STRS OHIO More: the full row for STRS OHIO 3,474 $203K <0.01% +6 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 3,452 $202K 0.06% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,437 $201K 0.02% new 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 3,437 $201K 0.04% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,438 $201K <0.01% -229 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 3,428 $201K 0.07% new 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 3,430 $201K 0.01% new 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) 3,012 $176K <0.01% -3,478 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 3,002 $176K <0.01% -3,856 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,878 $168K <0.01% +45 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 2,828 $166K 0.09% +1,978 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2,745 $161K 0.04% -2,778 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 2,731 $160K <0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,503 $147K <0.01% -922 13F-HR Timeline Group Havemeyer Place LP More: the full row for Havemeyer Place LP 2,489 $146K 0.03% 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 2,200 $129K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,194 $128K 0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 2,100 $123K 0.02% -700 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,057 $120K <0.01% +316 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 2,012 $118K 0.08% +12 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 2,010 $118K 0.02% -900 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 1,843 $108K 0.03% +1,651 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,728 $101K <0.01% 0 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,713 $100K 0.01% -1,071 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,707 $100K <0.01% -39 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,623 $95K <0.01% -11 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 1,601 $93.7K 0.04% 0 13F-HR Timeline Group Strategic Advocates LLC More: the full row for Strategic Advocates LLC 1,596 $93.7K 0.02% +1 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,590 $93.1K 0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 1,569 $91.8K 0.02% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,555 $91K 0.04% +185 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,534 $89.8K <0.01% new 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 1,428 $83.6K 0.01% +24 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,389 $81.3K 0.01% -1,529 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 1,267 $74.2K 0.03% 0 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 1,211 $71K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,192 $69.8K <0.01% +174 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,140 $66.7K 0.04% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,123 $65.7K <0.01% -182 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,114 $65K 0.03% +308 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 972 $56.9K 0.01% 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 925 $55.7K 0.01% +8 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 1,000 $55.2K 0.06% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 880 $51.5K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 842 $49.3K <0.01% +101 13F-HR Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 838 $49.1K 0.02% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 830 $48.6K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 742 $43.5K <0.01% -123 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 724 $42.4K 0.02% -711 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 723 $42.3K <0.01% -74 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 712 $41.7K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 656 $39.6K <0.01% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 638 $37.3K 0.01% -20 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 636 $37.2K <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 618 $36.2K <0.01% 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 550 $32.2K <0.01% new 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 546 $31.9K 0.02% 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 525 $30.7K 0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 519 $30.4K <0.01% -3,585 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 507 $29.7K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 507 $29.7K <0.01% new 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 478 $28K <0.01% new 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 468 $27.4K 0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 461 $27K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 432 $25.3K <0.01% +49 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 400 $23.4K <0.01% 0 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 398 $23.3K 0.01% -906 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 395 $23.1K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 350 $20.5K <0.01% -19 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 350 $20.5K 0.01% +9 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 344 $20.1K <0.01% new 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 335 $19.6K 0.02% 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 330 $19.3K 0.01% +43 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 305 $17.9K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 300 $17.6K <0.01% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 285 $16.7K 0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 263 $15.4K <0.01% -2 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 260 $15.2K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 254 $14.9K <0.01% +20 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 235 $13.8K <0.01% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 234 $13.7K 0.01% +2 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 216 $12.6K <0.01% 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 208 $12.2K <0.01% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 200 $11.7K 0.01% 0 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 200 $11.7K <0.01% 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 184 $10.8K <0.01% +169 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 175 $10.2K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 171 $10K <0.01% +48 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 166 $9.72K <0.01% -30 13F-HR Timeline Group ROGCO, LP More: the full row for ROGCO, LP 160 $9.37K <0.01% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 158 $9.25K <0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 150 $8.78K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 144 $8.43K <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 134 $7.84K <0.01% 0 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 122 $7.14K <0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 120 $7.1K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 120 $7.03K <0.01% 0 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 120 $7.03K <0.01% -61 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 119 $6.97K <0.01% -148 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 100 $5.85K <0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 100 $5.85K <0.01% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 92 $5.39K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 90 $5.27K <0.01% -36 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 90 $5.27K <0.01% -55 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 86 $5.03K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 84 $4.92K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 70 $4.1K <0.01% 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 66 $3.88K <0.01% +40 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 66 $3.86K <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 65 $3.8K <0.01% new 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 63 $3.69K <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. 57 $3.34K <0.01% 0 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 54 $3.16K <0.01% +25 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 50 $2.93K <0.01% -15 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 44 $2.58K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 40 $2.44K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 39 $2.28K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 35 $2.05K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 44 $2K <0.01% -12 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 29 $2K <0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 34 $1.99K <0.01% 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 25 $1.48K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 25 $1.46K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 22 $1.29K <0.01% 0 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 21 $1.23K <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 20 $1.17K <0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 20 $1.17K <0.01% -66 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 20 $1.17K <0.01% -790 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 19 $1.11K <0.01% +4 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 22 $1K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 17 $996 <0.01% +4 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 17 $995 <0.01% 13F-HR/A Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 12 $702 <0.01% +1 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 12 $702 <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 11 $644 <0.01% +1 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 11 $644 <0.01% -1 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 9 $525 <0.01% -12 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 8 $451 <0.01% 0 13F-HR Timeline Group Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 6 $351 <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 5 $293 <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 5 $293 <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 4 $234 <0.01% new 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 3 $181 <0.01% +2 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 3 $176 <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 3 $176 <0.01% 0 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/ 2 $117 <0.01% 0 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $59 <0.01% 0 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.