United Advisor Group, LLC More: the full row for United Advisor Group, LLC 16,720 $394K 0.05% +752 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 16,253 $383K 0.04% 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 16,077 $379K <0.01% +860 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 16,059 $379K 0.27% -3,400 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 15,911 $375K 0.02% new 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 15,217 $372K <0.01% +9,620 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 15,776 $372K 0.01% -13,745 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 15,759 $372K 0.01% -11,302 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 15,330 $362K <0.01% +1,395 13F-HR Timeline Group YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 17,491 $358K <0.01% +847 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 15,148 $357K 0.12% -1,247 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 15,136 $357K 0.01% -5,780 13F-HR Timeline Group Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 14,981 $353K <0.01% 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 14,870 $351K <0.01% -992 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 14,446 $341K 0.03% new 13F-HR Timeline Group Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 14,240 $336K 0.04% -10,928 13F-HR Timeline Group Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 14,016 $331K <0.01% new 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 14,012 $331K 0.03% -4,353 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 14,006 $330K <0.01% +91 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 13,934 $329K 0.21% new 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 13,929 $329K 0.06% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 13,893 $328K <0.01% +1,543 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 13,841 $327K 0.01% -3,828 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 13,726 $324K <0.01% +3,057 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 13,484 $318K 0.02% new 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 13,472 $318K 0.1% +23 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 13,454 $317K 0.07% new 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 13,309 $314K 0.14% +121 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 12,971 $306K 0.01% new 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 12,680 $299K <0.01% +163 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 12,633 $298K 0.14% -7,800 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 12,390 $292K 0.03% -37,510 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 12,319 $291K <0.01% -72 13F-HR Timeline Group Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 12,169 $287K 0.02% -919 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 12,140 $286K 0.01% new 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 12,112 $286K 0.24% -4,037 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 11,915 $281K <0.01% -5,648 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 11,722 $277K <0.01% -918 13F-HR Timeline Group Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 11,615 $274K 0.63% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 11,547 $272K 0.01% +200 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 11,455 $270K 0.01% -3,487 13F-HR Timeline THORNBURG INVESTMENT MANAGEMENT INC More: the full row for THORNBURG INVESTMENT MANAGEMENT INC 11,384 $269K <0.01% -2,952 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 11,355 $268K 0.69% new 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 11,153 $263K 0.05% new 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 11,138 $263K 0.08% 0 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 11,100 $262K 0.01% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 10,918 $258K 0.01% -2,416 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 10,891 $257K 0.13% new 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 10,837 $256K 0.01% -157 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 10,728 $253K 0.02% -327 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 10,723 $253K 0.04% +457 13F-HR Timeline Group SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 10,557 $249K 0.11% +1,316 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 10,320 $243K 0.05% +165 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 10,300 $243K <0.01% -43,248 13F-HR Timeline Group TenCore Partners, LP More: the full row for TenCore Partners, LP 10,300 $243K 0.12% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 10,069 $238K 0.02% -119 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 10,007 $236K 0.02% -48 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 9,996 $236K 0.13% -608 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 9,956 $235K 0.06% -282 13F-HR Timeline Group LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 7,293 $233K <0.01% -10,385 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 9,795 $233K <0.01% new 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 9,566 $226K 0.05% -4,106 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 9,530 $225K 0.01% -121 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 9,518 $225K 0.01% -967 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 9,364 $221K <0.01% +7,480 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 9,300 $219K 0.01% +1,665 13F-HR Timeline CLARK ESTATES INC/NY More: the full row for CLARK ESTATES INC/NY 9,287 $219K 0.05% 0 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 9,258 $218K 0.01% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 9,230 $218K 0.01% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 9,227 $218K 0.01% 0 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 9,221 $218K 0.06% -42,459 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 9,111 $215K <0.01% -15,857 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 8,982 $212K <0.01% +100 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 10,564 $212K 0.07% new 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 8,933 $211K <0.01% +1,682 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 8,915 $210K <0.01% -1,681 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 8,642 $204K 0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 8,405 $203K 0.01% -2,763 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 8,283 $195K <0.01% +1,709 13F-HR/A Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 7,759 $183K 0.01% -11,567 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 7,708 $182K <0.01% -4,151 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 7,150 $169K <0.01% +620 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 6,682 $158K 0.02% +35 13F-HR Timeline CX Institutional More: the full row for CX Institutional 6,500 $153K <0.01% -25 13F-HR Timeline Ninety One UK Ltd More: the full row for Ninety One UK Ltd 6,167 $145K <0.01% -4,098,358 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 5,410 $128K 0.04% +64 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 5,397 $127K <0.01% -182 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 5,100 $120K <0.01% +100 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 5,028 $119K <0.01% +57 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 4,796 $113K <0.01% -105 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 4,721 $111K 0.08% -1,556 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 4,612 $109K <0.01% new 13F-HR/A Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 5,000 $100K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,242 $100K <0.01% -1,290 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4,213 $99.4K <0.01% +2,526 13F-HR/A Timeline Group Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 4,094 $96.6K 0.03% +3,583 