TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 10,452 $267K <0.01% +247 13F-HR Timeline Group Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 10,431 $266K 0.06% new 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 10,416 $266K <0.01% 0 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 10,414 $266K 0.01% -5,979 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 10,372 $265K <0.01% -80,119 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 10,315 $263K 0.02% new 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 10,313 $263K 0.03% -89 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 9,385 $263K 0.03% +255 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 10,292 $263K 0.03% -1,775 13F-HR Timeline Group CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 10,286 $263K 0.01% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 10,175 $260K 0.01% +23 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 10,126 $259K <0.01% +731 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 10,088 $258K 0.03% -3,625 13F-HR Timeline CX Institutional More: the full row for CX Institutional 10,057 $257K 0.01% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 10,055 $257K <0.01% new 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 9,968 $255K 0.04% -9 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 9,947 $254K 0.02% +1,598 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 9,773 $250K 0.01% new 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 9,740 $249K 0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 9,711 $248K <0.01% -6,639 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 9,700 $248K 0.09% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 9,693 $248K <0.01% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 9,583 $245K <0.01% +1,061 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 9,561 $244K 0.02% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 9,545 $244K 0.04% new 13F-HR/A Timeline SFMG, LLC More: the full row for SFMG, LLC 9,474 $242K 0.02% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 9,452 $241K <0.01% new 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 9,410 $240K 0.03% -29,942 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 9,326 $238K 0.01% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 9,260 $236K 0.02% new 13F-HR Timeline Wellington Shields Capital Management, … in group Wellington Shields Capital Ma… More: the full row for Wellington Shields Capital Management, LLC 9,225 $236K 0.04% new 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 9,183 $235K 0.01% -9,389 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 9,154 $234K +8,117 Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 9,147 $234K 0.15% -927 13F-HR Timeline Portman Square Capital LLP More: the full row for Portman Square Capital LLP 9,136 $233K 0.04% -24,251 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 9,038 $231K 0.09% -42 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 9,000 $230K 0.13% +500 13F-HR Timeline Group HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 8,967 $229K 0.09% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 8,938 $228K 0.02% +147 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 8,868 $226K 0.1% +75 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 8,823 $225K 0.01% -488 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 8,805 $225K 0.02% -20,063 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 8,767 $224K 0.01% -5,279 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 8,758 $224K 0.06% +8,754 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 8,694 $222K 0.14% 13F-HR Timeline Aware Super Pty Ltd as trustee of Aware… More: the full row for Aware Super Pty Ltd as trustee of Aware Super 8,690 $222K <0.01% 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 8,616 $220K 0.02% -594 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 8,605 $220K <0.01% -8,638 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 8,595 $220K 0.09% -19,055 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 8,567 $219K 0.11% 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 8,494 $217K <0.01% -145,326 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 8,486 $217K 0.24% 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 8,470 $216K 0.05% new 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 8,439 $216K 0.02% new 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 8,390 $214K 0.06% new 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 8,374 $214K <0.01% +5,481 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 8,360 $214K 0.01% -575 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 8,349 $213K <0.01% -2,242 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 8,303 $212K 0.04% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 8,274 $211K 0.01% new 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 8,272 $211K 0.01% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 8,230 $210K 0.02% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 8,198 $209K 0.01% new 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 8,127 $208K <0.01% new 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 8,104 $207K 0.02% +229 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 7,370 $207K 0.02% -3,158 13F-HR Timeline HUDSON EDGE INVESTMENT PARTNERS INC. More: the full row for HUDSON EDGE INVESTMENT PARTNERS INC. 8,086 $207K 0.04% -4,803 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 8,064 $206K <0.01% -800 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 8,000 $204K 0.05% new 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 7,859 $201K 0.16% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,552 $193K 0.01% -603 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 7,475 $191K 0.08% +1,402 13F-HR Timeline Group South Dakota Investment Council More: the full row for South Dakota Investment Council 6,393 $163K <0.01% -39,134 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 6,056 $155K 0.01% +514 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 5,800 $148K 0.09% 0 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 5,799 $148K new Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,547 $142K <0.01% -50 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 5,246 $134K <0.01% +4,156 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 5,067 $129K <0.01% +2,613 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 5,060 $129K 0.01% -400 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 5,027 $128K 0.04% -182 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 5,000 $128K 0.03% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 4,997 $128K 0.08% 0 13F-HR/A Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 4,977 $127K <0.01% 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,968 $127K <0.01% +31 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 4,961 $127K 0.21% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,930 $126K <0.01% +48 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 4,818 $123K 0.05% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 4,722 $121K 0.03% -75 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,664 $119K <0.01% +633 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 4,613 $118K 0.07% +246 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,558 $116K <0.01% +265 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 4,542 $116K 0.11% 0 13F-HR Timeline OSSIAM More: the full row for OSSIAM 4,494 $115K <0.01% -16,583 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,354 $111K <0.01% +1,041 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MAI Capital Management More: the full row for MAI Capital Management 