CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 3,198 $1.05M 0.14% +497 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 3,196 $1.05M 0.45% +997 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,188 $1.05M 0.07% -387 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 2,770 $1.05M 0.04% +307 13F-HR Timeline Group COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 3,172 $1.04M 0.02% 0 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 3,171 $1.04M 0.06% -125 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,166 $1.04M 0.03% +483 13F-HR Timeline Group Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 3,143 $1.03M 0.42% +209 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2,938 $1.03M 0.19% 0 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 3,114 $1.02M 0.65% +122 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 3,100 $1.02M 0.32% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,095 $1.02M 0.07% +142 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 3,079 $1.01M 0.32% +1 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,075 $1.01M 0.02% +371 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 3,072 $1.01M 0.64% -200 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 3,067 $1.01M 0.12% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,065 $1.01M 0.14% -20 13F-HR Timeline Group High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 3,056 $1.01M 0.24% +350 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 3,047 $1M 0.1% +1 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 3,043 $1M 0.06% 0 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3,038 $1000K 0.07% +119 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 3,032 $998K 0.34% +100 13F-HR Timeline Group FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 3,016 $992K <0.01% -37 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,006 $989K 0.01% -34 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 3,003 $988K 0.89% -163 13F-HR Timeline DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. in group DYMON ASIA CAPITAL (SINGAPORE… More: the full row for DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 2,997 $986K 0.4% new 13F-HR Timeline Group BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,979 $980K 0.04% -85 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 2,977 $980K 0.62% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,960 $974K 0.1% +660 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,957 $973K 0.04% +279 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 2,944 $969K 0.18% -130 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 2,940 $967K 0.01% +2,904 13F-HR Timeline Group Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 2,936 $966K 0.26% -97 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 2,930 $964K 0.21% +32 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,917 $960K 0.05% +100 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 2,904 $956K 0.21% -19 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 2,886 $950K 0.39% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,879 $947K 0.01% +2,131 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,869 $944K 0.03% +63 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 2,867 $943K 0.01% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 2,866 $943K 0.02% +173 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 2,841 $935K 0.18% -172 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 2,832 $932K 0.29% +3 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 2,829 $931K 0.44% +192 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 2,824 $929K 0.08% +124 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 2,819 $928K 0.08% 0 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 2,807 $924K 0.42% new 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 2,807 $924K 0.48% new 13F-HR Timeline 111 Capital More: the full row for 111 Capital 2,806 $923K 0.18% -242 13F-HR Timeline United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 2,800 $921K 0.03% +900 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 2,777 $914K 0.47% -3 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 2,771 $912K 0.01% 0 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 2,724 $896K 0.61% -69 13F-HR Timeline CLOVERFIELDS CAPITAL GROUP, LP More: the full row for CLOVERFIELDS CAPITAL GROUP, LP 2,714 $893K 0.28% -1,900 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 2,700 $888K 0.01% +1,700 13F-HR Timeline Group DUFF & PHELPS INVESTMENT MANAGEMENT CO More: the full row for DUFF & PHELPS INVESTMENT MANAGEMENT CO 2,697 $888K 0.01% -1,073 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 2,687 $884K 0.1% +314 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,625 $864K 0.05% +70 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 2,451 $860K 0.29% -1 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,610 $859K 0.05% +313 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,358 $856K 0.03% new 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 2,599 $855K 0.32% -1,026 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 2,596 $854K 0.48% +40 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 2,594 $854K 0.07% +222 13F-HR Timeline MANGROVE PARTNERS IM, LLC More: the full row for MANGROVE PARTNERS IM, LLC 2,583 $850K 0.06% new 13F-HR Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 39,102 $845K +38,473 Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 2,565 $844K 0.01% -7,658 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 2,559 $842K 0.59% +125 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,547 $838K 0.05% +21 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,544 $837K 0.06% -252 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 2,536 $835K 0.04% +180 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 2,514 $827K 0.12% +372 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,513 $827K 0.03% +54 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,503 $824K 0.04% +4 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,492 $820K 0.02% 0 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 2,486 $818K 0.13% new 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 2,485 $818K 0.06% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,472 $813K 0.05% +412 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 2,471 $813K 0.35% +14 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,469 $812K 0.03% +298 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,467 $812K 0.01% +130 13F-HR Timeline Group Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 2,466 $811K 0.54% +95 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 2,466 $811K 0.47% +40 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 2,465 $811K 0.11% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,454 $808K 0.14% +83 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,443 $804K 0.05% +415 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,433 $801K 0.02% +12 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 2,431 $800K 0.15% -4 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 2,430 $800K 0.07% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,430 $800K 0.09% -18 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,426 $798K 0.03% +883 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 2,421 $797K 0.1% 0 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 2,415 $795K 0.15% -214 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,418 $795K 0.05% +443 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,413 $794K 0.02% +1,272 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,404 $791K 0.08% +635 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,404 $791K 0.01% +8 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 2,400 $790K 0.14% -4 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,366 $778K 0.1% +34 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,359 $776K 0.04% -24 