PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,944 $785K 0.03% -1,401 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,934 $783K 0.05% +1,062 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,932 $782K 0.03% -33 13F-HR Timeline Group KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 2,930 $782K 0.06% -20 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,919 $779K 0.02% -890 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,912 $777K 0.02% +1,808 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,906 $775K 0.03% -167 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 2,874 $767K 0.03% -264 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,867 $765K <0.01% -71 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 2,864 $764K 0.18% 0 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 2,855 $762K 0.07% -25 13F-HR Timeline Group Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 2,719 $761K 0.03% +1,605 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 2,844 $759K 0.28% +1 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 2,817 $751K 0.01% -21,439 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 2,807 $749K 0.04% +1 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 2,805 $748K 0.06% -57 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 2,800 $747K 0.1% 0 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 2,786 $743K 0.32% +136 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 2,777 $741K 0.16% -1,050 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 2,768 $738K 0.14% new 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 2,754 $735K 0.08% -99 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,617 $731K 0.01% -89 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,740 $731K 0.03% +371 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,739 $731K 0.02% +1,601 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 2,738 $730K 0.12% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,737 $730K 0.1% +70 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,732 $729K 0.04% -565 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 2,729 $728K 0.04% -1,967 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 2,727 $727K 0.07% 0 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 2,722 $726K 0.21% +143 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,710 $723K 0.02% +1,721 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,705 $721K 0.03% +151 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,704 $721K 0.01% -120 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 2,697 $719K 0.42% +328 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,688 $717K 0.01% +907 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 2,678 $714K 0.56% +64 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 2,677 $714K 0.05% -379 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,675 $714K 0.01% +1 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,664 $711K 0.02% -4 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 2,658 $710K 0.03% new 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,656 $708K 0.04% +63 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 2,647 $706K 0.02% new 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 2,647 $706K 0.05% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 2,614 $697K 0.03% +119 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 2,612 $697K 0.08% new 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 2,603 $694K 0.2% -65 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,594 $692K 0.04% -463 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 2,579 $688K 0.04% +136 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 2,548 $680K 0.62% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,260 $674K 0.02% +1,386 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 2,440 $673K 0.31% -261 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 2,520 $672K 0.51% -2,581 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 2,519 $672K 0.25% -61 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 2,505 $668K 0.5% +617 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 2,500 $667K 0.16% -83 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 2,500 $667K 0.08% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,472 $659K 0.1% -398 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 2,472 $659K 0.09% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,471 $659K 0.01% -299 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,472 $659K 0.1% -37 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,462 $657K 0.01% +736 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 2,447 $653K 0.14% 0 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 2,445 $652K 0.01% +25 13F-HR/A Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 2,441 $651K 0.09% 0 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 2,439 $651K 0.39% +919 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 2,430 $648K 0.29% 0 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,428 $648K 0.01% -404 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,407 $642K 0.06% +232 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 2,404 $641K 0.01% -47 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 2,401 $640K 0.37% +521 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,400 $640K 0.12% -356 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 2,398 $640K <0.01% -156 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,388 $637K 0.02% -1,867 13F-HR Timeline Group PCM Encore, LLC More: the full row for PCM Encore, LLC 2,384 $636K 0.13% +52 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,365 $631K 0.03% +1,690 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 2,363 $630K 0.02% -28 13F-HR Timeline Group Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 2,344 $625K 0.5% +780 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,328 $622K 0.01% -810 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 2,328 $621K 0.01% -25 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 2,312 $617K 0.52% +370 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 2,303 $614K 0.1% -23 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,300 $613K 0.01% +164 13F-HR/A Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 2,299 $613K 0.07% -94 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,283 $609K 0.02% +112 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,274 $607K 0.01% -642 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 2,270 $606K 0.32% +119 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 2,228 $594K 0.07% -214 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,226 $594K 0.02% +71 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 2,203 $588K 0.01% 0 13F-HR Timeline Group BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,197 $586K 0.02% -17 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,189 $584K 0.03% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,186 $583K 0.02% +1,223 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 2,183 $582K 0.01% +7 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,182 $582K 0.01% -16 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 2,181 $582K 0.09% -1,097 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 2,175 $580K 0.28% new 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 2,164 $577K 0.13% -8 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 2,144 $572K 0.02% 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,144 $572K 0.01% +41 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 2,142 $571K 0.11% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,137 $570K 0.03% -94 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,129 $568K 0.04% +1,016 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 2,129 $568K 0.02% +100 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,113 $564K 0.07% +58 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 2,111 $563K 0.11% +362 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 2,111 $563K 0.09% -50 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 2,090 $558K 0.17% +682 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 2,082 $555K 0.07% 0 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 2,079 $555K 0.11% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,077 $554K 0.02% -6 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 2,077 $554K 0.17% +63 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,075 $554K 0.08% +152 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 2,073 $553K 0.26% -17 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 2,070 $552K 0.04% -1,000 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 2,055 $548K 0.07% -2 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 2,035 $543K 0.08% +120 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 2,033 $542K 0.12% 0 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 2,030 $541K 0.01% -1,450 13F-HR Timeline Group 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 2,023 $540K 0.04% +261 13F-HR Timeline Lansforsakringar Fondforvaltning AB (pu… More: the full row for Lansforsakringar Fondforvaltning AB (publ) 2,012 $537K <0.01% +475 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,006 $535K 0.01% +947 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 1,996 $532K 0.01% -30 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 1,991 $531K 0.02% +162 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 1,977 $530K 0.01% +20 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 1,981 $528K 0.09% +17 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,977 $527K 0.02% +33 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,932 $524K 0.06% +384 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,964 $524K 0.08% +715 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 1,964 $524K 0.04% new 13F-HR Timeline Group Midwest Trust Co More: the full row for Midwest Trust Co 1,959 $523K 0.01% -98 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,952 $521K 0.03% -9 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 1,949 $520K 0.38% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 1,944 $519K <0.01% -253 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,230 $518K 0.01% +565 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 1,936 $516K 0.01% 0 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 1,936 $516K 0.13% -25 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 1,930 $515K 0.41% +793 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 1,929 $515K 0.07% +3 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 1,836 $514K 0.2% +9 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,921 $512K 0.01% -28 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,919 $512K 0.02% -246 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,908 $509K 0.02% 0 13F-HR Timeline Group Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 1,901 $507K 0.2% +20 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,900 $507K 0.11% +435 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 1,894 $505K 0.12% +33 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 1,892 $505K 0.01% -108 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,892 $505K 0.02% +239 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 1,891 $504K 0.06% +696 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,887 $503K 0.01% +505 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,877 $501K 0.03% +23 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,873 $500K 0.12% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,862 $497K 0.06% -170 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,847 $493K 0.02% -126 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 1,838 $490K 0.06% +58 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,826 $487K 0.03% +86 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,822 $486K 0.03% -46 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 1,819 $485K 0.13% -9 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,818 $485K 0.06% +387 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,813 $484K 0.04% new 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 1,812 $483K 0.04% -250 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,809 $483K 0.14% -3,771 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,803 $481K 0.01% +84 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,772 $481K 0.01% -1 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,801 $480K 0.05% +6 13F-HR Timeline PARADIGM CAPITAL MANAGEMENT INC/NY More: the full row for PARADIGM CAPITAL MANAGEMENT INC/NY 1,800 $480K 0.02% 0 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 1,796 $479K 0.11% 0 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 1,792 $477K 0.09% new 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,775 $473K 0.08% +702 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,763 $470K 0.16% -61 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 1,762 $470K 0.06% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,562 $470K 0.05% +169 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,758 $469K 0.11% +3 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,758 $469K 0.01% +79 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 1,757 $469K 0.01% 0 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 1,757 $469K 0.11% -106 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,757 $469K 0.03% +734 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 1,746 $466K 0.02% +39 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,745 $465K <0.01% -90 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 1,745 $465K 0.02% -10 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,739 $464K 0.01% +258 13F-HR Timeline Group DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 1,736 $463K 0.1% -24 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,735 $463K 0.02% +227 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,708 $456K 0.04% 0 13F-HR Timeline Palatine Hill Wealth Management, LLC More: the full row for Palatine Hill Wealth Management, LLC 1,704 $455K 0.4% +226 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,703 $454K 0.04% -69 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,690 $451K 0.01% +42 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,687 $450K 0.01% +118 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 1,677 $447K 0.22% 0 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 1,676 $447K 0.24% +1,646 13F-HR Timeline WELCH CAPITAL PARTNERS LLC/NY More: the full row for WELCH CAPITAL PARTNERS LLC/NY 1,676 $447K 0.1% 0 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 1,674 $447K 0.02% 0 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 1,670 $445K 0.01% +10 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,663 $444K 0.02% -463 13F-HR Timeline Watershed Asset Management, L.L.C. More: the full row for Watershed Asset Management, L.L.C. 1,659 $443K 0.46% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,652 $441K 0.03% +294 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 1,649 $440K 0.1% -3 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 1,641 $438K 0.1% +134 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 1,641 $438K 0.14% +766 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 1,640 $437K 0.32% new 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 1,634 $436K 0.04% +18 13F-HR Timeline