3,916 $100K <0.01% new 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 3,636 $99.6K 0.07% -94 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 3,636 $99.6K 0.07% -94 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 3,872 $98.9K 0.01% -1,631 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3,814 $98K 0.01% +114 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 3,776 $96.4K 0.01% +683 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 3,766 $96.2K 0.09% 13F-HR/A Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,716 $94.9K <0.01% +274 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 3,620 $92.5K <0.01% +2,600 13F-HR Timeline Delaware Ladera Management Company, Inc. More: the full row for Delaware Ladera Management Company, Inc. 3,525 $90K 30.18% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,345 $85.4K <0.01% +2,383 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 3,295 $84.2K 0.04% new 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3,000 $83.5K <0.01% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 3,216 $82.1K <0.01% -1,153 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 2,921 $74.6K 0.06% -112 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2,624 $67K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,525 $64.5K 0.01% +742 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,402 $61.3K 0.01% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 2,313 $59K 0.02% -305 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,305 $58.9K <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 2,266 $57.9K <0.01% -1,429 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,205 $56.3K 0.01% +1,365 13F-HR Timeline Security National Bank More: the full row for Security National Bank 2,150 $54.9K 0.01% -207,262 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,140 $54.7K 0.01% +356 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,074 $53K <0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,974 $50.4K <0.01% new 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,927 $48K <0.01% +1,864 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,876 $47.9K 0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,814 $46.3K <0.01% +324 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,800 $46K 0.02% 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,722 $44K 0.02% +429 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 1,687 $43.2K <0.01% new 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 1,670 $42.7K 0.09% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,594 $40.7K 0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,547 $39.5K <0.01% +127 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,375 $38.1K <0.01% 0 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,477 $37.7K 0.01% -140 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,368 $35K <0.01% -7,902 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,369 $35K <0.01% +90 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,278 $32.6K <0.01% 0 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 1,270 $32.4K 0.03% 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,269 $32.4K 0.01% -2,087 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,246 $31.8K <0.01% +869 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,202 $30.7K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,173 $30K <0.01% 0 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,131 $28.9K <0.01% +744 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 1,138 $28.8K 0.03% 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 1,122 $28.7K 0.01% +62 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,091 $27.9K <0.01% -6,109 13F-HR/A Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 1,051 $26.8K <0.01% +8 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 1,080 $26K 0.02% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 1,003 $25.6K 0.01% new 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,000 $25.5K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,000 $25.5K <0.01% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 1,000 $25.5K 0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 988 $25.2K 0.01% +72 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 981 $25.1K 0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 955 $24.4K 0.01% -339 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 937 $23.9K <0.01% +125 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 907 $23.2K 0.01% +176 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 903 $23.1K 0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 879 $22.5K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 832 $21.2K <0.01% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 800 $20.4K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 800 $20.4K 0.01% 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 800 $20.4K 0.01% 0 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 800 $20K 0.01% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 718 $18.3K <0.01% +118 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 717 $18.3K <0.01% -60 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 709 $18.1K 0.02% 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 707 $18.1K <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 740 $18K <0.01% +267 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 702 $17.9K <0.01% -248 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 619 $15.8K 0.01% +4 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 602 $15.4K <0.01% 0 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 600 $15.3K <0.01% +319 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 600 $15.3K 0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 600 $15.3K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 592 $15.1K 0.01% +3 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 573 $15K 0.01% -588 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 578 $14.8K 0.01% 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 563 $14.4K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 551 $14.1K <0.01% -2,274 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 540 $13.8K 0.01% -100 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 527 $13.5K <0.01% +3 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 514 $13.1K <0.01% -199 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 508 $13K 0.01% 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 508 $13K 0.01% 0 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 490 $12.5K <0.01% -130 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 454 $11.6K <0.01% +149 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 449 $11.5K <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 441 $11.3K 0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 440 $11.2K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 434 $11.1K <0.01% -1,123 13F-HR Timeline Group Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 433 $11.1K 0.01% 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 413 $10.5K <0.01% -66 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 400 $10.2K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 400 $10.2K <0.01% 0 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 384 $9.81K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 381 $9.73K <0.01% -54 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 379 $9.69K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 361 $9.22K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 358 $9.14K <0.01% 13F-HR Timeline Group Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 356 $9.09K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 316 $8.79K <0.01% +52 13F-HR Timeline