CX Institutional More: the full row for CX Institutional 2,663 $563K 0.02% +2 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 2,655 $561K 0.13% new 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 2,650 $560K 0.12% 0 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 2,604 $560K 0.08% new 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 2,644 $559K 0.01% +2 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 2,639 $558K 0.12% +6 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,631 $556K 0.02% -1,237 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 2,711 $550K 0.01% +1,514 13F-HR Timeline Group Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,590 $547K 0.07% new 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 2,590 $547K 0.21% new 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 2,588 $547K 0.2% 0 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 2,550 $539K 0.22% -100 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 2,549 $539K 0.45% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,537 $536K 0.03% +440 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,533 $535K 0.02% -21 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,530 $535K 0.01% +147 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,529 $534K 0.01% new 13F-HR/A Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,520 $533K 0.24% 0 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 2,501 $528K 0.09% +1,001 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,499 $528K 0.03% +665 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 2,462 $525K 0.22% +2 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,483 $525K 0.01% -1,387 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,466 $523K 0.01% -849 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 2,471 $522K 0.03% new 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,470 $522K 0.02% -143 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 2,460 $520K 0.08% -130 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,457 $519K 0.16% +237 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 2,454 $518K 0.48% +79 13F-HR Timeline Essex LLC More: the full row for Essex LLC 2,446 $517K 0.09% -10 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,423 $512K 0.01% +69 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 2,404 $508K 0.05% -292 13F-HR Timeline Group Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 2,401 $507K 0.15% new 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 2,387 $504K 0.02% -75 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 2,385 $504K 0.34% -46 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,378 $502K 0.01% -22 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,361 $499K 0.03% +16 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,340 $499K 0.02% -74 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,347 $496K 0.1% -32 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 2,346 $496K 0.01% 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 2,342 $495K 0.01% -1,012 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2,343 $495K 0.08% +218 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 2,339 $495K <0.01% +488 13F-HR Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,338 $494K 0.01% +367 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 2,338 $494K 0.12% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,301 $486K 0.08% 0 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,289 $484K <0.01% -30 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 2,280 $482K <0.01% new 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,277 $481K 0.03% -209 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,275 $481K 0.04% -20 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,268 $479K 0.01% +129 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Plancorp, LLC More: the full row for Plancorp, LLC 2,217 $478K 0.01% +101 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,253 $476K 0.02% +1 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,252 $476K 0.04% +1 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,246 $475K 0.01% +917 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 2,239 $473K 0.21% -153 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,229 $471K 0.03% +547 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 2,226 $470K 0.03% +36 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,219 $469K <0.01% -1,457 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,214 $468K 0.01% +459 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,332 $468K 0.01% +1,091 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 2,213 $468K 0.03% -1,101 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 2,203 $466K 0.37% -44 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 2,194 $464K 0.17% +6 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,179 $463K 0.01% +200 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 2,244 $463K <0.01% +289 13F-HR Timeline Group Wagner Wealth Management, Corp More: the full row for Wagner Wealth Management, Corp 2,181 $461K 0.41% -797 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,168 $458K 0.02% +2 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 2,163 $457K 0.08% 0 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 2,159 $456K 0.03% new 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 2,140 $452K 0.03% 0 13F-HR/A Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 2,140 $452K 0.13% 0 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 2,109 $451K 0.21% -99 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 2,132 $451K 0.02% 0 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 2,121 $448K <0.01% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,112 $446K 0.01% +427 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 2,097 $446K 0.19% +278 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 2,109 $446K 0.03% -597 13F-HR Timeline Group Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 2,109 $446K 0.07% 0 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 2,103 $444K 0.16% -67 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 2,152 $444K 0.03% +35 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,101 $444K 0.02% -290 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 2,190 $443K 0.09% 0 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 2,097 $443K 0.33% -2,722 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 2,090 $442K 0.08% -240 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,087 $441K 0.04% -232 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 2,083 $440K 0.06% +26 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 2,081 $440K 0.01% -956 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 2,053 $434K 0.17% -41 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 2,035 $430K 0.21% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,035 $430K 0.01% +16 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,059 $425K 0.03% -1,707 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 2,004 $423K 0.07% +465 13F-HR Timeline Group V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 2,002 $423K 0.04% +50 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,002 $423K 0.06% +176 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,001 $423K 0.01% +109 13F-HR/A Timeline Group MFA Wealth Services More: the full row for MFA Wealth Services 1,998 $422K 0.28% -66 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 1,989 $420K 0.18% -10 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 2,173 $419K 0.07% +1,108 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,958 $415K 0.02% +246 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 1,963 $415K 