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 2,190 $768K 0.06% +590 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 2,332 $767K 0.13% new 13F-HR Timeline Group Bank & Trust Co More: the full row for Bank & Trust Co 2,324 $765K 0.56% 0 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 2,315 $762K 0.46% +35 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,315 $762K <0.01% +626 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 2,314 $761K 0.04% 13F-HR Timeline Carroll Investors, Inc More: the full row for Carroll Investors, Inc 2,302 $761K 0.37% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,303 $758K 0.01% +1,424 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,302 $757K 0.01% +1,297 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,302 $757K 0.04% +1,444 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,298 $757K 0.03% -24 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 2,294 $755K 0.12% new 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 2,293 $755K 0.28% -411 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 2,288 $753K 0.23% -707 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 2,284 $752K 0.04% +40 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,282 $751K 0.09% +447 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,264 $745K 0.08% +400 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,260 $744K <0.01% -388 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 2,260 $744K 0.18% -70 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 1,902 $741K 0.22% +163 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 2,248 $740K 0.4% +850 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,248 $740K 0.01% +71 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,243 $738K 0.02% +213 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,242 $738K 0.02% -95 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 2,241 $737K 0.01% -505 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 2,233 $735K 0.17% +48 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,935 $731K 0.07% -254 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 2,217 $729K 0.03% +192 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 2,216 $729K 0.11% new 13F-HR Timeline LSP Investment Advisors, LLC in group LSP Investment Advisors, LLC More: the full row for LSP Investment Advisors, LLC 2,208 $727K 0.44% 0 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,202 $725K 0.02% +371 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,197 $723K 0.02% +3 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,185 $719K 0.05% +327 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,179 $717K 0.03% 0 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 2,171 $714K 0.09% +130 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 2,169 $714K 0.14% -217 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 2,166 $713K 0.04% +783 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 2,159 $710K 0.13% 13F-HR Timeline Recurrent Investment Advisors LLC More: the full row for Recurrent Investment Advisors LLC 2,155 $709K 0.05% -150 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 2,154 $709K 0.36% +1 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,142 $705K 0.02% -24 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 2,125 $699K 0.21% +264 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,108 $694K 0.02% -26 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,143 $692K 0.04% +235 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,098 $690K 0.2% -2,224 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,087 $687K 0.04% +747 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 1,885 $685K 0.01% +728 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 2,070 $681K 0.22% -75 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 2,067 $680K 0.22% 0 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 2,065 $680K 0.35% +6 13F-HR Timeline Group Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 2,063 $679K 0.34% 0 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 2,057 $677K -24 Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 2,055 $676K 0.06% +1,314 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 2,037 $674K 0.08% -1,209 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,035 $670K 0.13% +356 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,032 $669K 0.12% +833 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 1,866 $668K 0.05% +42 13F-HR Timeline Group Volterra Technologies LP More: the full row for Volterra Technologies LP 2,028 $667K 0.44% new 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 2,027 $667K 0.08% -69 13F-HR Timeline EVEXIA WEALTH LLC More: the full row for EVEXIA WEALTH LLC 1,743 $664K 0.2% +40 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 2,017 $664K 0.02% 0 13F-HR Timeline Group Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 2,016 $663K 0.2% new 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,013 $662K 0.07% -275 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,012 $662K 0.24% -227 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 2,008 $661K 0.13% 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,005 $660K 0.31% 0 13F-HR Timeline Group Glaxis Capital Management, LLC More: the full row for Glaxis Capital Management, LLC 2,000 $658K 1.09% new 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 2,000 $658K 0.39% 0 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 1,994 $656K 0.05% +43 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 1,993 $656K 0.25% -6 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 1,981 $652K 0.18% -15 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 1,977 $651K 0.5% new 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 1,976 $650K 0.06% 0 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 1,971 $649K 0.11% -30 13F-HR/A Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 1,970 $648K 0.11% -80 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 1,965 $647K 0.09% -33 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,964 $646K 0.07% +422 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Centiva Capital, LP More: the full row for Centiva Capital, LP 1,963 $646K 0.06% new 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 1,957 $644K 0.51% -219 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,794 $641K 0.02% +696 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 1,946 $640K 0.35% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,943 $639K 0.03% +117 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 1,941 $639K 0.19% -871 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 1,934 $636K 0.06% -22 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,930 $635K 0.06% +465 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,921 $632K 0.06% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,919 $631K <0.01% +10 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 1,902 $626K 0.21% +1,057 13F-HR Timeline Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 1,901 $626K 0.23% -50 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 1,900 $625K 0.09% new 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 1,887 $621K 0.11% new 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 1,887 $621K 0.17% +310 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 1,887 $621K 0.27% new 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 1,877 $618K 0.22% -243 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,874 $617K 0.04% -28 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,867 $614K 0.05% -150 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,871 $614K 0.01% +1,844 13F-HR Timeline Group Successful Portfolios LLC More: the full row for Successful Portfolios LLC 1,863 $613K 0.36% -260 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 1,860 $612K 0.08% -3 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,855 $610K 0.06% +15 13F-HR Timeline