CSS LLC/IL More: the full row for CSS LLC/IL 14,361 $1.03M 0.06% -3,860 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 14,216 $1.02M 0.04% -6,435 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 14,050 $1.01M 0.02% -728 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 14,022 $1.01M 0.07% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 13,989 $1M 0.03% -682 13F-HR Timeline Mork Capital Management, LLC More: the full row for Mork Capital Management, LLC 13,960 $1M 0.71% -8,540 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 13,956 $1M 0.05% +13,867 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 13,793 $991K 0.05% +294 13F-HR Timeline InvesTrust More: the full row for InvesTrust 13,786 $990K 0.42% +386 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 13,775 $989K 0.71% +3,358 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 13,740 $987K 0.08% -15 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 13,728 $986K 0.03% -432 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 13,720 $985K 0.01% -848 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 13,708 $985K 0.25% +104 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 13,690 $983K 0.02% +4,639 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 13,679 $982K 0.16% +1,072 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 12,758 $980K 0.03% -1,127 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 13,518 $971K 0.01% -589 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 13,433 $965K 0.23% +196 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 13,394 $962K 0.17% -600 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 13,390 $962K 0.5% -482 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 13,368 $960K 0.07% -134 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 13,288 $954K 0.06% new 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 13,266 $953K 0.05% -26 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 13,175 $946K 0.19% +41 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 13,129 $943K 0.05% -6,094 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 13,110 $942K 0.01% +7,519 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 13,030 $936K 0.03% +3,181 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 12,789 $919K 0.02% +224 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 12,719 $913K 0.02% +80 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 12,715 $913K 0.38% +1,552 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 12,707 $913K 0.05% +819 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 12,676 $910K 0.07% new 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 12,661 $909K 0.07% +7 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 12,657 $909K 0.02% +1,494 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 12,610 $906K 0.06% -1,277 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 12,610 $906K 0.19% 0 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 12,599 $905K 0.14% -2,472 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 12,425 $898K 0.05% -1,669 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 12,478 $896K 0.02% +869 13F-HR/A Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 12,460 $895K 0.19% +632 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 12,423 $892K 0.04% -150 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 12,405 $891K 0.41% -4,787 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 12,397 $890K 0.11% -320 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 11,210 $890K 0.66% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 12,373 $889K 0.08% +2 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 12,307 $884K <0.01% +1,450 13F-HR Timeline Group MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 12,250 $880K 0.21% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 12,137 $872K 0.13% +256 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 12,110 $870K 0.07% -104 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 12,083 $868K 0.01% -2,253 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 12,026 $864K 0.14% -14,053 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 12,003 $862K 0.03% +2,373 13F-HR Timeline Group VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 12,000 $862K 0.24% -1,864 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 11,961 $859K 0.22% -345 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 11,965 $859K 0.13% -86 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 11,862 $852K 0.02% +432 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 11,846 $851K 0.05% +4,175 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 11,844 $851K 0.12% 0 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 11,813 $848K 0.07% +7,702 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 11,753 $844K 0.1% -100 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 11,748 $844K 0.17% +1,763 13F-HR Timeline Alliance Private Wealth, LLC More: the full row for Alliance Private Wealth, LLC 11,723 $842K 0.3% +246 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 11,700 $840K 0.03% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 11,664 $838K 0.03% -1,090 13F-HR Timeline Group Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 11,660 $837K 0.03% +2,523 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 11,648 $837K 0.02% +1,578 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 11,638 $836K 0.06% new 13F-HR Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 11,563 $830K 0.41% +146 13F-HR Timeline St. Louis Financial Planners Asset Mana… More: the full row for St. Louis Financial Planners Asset Management, LLC 11,562 $830K 0.47% -717 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 11,520 $827K 0.02% 0 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 11,518 $827K 0.06% +8,895 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 11,500 $826K 0.04% 0 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 11,400 $819K 0.04% +100 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 10,805 $819K 0.1% -6,255 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 11,340 $814K 0.04% 0 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 11,290 $811K 0.21% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 11,241 $807K 0.02% -11,495 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 11,229 $806K 0.2% -6,842 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 11,181 $803K 0.05% -9,811 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 11,128 $799K 0.33% +978 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 11,078 $796K 0.09% -1,768 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 11,042 $793K 0.03% +1,437 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 11,032 $792K 0.26% -260 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 11,020 $791K 0.78% -780 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 10,960 $787K 0.11% +225 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 10,959 $787K 0.08% +3,273 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 10,929 $785K 0.06% -324 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 