Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 3,564 $466K 0.03% +259 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 3,560 $466K 0.17% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 3,559 $465K 0.01% +1,609 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 3,475 $454K 0.11% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,474 $454K <0.01% -379 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,457 $452K 0.03% +1,015 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 3,455 $452K 0.16% 0 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 3,444 $450K 0.06% -838 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 3,422 $448K <0.01% +187 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,393 $444K 0.01% +930 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 3,391 $443K 0.17% -78 13F-HR Timeline Group WCM INVESTMENT MANAGEMENT, LLC More: the full row for WCM INVESTMENT MANAGEMENT, LLC 3,387 $438K <0.01% +1,237 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 3,325 $435K <0.01% new 13F-HR Timeline Group Clarius Group, LLC More: the full row for Clarius Group, LLC 3,316 $434K 0.03% -32 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 3,293 $431K <0.01% +295 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 3,278 $429K <0.01% +41 13F-HR Timeline Group LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 3,274 $428K 0.02% 0 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 3,254 $426K <0.01% +610 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 3,253 $425K 0.03% +168 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 3,217 $421K 0.06% +21 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 3,144 $411K 0.02% new 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 3,132 $410K 0.03% +177 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,104 $406K 0.08% -41 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,089 $404K 0.03% -1,191 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 3,079 $403K 0.01% 0 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 3,070 $401K 0.36% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,048 $399K <0.01% -295 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 3,027 $396K 0.01% -28,405 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 3,007 $393K 0.08% 0 13F-HR/A Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 3,000 $392K 0.02% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 2,981 $390K 0.01% +341 13F-HR Timeline Group BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,973 $389K 0.15% +216 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,946 $385K 0.02% +152 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 2,928 $383K 0.01% -115 13F-HR Timeline Group BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 2,926 $383K 0.01% 0 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 2,908 $380K 0.05% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,123 $380K 0.02% -136 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,902 $380K 0.01% -425 13F-HR Timeline Group RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 2,897 $379K 0.02% -101 13F-HR Timeline Capital CS Group, LLC More: the full row for Capital CS Group, LLC 2,873 $376K 0.64% new 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,866 $375K 0.01% -6 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 2,858 $374K 0.01% -12,289 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 2,836 $371K 0.3% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,835 $371K 0.02% new 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 2,825 $369K 0.12% 0 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 2,819 $369K 0.07% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,813 $368K 0.01% -648 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,797 $365K 0.02% 0 13F-HR Timeline BCO Wealth Management LLC More: the full row for BCO Wealth Management LLC 2,785 $364K 0.29% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,772 $363K 0.06% -14 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,742 $359K 0.02% +35 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,723 $356K 0.01% -858 13F-HR Timeline Group Wolf Group Capital Advisors More: the full row for Wolf Group Capital Advisors 2,722 $356K 0.12% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,913 $355K 0.03% new 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 2,700 $353K 0.38% 0 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 2,652 $347K 0.37% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,637 $345K 0.02% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 2,596 $340K 0.01% -392 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 2,598 $340K 0.02% +942 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 2,590 $339K 0.04% new 13F-HR/A Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 2,581 $338K 0.29% new 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 2,581 $338K 0.16% -1,428 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 2,566 $336K 0.03% +792 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,565 $335K 0.07% +1,151 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 2,519 $329K 0.01% +474 13F-HR Timeline Group ELLERSON GROUP INC /ADV More: the full row for ELLERSON GROUP INC /ADV 2,515 $329K 0.26% -275 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 2,510 $328K 0.08% -4,666 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 2,481 $324K 0.12% new 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 2,475 $324K 0.03% -438 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,456 $321K 0.02% 0 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 2,433 $318K <0.01% new 13F-HR/A Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,409 $315K 0.01% -150 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 2,402 $314K 0.07% 0 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 2,372 $310K 0.04% +53 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,366 $309K 0.02% 0 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 2,311 $302K 0.1% -32 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 2,291 $300K 0.11% -312 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 2,288 $299K 0.36% new 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 2,286 $299K 0.03% -330 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,275 $298K <0.01% -176 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 2,273 $297K 0.02% +238 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,270 $297K 0.04% +152 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 2,270 $297K 0.01% +516 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 2,250 $294K 0.15% +347 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,244 $293K 0.03% +108 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 2,238 $293K 0.01% +33 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,217 $290K 0.01% +85 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,200 $288K 0.01% -12 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 2,188 $286K 0.27% +183 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 2,180 $285K <0.01% new 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,169 $284K 0.01% +114 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 2,160 $282K 0.07% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,157 $282K 0.01% -60 13F-HR Timeline CMC Financial Group More: the full row for CMC Financial Group 2,155 $282K 0.64% new 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 2,162 $280K 0.01% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,123 $278K 0.01% +153 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,112 $276K 0.01% +151 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 2,108 $276K 0.01% new 13F-HR