KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 14,408 $880K 0.45% new 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 14,100 $861K 0.29% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 13,976 $853K 0.01% +1,872 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 13,945 $851K 0.51% +1,224 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 13,938 $851K 0.03% +4,977 13F-HR Timeline Group Qtron Investments LLC More: the full row for Qtron Investments LLC 13,876 $847K 0.11% +1,276 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 13,787 $842K 0.03% +1,796 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 13,605 $831K 0.06% +5,081 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 13,600 $830K 0.11% -2,000 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 13,578 $829K 0.02% -446 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 13,421 $819K 0.01% +1,772 13F-HR/A Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 13,332 $814K 0.12% 0 13F-HR Timeline Amova Asset Management Americas, Inc. in group Amova Asset Management Americ… More: the full row for Amova Asset Management Americas, Inc. 13,208 $806K 0.01% +274 13F-HR Timeline Group Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 13,161 $803K 0.36% -85,237 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 12,866 $785K 0.39% new 13F-HR Timeline Group TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 12,856 $785K 0.04% -22 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 12,993 $784K 0.01% +1,589 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 12,718 $776K 0.01% +207 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 12,692 $775K 0.07% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 12,544 $766K 0.04% +104 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 12,513 $764K <0.01% +7,435 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 12,483 $762K 0.02% +1 13F-HR Timeline HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC More: the full row for HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 12,400 $757K <0.01% -4,250,378 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 12,399 $757K 0.2% -926 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 12,335 $753K 0.03% -150 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 12,307 $751K 0.01% -219 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 12,164 $743K 0.02% -1,287 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 12,007 $733K 0.01% +3,055 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 11,998 $732K 0.03% +21 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 15,936 $726K 0.01% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 11,789 $720K 0.07% +553 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 11,736 $717K 0.02% +3,146 13F-HR/A Timeline Group Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 11,703 $714K 0.01% -16,253 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 11,650 $711K new Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 11,519 $703K 0.06% -1 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 11,379 $695K 0.41% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 11,347 $693K 0.02% -5,954 13F-HR Timeline Group AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 11,341 $692K 0.07% +4,361 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 11,314 $691K 0.01% +18 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 11,234 $686K 0.05% +245 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 11,129 $679K <0.01% 0 13F-HR Timeline Group Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 11,068 $675K 0.04% new 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 10,987 $671K 0.01% +2,735 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 10,950 $668K 0.32% 0 13F-HR Timeline Group Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 10,930 $667K 0.01% +3,079 13F-HR Timeline Group Joule Financial, LLC More: the full row for Joule Financial, LLC 10,856 $663K 0.19% -5,585 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 10,805 $660K 0.01% +1,176 13F-HR Timeline 111 Capital More: the full row for 111 Capital 10,671 $651K 0.16% -3,014 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 10,612 $648K 0.03% 0 13F-HR Timeline CoreCommodity Management, LLC More: the full row for CoreCommodity Management, LLC 10,597 $647K 0.12% -1,233 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 10,552 $644K 0.06% -4,813 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 10,500 $641K 0.01% 0 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 10,500 $641K 0.44% -2,001 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 10,422 $636K 0.05% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 10,392 $634K 0.02% +974 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 10,346 $632K 0.06% +170 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 10,158 $620K 0.01% +2,356 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 10,206 $620K 0.01% +1,390 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 10,082 $616K <0.01% +4,699 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 10,065 $614K 0.49% -20 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 10,027 $612K <0.01% +3,443 13F-HR Timeline Group WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 9,942 $607K 0.02% new 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 9,897 $604K 0.02% +590 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 9,874 $603K 0.02% +3,942 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 9,837 $601K 0.01% +241 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 9,854 $598K 0.01% -142 13F-HR Timeline Karani Asset Management LLC More: the full row for Karani Asset Management LLC 9,420 $575K 0.5% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 9,402 $574K 0.09% -200 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 9,273 $566K 0.04% +832 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 9,260 $565K 0.03% -308 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 9,235 $564K 0.14% -389 13F-HR Timeline F&V Capital Management, LLC More: the full row for F&V Capital Management, LLC 9,100 $556K 0.12% 0 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 8,993 $549K 0.04% +448 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 8,983 $548K 0.01% +757 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 8,928 $545K 0.05% new 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 8,887 $543K 0.01% 0 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 8,861 $541K <0.01% +361 13F-HR Timeline Group Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 8,835 $539K 0.12% +284 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 8,775 $536K <0.01% -211 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 8,734 $533K 0.16% -75 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 8,663 $529K 0.03% +203 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 8,662 $529K 0.58% -941 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 8,640 $527K 0.02% -23,835 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 8,516 $520K 0.01% +42 13F-HR Timeline U S GLOBAL INVESTORS INC More: the full row for U S GLOBAL INVESTORS INC 8,500 $519K 0.06% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 8,483 $518K 0.02% -154 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 8,445 $516K 0.02% +76 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 8,469 $514K 0.01% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 8,362 $510K 0.03% +1,337 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 8,351 $510K 0.08% +770 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 8,350 $507K 0.02% -423 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 8,298 $507K 0.01% new 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 8,240 $503K 0.07% +1,679 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 8,213 $501K 0.03% -113 13F-HR Timeline Group CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 8,146 $497K 0.03% +1,000 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 8,033 $490K 0.06% new 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 7,982 $487K 0.09% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 