Asset Dedication, LLC More: the full row for Asset Dedication, LLC 10,987 $431K 0.03% -1,813 13F-HR Timeline Gunderson Capital Management LLC More: the full row for Gunderson Capital Management LLC 10,982 $430K 0.16% new 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 10,944 $429K 0.01% +2,376 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 10,839 $425K 0.03% -3,381 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 10,814 $424K 0.05% +80 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 10,797 $423K 0.12% -1,381 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 10,755 $421K 0.06% -1,497 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 10,729 $420K 0.04% +174 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 10,728 $420K 0.05% -2,649 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 10,625 $416K 0.07% -36,905 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 10,596 $415K 0.02% -1,016 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 10,550 $413K 0.07% -450 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 10,513 $412K 0.23% +2,434 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 10,520 $412K <0.01% -447,922 13F-HR Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 10,480 $411K 0.02% -450 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 10,479 $411K 0.02% -2,910 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 10,458 $410K 0.02% +717 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 10,328 $405K 0.12% +1,279 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 10,265 $402K 0.02% -449 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 10,256 $402K 0.03% +4,149 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 10,250 $402K 0.25% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 10,247 $402K 0.07% -480 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 10,237 $401K 0.09% new 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 10,206 $400K 0.1% new 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 10,178 $399K 0.05% -6,804 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 10,145 $398K 0.03% -9,230 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 10,141 $397K <0.01% +4,607 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 10,118 $397K 0.01% +4,098 13F-HR Timeline WITTENBERG INVESTMENT MANAGEMENT, INC. More: the full row for WITTENBERG INVESTMENT MANAGEMENT, INC. 10,100 $396K 0.16% 0 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 10,088 $395K 0.01% -2,853 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 10,068 $395K 0.05% -131 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 10,038 $393K 0.01% -296 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 10,019 $393K 0.08% +749 13F-HR Timeline TOBAM More: the full row for TOBAM 10,003 $392K 0.14% -51,934 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 10,004 $392K 0.02% 0 13F-HR Timeline CAPITAL WEALTH MANAGEMENT, LLC More: the full row for CAPITAL WEALTH MANAGEMENT, LLC 10,000 $392K 0.14% 0 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 10,000 $392K 0.03% -50 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 9,935 $389K 0.01% -437 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 9,869 $387K 0.09% -77 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 9,837 $386K 0.16% new 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 9,792 $384K 0.04% +119 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 9,779 $383K 0.11% -1,048 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 9,731 $381K 0.22% +561 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 9,730 $381K 0.05% new 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 9,712 $381K 0.11% +12 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 9,436 $380K 0.01% +4,649 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 9,682 $379K 0.04% +623 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 9,617 $377K 0.01% -1,637 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 9,570 $375K 0.13% new 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 9,553 $374K 0.15% +2,369 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 9,446 $370K <0.01% -3,018 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 9,384 $368K 0.03% -2,783 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 9,378 $368K 0.01% -3,420 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 9,311 $365K <0.01% +311 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 9,116 $364K 0.02% +3,996 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 9,268 $363K 0.05% +43 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 9,260 $363K 0.01% -13,302 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 9,250 $363K 0.12% -60 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 11,317 $362K 0.01% new 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 9,100 $357K 0.14% -300 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 11,347 $357K 0.06% +4,065 13F-HR/A Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 9,006 $353K 0.01% +1,012 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 9,000 $353K 0.01% 0 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 8,938 $350K 0.01% 0 13F-HR Timeline Group CONWAY CAPITAL MANAGEMENT, INC. More: the full row for CONWAY CAPITAL MANAGEMENT, INC. 8,925 $350K 0.15% -5,500 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 8,867 $347K 0.11% +1,475 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 8,854 $347K 0.08% -645 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 8,827 $346K 0.16% new 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 8,779 $344K 0.02% -886 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 8,756 $343K 0.06% +579 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 8,750 $343K 0.16% -450 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 8,513 $334K 0.05% new 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 8,504 $333K <0.01% -1,105 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 8,495 $333K 0.04% +1,277 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 8,453 $331K 0.08% +1,127 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 8,405 $329K 0.04% -571 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 8,370 $328K 0.15% new 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 8,319 $326K 0.18% new 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 8,299 $325K 0.14% new 13F-HR Timeline Group DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 8,087 $324K <0.01% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 8,244 $323K <0.01% -1,273 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 8,216 $322K 0.01% +16 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 8,204 $322K 0.01% -11,004 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 8,160 $320K 0.04% -6,675 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 7,801 $320K 0.03% -4,103 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 8,120 $318K 0.05% +1,415 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 8,069 $316K 0.06% -11,810 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 8,040 $315K <0.01% -1,280 13F-HR Timeline Group Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 8,037 $315K 0.03% 0 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 8,033 $315K 0.01% -4,017 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 8,001 $314K 0.03% 0 13F-HR/A Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 10,287 $314K 0.05% new 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 8,000 $314K 0.15% -8,850 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 7,997 $313K 0.12% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 7,960 $312K 0.01% -39 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 7,796 $311K <0.01% -3,934 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 7,941 $311K <0.01% +850 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 7,932 $311K 0.01% +1,488 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 7,907 $310K 