BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 18,350,213 $1.52B 0.1% -6,352,243 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 9,702,454 $806M 0.04% -622,338 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 9,410,198 $794M 0.05% -244,258 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 8,139,947 $676M 0.07% -642,730 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 6,867,681 $570M 0.26% +1,821,009 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 6,481,381 $538M 0.17% +3,046,855 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 5,838,299 $485M 0.25% +4,041,811 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 5,664,096 $471M -190,330 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 3,577,959 $297M 0.07% -767,218 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,192,068 $265M 0.05% -1,988,456 13F-HR Timeline Group Caisse de depot et placement du Quebec More: the full row for Caisse de depot et placement du Quebec 2,842,914 $236M 0.34% +1,054,290 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,871,261 $155M 0.04% -3,110,460 13F-HR Timeline Group MENORA MIVTACHIM HOLDINGS LTD. in group MENORA MIVTACHIM HOLDINGS LTD. More: the full row for MENORA MIVTACHIM HOLDINGS LTD. 1,784,297 $148M 0.58% -2,227,250 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 1,380,908 $115M 0.1% -4,068,427 13F-HR Timeline Group NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 1,356,669 $113M 0.53% -669,391 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,296,049 $113M 0.02% -1,902,075 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,226,022 $102M 0.02% -1,400,262 13F-HR Timeline Group CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,224,063 $102M 0.01% -34,697 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 1,126,423 $93.6M 0.07% +1,000,923 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,018,079 $84.6M 0.1% +129,219 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 994,393 $82.6M 0.02% -51,903 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 963,581 $82.1M 1.08% 0 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 960,549 $79.8M 1% +14,417 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 923,281 $76.7M 0.04% +906,507 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 828,005 $68.8M 0.02% -4,561,724 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 713,097 $59.2M 0.07% +39,444 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 699,308 $58.1M 2.05% +463,852 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 676,282 $56.2M 0.22% -2,844 13F-HR Timeline Group HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 675,000 $56.1M 0.08% -1,371,080 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 662,571 $55M 0.09% -2,198,073 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 621,446 $51.6M <0.01% +257,266 13F-HR/A Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 596,228 $49.5M 1.21% +110,011 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 557,172 $46.3M 0.18% -217 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 550,035 $45.7M 0.04% -113,104 13F-HR Timeline CAPITAL FUND MANAGEMENT S.A. More: the full row for CAPITAL FUND MANAGEMENT S.A. 507,086 $42.1M 0.3% +224,043 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 497,578 $41.3M 0.08% -2,640,516 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 489,162 $40.6M 1.08% +41,996 13F-HR Timeline SRB CORP in group SRB CORP More: the full row for SRB CORP 488,831 $40.6M 2.18% +429,247 13F-HR Timeline Group NISSAY ASSET MANAGEMENT CORP /JAPAN More: the full row for NISSAY ASSET MANAGEMENT CORP /JAPAN 479,845 $39.9M 0.17% -742,885 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 476,688 $39.6M 1.84% +13,067 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 469,379 $39M 0.03% -125,381 13F-HR Timeline Group Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 450,976 $37.5M 0.26% -11 13F-HR Timeline Group Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 450,415 $37.4M 2.98% -24,670 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 440,046 $36.6M 0.07% +98,068 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 434,791 $36.1M 0.02% +197,162 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 424,290 $35.2M 1.05% +16,456 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 415,000 $34.5M 0.39% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 404,057 $33.6M 0.73% +72,918 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 399,910 $33.2M 2.07% +8,777 13F-HR/A Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 365,944 $30.4M 0.03% +2,777 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 357,200 $29.7M 0.04% -142,800 13F-HR Timeline MIRAE ASSET SECURITIES (USA) INC. More: the full row for MIRAE ASSET SECURITIES (USA) INC. 350,000 $29.1M 1.29% 0 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 331,920 $27.6M 0.11% +227,361 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 326,192 $27.1M 0.02% -2,900,481 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 319,341 $26.5M 0.13% +318,575 13F-HR/A Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 311,932 $25.9M 0.55% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 310,117 $25.8M 0.03% +61,378 13F-HR/A Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 292,619 $24.3M 0.11% +274,244 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 291,678 $24.2M 0.03% -2,751,086 13F-HR Timeline Group Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 285,500 $23.7M 3.16% -68,100 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 285,447 $23.7M 0.05% -4,073 13F-HR/A Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 282,634 $23.5M 0.03% +186,190 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 274,538 $22.8M 0.03% +22,475 13F-HR Timeline Group MOORE CAPITAL MANAGEMENT, LP More: the full row for MOORE CAPITAL MANAGEMENT, LP 268,923 $22.3M 0.51% +143,774 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 250,746 $20.8M 3.5% +123,158 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 