Apeiron RIA LLC More: the full row for Apeiron RIA LLC 141 $538K 0.16% -6 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 140 $534K 0.04% +8 13F-HR Timeline EMERALD ADVISERS, LLC in group EMERALD ADVISERS, LLC More: the full row for EMERALD ADVISERS, LLC 140 $534K 0.02% -8 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 139 $530K 0.01% -7 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 137 $522K 0.17% +2 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 136 $519K 0.01% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 149 $518K 0.35% -45 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 135 $515K 0.01% +46 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 135 $515K 0.02% 0 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 135 $515K 0.08% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 135 $515K 0.05% +4 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 135 $515K 0.32% 0 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 135 $514K 0.15% 0 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 142 $513K 0.07% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 134 $511K 0.02% +13 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 134 $511K 0.03% -11 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 134 $511K 0.04% -18 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 134 $511K 0.06% -1 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 134 $511K 0.45% -6 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 133 $507K 0.02% 0 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 133 $507K 0.13% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 132 $503K 0.02% -5 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 132 $503K 0.01% -3 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 132 $503K 0.01% +23 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 131 $499K 0.01% +1 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 131 $499K 0.05% -3 13F-HR/A Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 130 $496K 0.17% -2 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 130 $496K 0.01% -6 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 130 $495K 0.06% -2 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 129 $493K 0.01% new 13F-HR Timeline Group J2 Capital Management Inc More: the full row for J2 Capital Management Inc 129 $492K 0.45% -31 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 129 $492K 0.04% -2 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 129 $492K 0.01% +18 13F-HR Timeline Mediolanum International Funds Ltd More: the full row for Mediolanum International Funds Ltd 130 $490K 0.01% -72 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 128 $488K <0.01% +4 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 128 $488K 0.17% 0 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 127 $484K 0.44% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 126 $480K 0.03% -23 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 125 $477K 0.15% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 124 $473K 0.01% +2 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 124 $472K 0.01% +6 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 123 $469K 0.02% +12 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 123 $469K 0.03% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 121 $461K 0.05% +3 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 121 $461K 0.01% +16 13F-HR/A Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 120 $458K 0.15% -1 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 120 $458K 0.13% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 120 $458K 0.01% -9 13F-HR Timeline Group Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 120 $458K 0.01% -4 13F-HR Timeline Alyeska Investment Group, L.P. in group Alyeska Investment Group, L.P. More: the full row for Alyeska Investment Group, L.P. 119 $454K <0.01% new 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 119 $454K 0.01% +13 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 119 $454K 0.07% +2 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 119 $454K 0.25% 0 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 117 $446K <0.01% 0 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 115 $438K 0.03% -39 13F-HR Timeline Group Capital Square, LLC More: the full row for Capital Square, LLC 115 $438K 0.26% -1 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 115 $438K 0.17% 0 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 115 $438K 0.04% -3 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 114 $435K 0.11% -39 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 113 $431K 0.44% +7 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 113 $431K 0.02% -81 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 112 $427K 0.03% -6 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 112 $427K 0.06% 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 111 $423K 0.06% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 111 $423K 0.15% -523 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 110 $420K 0.01% +12 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 110 $419K 0.26% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 109 $416K 0.01% +17 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 108 $413K <0.01% +37 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 108 $412K 0.31% +1 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 108 $412K 0.14% +8 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 107 $408K 0.01% -1 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 107 $408K 0.04% +1 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 107 $408K 0.11% -1 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 107 $408K 0.28% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 108 $405K 0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 106 $404K 0.01% -4 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 106 $404K 0.04% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 105 $400K 0.03% +7 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 105 $400K 0.01% +8 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 105 $400K 0.02% +5 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 105 $400K 0.02% +3 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 103 $393K 0.01% +1 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 102 $389K 0.03% +7 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 102 $389K 0.02% +2 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 102 $389K 0.08% +2 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 101 $385K 0.01% 0 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 101 $385K 0.16% new 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 101 $385K 0.1% new 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 101 $385K 0.33% 0 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 100 $381K 0.03% 0 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 100 $381K 0.22% 0 13F-HR Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 100 $381K 0.05% 0 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 100 $381K 0.21% +5 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 100 $381K 0.04% 0 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 100 $381K 0.21% 0 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 100 $381K 0.24% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 100 $381K 0.09% +9 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 100 $381K 0.08% 0 13F-HR Timeline Foundation Wealth Management, LLC More: the full row for Foundation