SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,333 $574K 0.05% +780 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 3,328 $573K 0.02% +162 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 3,326 $573K <0.01% -154 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 3,320 $572K 0.03% 0 13F-HR Timeline Sapience Investments, LLC More: the full row for Sapience Investments, LLC 3,264 $562K 0.4% -509 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 3,246 $559K 0.02% +47 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 3,232 $556K 0.25% new 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 3,214 $553K 0.05% +1,066 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 3,183 $548K 0.12% -145 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 3,150 $542K 0.05% -193 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,126 $538K 0.01% +210 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,092 $532K 0.04% +13 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 3,059 $527K 0.01% -38 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 3,011 $518K 0.24% new 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 2,977 $512K 0.57% +209 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,965 $510K 0.01% +978 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,963 $510K 0.01% -276 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 2,950 $508K 0.1% 0 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 2,936 $505K 0.06% +4 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,929 $504K 0.01% -191 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 2,925 $504K 0.04% -70 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 2,905 $500K 0.16% -69 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 2,829 $487K 0.09% +56 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 2,827 $487K 0.22% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,817 $485K 0.01% -150 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 2,764 $476K 0.01% +475 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,742 $472K 0.01% +544 13F-HR Timeline Group AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 2,742 $472K 0.14% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,737 $471K 0.04% +39 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 2,733 $470K 0.01% 0 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 2,732 $470K <0.01% -7,911 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 2,720 $468K 0.16% +4 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 2,707 $466K 0.5% 0 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. 2,700 $465K 0.01% +700 13F-HR Timeline Group Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 2,690 $463K <0.01% new 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 2,664 $459K 0.05% -58 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,643 $455K 0.01% +556 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 2,566 $442K 0.09% +9 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 2,547 $438K 0.08% -31 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,539 $437K 0.06% -255 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,612 $435K 0.05% +443 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 2,522 $434K 0.03% 0 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 2,499 $430K <0.01% -731 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,498 $430K 0.05% +154 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,434 $419K 0.01% +47 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 2,423 $417K 0.03% +359 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,414 $416K 0.02% -210 13F-HR Timeline Group FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 2,416 $415K 0.16% +56 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,413 $415K 0.02% -195 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,394 $412K <0.01% -200 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,391 $412K <0.01% -31 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 2,350 $405K 0.01% +187 13F-HR Timeline Group CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,334 $402K 0.08% -30 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,334 $402K 0.01% new 13F-HR Timeline Group Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,283 $393K 0.02% +137 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,274 $391K <0.01% +37 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 2,266 $390K 0.01% -232 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 2,254 $388K 0.01% 0 13F-HR Timeline Group Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 2,250 $387K 0.06% -150 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 2,240 $386K 0.01% new 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2,254 $378K 0.02% -90 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 2,189 $377K 0.07% -13 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,191 $372K 0.01% +27 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 2,160 $372K 0.13% new 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 2,117 $364K 0.04% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,099 $361K 0.01% -17 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 2,087 $359K 0.07% 0 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 2,055 $354K 0.21% 0 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 2,054 $354K 0.03% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 2,024 $348K 0.01% 0 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 2,000 $344K 0.03% 0 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 2,000 $344K 0.29% 0 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,972 $340K 0.01% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,973 $340K <0.01% -71 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 1,950 $336K 0.36% +510 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,932 $333K 0.05% +119 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 1,900 $327K 0.07% 0 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 1,896 $326K 0.02% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,890 $325K 0.02% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,878 $323K <0.01% +513 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 1,874 $323K 0.01% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,869 $322K <0.01% +11 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 1,856 $321K 0.01% -19 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 1,824 $314K 0.2% -53 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,824 $314K 0.02% 0 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 1,822 $314K 0.06% -10 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 1,812 $312K 0.01% 0 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 1,800 $310K 0.04% new 13F-HR/A Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,795 $309K 0.06% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,784 $307K 0.01% +67 13F-HR Timeline Group Plan A Wealth LLC More: the full row for Plan A Wealth LLC 1,784 $307K 0.24% new 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 1,778 $306K 0.01% +60 13F-HR Timeline Group FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 1,765 $304K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,759 $303K <0.01% +54 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,748 $301K 0.02% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,738 $299K 0.01% -267 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,728 $297K 0.01% +601 13F-HR Timeline GUARDIAN CAPITAL LP in group GUARDIAN CAPITAL LP More: the full row for GUARDIAN CAPITAL LP 1,723 $297K 0.01% +146 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,721 $296K 0.01% new 