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,866 $91.2K <0.01% +195 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 3,862 $91K 0.05% -34 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,798 $89.6K <0.01% -1,674 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 3,656 $86.2K <0.01% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,651 $86.1K <0.01% +597 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,648 $86.1K <0.01% -313 13F-HR Timeline Quarry LP More: the full row for Quarry LP 3,187 $75.2K 0.01% -2,292 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,167 $74.7K <0.01% +140 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 2,875 $67.8K 0.01% +1,375 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,742 $64.7K <0.01% +97 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,677 $63.1K <0.01% +737 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,550 $60.2K <0.01% new 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 2,388 $56.3K 0.03% 0 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 2,200 $51.9K 0.03% +200 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,188 $51.6K <0.01% -385 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 1,893 $44.7K 0.04% 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,870 $44.1K <0.01% +196 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 1,850 $43.6K <0.01% 13F-HR Timeline Group Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,799 $42.4K 0.02% new 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 1,600 $37.7K 0.23% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,344 $31.7K <0.01% +116 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,546 $31.4K <0.01% -8 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,271 $30K <0.01% -56,516 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 1,208 $28.5K 0.02% 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,200 $28.3K 0.01% +200 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,175 $27.7K 0.01% -94 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,173 $27.7K 0.01% -22 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,121 $26.4K <0.01% -242 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,111 $26.2K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,109 $26.2K <0.01% +29 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 1,017 $24K <0.01% +157 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,005 $23.7K <0.01% 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1,000 $23.6K <0.01% -100 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,000 $23.6K <0.01% -632 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 944 $22.3K 0.01% -113 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 922 $21.1K <0.01% new 13F-HR Timeline Resona Asset Management Co.,Ltd. in group Resona Asset Management Co.,L… More: the full row for Resona Asset Management Co.,Ltd. 875 $20.6K <0.01% new 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 855 $20.2K <0.01% +530 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 818 $19.3K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 800 $18.9K 0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 785 $18.5K <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 775 $18.3K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 756 $17.8K <0.01% +2 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 738 $17.4K <0.01% +24 13F-HR Timeline Ninety One North America, Inc. More: the full row for Ninety One North America, Inc. 717 $16.9K <0.01% -980,005 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 705 $16.6K <0.01% -106 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 752 $15.9K <0.01% +252 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 655 $15.5K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 634 $15K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 583 $13.8K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 570 $13.4K <0.01% -30 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 517 $12.2K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 477 $11.3K <0.01% -177 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 454 $10.7K 0.01% new 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 450 $10.6K 0.01% 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 447 $10.5K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 445 $10.5K <0.01% -245 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 500 $10.3K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 430 $10.1K <0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 412 $9.72K <0.01% -1,086 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 407 $9.6K <0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 400 $9.44K <0.01% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 399 $9.41K <0.01% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 400 $9K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 371 $8.75K <0.01% -875 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 357 $8.42K <0.01% 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 350 $8.26K <0.01% -1,200 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 349 $8.23K <0.01% +153 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 330 $7.79K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 294 $6.93K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 293 $6.91K <0.01% +129 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 270 $6.37K <0.01% +69 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 260 $6.13K <0.01% -322 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 255 $6.01K <0.01% -445 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 250 $5.9K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 248 $5.85K <0.01% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 240 $5.66K <0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 235 $5.54K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 228 $5.38K <0.01% -174 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 225 $5.31K <0.01% 0 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 175 $5K <0.01% 0 13F-HR/A Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 209 $4.93K <0.01% +195 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 200 $4.72K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 200 $4.72K <0.01% -6 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 200 $4.72K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 194 $4.58K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 188 $4.43K <0.01% +17 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 178 $4.2K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 169 $4K <0.01% -70 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 158 $3.73K <0.01% new 13F-HR Timeline Group Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 157 $3.7K <0.01% new 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 145 $3.42K <0.01% 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 142 $3.35K <0.01% 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 140 $3.3K <0.01% 0 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 139 $3.28K <0.01% +4 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Kilter Group LLC More: the full row for Kilter Group LLC 128 $3.02K <0.01% +110 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 120 $2.83K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 118 $2.78K <0.01% new 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 114 $2.69K <0.01% +16 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 107 $2.52K <0.01% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 100 $2.36K <0.01% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 100 $2.36K <0.01% 0 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 100 $2.36K <0.01% -100 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 100 $2.36K <0.01% -177 13F-HR Timeline