Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 7,087 $401K 0.1% -453 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 7,078 $401K 0.16% +39 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 6,948 $393K 0.03% new 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 6,942 $393K 0.04% +935 13F-HR Timeline West Coast Financial LLC More: the full row for West Coast Financial LLC 6,792 $384K 0.04% +592 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 6,789 $384K 0.06% +264 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 6,770 $383K 0.03% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 6,770 $383K 0.04% +412 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 6,763 $383K 0.05% +1,122 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 6,714 $380K 0.14% +88 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 6,681 $378K <0.01% -531 13F-HR Timeline Group Janney Capital Management LLC More: the full row for Janney Capital Management LLC 6,672 $378K 0.03% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,514 $373K 0.01% +47 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 6,520 $369K 0.08% -450 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 6,474 $366K 0.1% -127 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 6,468 $366K 0.34% -76 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,462 $366K 0.01% +779 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 6,312 $357K 0.03% +20 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 6,306 $357K 0.17% new 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 6,286 $356K 0.03% +58 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 6,237 $353K 0.02% -103 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 6,234 $353K 0.02% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 6,225 $352K 0.03% new 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 6,189 $350K 0.02% +38 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 6,156 $348K 0.04% -56 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 6,195 $342K 0.03% -1,530 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,998 $339K 0.03% -466 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 5,993 $339K 0.26% -941 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 5,982 $339K 0.01% -308 13F-HR Timeline ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 5,930 $336K 0.18% 0 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 5,915 $335K 0.06% +354 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 5,894 $334K 0.04% new 13F-HR/A Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 5,999 $331K 0.01% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 5,845 $331K 0.03% -656 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 5,780 $327K 0.07% +223 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 5,753 $326K 0.01% +744 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 5,724 $324K 0.01% 0 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 5,687 $322K 0.04% -229 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 5,643 $319K 0.04% -16,935 13F-HR Timeline Group NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 5,624 $318K 0.01% 0 13F-HR Timeline PEREGRINE CAPITAL MANAGEMENT LLC More: the full row for PEREGRINE CAPITAL MANAGEMENT LLC 5,569 $315K 0.01% 0 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 5,568 $315K 0.13% -6,653 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 5,556 $314K 0.12% 0 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 5,544 $314K 0.08% +1,988 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 5,516 $312K 0.32% +788 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 5,514 $312K 0.01% -186 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 5,510 $312K 0.18% 0 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 5,507 $312K 0.04% +430 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 5,472 $310K 0.04% +77 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 5,471 $310K 0.02% -339 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,468 $310K 0.01% -456 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 5,414 $306K 0.02% +467 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 5,398 $305K 0.01% -83 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 5,397 $305K 0.02% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 5,307 $300K 0.03% new 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 5,300 $300K 0.02% 0 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 5,218 $295K 0.04% new 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 5,218 $295K 0.04% new 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 5,203 $294K 0.03% +96 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 5,194 $294K 0.1% +394 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 5,168 $292K 0.17% -1,561 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 5,116 $290K 0.02% -56 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 5,109 $289K 0.01% new 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 5,083 $288K 0.02% +430 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 5,083 $288K 0.08% -355 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 5,006 $283K 0.17% +285 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 4,990 $282K 0.02% -95 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,985 $282K 0.02% +192 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,962 $281K 0.01% new 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 4,937 $279K 0.01% +97 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,933 $279K 0.02% +3 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 4,928 $279K <0.01% +1,210 13F-HR Timeline Group Legacy Trust More: the full row for Legacy Trust 4,924 $279K 0.07% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 4,851 $275K 0.01% -9 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 4,839 $274K 0.06% -171 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 4,808 $272K <0.01% 0 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 4,798 $272K 0.01% -26,461 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 4,797 $271K <0.01% +1,126 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,760 $269K 0.01% +157 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 4,760 $269K <0.01% +715 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 4,407 $269K 0.03% +20 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 4,728 $268K 0.02% 0 13F-HR Timeline Group PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 4,725 $267K <0.01% 0 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 4,700 $266K 0.06% -175 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 4,659 $264K 0.03% +15 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 4,656 $263K 0.08% new 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 4,649 $263K 0.06% +218 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 4,646 $263K 0.01% +257 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 4,634 $262K 0.14% -177 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 4,602 $260K 0.01% +1,085 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 4,575 $259K 0.05% new 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 4,564 $258K 0.02% +350 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,539 $257K 0.01% -80 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 4,475 $256K <0.01% -66 13F-HR Timeline Q3 Asset Management More: the full row for Q3 Asset Management 4,509 $255K 0.17% new 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 4,504 $255K 0.07% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 4,502 $255K 0.11% new 13F-HR Timeline Group Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 4,498 $255K 0.23% new 