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,717 $296K 0.12% +38 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,703 $293K 0.01% new 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 1,700 $293K 0.03% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,680 $289K 0.01% new 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 1,669 $287K 0.03% +76 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,658 $285K 0.02% +36 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,658 $285K 0.01% -208 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,648 $284K 0.01% +428 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,647 $284K 0.07% +923 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 1,642 $283K 0.01% -257 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,629 $280K <0.01% +1,396 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,628 $280K 0.01% -14 13F-HR Timeline Phraction Management LLC More: the full row for Phraction Management LLC 1,625 $280K 0.09% new 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 1,620 $279K 0.01% 0 13F-HR/A Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 1,619 $279K 0.08% new 13F-HR/A Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,608 $277K 0.02% -156 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 1,605 $276K 0.15% +3 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 1,602 $276K 0.05% +376 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,601 $276K 0.01% +151 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 1,578 $272K 0.04% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,568 $270K 0.06% -14 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,568 $270K 0.03% +306 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 1,564 $269K 0.14% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,537 $265K 0.02% +209 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 1,525 $263K 0.04% -26 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 1,435 $259K 0.18% +64 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,501 $258K 0.02% +8 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 1,500 $258K 0.01% +5 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,495 $257K 0.01% +39 13F-HR Timeline Group Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 1,492 $257K 0.03% 0 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,478 $254K <0.01% +287 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 1,477 $254K 0.01% -6,403 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,474 $254K 0.02% 0 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,472 $253K 0.02% new 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,450 $250K 0.07% 0 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 1,448 $249K 0.02% -1,080 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,440 $248K 0.09% -17 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,400 $241K 0.04% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,395 $240K 0.01% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,393 $240K 0.03% new 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 1,382 $238K 0.09% +65 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,380 $238K 0.01% 0 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,380 $238K 0.01% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,371 $236K 0.01% +17 13F-HR Timeline GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 1,097 $235K 0.1% 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 1,350 $232K 0.12% 0 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 1,350 $232K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 1,382 $232K 0.02% -45 13F-HR Timeline Group Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,337 $230K 0.01% -258 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,334 $230K 0.12% -36 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 1,320 $227K 0.07% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,310 $226K 0.04% +1,117 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,307 $225K 0.01% -58 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,301 $224K 0.01% -200 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 1,296 $223K 0.03% -894 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,287 $222K 0.01% -3 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 1,266 $218K <0.01% +134 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 1,261 $217K 0.01% +6 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 1,261 $217K 0.01% -207 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 1,257 $216K 0.01% +34 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 1,301 $216K 0.09% +184 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,250 $215K 0.01% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,242 $214K 0.01% +52 13F-HR Timeline Group OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 1,230 $212K 0.1% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,228 $211K 0.04% +39 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,227 $211K 0.01% -148 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,223 $211K 0.01% -149 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 1,200 $207K 0.12% 0 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 1,226 $206K 0.02% new 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 1,197 $206K 0.01% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,193 $205K 0.01% -650 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 1,192 $205K 0.16% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 1,191 $205K 0.01% -15 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,249 $203K <0.01% 0 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 1,173 $201K 0.05% -484 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,165 $201K <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. 1,149 $198K 0.01% +721 13F-HR Timeline Group ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 1,125 $194K 0.04% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,100 $189K 0.01% +958 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 1,017 $175K <0.01% +78 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,016 $174K 0.01% +1,015 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 950 $164K <0.01% +180 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 935 $161K 0.05% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 866 $149K 0.01% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 819 $141K 0.04% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 759 $131K 0.01% new 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 749 $129K 0.09% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 745 $128K 0.02% -14 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 719 $124K 0.02% -77 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 611 $105K 0.01% +149 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 663 $102K 0.07% -198 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 563 $96.9K <0.01% -10 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 552 $95K <0.01% +91 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LRI Investments, LLC More: the full row for LRI Investments, LLC 519 $89.4K 0.01% +142 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 499 $85.9K 0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 498 $85.7K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 511 $85.4K <0.01% -426 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 480 $82.6K <0.01% -645 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 466 $80.2K 0.01% -25 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 464 $79.9K 0.01% +101 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 460 $79.2K 0.05% +12 13F-HR Timeline