Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 1,501 $494K 0.02% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,492 $491K 0.05% -96 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,492 $491K 0.01% -1,365 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 1,485 $489K 0.47% -23 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 1,484 $488K 0.12% 0 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 1,480 $487K 0.38% -30 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 1,476 $486K 0.09% +41 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,476 $485K 0.04% -32 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 1,469 $483K 0.01% -13,905 13F-HR Timeline Group BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,467 $483K 0.19% +187 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 1,467 $483K 0.17% new 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 1,465 $482K 0.21% -121 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 1,460 $480K 0.18% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1,458 $480K 0.26% +3 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 1,453 $478K 0.06% 0 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 1,450 $477K 0.25% 0 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 1,448 $476K 0.3% -3,241 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 1,446 $476K 0.12% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,445 $475K 0.04% -512 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,443 $475K 0.04% 0 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 1,438 $473K 0.35% -191 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 1,431 $471K 0.09% +134 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,427 $469K 0.06% -163 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,427 $469K 0.03% +120 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,416 $466K 0.07% +82 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 1,416 $466K 0.37% -20 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,406 $463K 0.05% -126 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,400 $461K 0.08% +39 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,399 $460K 0.03% -35 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,389 $457K 0.01% -102 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 1,387 $456K 0.19% -48 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 1,374 $452K 0.1% -5 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 1,373 $452K 0.12% +102 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,369 $450K 0.03% +520 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 1,359 $447K 0.27% -4 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 1,353 $445K 0.34% +6 13F-HR/A Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,351 $443K 0.01% -646 13F-HR Timeline Group WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,345 $442K 0.02% +135 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 1,344 $442K 0.23% +27 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,339 $441K 0.03% -518 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,332 $438K 0.06% -2,064 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,326 $438K 0.02% +330 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,324 $436K 0.19% +400 13F-HR Timeline Group SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 1,320 $434K 0.08% -50 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,320 $434K 0.12% +21 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,318 $433K 0.03% +178 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,316 $433K 0.15% 0 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,313 $432K 0.26% -224 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,311 $431K 0.01% -212 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 1,310 $431K 0.06% new 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 1,307 $430K 0.02% -200 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,303 $429K 0.04% -1,159 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,293 $425K 0.03% -126 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,290 $424K 0.03% -459 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 1,274 $420K 0.13% -89 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,271 $418K 0.02% +374 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,556 $417K 0.02% +44 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 1,269 $417K 0.09% +4 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 1,261 $415K 0.07% -6 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 1,256 $413K 0.32% 0 13F-HR/A Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,253 $412K 0.01% -125 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 1,249 $411K 0.07% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,249 $411K 0.06% 0 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 1,248 $411K <0.01% -28 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 1,238 $410K 0.01% -81 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 1,245 $410K 0.24% 0 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 1,242 $409K 0.04% 0 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 1,241 $408K 0.03% 0 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 1,239 $408K 0.24% +105 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,237 $407K 0.21% 0 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 1,228 $404K 0.12% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,225 $403K 0.01% +25 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 1,223 $402K 0.14% +116 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,221 $402K 0.04% 0 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. 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More: the full row for Citadel Investment Advisory, Inc. 1,131 $372K 0.18% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,121 $369K 0.01% +76 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 1,114 $367K 0.03% -1,904 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 1,113 $366K 0.08% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 1,111 $366K 0.12% -90 13F-HR Timeline Group Americana Partners, LLC More: the full row for Americana Partners, LLC 1,106 $364K 0.01% -128 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 1,103 $363K 0.03% new 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,102 $363K 0.07% +100 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 1,099 $362K 0.01% -73,320 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,091 $359K 0.08% -101 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 1,091 $359K 0.05% +8 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 1,090 $359K 0.07% +39 13F-HR Timeline Canoe Financial LP More: the full row for Canoe Financial LP 1,086 $357K 0.01% +530 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 1,085 $357K <0.01% -16,825 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,072 $356K 0.02% -37 13F-HR Timeline Barton Investment Management More: the full row for Barton Investment Management 1,080 $355K 0.04% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,046 $353K 0.03% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,072 $353K 0.01% -37 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 1,065 $350K 0.02% 0 13F-HR Timeline Group Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 1,065 $350K 0.24% -158 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 1,061 $349K 0.17% -27 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,055 $347K 0.03% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,051 $346K 0.16% +301 13F-HR Timeline Northstar Group, Inc. 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More: the full row for Harfst & Associates, Inc. 951 $313K 0.07% 0 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 951 $313K 0.06% 0 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 950 $313K 0.09% new 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 947 $312K 0.12% +50 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 938 $309K 0.03% +7 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 937 $308K 0.03% new 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 933 $307K 0.08% -407 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 932 $306K 0.01% +141 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 929 $306K 0.28% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 928 $305K 0.05% +42 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 923 $304K 0.01% +64 13F-HR Timeline Group CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 923 $304K 0.11% +100 13F-HR Timeline City State Bank More: the full row for City State Bank 923 $304K 0.1% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 923 $304K 0.03% +9 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 919 $302K 0.01% +46 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 917 $302K 0.16% +101 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 915 $301K 0.18% -25 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 912 $300K 0.02% -260 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 910 $299K 0.03% -3 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 908 $299K 0.03% -44 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 907 $298K 0.03% -64 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 905 $298K 0.06% -375 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 905 $298K 0.15% +105 13F-HR Timeline PLATINUM INVESTMENT MANAGEMENT LTD More: the full row for PLATINUM INVESTMENT MANAGEMENT LTD 902 $297K 0.02% +586 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 945 $297K 0.14% -36 13F-HR Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 898 $295K 0.18% +55 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 896 $295K 0.04% new 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 895 $294K 0.05% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 895 $294K 0.02% +21 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 894 $294K 0.12% 0 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 889 $292K 0.07% +2 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 886 $291K <0.01% -15,889 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 886 $291K 0.19% 0 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 886 $291K 0.08% +28 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 885 $291K 0.01% +85 13F-HR Timeline