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 4,437 $251K 0.03% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 4,430 $251K 0.06% +586 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 4,430 $251K 0.19% +14 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 4,424 $250K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 4,314 $244K 0.16% -27 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 4,308 $244K 0.03% -293 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 4,274 $242K 0.01% -1,366 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,252 $241K 0.01% -232 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 4,250 $241K 0.04% +21 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 4,240 $240K 0.03% 0 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 4,238 $240K 0.08% +2 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 4,221 $239K 0.01% -541 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 4,208 $238K 0.09% 0 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 4,200 $238K 0.01% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,167 $236K 0.01% -122 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 4,147 $235K 0.01% -65 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,142 $234K 0.02% +586 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 4,108 $232K 0.02% +195 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 4,104 $232K 0.03% -23 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,101 $232K <0.01% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 4,095 $232K <0.01% +12 13F-HR Timeline Group Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 4,081 $231K 0.02% +2 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 4,072 $230K 0.06% +76 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,062 $230K 0.01% +1,342 13F-HR Timeline Group Leisure Capital Management More: the full row for Leisure Capital Management 4,000 $226K 0.09% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 4,000 $226K 0.12% 0 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 4,000 $226K 0.21% new 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 3,995 $226K 0.01% +23 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 3,994 $226K 0.07% -71 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 3,963 $224K 0.03% +119 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 3,945 $223K 0.05% new 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 3,942 $223K 0.01% 0 13F-HR Timeline Group CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 3,928 $222K 0.12% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,897 $221K 0.01% new 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 3,860 $218K 0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 3,780 $214K 0.04% +61 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 3,770 $213K 0.2% -18 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 3,760 $213K 0.04% new 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 3,729 $211K new Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 3,720 $211K 0.03% -18 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 3,714 $210K 0.01% +140 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 3,699 $209K 0.02% new 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 3,692 $209K 0.01% -4,936 13F-HR Timeline BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 3,664 $207K 0.11% 0 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 3,659 $207K 0.1% new 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 3,652 $207K 0.04% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 3,642 $206K 0.03% -12,275 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 3,620 $205K 0.08% -16 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,611 $204K 0.02% -355 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 3,598 $204K +1,375 Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 3,581 $203K 0.06% -23 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 3,569 $202K <0.01% -242 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,544 $201K 0.02% -1,299 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 3,422 $194K 0.01% 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 3,404 $193K 0.02% +440 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 3,339 $189K <0.01% +120 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 3,250 $184K 0.19% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,159 $179K <0.01% -30 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 3,063 $173K 0.06% 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 3,059 $173K <0.01% +197 13F-HR Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 2,929 $166K 0.13% -68 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 2,838 $161K 0.15% +173 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 2,748 $156K 0.07% +4 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 2,747 $155K 0.02% +99 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,560 $145K <0.01% 0 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,472 $140K 0.09% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 2,445 $138K 0.13% +1 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 2,507 $136K 0.09% -749 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,403 $136K 0.02% +82 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 2,323 $131K <0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,189 $131K <0.01% +949 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 2,311 $131K 0.1% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 2,232 $126K 0.07% +138 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,117 $120K 0.01% +135 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 2,031 $115K 0.05% +100 13F-HR Timeline Trust Co More: the full row for Trust Co 2,029 $115K 0.01% +39 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 1,929 $109K 0.1% +4 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 1,786 $109K 0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,852 $105K <0.01% +800 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1,803 $102K 0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,744 $98.7K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,510 $85.5K <0.01% +175 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1,430 $80.9K 0.01% new 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 1,426 $80.7K 0.06% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,357 $76.8K <0.01% -59 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 1,348 $76.3K 0.03% new 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 1,340 $75.8K 0.03% new 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 1,305 $74K 0.03% -1,195 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,304 $73.8K <0.01% +9 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,276 $72.2K 0.01% 0 13F-HR/A Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,240 $70.2K 0.01% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 1,235 $70K 0.06% -469 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,155 $65.4K 0.01% -59 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 1,161 $65K 0.03% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,131 $64K 0.01% +23 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,120 $63.4K 0.02% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,116 $63.2K <0.01% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 1,090 $62K 0.03% -429 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 1,065 $60.3K 0.05% +88 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,052 $59.5K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,035 $58.6K <0.01% +107 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,030 $58.3K 0.01% -135 13F-HR Timeline