Timeline Group Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 2,105 $275K 0.01% -293 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,097 $274K 0.02% -165 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 2,094 $274K 0.25% +202 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,069 $271K 0.04% +30 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,068 $270K 0.02% +176 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 2,065 $270K 0.02% -12 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,063 $270K <0.01% -61 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 2,063 $270K 0.04% +9 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,060 $269K 0.03% +68 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 2,040 $267K 0 Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,029 $265K 0.03% -6 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,017 $264K 0.03% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,014 $263K <0.01% +135 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 2,000 $262K 0.05% 0 13F-HR/A Timeline Group TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 1,979 $259K 0.01% -75 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,958 $256K 0.01% new 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,943 $254K 0.02% new 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,937 $253K 0.04% -60 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 1,928 $252K 0.02% -100 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 1,918 $251K 0.05% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 1,908 $250K 0.01% +77 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 1,895 $248K 0.01% new 13F-HR Timeline Group Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 1,881 $246K 0.2% +70 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,875 $245K 0.01% -400 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,858 $243K 0.03% -758 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,846 $241K <0.01% -3,429 13F-HR/A Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,846 $241K 0.01% -221 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 1,845 $241K 0.19% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,830 $239K 0.06% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,829 $239K <0.01% +110 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 1,821 $238K 0.04% new 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 1,819 $238K 0.02% +61 13F-HR Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,809 $237K <0.01% new 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 1,797 $235K 0.03% +127 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 1,789 $234K 0.02% +108 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,788 $234K <0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,770 $231K 0.01% +1 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,765 $231K 0.02% -2,424 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,757 $230K 0.01% -4 13F-HR Timeline Group First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,751 $229K 0.14% -23 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,723 $225K 0.05% -9 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 1,717 $224K <0.01% -17 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,700 $222K <0.01% +77 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 1,700 $222K 0.13% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 1,699 $222K 0.01% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,697 $222K 0.02% new 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 1,690 $221K 0.09% new 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 1,677 $219K 0.04% -18 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,652 $216K 0.02% new 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 1,650 $216K 0.11% -150 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,638 $214K 0.01% new 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 1,637 $214K 0.04% -916 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,635 $214K 0.04% new 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 1,630 $213K 0.23% +903 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 1,626 $213K 0.02% -415 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 1,622 $212K <0.01% +28 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 1,621 $212K 0.01% -138 13F-HR/A Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,617 $212K 0.01% -2,102 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,605 $210K 0.08% -3 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,598 $209K 0.09% new 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,598 $209K 0.02% -496 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 1,587 $208K 0.04% +3 13F-HR Timeline Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 1,586 $207K 0.07% +1 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 1,585 $207K 0.04% new 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 1,577 $206K 0.03% -128 13F-HR Timeline 111 Capital More: the full row for 111 Capital 1,571 $205K 0.04% new 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 1,569 $205K 0.11% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,565 $205K 0.02% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,561 $204K 0.04% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,540 $201K 0.07% +130 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,535 $201K 0.12% -87 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,533 $200K 0.08% -9 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,496 $195K <0.01% -695 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,470 $192K <0.01% +29 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,470 $192K <0.01% -240 13F-HR Timeline Group Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 1,440 $188K 0.2% +4 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,415 $185K 0.01% +374 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 1,400 $183K 0.05% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,314 $172K 0.01% +910 13F-HR Timeline Group Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 1,313 $172K 0.03% 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 1,284 $168K 0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,199 $157K 0.07% +842 13F-HR/A Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,196 $156K <0.01% -7 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 1,190 $156K 0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,154 $151K <0.01% +887 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,127 $147K <0.01% -3 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,081 $141K 0.02% +552 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,057 $138K 0.02% +70 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,031 $135K 0.01% +46 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 1,000 $131K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 993 $130K 0.01% -94 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 979 $128K 0.02% +57 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 971 $127K <0.01% -704 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 970 $127K 0.01% +286 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 944 $123K 0.01% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 902 $118K 0.06% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 887 $116K 0.01% +14 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 825 $108K 0.05% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 809 $106K <0.01% +23 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 893 $105K 0.07% -267 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 792 $104K 0.07% +16 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 771 $94.7K <0.01% +135 13F-HR Timeline