CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,819 $427K 0.02% 0 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 3,803 $425K 0.17% +149 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 3,798 $424K 0.03% new 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 3,797 $424K 0.01% -10 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 3,788 $423K 0.15% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 3,766 $421K 0.05% +180 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,765 $421K 0.02% -1,183 13F-HR Timeline Group Teza Capital Management LLC More: the full row for Teza Capital Management LLC 3,759 $420K 2.27% new 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 3,745 $418K 0.03% -6 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 3,744 $418K 0.18% -76 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 3,732 $417K 0.17% +9 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 3,722 $416K 0.27% -257 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 3,673 $415K 0.58% 13F-HR/A Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,716 $415K 0.01% +3,199 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 3,688 $412K <0.01% -1,735 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 3,675 $410K 0.2% 0 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 3,671 $410K 0.27% -18,674 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 3,649 $408K 0.11% +254 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 3,642 $407K 0.23% +227 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 3,641 $407K 0.02% -49 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 3,638 $406K 0.13% 0 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 3,637 $406K 0.09% 0 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 3,625 $405K 0.15% -22,091 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 3,625 $405K 0.1% -362 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,623 $405K 0.05% -1 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 3,574 $404K 0.01% +1,469 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,598 $403K 0.03% -17 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,590 $401K 0.03% +228 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 3,590 $401K 0.01% -138 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 3,577 $400K 0.05% new 13F-HR Timeline Objectivity Squared, LLC More: the full row for Objectivity Squared, LLC 3,571 $399K 0.24% +19 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 3,557 $397K 0.01% +50 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,556 $397K 0.05% 0 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 3,553 $397K 0.02% 0 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 3,547 $396K 0.01% -74 13F-HR Timeline Group Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 3,546 $396K <0.01% -15,814 13F-HR/A Timeline Group STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 3,540 $395K 0.07% -959 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 3,540 $395K 0.2% 0 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 3,517 $393K 0.03% -139 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 3,513 $392K 0.14% +15 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,493 $390K 0.01% +632 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 3,480 $389K 0.09% +35 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,474 $388K 0.01% -6 13F-HR Timeline Group BXM Wealth LLC More: the full row for BXM Wealth LLC 3,472 $388K 0.37% 0 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 3,461 $387K 0.1% +242 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 3,452 $386K 0.12% -958 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 3,448 $385K 0.22% +301 13F-HR Timeline Goelzer Investment Management, Inc. 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More: the full row for Kovack Advisors, Inc. 3,076 $344K 0.03% -71 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 3,073 $343K 0.03% 0 13F-HR Timeline Pegasus Asset Management, Inc. More: the full row for Pegasus Asset Management, Inc. 3,052 $341K 0.11% 0 13F-HR/A Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 3,050 $341K 0.04% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 3,025 $338K 0.09% +10 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 3,020 $337K 0.04% -77,252 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 3,000 $335K <0.01% 0 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 3,000 $335K 0.02% 0 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 3,000 $335K 0.25% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,125 $333K 0.01% +895 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 2,959 $331K 0.03% +237 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 2,956 $330K 0.1% new 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 2,948 $329K 0.14% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,943 $329K 0.04% -532 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,940 $328K 0.02% +650 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 2,930 $327K 0.02% +19 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 2,916 $325K 0.01% 0 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 2,910 $325K <0.01% -268 13F-HR Timeline Group Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 2,905 $324K 0.07% 0 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 2,867 $320K 0.12% -62 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 2,889 $320K 0.05% +262 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 2,847 $318K 0.25% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 2,841 $317K 0.01% 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,835 $317K 0.07% 0 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 2,834 $317K 0.1% 0 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 2,830 $316K 0.03% 0 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 2,827 $316K 0.01% +1 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 2,816 $315K 0.11% -11 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 2,813 $314K 0.14% +322 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 2,812 $314K 0.04% +1 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 2,811 $314K 0.09% new 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,779 $310K 0.04% -5 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 2,775 $310K 0.09% -75 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 2,878 $310K 0.14% -131 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,766 $309K 0.01% -81 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 2,762 $309K 0.01% +112 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 2,760 $308K 0.13% +1 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 2,756 $308K 0.06% 0 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 2,741 $306K 0.06% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 2,744 $306K <0.01% +28 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,738 $306K 0.04% 0 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 2,733 $305K 0.09% +4 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,727 $305K 0.01% +156 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 2,740 $303K 0.27% 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,703 $302K 0.02% +25 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 2,700 $302K 0.04% -43,325 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 2,697 $301K <0.01% +272 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 2,695 $301K 0.06% -73 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 2,682 $300K 0.02% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,681 $299K 0.02% -36 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,679 $299K 0.07% 0 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 2,664 $298K 0.08% new 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 2,664 $298K 0.03% 0 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 2,643 $295K 0.03% new 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 2,642 $295K 0.01% +21 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,641 $295K 0.04% +575 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 2,630 $294K 0.07% 0 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 2,611 $292K 0.06% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,610 $292K 0.05% -270 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,609 $291K 0.04% +29 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 2,607 $291K 0.09% 0 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 2,605 $291K 0.08% -1 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 2,600 $290K 0.12% 0 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 2,599 $290K 0.03% -34 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 2,597 $290K 0.02% +97 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 2,590 $289K 0.21% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,586 $289K 0.02% +80 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 2,686 $288K 0.01% new 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 2,572 $287K 0.07% -50 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 2,562 $287K 0.05% +46 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 2,558 $286K 0.02% new 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 2,554 $285K 0.18% 0 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 2,553 $285K 0.05% new 13F-HR/A Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 2,539 $284K 0.02% +147 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 2,525 $282K 0.01% -27 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 2,523 $282K 0.13% -134 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 2,523 $282K 0.05% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 2,520 $281K 0.03% 0 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 2,507 $280K 0.02% 0 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 2,503 $280K <0.01% -92 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 2,502 $279K 0.23% 0 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 2,496 $279K 0.07% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2,487 $278K 0.03% -216 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 2,478 $277K 0.22% 0 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 2,623 $277K 0.04% -4 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,472 $276K 0.01% +552 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 2,469 $276K 0.23% -224 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 2,462 $275K 0.01% 0 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 2,462 $275K 0.01% 0 13F-HR/A Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 2,458 $275K 0.03% -16 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 2,438 $272K 0.2% 0 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 2,434 $272K 0.09% +4 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 2,432 $272K 0.07% -51 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 2,429 $271K 0.11% -11 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,537 $271K 0.01% new 13F-HR Timeline United Bank More: the full row for United Bank 2,424 $271K 0.09% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,419 $270K 0.08% 0 13F-HR Timeline Group Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 2,419 $270K 0.11% +17 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 2,414 $270K 0.02% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,405 $269K 0.03% +157 13F-HR Timeline Caisse de depot et placement du Quebec More: the full row for Caisse de depot et placement du Quebec 2,401 $268K <0.01% -367,066 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 2,400 $268K 0.22% 0 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 2,384 $266K 0.24% +15 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 2,381 $266K 0.1% -58 13F-HR Timeline