240,444 $20M 0.78% -29,538 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 233,343 $19.4M 0.57% -736 13F-HR Timeline Valence8 US LP More: the full row for Valence8 US LP 231,632 $19.2M 6.4% +102,264 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 230,260 $19.1M 0.09% +55,362 13F-HR Timeline Passaic Partners LLC More: the full row for Passaic Partners LLC 228,904 $19M 1.82% +19,124 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 224,600 $18.7M 0.25% +1,326 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 223,771 $18.6M 0.23% +5,942 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 219,415 $18.2M 0.12% +37,050 13F-HR/A Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 209,556 $17.4M 0.09% +27,626 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 209,050 $17.4M 0.01% +201,123 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 205,226 $17M 0.05% -754 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 204,802 $17M 0.02% +7,994 13F-HR Timeline Group Clarity Financial LLC More: the full row for Clarity Financial LLC 204,768 $17M 1.46% +43,926 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 202,755 $16.8M 0.01% -22,820 13F-HR Timeline Group Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 201,408 $16.7M 5.22% +6,968 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 200,654 $16.7M 0.03% -47,847 13F-HR Timeline Group Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 200,096 $16.6M 0.03% new 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 199,398 $16.6M 1.01% +4,077 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 196,716 $16.3M -20,131 Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 195,993 $16.3M 1.2% -47,330 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 194,984 $16.2M 2.14% +32,761 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 189,499 $15.7M 0.02% -31,447 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 186,570 $15.5M 0.18% -1,717 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 184,785 $15.4M 0.26% +6,074 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 179,687 $15.2M 0.01% +26,979 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 179,615 $14.9M <0.01% -14,309 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 179,419 $14.9M 0.02% -1,435 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 172,821 $14.4M <0.01% -348,407 13F-HR Timeline Group Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 171,135 $14.2M 3.06% +1,382 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 170,888 $14.2M 0.05% +9,442 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 169,885 $14.1M -35,363 Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 166,037 $13.8M 0.74% -189 13F-HR Timeline Group Estate Counselors, LLC More: the full row for Estate Counselors, LLC 164,443 $13.7M 1.17% -20,583 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 155,838 $12.9M 0.01% -6,645 13F-HR Timeline Group Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 152,908 $12.7M 5.44% +9,935 13F-HR Timeline WealthCare Asset Management, LLC More: the full row for WealthCare Asset Management, LLC 150,048 $12.5M 5.21% new 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 145,280 $12.1M 0.21% -4,752 13F-HR Timeline Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 144,652 $12M 0.55% +338 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 139,433 $11.6M 0.05% -53,932 13F-HR Timeline IMZ Advisory Inc More: the full row for IMZ Advisory Inc 139,248 $11.6M 3.66% +17,667 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 136,652 $11.4M 0.78% +16,609 13F-HR Timeline Group MAKENA CAPITAL MANAGEMENT LLC More: the full row for MAKENA CAPITAL MANAGEMENT LLC 134,810 $11.2M 1.18% -17,538 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 132,174 $11M 0.38% new 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 129,554 $10.8M 3.35% +7,842 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 128,105 $10.6M 0.07% -15,768 13F-HR Timeline Group KWMG, LLC More: the full row for KWMG, LLC 120,592 $10M 0.72% +5,975 13F-HR Timeline BlueCrest Capital Management Ltd More: the full row for BlueCrest Capital Management Ltd 119,360 $9.92M 0.42% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 119,081 $9.89M 0.35% +4,969 13F-HR Timeline STRATEGIC ADVISORY PARTNERS, LLC More: the full row for STRATEGIC ADVISORY PARTNERS, LLC 117,325 $9.75M 6.91% +8,551 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 116,039 $9.64M 0.48% +19,893 13F-HR Timeline ADAMS DIVERSIFIED EQUITY FUND, INC. in group ADAMS DIVERSIFIED EQUITY FUND… More: the full row for ADAMS DIVERSIFIED EQUITY FUND, INC. 116,000 $9.64M 0.29% new 13F-HR Timeline Group SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 115,545 $9.6M 0.18% +991 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 115,055 $9.56M 0.01% +78,932 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 114,755 $9.53M 1.85% +15,461 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 113,058 $9.44M 0.78% -1,313 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 112,886 $9.38M 6.57% +3,039 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 112,457 $9.34M 0.06% -39,995 13F-HR Timeline Group MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 112,210 $9.32M 0.43% -9,085 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 111,740 $9.28M <0.01% +11,801 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 109,644 $9.11M 0.08% -118,476 13F-HR Timeline Group Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 109,029 $9.06M 0.83% +4,433 13F-HR/A Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 108,698 $9.03M 0.23% -9,761 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 108,685 $9.03M 1.27% -6,557 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 106,291 $8.88M 0.06% +76,008 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 106,090 $8.81M 0.04% -35,001 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 105,824 $8.79M +13,966 Timeline Corecam Pte. Ltd. More: the full row for Corecam Pte. Ltd. 