $2.93K <0.01% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 66 $2.58K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 64 $2.5K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 57 $2.23K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 51 $2K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 51 $1.99K <0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 47 $1.83K <0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 46 $1.79K <0.01% new 13F-HR/A Timeline Torren Management, LLC More: the full row for Torren Management, LLC 45 $1.77K <0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 41 $1.48K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 35 $1.37K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 31 $1.21K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 30 $1.17K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 30 $1.17K <0.01% new 13F-HR Timeline Group Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 30 $1.17K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 26 $1.01K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 22 $859 <0.01% 0 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 14 $546 <0.01% -28 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 13 $512 <0.01% +2 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 13 $508 <0.01% +4 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 12 $468 <0.01% -167 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 11 $430 <0.01% +2 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 5 $196 <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 4 $156 <0.01% -4 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 3 $120 <0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 3 $118 <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 3 $118 <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2 $78 <0.01% 0 13F-HR Timeline Group Davis Capital Management More: the full row for Davis Capital Management 2 $78 <0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 2 $78 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 2 $78 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1 $70 <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1 $40 <0.01% 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1 $39 <0.01% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 5 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.