Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 2,995 $540K 0.04% -985 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 2,974 $536K 0.21% +120 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,967 $535K 0.01% -1,136 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 2,950 $532K 0.1% 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 2,932 $529K 0.06% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,916 $526K 0.01% -63 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,882 $520K 0.02% +1,202 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,794 $504K 0.06% +424 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 2,773 $500K 0.1% +160 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 2,768 $499K 0.58% 13F-HR Timeline Natixis Investment Managers Internation… More: the full row for Natixis Investment Managers International 2,750 $496K 0.04% +5 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 2,742 $494K 0.14% -45 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 2,733 $493K 0.01% 0 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 2,722 $491K 0.05% -454 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 2,716 $490K 0.16% 0 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 2,707 $488K 0.53% 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,698 $486K 0.04% +332 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,624 $473K 0.02% +80 13F-HR Timeline Group FORA Capital, LLC More: the full row for FORA Capital, LLC 2,611 $471K 0.05% -23,428 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,608 $470K 0.02% -208 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,594 $468K <0.01% 0 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 2,578 $465K 0.08% -250 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 2,557 $461K 0.1% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,553 $460K 0.04% -105 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 2,528 $456K 0.03% +514 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 2,522 $455K 0.03% 0 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 2,511 $453K 0.34% 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 2,498 $450K 0.01% -151 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,422 $437K <0.01% -492 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 2,415 $435K 0.01% new 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2,344 $434K 0.02% +126 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 2,400 $433K 0.07% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,387 $430K 0.01% new 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 2,386 $430K 0.04% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,364 $426K 0.08% 0 13F-HR Timeline Group FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 2,360 $425K 0.19% -296 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,344 $423K 0.05% +251 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 2,289 $413K <0.01% -600 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 2,254 $406K 0.01% -91 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,237 $403K <0.01% +189 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,169 $399K 0.04% +435 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 2,202 $397K 0.07% -37 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,198 $396K 0.01% +30 13F-HR Timeline Group Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 2,190 $394K 0.06% +217 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 2,163 $390K 0.01% +628 13F-HR Timeline Group GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,148 $387K 0.03% -634 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,146 $387K 0.02% +155 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,164 $386K 0.01% +51 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 2,117 $382K 0.04% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,116 $381K 0.02% +18 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 2,087 $376K 0.07% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,087 $376K 0.01% 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 2,064 $372K 0.03% 0 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 2,055 $370K 0.24% -210 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 2,054 $370K 0.03% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,044 $368K <0.01% -1,912 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 2,024 $365K 0.01% -400 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,005 $361K 0.01% -43 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 2,000 $361K 0.03% -300 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 2,000 $361K 0.01% new 13F-HR Timeline Group Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 2,000 $361K 0.29% 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,987 $358K <0.01% +8 13F-HR Timeline Group COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,972 $357K 0.01% +261 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,971 $355K 0.01% +643 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 1,900 $342K 0.07% 0 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 1,899 $342K 0.01% -4,102 13F-HR Timeline Group CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 1,896 $342K 0.02% 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 1,875 $339K 0.01% -3 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 1,877 $338K 0.2% 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 1,657 $337K 0.1% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,866 $336K 0.01% -905 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,858 $335K <0.01% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,843 $332K 0.01% +70 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 1,832 $330K 0.06% +2 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 1,826 $329K 0.02% +138 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,824 $329K 0.02% 0 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 1,818 $328K <0.01% -5,251 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,813 $327K 0.05% +29 13F-HR/A Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 1,812 $327K 0.01% -16 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,795 $324K 0.07% 0 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 1,765 $318K <0.01% -300 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,764 $318K 0.02% +256 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,748 $315K 0.02% 0 13F-HR Timeline Group Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 1,718 $310K 0.06% +249 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,717 $310K 0.01% -285 13F-HR Timeline Group Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 1,715 $309K 0.15% +271 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,715 $309K 0.01% +271 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 1,705 $307K 0.04% -2 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,705 $307K <0.01% +52 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 1,700 $306K 0.03% 0 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,679 $303K 0.12% +27 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,677 $302K 0.04% -11,186 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 1,642 $296K 0.01% +44 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,622 $292K 0.02% -450 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 1,620 $292K 0.01% -10 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 1,609 $290K 0.02% 0 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,566 $289K 0.02% -381 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 1,602 $289K 0.16% -162 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,595 $288K 0.02% 0 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 1,593 $287K 0.03% +64 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,584 $286K <0.01% -555 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,582 $285K 0.08% +15 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 1,578 $284K 0.04% 0 13F-HR Timeline GUARDIAN CAPITAL LP in group GUARDIAN CAPITAL LP More: the full row for GUARDIAN CAPITAL LP 1,577 $284K 0.01% 0 13F-HR Timeline Group MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 1,544 $278K 0.05% -3,814 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 1,520 $274K 0.02% +170 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 1,551 $274K 0.04% +33 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,501 $271K <0.01% +72 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 1,495 $269K 0.01% -21 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,493 $269K 0.02% -20 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 1,492 $269K 0.03% -117 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,474 $266K 0.02% 0 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 1,468 $265K 0.01% 0 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 1,465 $264K 0.06% -5,449 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,457 $263K 0.09% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,456 $262K 0.01% +1 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,450 $261K 0.01% +63 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,450 $261K 0.07% 0 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 1,440 $260K 0.25% 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,433 $258K <0.01% new 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,400 $252K 0.04% 0 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 1,427 $251K 0.02% -125 13F-HR Timeline Group CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,380 $249K 0.01% -117 13F-HR Timeline Group Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 1,377 $248K 0.01% -4,431 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,375 $248K 0.01% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,372 $247K 0.01% new 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,370 $247K 0.12% +2 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,365 $246K 0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,365 $246K <0.01% -4 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 1,365 $246K 0.04% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,354 $244K 0.01% -277 13F-HR/A Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 1,350 $243K 0.13% 0 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 1,350 $243K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 1,336 $241K 0.08% -1,046 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,328 $239K 0.02% -48 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 1,322 $238K 0.25% new 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 1,317 $237K 0.09% -1 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 1,371 $235K 0.16% +75 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,290 $233K 0.01% +22 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,249 $231K <0.01% +249 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,262 $227K 0.03% new 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 1,255 $226K 0.01% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,250 $225K 0.01% 0 13F-HR Timeline Semanteon Capital Management, LP More: the full row for Semanteon Capital Management, LP 1,237 $223K 0.12% new 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 1,226 $221K 0.06% new 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 1,223 $221K 0.01% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,220 $220K 0.01% +7 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 1,206 $217K 0.02% -103 13F-HR Timeline Group Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 1,200 $216K 0.12% 0 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 1,192 $215K 0.16% 0 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,191 $215K <0.01% new 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,190 $214K 0.01% new 13F-HR Timeline Group CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,189 $214K 0.04% +11 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 1,157 $209K 0.16% -3,870 13F-HR Timeline Group Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 1,155 $208K 0.01% new 13F-HR Timeline Group FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 1,117 $206K 0.08% new 13F-HR Timeline Tandem Investment Advisors, Inc. More: the full row for Tandem Investment Advisors, Inc. 1,136 $205K 0.01% new 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 1,132 $204K <0.01% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,127 $203K 0.01% -662 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,125 $203K 0.01% -20 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 1,125 $203K 0.05% new 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 1,124 $203K 0.08% new 13F-HR Timeline Epoch Investment Partners, Inc. More: the full row for Epoch Investment Partners, Inc. 1,117 $201K <0.01% -5,290 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 1,114 $201K 0.01% -8,155 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,053 $190K 0.01% +4 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 1,048 $189K <0.01% -1,184 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 937 $177K <0.01% -123 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 939 $169K <0.01% -262 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 935 $169K 0.06% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 866 $156K 0.01% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 861 $155K 0.07% -140 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 817 $147K <0.01% -5,728 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 796 $143K +76 Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 770 $139K <0.01% -10,159 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 759 $137K 0.02% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 749 $135K 0.09% 13F-HR Timeline Quarry LP More: the full row for Quarry LP 724 $131K 0.03% +424 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 608 $108K <0.01% +587 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 586 $106K <0.01% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 582 $105K 0.01% -2,510 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 573 $103K <0.01% +1 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 499 $90K 0.01% +33 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 498 $89.8K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 491 $88.5K 0.01% -1,177 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 480 $86.5K <0.01% 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 462 $83.3K 0.01% +47 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 461 $83.1K <0.01% -92 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 448 $80.8K 0.05% -38 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 428 $79K <0.01% +203 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 421 $75.9K <0.01% +25 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 415 $74.8K <0.01% -1,783 13F-HR/A Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 400 $72.1K 0.01% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 397 $72K 0.02% +41 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 389 $70.1K 0.03% 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 377 $67.9K 0.01% -15 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 372 $67K <0.01% -335 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 363 $65.4K <0.01% +237 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 363 $65.4K 0.01% -45 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 345 $62.2K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 321 $57.9K <0.01% +319 13F-HR Timeline Group