Wealth Management, LLC 100 $381K 0.3% 0 13F-HR Timeline Prairie Sky Financial Group LLC More: the full row for Prairie Sky Financial Group LLC 100 $381K 0.23% 0 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 100 $381K 0.05% -1 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 100 $381K 0.08% new 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 100 $381K 0.05% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 99 $377K 0.1% -2 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 101 $377K 0.07% -8 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 98 $374K 0.03% 0 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 98 $374K 0.05% -2 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 97 $370K 0.3% 0 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 97 $370K 0.01% +14 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 96 $366K 0.11% +1 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 96 $366K 0.01% +3 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 96 $366K 0.45% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 96 $366K 0.05% +2 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 96 $366K 0.07% -283 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 96 $366K 0.3% 0 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 95 $362K 0.06% 0 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 95 $362K 0.09% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 94 $358K 0.06% +26 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 93 $355K 0.06% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 98 $353K <0.01% +1 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 92 $351K 0.16% 0 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 92 $351K 0.01% +15 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 92 $351K 0.07% -1 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 91 $347K 0.79% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 91 $347K 0.13% -138 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 91 $347K 0.01% -2 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 91 $347K 0.1% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 99 $346K 0.06% new 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 90 $343K 0.02% -30 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 90 $343K 0.25% -25 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 90 $343K 0.05% -29 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 89 $339K <0.01% +3 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 89 $339K 0.08% 0 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 89 $339K 0.04% new 13F-HR/A Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 88 $336K 0.03% +1 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 88 $336K 0.1% +1 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 87 $332K 0.11% -3 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 87 $332K 0.05% +2 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 87 $332K 0.05% +3 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 87 $332K 0.17% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 87 $332K -115 Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 103 $330K 0.23% +13 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 86 $328K 0.01% -134 13F-HR Timeline Group MOTCO More: the full row for MOTCO 86 $328K 0.03% 0 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 85 $324K 0.04% +4 13F-HR Timeline Group Avondale Wealth Management More: the full row for Avondale Wealth Management 85 $324K 0.2% 0 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 85 $324K 0.11% -6 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 85 $324K 0.02% -97 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 85 $323K 0.01% +4 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 85 $323K 0.04% 0 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 84 $320K 0.05% new 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 84 $320K 0.22% -2 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 88 $320K 0.17% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 83 $316K 0.01% +17 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 83 $316K 0.25% +1 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 82 $314K 0.16% 0 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 82 $313K 0.01% +13 13F-HR Timeline Group Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 82 $313K 0.03% 0 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 82 $313K 0.19% 0 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 82 $313K 0.03% new 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 82 $313K 0.07% 0 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 81 $309K <0.01% 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. 80 $305K 0.05% 0 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 80 $305K 0.09% +2 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 80 $305K 0.07% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 79 $302K 0.14% -3 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 79 $301K 0.06% new 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 78 $297K 0.06% -1,414 13F-HR Timeline Leith Wheeler Investment Counsel Ltd. More: the full row for Leith Wheeler Investment Counsel Ltd. 78 $297K 0.02% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 78 $297K 0.04% 0 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 78 $297K 0.12% new 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 78 $297K 0.11% new 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 78 $297K 0.03% -157 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 77 $294K <0.01% +8 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. McLean Asset Management Corp More: the full row for McLean Asset Management Corp 84 $292K 0.1% +1 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 76 $291K <0.01% +6 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 75 $286K 0.01% -25 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 75 $286K 0.03% 0 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 75 $286K 0.04% +5 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 75 $286K 0.04% 0 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 75 $286K 0.12% 0 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 75 $286K 0.02% 0 13F-HR Timeline Group Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 75 $286K 0.04% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 74 $282K 0.05% +5 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 74 $282K 0.04% new 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 73 $278K 0.01% new 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 72 $275K <0.01% new 13F-HR Timeline Group McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 72 $275K 0.04% +5 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 72 $275K 0.06% +6 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 72 $275K 0.01% +15 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 72 $275K 0.08% 0 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 72 $275K 0.14% 0 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 71 $271K 0.04% -1 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 70 $267K 0.01% +1 13F-HR Timeline ING GROEP NV More: the full row for ING GROEP NV 70 $267K <0.01% -3,727 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 70 $267K 0.02% 0 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 70 $267K 0.06% 0 13F-HR Timeline Factorial Partners, LLC More: the full row for Factorial Partners, LLC 70 $267K 0.16% 0 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 70 $267K 0.21% 0 13F-HR Timeline