0.15% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 1,956 $413K 0.02% +26 13F-HR Timeline Group Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 1,956 $413K 0.23% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,945 $411K 0.02% -16 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 1,943 $411K 0.01% -1,438 13F-HR Timeline Group Aviso Financial Inc. More: the full row for Aviso Financial Inc. 1,934 $409K 0.01% new 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 1,931 $408K 0.04% new 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,923 $407K 0.01% +440 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,921 $406K <0.01% -93 13F-HR Timeline Group Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 1,920 $406K 0.02% -26 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 1,920 $406K 0.01% +100 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,913 $404K 0.01% +572 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 1,913 $404K 0.29% 0 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 1,912 $404K 0.25% 0 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 1,900 $401K 0.09% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1,893 $400K <0.01% +993 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,888 $399K 0.21% +819 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,887 $399K 0.01% +780 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,886 $399K 0.01% -2,240 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,880 $397K 0.06% +24 13F-HR Timeline Alpha Advisors, LLC/VA More: the full row for Alpha Advisors, LLC/VA 1,877 $397K 0.31% +3 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 1,865 $394K 0.39% +566 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 1,864 $394K 0.16% +1 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,834 $388K 0.02% +315 13F-HR Timeline Group HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,832 $387K 0.03% -51 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,816 $384K 0.03% +246 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 1,817 $383K 0.11% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,802 $381K 0.08% 0 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 1,784 $377K <0.01% -1,159 13F-HR Timeline Busey Bank More: the full row for Busey Bank 1,774 $375K 0.01% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,773 $375K 0.02% -84 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,772 $374K 0.03% -373 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,769 $374K 0.01% +177 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,766 $373K 0.01% +514 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 1,744 $373K 0.05% -6,972 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,755 $371K 0.04% +40 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,753 $370K 0.02% -215 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,750 $370K 0.03% -41 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 1,741 $368K 0.11% +170 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,730 $366K 0.01% new 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 1,721 $364K 0.03% +141 13F-HR Timeline Blue Owl Capital Holdings LP More: the full row for Blue Owl Capital Holdings LP 1,718 $363K 0.1% 0 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 1,713 $362K 0.12% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,697 $359K 0.05% +226 13F-HR Timeline HANSEATIC MANAGEMENT SERVICES INC More: the full row for HANSEATIC MANAGEMENT SERVICES INC 1,690 $357K 0.34% 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 1,686 $356K 0.04% +54 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 1,683 $356K 0.04% 0 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 1,682 $355K 0.18% +15 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 1,651 $349K 0.04% +400 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 1,638 $346K 0.02% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,631 $345K 0.02% -23 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 1,630 $344K <0.01% -8,880 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 1,622 $343K 0.07% 0 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 1,620 $342K 0.07% -295 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 1,616 $341K 0.03% new 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,609 $340K 0.1% new 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 1,608 $340K 0.11% +321 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 1,596 $337K 0.07% -15 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 1,595 $337K 0.09% 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 1,590 $336K 0.06% +5 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,585 $335K 0.01% 0 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 1,583 $335K 0.02% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,569 $332K 0.01% -156 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,566 $331K 0.07% +28 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 1,562 $330K 0.09% 0 13F-HR/A Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 1,559 $329K 0.09% -5 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,559 $329K 0.01% -19 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 1,554 $328K 0.05% 0 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 1,554 $328K 0.03% -2 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 1,548 $327K 0.32% -610 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,545 $326K 0.02% 0 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 1,542 $326K 0.08% +99 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 1,537 $325K 0.2% 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 1,526 $322K 0.03% new 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 1,570 $322K 0.01% +367 13F-HR Timeline JERICHO FINANCIAL, LLP More: the full row for JERICHO FINANCIAL, LLP 1,520 $321K 0.2% +4 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,747 $321K 0.01% +13 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 1,518 $321K 0.13% -3,277 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 1,512 $319K 0.22% -314 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,508 $319K 0.01% new 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 1,496 $316K <0.01% -62,332 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 1,493 $316K 0.39% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,488 $314K 0.02% +268 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 1,484 $314K 0.2% new 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 1,481 $313K 0.11% -1,580 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 1,478 $312K 0.18% new 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,476 $312K 0.1% -359 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 1,475 $312K 0.19% 0 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 1,473 $311K 0.02% -151 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 1,471 $311K 0.03% +4 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,470 $311K 0.13% -14 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 1,466 $310K 0.04% 0 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 1,462 $309K 0.15% -89 13F-HR/A Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 1,460 $309K 0.16% +5 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,460 $308K 0.03% +226 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 1,456 $308K <0.01% 0 13F-HR Timeline RM Financial Services, LLC More: the full row for RM Financial Services, LLC 1,455 $307K 0.27% 0 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,446 $306K 0.11% +176 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 1,439 $304K 0.09% -40 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 1,438 $304K 0.26% -1,134 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,428 $303K 0.02% -10,022 13F-HR Timeline