0.16% +6,397 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 7,872 $309K <0.01% +1,699 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 7,854 $308K 0.07% new 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 7,825 $307K 0.04% -10,875 13F-HR Timeline CX Institutional More: the full row for CX Institutional 7,801 $306K 0.01% -933 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 7,800 $306K 0.02% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 7,791 $305K 0.11% +28 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 7,564 $296K 0.03% -11,216 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 7,557 $296K 0.01% -10 13F-HR Timeline Group JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 7,550 $296K 0.09% 0 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 7,530 $295K <0.01% +441 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 7,529 $295K 0.07% -78 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 7,446 $292K <0.01% +2,024 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 7,439 $292K 0.01% -9 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 7,397 $290K 0.01% +947 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 7,348 $288K 0.11% new 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 7,335 $287K 0.04% 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 7,305 $286K 0.01% -188 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 7,295 $286K 0.12% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 7,256 $284K <0.01% -596 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 7,254 $284K 0.03% +100 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 7,200 $282K 0.18% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 7,134 $280K 0.01% -3,811 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 7,127 $279K 0.02% +808 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 7,094 $278K 0.05% +6,432 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 7,089 $278K 0.19% -925 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 7,087 $278K 0.19% new 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 7,016 $275K 0.02% -21,959 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 4,533 $273K 0.05% new 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 6,881 $270K 0.01% +195 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 6,841 $268K 0.08% 0 13F-HR Timeline Group LVW Advisors, LLC More: the full row for LVW Advisors, LLC 6,824 $267K 0.03% -1,261 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 6,812 $267K 0.12% -3,422 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,804 $267K 0.02% -25,222 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 6,792 $266K 0.15% +1,543 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 6,774 $265K 0.03% -1,353 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 6,715 $264K 0.01% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 6,733 $264K 0.01% +836 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 6,716 $263K 0.04% +66 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 6,280 $263K 0.17% +1,290 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 6,700 $263K 0.02% new 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 6,691 $262K 0.17% -9 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 6,702 $262K 0.05% +2,733 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 6,656 $261K 0.02% +307 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 6,262 $261K 0.22% +583 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 6,633 $260K 0.05% +2,875 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 6,620 $259K 0.1% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 6,559 $257K <0.01% +1,812 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 6,541 $256K 0.01% +824 13F-HR Timeline CORNERSTONE ENTERPRISES, LLC More: the full row for CORNERSTONE ENTERPRISES, LLC 6,500 $255K 0.13% -450 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 6,489 $254K 0.07% -899 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 6,465 $253K 0.03% -806 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 6,457 $253K 0.08% new 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 6,450 $253K 0.12% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 6,425 $252K 0.02% +172 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 6,046 $252K 0.04% new 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 6,405 $251K 0.06% new 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 6,390 $250K <0.01% -2,143 13F-HR Timeline Group Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 6,375 $250K 0.01% +886 13F-HR Timeline Group Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 6,367 $250K 0.04% -300 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 6,367 $250K 0.01% -473 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 6,359 $249K 0.01% new 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 6,350 $249K 0.01% -6,850 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 6,341 $249K 0.11% -1,884 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 6,303 $247K 0.01% +1,018 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 6,300 $247K 0.2% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 6,300 $247K 0.11% +750 13F-HR/A Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 6,268 $246K 0.02% -36,410 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 6,256 $245K 0.04% +243 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 6,217 $244K <0.01% -645 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 6,200 $243K 0.04% 0 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 6,186 $242K 0.01% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 6,163 $242K 0.02% -933 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 6,123 $240K 0.01% -2,322 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 6,050 $237K 0.06% -130 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 6,041 $237K <0.01% new 13F-HR Timeline Group Peterson Wealth Services More: the full row for Peterson Wealth Services 11,283 $237K 0.07% +5,438 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 5,928 $232K 0.02% new 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 5,926 $232K 0.03% +214 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 5,900 $231K 0.03% +1,900 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 5,865 $230K 0.11% +1,927 13F-HR Timeline ANB BANK More: the full row for ANB BANK 5,858 $230K 0.09% +1,696 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 5,857 $230K 0.03% new 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 5,850 $229K 0.06% 0 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 5,843 $229K 0.04% -1 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 5,830 $228K 0.02% 0 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 5,805 $227K 0.09% +110 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 5,790 $227K 0.01% -750 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,766 $226K 0.01% -165 13F-HR Timeline Group Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 5,763 $226K 0.01% +350 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 5,763 $226K 0.13% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 5,757 $226K 0.02% -997 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 5,739 $225K 0.03% -1,518 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 5,738 $225K 0.18% -23 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 5,727 $224K 0.06% -480 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 5,715 $224K 0.01% -6,547 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 5,703 $224K 0.09% +253 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 5,679 $223K 0.1% -610 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,677 $222K 0.01% -104 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 5,646 $221K 0.05% +1 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 5,621 $220K 0.04% -80 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 5,621 $220K 0.06% +535 13F-HR Timeline