Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 12,091 $840K 0.47% -1,293 13F-HR Timeline SRN Advisors, LLC More: the full row for SRN Advisors, LLC 11,978 $832K 0.74% new 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 11,944 $830K 0.05% 0 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 11,937 $829K 0.06% -109,973 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 11,813 $820K 0.13% +13 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 11,782 $818K 0.68% 0 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 11,747 $816K 0.03% -451 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 11,698 $812K 0.03% -651 13F-HR Timeline Alpha DNA Investment Management LLC More: the full row for Alpha DNA Investment Management LLC 11,674 $811K 0.44% -688 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 11,661 $810K 0.02% -45,988 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 11,655 $809K 0.33% +1,406 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 11,628 $808K 0.03% +1,478 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 11,559 $803K 0.19% -129 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 11,535 $801K 0.1% -875 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 11,525 $800K 0.05% +3,673 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 11,512 $800K 0.07% -85 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 11,506 $799K 0.26% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 11,420 $793K 0.04% -41 13F-HR/A Timeline First National Trust Co More: the full row for First National Trust Co 11,372 $790K 0.03% -206 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 11,285 $784K 0.17% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 11,256 $782K 0.06% -1,324 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 11,184 $777K 0.05% -469 13F-HR Timeline Group Welch & Forbes LLC More: the full row for Welch & Forbes LLC 10,944 $760K 0.01% -3,245 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 10,881 $756K 0.12% 0 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 10,861 $754K 0.24% +7,588 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 10,852 $754K 0.17% +7,690 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 10,770 $748K 0.05% +6,403 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 10,742 $746K 0.03% +72 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 10,692 $743K 0.4% -1,696 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 10,544 $732K 0.1% -1,932 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 10,519 $731K 0.05% +1,164 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 10,431 $724K 0.11% 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 10,400 $722K 0.14% -3,200 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 10,384 $721K 0.66% 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 10,376 $721K 0.05% +1,357 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 10,350 $719K 0.04% -500 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 10,284 $714K 0.36% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 10,120 $705K 0.02% -187 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 10,077 $702K 0.03% +124 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 10,094 $701K 0.1% +4,721 13F-HR/A Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 10,070 $699K 0.24% -1,300 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 9,973 $693K 0.09% +6 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 9,936 $690K 0.12% +1,392 13F-HR Timeline Maxi Investments CY Ltd More: the full row for Maxi Investments CY Ltd 9,851 $684K 0.13% new 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 9,770 $679K 0.05% -530 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 9,762 $678K 0.01% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 9,719 $675K 0.03% +426 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 9,638 $670K 0.02% +2,450 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 9,642 $670K 0.01% +869 13F-HR/A Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 9,596 $668K 0.42% 0 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 9,619 $668K 0.04% -37,925 13F-HR Timeline Group First Interstate Bank More: the full row for First Interstate Bank 9,600 $667K 0.04% -22 13F-HR Timeline Rokos Capital Management LLP in group Rokos Capital Management LLP More: the full row for Rokos Capital Management LLP 9,554 $664K 0.01% new 13F-HR Timeline Group Canopy Partners, LLC More: the full row for Canopy Partners, LLC 9,530 $662K 0.25% +62 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 9,461 $657K 0.01% +2,023 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 9,444 $656K 0.07% +1,177 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 9,420 $654K 0.08% -630 13F-HR Timeline Fosun International Ltd More: the full row for Fosun International Ltd 9,400 $653K 0.2% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 9,389 $652K 0.05% -771 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 9,249 $642K 0.61% -801 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 9,185 $639K 0.02% -667 13F-HR/A Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 9,184 $639K 0.1% +2,160 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 9,144 $635K 0.38% new 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 9,118 $633K 0.06% +87 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 9,117 $633K 0.03% +5,606 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 9,109 $633K 0.27% -760 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 9,050 $629K 0.06% +8,991 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 8,071 $628K <0.01% +115 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 9,026 $627K 0.23% +23 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 9,000 $625K 0.01% new 13F-HR Timeline Group CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 8,932 $620K 0.02% -314 13F-HR Timeline Group Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 8,884 $617K 0.3% +2,729 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 8,834 $614K 0.04% 0 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 8,760 $608K 0.53% new 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 8,720 $606K 0.12% -24 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 8,704 $604K 0.03% 0 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 8,694 $604K 0.06% new 13F-HR Timeline Group PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 8,665 $602K <0.01% -6,249 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 8,621 $599K 0.06% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 8,609 $598K 0.02% +505 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 8,548 $595K 0.03% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 8,518 $592K 0.01% new 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 8,500 $590K 0.15% new 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 8,475 $589K 0.22% -102 13F-HR Timeline PLATINUM INVESTMENT MANAGEMENT LTD More: the full row for PLATINUM INVESTMENT MANAGEMENT LTD 8,474 $589K 0.03% new 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 8,454 $587K 0.21% +20 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 8,436 $586K 0.14% +201 13F-HR Timeline CNB Bank More: the full row for CNB Bank 8,436 $586K 0.27% -306 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 8,422 $585K 0.16% +1,127 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 8,416 $584K 0.16% 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 8,377 $582K 0.02% -426 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 8,224 $571K 0.1% 0 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 8,211 $570K new Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 8,194 $569K 0.34% +291 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 8,176 $568K 0.01% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 8,115 $564K 0.01% 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 8,105 $563K 0.12% -957 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 8,091 $562K 0.04% +4,198 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 