7,955 $486K 0.01% +2,996 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 7,931 $484K 0.08% +2,832 13F-HR Timeline Group Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 7,893 $484K 0.17% -170 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 7,886 $481K 0.01% +893 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Larson Financial Group LLC More: the full row for Larson Financial Group LLC 7,850 $479K 0.02% -1,957 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 7,827 $478K 0.03% +872 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 7,806 $477K 0.02% -389 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 7,760 $474K 0.03% -1,367 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 7,743 $473K 0.01% new 13F-HR/A Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 7,683 $469K 0.03% +1,237 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 7,530 $460K 0.02% 0 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 7,500 $458K 0.15% +3,000 13F-HR Timeline Blue Sparrow, LLC /DE More: the full row for Blue Sparrow, LLC /DE 7,500 $458K 0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 7,420 $453K 0.01% -379 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 7,411 $452K 0.02% new 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 7,351 $449K 0.11% +2 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 7,309 $446K 0.04% +605 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 7,297 $445K 0.13% new 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 7,293 $445K 0.16% +1,872 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 7,229 $441K <0.01% -2,277 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 7,181 $438K +1,512 Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 7,180 $438K 0.05% -11,479 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 7,099 $433K 0.05% 0 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 7,000 $427K 0.11% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 6,968 $425K 0.01% -1,591 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 6,943 $424K 0.32% -1,205 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 6,941 $424K 0.16% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 6,851 $418K <0.01% +1,397 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 6,839 $418K 0.16% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 6,804 $416K 0.01% -1,379 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 6,794 $415K 0.08% 0 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 6,681 $408K 0.11% +1,681 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 6,667 $407K 0.01% -88,795 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 5,879 $405K 0.03% -26 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 6,597 $403K 0.17% +172 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 6,600 $400K <0.01% new 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 6,506 $397K 0.01% +718 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 6,324 $386K 0.01% +1,661 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 6,219 $380K 0.03% new 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 6,185 $378K 0.19% +465 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 6,147 $375K <0.01% -3,296 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 6,126 $374K 0.01% +1,703 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 6,099 $372K <0.01% +1,890 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 6,060 $370K 0.02% new 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 6,045 $369K 0.14% 0 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 6,024 $368K 0.02% new 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 5,998 $366K 0.01% -2,556 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 5,997 $366K 0.08% -832 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 5,935 $362K 0.17% -33 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 5,884 $359K 0.01% +1,317 13F-HR/A Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 5,875 $359K 0.02% +7 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 5,865 $358K 0.22% -946 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,855 $357K 0.01% -491 13F-HR Timeline Group Expressive Wealth LLC More: the full row for Expressive Wealth LLC 5,359 $357K 0.34% -7,147 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 7,663 $349K 0.2% 0 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 5,045 $347K 0.01% new 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 5,288 $345K 0.01% new 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 5,626 $343K 0.1% new 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 5,664 $343K 0.01% -58 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 5,621 $343K 0.31% -138 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 5,606 $342K 0.01% -4,853 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 7,420 $338K 0.05% +79 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 5,530 $338K <0.01% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 5,490 $335K <0.01% +6 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 5,453 $333K 0.07% -266 13F-HR Timeline LEGACY CAPITAL WEALTH MANAGEMENT, LLC More: the full row for LEGACY CAPITAL WEALTH MANAGEMENT, LLC 5,437 $332K 0.19% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 5,417 $331K 0.02% 0 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 5,367 $328K <0.01% -211,378 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 5,363 $327K 0.26% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 5,362 $327K 0.14% -1,524 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 5,357 $327K 0.06% new 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 5,329 $325K 0.03% +360 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 5,307 $324K 0.04% +1,170 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 5,244 $320K 0.01% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 5,219 $319K <0.01% new 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 5,185 $316K 0.08% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,153 $315K 0.01% +476 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 5,143 $314K 0.03% +721 13F-HR Timeline Group Bank of New Hampshire More: the full row for Bank of New Hampshire 5,114 $312K 0.07% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 5,100 $311K 0.06% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 5,057 $309K 0.02% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5,048 $308K <0.01% -640 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 5,031 $307K 0.04% +121 13F-HR Timeline REAVES W H & CO INC More: the full row for REAVES W H & CO INC 5,000 $305K 0.01% 0 13F-HR Timeline Pavaki Capital Management LLC More: the full row for Pavaki Capital Management LLC 5,000 $305K 0.21% new 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 4,981 $304K 0.07% -2,955 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 4,967 $303K <0.01% new 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 4,960 $303K 0.03% +65 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 4,920 $300K 0.03% new 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 4,912 $300K 0.13% -1,216 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 4,906 $300K 0.01% new 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 4,837 $295K 0.12% -2,950 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 4,812 $294K 0.03% -164 13F-HR Timeline Group Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 4,850 $293K 0.4% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 4,760 $291K 0.05% -216 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 4,746 $290K 0.01% +200 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 4,665 $285K 0.15% -1,657 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 4,619 $282K 0.01% new 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 4,617 $282K 0.01% -598 13F-HR Timeline Group Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 4,580 $280K 0.1% +4,320 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 4,542 $277K 0.01% new 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 4,535 $277K 0.22% new 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 4,522 $276K <0.01% new 13F-HR Timeline Group