MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,582 $475K 0.02% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,572 $474K 0.02% 0 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 1,568 $471K 0.2% +59 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,564 $470K 0.03% +4 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 1,556 $468K 0.24% 0 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 1,545 $464K 0.27% +210 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 1,545 $464K 0.01% -9,636 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,535 $461K 0.02% -1,221 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,535 $461K 0.03% new 13F-HR Timeline GG Group Ventures, LLC More: the full row for GG Group Ventures, LLC 1,528 $459K 0.61% 0 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 1,524 $458K 0.25% -186 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,422 $457K <0.01% +645 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,519 $456K 0.01% +676 13F-HR/A Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 1,511 $454K 0.39% 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 1,500 $451K 0.45% +250 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,500 $450K 0.03% -159 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,495 $449K 0.02% -6 13F-HR/A Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,473 $443K 0.01% -1,729 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 1,484 $442K 0.24% +64 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 1,464 $440K 0.01% -9,961 13F-HR Timeline Group Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,458 $438K 0.04% +270 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 1,455 $437K 0.09% +37 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 1,454 $437K 0.29% -133 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 1,449 $435K <0.01% -28,739 13F-HR Timeline Group Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 1,448 $435K 0.02% +31 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,442 $433K 0.13% +4 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,440 $433K 0.13% +30 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,435 $431K 0.03% new 13F-HR/A Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 1,435 $431K 0.03% +100 13F-HR Timeline Group Clare Market Investments LLC More: the full row for Clare Market Investments LLC 1,435 $431K 0.1% 0 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 1,422 $427K 0.03% +4 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,421 $427K 0.01% -78 13F-HR Timeline Group D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 1,419 $426K 0.14% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,408 $423K 0.04% -324 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,400 $421K 0.03% +3 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 1,388 $417K 0.13% 0 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 1,380 $415K 0.01% +30 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 1,379 $414K 0.11% new 13F-HR/A Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 1,379 $414K 0.07% new 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,378 $414K 0.07% -54 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,376 $413K 0.01% -76 13F-HR/A Timeline Group Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,371 $412K 0.08% 0 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 1,367 $411K 0.05% -55 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,363 $410K 0.04% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,357 $408K <0.01% -969 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 1,355 $407K 0.03% new 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 1,350 $406K 0.07% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,348 $405K 0.02% +162 13F-HR Timeline Group RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 1,335 $401K 0.15% -786 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,334 $401K 0.02% +4 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,312 $394K 0.04% -3,597 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 1,300 $391K 0.07% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,274 $383K 0.11% -116 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,273 $382K 0.19% +20 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 1,272 $382K 0.18% -9,242 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,271 $382K 0.02% +229 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 1,269 $381K 0.02% new 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,262 $379K 0.04% +62 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,261 $379K 0.01% -51 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,252 $378K 0.01% -133 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 1,256 $377K 0.03% +83 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 1,243 $373K 0.19% new 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 1,240 $373K 0.1% new 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,234 $371K 0.02% +131 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 1,234 $371K 0.05% new 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,229 $369K 0.05% +94 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,222 $367K 0.02% +308 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,211 $364K 0.01% new 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,211 $364K 0.03% +149 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,209 $363K 0.05% -317 13F-HR/A Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,206 $362K 0.01% new 13F-HR Timeline Group Lattice Capital Management, LLC More: the full row for Lattice Capital Management, LLC 1,200 $361K 0.3% 0 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 1,199 $360K 0.05% 0 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 1,191 $358K 0.06% -216 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,188 $357K 0.03% -223 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,181 $355K <0.01% -9 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,181 $355K 0.09% +285 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 1,169 $351K 0.06% 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 1,164 $350K 0.02% 0 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1,161 $349K 0.05% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 1,158 $348K 0.24% 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,144 $344K 0.06% +72 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,144 $342K 0.07% +12 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,134 $341K 0.16% -185 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 1,123 $337K 0.03% +44 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 1,120 $337K 0.09% -3 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,118 $336K 0.01% +360 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 1,116 $335K 0.01% +16 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 1,096 $329K 0.11% +14 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 1,094 $329K 0.01% +313 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 1,023 $328K 0.1% 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,080 $324K 0.03% +266 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,080 $323K 0.01% -130 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,072 $322K 0.01% -394 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 1,069 $321K 0.01% -5 13F-HR Timeline LORD, ABBETT & CO. LLC More: the full row for LORD, ABBETT & CO. LLC 1,066 $320K <0.01% -350 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,061 $319K 0.01% -68 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 1,061 $319K 0.16% +113 13F-HR Timeline Natixis Investment Managers Internation… More: the full row for Natixis Investment Managers International 1,059 $318K 0.02% +90 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,055 $317K 0.07% -22 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,053 $316K 0.03% -126 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,050 $315K 0.1% 0 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 1,031 $315K 0.14% -129 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,048 $315K 0.04% -2,194 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,047 $315K 0.11% -33 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 1,044 $314K 0.34% 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,042 $313K 0.05% +38 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,041 $313K 0.01% new 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 1,040 $313K 0.01% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,037 $312K 0.02% +58 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 1,030 $309K 0.12% -51 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,029 $309K 0.03% -96 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,025 $308K <0.01% 0 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 1,022 $307K 0.01% +100 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,020 $306K 0.01% +9 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 1,020 $306K 0.14% -80 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,018 $306K 0.01% -4 13F-HR Timeline Group Garde Capital, Inc. More: the full row for Garde Capital, Inc. 1,015 $305K 0.02% 0 13F-HR Timeline Kolinsky Wealth Management, LLC More: the full row for Kolinsky Wealth Management, LLC 1,015 $305K 0.19% -108 13F-HR Timeline TOBAM More: the full row for TOBAM 1,013 $304K 0.09% -224 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,009 $303K 0.01% +224 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 1,004 $302K 0.01% +121 13F-HR Timeline Group INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 1,001 $301K 0.02% -160 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,000 $300K 0.01% +179 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,000 $300K 0.01% +200 13F-HR Timeline Group Talbot Financial, LLC More: the full row for Talbot Financial, LLC 1,000 $300K 0.04% new 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 999 $300K 0.02% +1 13F-HR/A Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,032 $299K <0.01% 0 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 994 $299K 0.28% 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 993 $298K 0.02% -6,509 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 992 $298K 0.03% +202 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 991 $298K 0.02% -49 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 988 $297K 0.19% +8 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 985 $296K 0.01% +193 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 981 $295K 0.06% -74 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 968 $291K 0.02% 0 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 961 $289K <0.01% -38 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 957 $288K 0.19% -4 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 949 $285K 0.14% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 948 $285K 0.03% +22 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 941 $283K 0.01% -945 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 939 $282K 0.04% -859 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 935 $281K 0.03% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 930 $279K 0.03% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 930 $279K 0.07% -8 13F-HR Timeline Cutter & CO Brokerage, Inc. More: the full row for Cutter & CO Brokerage, Inc. 928 $279K 0.07% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 925 $278K 0.04% +49 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 916 $275K 0.02% -8 13F-HR Timeline Glass Wealth Management Co LLC More: the full row for Glass Wealth Management Co LLC 915 $275K 0.15% +50 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 913 $274K 0.17% +113 13F-HR Timeline Group Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 911 $274K 0.14% -144 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 903 $271K 0.29% 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 894 $269K 0.11% +11 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 890 $267K 0.01% -70 13F-HR Timeline Blue Sky Capital Consultants Group, Inc. More: the full row for Blue Sky Capital Consultants Group, Inc. 888 $267K 0.16% 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 885 $266K 0.02% new 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 883 $265K 0.03% new 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 883 $265K 0.01% new 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 877 $264K 0.04% -1,637 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 875 $263K <0.01% +41 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 872 $262K -140 Timeline STAR Financial Bank More: the full row for STAR Financial Bank 871 $262K 0.19% -730 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 854 $256K <0.01% -70 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 850 $255K 0.07% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 849 $255K 0.15% +31 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 846 $254K <0.01% +252 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 844 $254K 0.03% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 844 $254K 0.01% new 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 842 $253K <0.01% +21 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 848 $252K 0.02% -226,004 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 838 $252K 0.18% +51 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 833 $250K 0.12% 0 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 831 $250K 0.08% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 824 $248K 0.03% +4 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 820 $246K 0.03% +87 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 819 $246K 0.16% new 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 824 $245K 0.05% +17 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 802 $241K 0.05% new 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 800 $240K 0.02% +20 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 800 $240K 0.09% -34 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 796 $239K 0.09% new 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 792 $238K 0.02% 0 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 789 $237K 0.18% -10 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 783 $235K <0.01% -166,411 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 781 $235K 0.01% -65 13F-HR Timeline LIGHT STREET CAPITAL MANAGEMENT, LLC More: the full row for LIGHT STREET CAPITAL MANAGEMENT, LLC 780 $234K 0.05% new 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 779 $234K 0.01% new 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 778 $234K 0.02% 0 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 774 $233K <0.01% +42 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 767 $231K 0.01% +24 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 766 $230K 0.03% -53 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 764 $230K 0.09% -6 13F-HR Timeline Geller Advisors LLC More: the full row for Geller Advisors LLC 763 $229K 0.02% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 756 $227K <0.01% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 755 $227K 0.01% -35 13F-HR/A Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 753 $226K 0.04% new 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 753 $226K 0.08% -1,149 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 751 $226K 0.12% 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 750 $225K 0.09% 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 747 $224K 0.08% -51 13F-HR Timeline