Abel Hall, LLC More: the full row for Abel Hall, LLC 1,531 $370K 0.06% +106 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,523 $368K 0.01% +82 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,520 $368K 0.03% -43 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,510 $365K 0.04% -320 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 1,500 $363K 0.04% -300 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,500 $363K 0.01% +288 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 1,495 $362K 0.01% -5 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,488 $360K <0.01% +61 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 1,474 $357K 0.06% new 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,470 $356K 0.09% -89 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 1,469 $355K 0.03% 0 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 1,048 $354K 0.09% -217 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,464 $354K 0.01% +3 13F-HR Timeline Group MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,450 $351K 0.07% 0 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 1,430 $346K 0.02% 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 1,426 $345K <0.01% -12 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,421 $344K 0.09% +51 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 1,420 $344K 0.14% +220 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 588 $342K 0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,409 $341K 0.04% +5 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 1,610 $341K <0.01% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,405 $340K 0.03% +455 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,401 $339K <0.01% +339 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,400 $339K 0.01% -25 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,400 $339K 0.05% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1,397 $338K 0.01% -45 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,387 $336K <0.01% +5 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 1,379 $334K 0.06% -64 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 1,378 $333K 0.22% new 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 1,371 $332K 0.1% 0 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 1,369 $331K 0.11% +13 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,367 $331K <0.01% new 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 1,353 $327K 0.04% +16 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 1,350 $327K 0.04% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,336 $323K 0.09% -32 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,305 $316K 0.03% +65 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,300 $315K 0.02% +17 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,297 $314K 0.03% +45 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 1,279 $309K 0.06% -6 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,267 $307K 0.01% +309 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 1,260 $305K 0.05% -53 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 1,250 $302K 0.08% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,250 $302K 0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 1,240 $300K 0.07% 0 13F-HR Timeline Group SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,239 $300K 0.01% +20 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 1,231 $298K 0.05% +44 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 1,222 $296K <0.01% -1,680 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,216 $294K <0.01% -3,000 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 1,215 $294K 0.11% -23 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 1,213 $293K 0.02% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,203 $291K 0.01% +62 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,202 $291K 0.01% -151 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 1,192 $288K 0.16% 0 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 1,192 $288K 0.04% 0 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 1,166 $282K 0.06% 0 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 1,164 $282K 0.09% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,164 $282K 0.01% -32 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,162 $281K 0.02% +18 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,160 $281K 0.09% +73 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,158 $280K 0.02% 0 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 1,153 $279K <0.01% -169 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,151 $278K 0.01% -420 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,147 $278K <0.01% 0 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 1,147 $278K 0.13% new 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 1,125 $272K 0.01% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 1,125 $272K 0.05% 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 1,257 $269K <0.01% -1,675 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,113 $269K <0.01% +46 13F-HR/A Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 1,107 $268K 0.01% +14 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 1,101 $266K <0.01% +139 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 1,100 $266K 0.11% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,093 $265K <0.01% new 13F-HR Timeline Group ALBERT D MASON INC More: the full row for ALBERT D MASON INC 1,084 $262K 0.15% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,083 $262K 0.01% new 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 1,120 $262K 0.03% new 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 1,057 $256K 0.07% -1,248 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,056 $255K 0.01% new 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 1,045 $253K 0.01% 0 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 1,035 $250K 0.03% new 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 1,023 $248K 0.01% +5 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,036 $246K 0.01% +132 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,011 $245K 0.01% new 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 1,010 $244K 0.05% -10,678 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 1,007 $244K 0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,006 $243K 0.02% +23 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 1,000 $242K 0.01% +3 13F-HR Timeline Torrey-Payne Wealth Management, LLC More: the full row for Torrey-Payne Wealth Management, LLC 1,000 $242K 0.2% 0 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 997 $241K 0.01% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 995 $241K 0.01% -2 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 989 $239K 0.1% +57 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 977 $236K 0.03% -37 13F-HR/A Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 972 $235K <0.01% -912 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 954 $231K 0.13% new 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 946 $231K 0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 951 $230K 0.11% -1,415 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 950 $230K 0.06% -1,800 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 945 $229K 0.01% new 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 939 $227K 0.05% 0 13F-HR Timeline Group River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 937 $227K 0.02% 0 13F-HR/A Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 927 $224K 0.02% new 