105,150 $8.73M 3.31% new 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 102,506 $8.52M 0.6% -31,350 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 102,222 $8.49M 0.09% -3,405 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 98,162 $8.15M 0.21% +3,806 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 96,523 $8.02M 0.57% -752 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 96,059 $7.98M 0.54% -58,140 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 94,070 $7.94M 0.26% new 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 95,502 $7.93M 0.01% -12,397 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 92,391 $7.67M 0.08% +67,150 13F-HR Timeline Group One Wealth Map LLC More: the full row for One Wealth Map LLC 87,522 $7.65M 3.57% +5,465 13F-HR Timeline Corient Private Wealth LP group of 2 filers holding More: the full row for Corient Private Wealth LP 91,700 $7.62M -6,469 Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 91,471 $7.6M 2.27% +2,105 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 25,948 $7.51M 5.35% -53,507 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 90,334 $7.5M 2.33% -15,276 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 90,130 $7.49M 1.36% +88,690 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 88,950 $7.39M 4.75% +47,860 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 88,928 $7.39M 1.09% -15,322 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 88,505 $7.35M 0.09% +1,004 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 84,720 $7.04M 0.01% -108,228 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 84,588 $6.93M <0.01% +2,955 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 82,875 $6.88M <0.01% +9,855 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 82,109 $6.82M 0.1% -573 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 80,259 $6.67M 0.14% +10,729 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 80,143 $6.66M 1.42% +3,810 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 80,079 $6.65M 0.08% -582 13F-HR Timeline SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 77,857 $6.62M 4.47% -3,287 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 79,097 $6.57M 0.14% -564 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 78,965 $6.56M <0.01% -52,439 13F-HR Timeline Group Stillwater Capital Advisors, LLC More: the full row for Stillwater Capital Advisors, LLC 78,828 $6.55M 0.67% -241 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 78,690 $6.54M <0.01% -92,847 13F-HR Timeline Group Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 77,924 $6.47M 1.26% +2,285 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 77,282 $6.42M 0.33% -1,356 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 76,836 $6.38M 0.08% -997 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 76,818 $6.38M 0.39% +2,888 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 75,464 $6.27M 0.14% -2,248 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 75,117 $6.24M 0.04% -34,066 13F-HR Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 74,355 $6.18M 2.46% +2,084 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 74,072 $6.15M 0.41% new 13F-HR/A Timeline Client First Capital LLC More: the full row for Client First Capital LLC 73,557 $6.11M 2.47% -911 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 73,216 $6.08M 0.38% +2,324 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 73,066 $6.07M 0.04% -2,150 13F-HR Timeline Group Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 71,484 $5.94M 1.44% -613 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 71,035 $5.9M 0.36% -576 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 69,497 $5.77M 0.2% -3,237 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 69,119 $5.76M 0.01% +5,088 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 69,217 $5.75M 0.17% -5,167 13F-HR Timeline Group Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 68,203 $5.67M 2.21% +740 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 66,755 $5.55M 0.13% +2,795 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 66,691 $5.54M 0.65% +2,828 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 66,150 $5.5M 1.02% +1,474 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 65,435 $5.44M 0.11% +2,659 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 65,296 $5.42M 0.01% +62,009 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 64,490 $5.36M 0.5% +3,199 13F-HR Timeline Split Rock Private Trading & Wealth Man… More: the full row for Split Rock Private Trading & Wealth Management, LLC 63,038 $5.24M 3.59% +794 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 62,946 $5.23M 1.29% +2,016 13F-HR Timeline Algorithmic Investment Models, LLC More: the full row for Algorithmic Investment Models, LLC 62,327 $5.18M 5.99% -4,531 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 62,296 $5.17M 3.99% +6,044 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 62,106 $5.16M 0.02% -9,029 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 61,867 $5.14M 0.05% -53,667 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 61,328 $5.09M 0.01% +2,130 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 61,320 $5.09M 0.06% -7,745 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 60,872 $5.06M 0.07% +55,812 13F-HR Timeline Group American National Bank of Texas More: the full row for American National Bank of Texas 60,862 $5.06M 4.61% -77 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 59,537 $4.95M 0.09% +25,088 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 59,004 $4.9M 1.2% +2,239 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 58,769 $4.88M 0.01% +15,272 13F-HR Timeline Group 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 58,684 $4.87M 0.18% -6,457 13F-HR Timeline Group SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 57,303 $4.76M 0.24% -2,863 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 59,258 $4.76M 0.01% +2,420 13F-HR Timeline