8,064 $560K 0.04% +220 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 8,061 $560K 0.02% +1,639 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 8,042 $559K 0.12% +618 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 8,035 $558K 0.82% 13F-HR Timeline CX Institutional More: the full row for CX Institutional 8,015 $557K 0.02% +100 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 7,873 $553K 0.24% 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 7,878 $547K 0.03% +541 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 7,861 $546K 0.1% -6,905 13F-HR Timeline Transform Wealth, LLC More: the full row for Transform Wealth, LLC 7,830 $545K 0.03% +345 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 7,797 $542K 0.4% -628 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 7,704 $540K 0.05% -51 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 7,770 $540K 0.21% -28 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 7,620 $530K 0.13% +47 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 7,620 $530K 0.02% +26 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 7,609 $528K 0.18% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 7,592 $527K 0.04% +200 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 7,583 $527K 0.06% -529 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 7,576 $526K 0.04% +3,312 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 7,539 $524K 0.33% 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 7,520 $522K 0.03% -28 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 7,470 $519K 0.01% +1,741 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 7,954 $518K 0.36% -286 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 7,458 $518K 0.01% +382 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 7,400 $514K 0.13% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 7,352 $511K 0.07% 0 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 7,324 $509K 0.09% +166 13F-HR Timeline Corton Capital Inc. More: the full row for Corton Capital Inc. 7,297 $507K 0.29% +2,105 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 7,212 $501K 0.15% +4 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 7,211 $501K 0.08% -4,278 13F-HR/A Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 7,203 $500K 0.01% -321 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 7,201 $500K 0.02% new 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 7,196 $500K <0.01% +890 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 7,158 $497K 0.02% +32 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 7,133 $495K 0.01% -76 13F-HR Timeline Group AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 7,096 $493K 0.1% 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 7,063 $491K 0.27% -215 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 7,058 $490K 0.01% -1,166 13F-HR Timeline Pinpoint Asset Management Ltd More: the full row for Pinpoint Asset Management Ltd 7,000 $486K 0.09% new 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 6,967 $485K 0.04% +814 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 6,956 $483K 0.01% +31 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 6,935 $482K 0.04% new 13F-HR Timeline Elefante Mark B More: the full row for Elefante Mark B 6,895 $479K 0.44% 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 6,890 $479K 0.06% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 6,878 $478K 0.01% +923 13F-HR Timeline Group Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 6,815 $473K 0.08% +2,362 13F-HR/A Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 6,765 $470K 0.05% +942 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 6,730 $467K 0.28% 13F-HR Timeline Group Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 6,724 $467K 0.02% 0 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 6,717 $466K 0.14% -207 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 6,594 $458K 0.13% +541 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 6,579 $457K 0.01% -629 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 6,565 $456K 0.34% -6,589 13F-HR Timeline Group Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 6,545 $455K 0.03% -287 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 6,543 $454K 0.01% +1,222 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 6,511 $452K <0.01% +58 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 6,504 $452K 0.03% -88 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 6,503 $452K 0.01% +11 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 6,497 $451K 0.02% -6,489 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 6,484 $450K 0.02% new 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 6,400 $444K 0.48% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 6,387 $444K 0.03% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 6,341 $440K 0.03% -1,484 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 6,287 $437K 0.25% -11 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 6,274 $436K 0.01% +108 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 6,264 $435K 0.03% +33 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 6,188 $430K 0.06% -115 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 6,119 $425K 0.01% -29 13F-HR Timeline TOBAM More: the full row for TOBAM 6,027 $419K 0.13% -1,021 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Convergence Financial, LLC More: the full row for Convergence Financial, LLC 6,008 $417K 0.08% -145 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 5,998 $417K 0.13% 0 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 5,983 $416K 0.59% 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 5,959 $414K 0.05% +989 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 5,959 $414K <0.01% -770 13F-HR Timeline First Long Island Investors, LLC More: the full row for First Long Island Investors, LLC 5,946 $413K 0.03% 0 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 5,924 $411K 0.03% 0 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 5,862 $411K 0.02% -85 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 5,908 $410K 0.06% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 5,902 $410K 0.06% +108 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 5,860 $410K 0.08% 0 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 5,793 $402K 0.03% new 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 5,770 $401K 0.06% -10,657 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 5,768 $401K 0.17% 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 5,760 $400K 0.05% -540 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 5,727 $398K 0.06% +289 13F-HR Timeline EWG Elevate Inc. More: the full row for EWG Elevate Inc. 5,706 $396K 0.12% +92 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 5,644 $392K 0.02% +1,961 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 5,634 $391K 0.19% +10 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 5,607 $389K 0.02% +83 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 5,600 $389K 0.01% -492 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 5,505 $382K 0.17% -367 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,472 $381K 0.01% -1,142 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 5,483 $381K 0.1% +173 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,479 $381K 0.04% -568 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 5,423 $377K 0.07% +1,287 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 5,414 $376K 0.02% 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 5,386 $374K 0.15% new 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 5,375 $373K 0.06% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 5,359 $372K 0.01% new 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 5,500 $371K <0.01% -2,460 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 5,315 $369K 0.05% 0 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 5,313 $369K 0.18% +625 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 5,300 $368K 0.02% 0 13F-HR Timeline