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 926 $224K 0.01% new 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 920 $223K 0.03% new 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 915 $221K 0.08% new 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 913 $221K 0.01% -166 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 911 $220K 0.01% new 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 906 $219K new Timeline Bell Bank More: the full row for Bell Bank 895 $217K 0.01% new 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 894 $216K <0.01% new 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 893 $216K 0.01% new 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 890 $215K 0.01% +268 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 908 $215K <0.01% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 886 $214K <0.01% -75 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 882 $213K 0.01% -4 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 871 $211K 0.02% new 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 870 $210K 0.02% new 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 870 $210K 0.01% -97 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 864 $209K 0.01% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 864 $209K 0.01% new 13F-HR Timeline SPRING CAPITAL MANAGEMENT, LLC More: the full row for SPRING CAPITAL MANAGEMENT, LLC 863 $209K 0.1% new 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 856 $207K 0.02% new 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 856 $207K 0.03% new 13F-HR/A Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 853 $206K 0.01% new 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 851 $206K <0.01% new 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 850 $206K <0.01% new 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 848 $205K 0.02% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 847 $205K <0.01% new 13F-HR Timeline Group Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 847 $205K 0.06% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 834 $202K 0.01% new 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 829 $201K 0.01% new 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 827 $200K 0.01% new 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 800 $194K <0.01% 0 13F-HR Timeline Group PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 800 $194K 0.04% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 750 $181K 0.01% +31 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 709 $172K 0.02% +2 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 668 $162K 0.01% +15 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 660 $160K <0.01% +351 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 633 $153K 0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 634 $153K <0.01% +9 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 628 $152K 0.07% +146 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 623 $151K 0.09% -8 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 615 $149K 0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 613 $148K 0.02% +47 13F-HR/A Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 583 $141K 0.01% +532 13F-HR Timeline Group Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 512 $124K 0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 510 $123K 0.01% +225 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 510 $123K 0.06% +495 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 507 $123K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 495 $120K 0.02% -951 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 485 $117K 0.03% +77 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 450 $109K 0.01% -996 13F-HR Timeline Group Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 449 $109K 0.01% +326 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 445 $108K 0.01% -10 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 419 $101K 0.07% -5 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 408 $98.7K 0.07% new 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 405 $98K <0.01% -578 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 398 $96.3K <0.01% 0 13F-HR Timeline Group Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 385 $93.2K 0.05% +358 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 385 $93.1K 0.03% +90 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 377 $91.2K 0.04% -726 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 370 $89.5K 0.01% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 342 $82.7K 0.02% 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 336 $81.3K 0.01% +87 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 334 $80.8K 0.01% +82 13F-HR Timeline Group LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 332 $80.3K <0.01% new 13F-HR Timeline TOBAM More: the full row for TOBAM 329 $80K 0.02% +66 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 298 $72.1K <0.01% +38 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 292 $70.6K <0.01% -417 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 286 $69.2K 0.02% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 286 $69.2K 0.01% -533 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 284 $68.6K <0.01% -4 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 275 $66.5K 0.01% -2,452 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 273 $66K <0.01% -7 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 267 $64.6K 0.02% -29 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 260 $62.9K <0.01% 13F-HR Timeline Group PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 250 $60.5K 0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 249 $60.2K <0.01% 0 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 239 $57.8K 0.03% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 235 $56.9K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 227 $54.9K <0.01% -115 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 224 $54.2K 0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 222 $53.7K 0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 208 $50.4K 0.05% +33 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 195 $50K 0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 204 $49.4K <0.01% +155 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 190 $46K 0.01% +5 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 183 $44.3K <0.01% +166 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 183 $44.3K <0.01% new 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 173 $41.9K 0.02% +53 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 168 $40.6K <0.01% -232 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 162 $39.2K <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 158 $38.3K 0.02% -56 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 155 $37.5K 0.01% +18 13F-HR Timeline 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 153 $37K <0.01% 0 13F-HR Timeline Group Costello Asset Management, INC More: the full row for Costello Asset Management, INC 151 $36.5K 0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 150 $36.3K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 148 $35.8K <0.01% +40 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 147 $35.6K <0.01% +7 13F-HR/A Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 146 $35.3K <0.01% +3 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 144 $34.8K 0.02% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 141 $34.1K 0.01% -2 13F-HR Timeline