10,863 $780K 0.39% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 10,853 $779K 0.04% +5,027 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 10,828 $778K 0.02% +3,313 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 10,807 $776K 0.29% +227 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 10,801 $776K 0.04% +608 13F-HR Timeline Group WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 10,777 $774K 0.05% -1,800 13F-HR Timeline Group Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 10,771 $774K 0.46% -300 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 10,769 $773K 0.27% +357 13F-HR Timeline HANSEATIC MANAGEMENT SERVICES INC More: the full row for HANSEATIC MANAGEMENT SERVICES INC 10,768 $773K 0.74% 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 10,705 $769K 0.03% +464 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 10,588 $760K 0.05% -3,978 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 10,579 $760K 0.03% +91 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 10,574 $759K 0.06% +683 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 12,180 $759K 0.01% -234,552 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 10,524 $756K 0.1% +29 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 10,449 $750K 0.16% -681 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 10,434 $749K 0.13% +3,708 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 10,408 $748K 0.03% -1,492 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 10,382 $746K 0.31% -785 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 10,285 $746K 0.05% -74 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 10,381 $746K 0.18% new 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 10,378 $745K 0.08% 0 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 10,359 $744K 0.06% -29 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 10,341 $743K 0.53% +1 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 10,317 $741K 0.01% -258 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 10,312 $741K 0.19% -246 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 10,304 $740K 0.19% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 10,298 $740K 0.07% -367 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 10,216 $734K 0.43% -2,550 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 10,212 $733K 0.09% +623 13F-HR/A Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 10,171 $730K 0.06% +4 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 10,112 $726K 0.02% +609 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 10,095 $725K 0.02% +2,844 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 10,089 $725K 0.64% +50 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 10,076 $724K 0.47% -47 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 10,008 $719K 0.18% +9,845 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 9,904 $711K 0.1% -394 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 9,844 $707K 0.02% +3,190 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 9,843 $707K 0.32% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 9,838 $707K 0.06% -820 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 9,778 $702K 0.01% -208 13F-HR Timeline Group Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 9,776 $702K 0.05% -359 13F-HR Timeline Group Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 9,741 $700K 0.05% +853 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 9,734 $699K 0.13% -214 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 9,733 $699K 0.25% +2 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 9,715 $698K 0.15% +588 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 9,713 $698K 0.21% +13 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 9,701 $697K 0.01% +4,113 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 9,692 $696K 0.17% +2,081 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 9,659 $694K 0.45% -118 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 9,621 $691K 0.03% -886 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 9,620 $691K 0.01% -14,060 13F-HR/A Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 9,514 $683K 0.54% +493 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 9,485 $681K 0.22% 0 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 9,476 $681K 0.15% -642 13F-HR Timeline MAVERICK CAPITAL LTD More: the full row for MAVERICK CAPITAL LTD 9,472 $680K 0.01% new 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 9,450 $679K 0.1% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 9,428 $677K 0.08% +165 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 9,382 $674K 0.03% 0 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 9,378 $674K 0.12% +415 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 9,333 $670K 0.01% +900 13F-HR Timeline Group Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 9,300 $668K 0.15% +196 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 9,276 $666K 0.28% -403 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 9,269 $666K 0.01% +1,021 13F-HR Timeline Emerald Investment Advisers, LLC in group EMERALD ADVISERS, LLC More: the full row for Emerald Investment Advisers, LLC 9,255 $665K 0.06% 13F-HR Timeline Group Family Legacy, Inc. More: the full row for Family Legacy, Inc. 9,220 $662K 0.2% -110 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 9,211 $662K 0.07% -7,845 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 9,207 $661K 0.02% +123 13F-HR Timeline Group GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 9,200 $661K 0.3% 0 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 9,195 $660K 0.16% 0 13F-HR Timeline Steadtrust LLC More: the full row for Steadtrust LLC 9,175 $659K 0.37% 0 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 9,142 $657K 0.02% new 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 7,880 $656K 0.34% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 9,128 $656K 0.22% -5,843 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 9,123 $655K 0.02% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 9,115 $655K 0.21% +345 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 9,115 $655K 0.16% -125 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 9,109 $654K 0.58% -19,619 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 9,110 $654K 0.16% +1 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 9,095 $653K 0.03% -18 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 9,086 $653K 0.06% +3,401 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 9,031 $649K 0.02% +225 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 9,035 $649K 0.65% -375 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 8,982 $645K 0.57% 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 8,944 $642K 0.11% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 8,762 $642K 0.01% -1,431 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 8,927 $641K 0.35% -2,560 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 8,892 $639K 0.14% -632 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Leo Wealth, LLC More: the full row for Leo Wealth, LLC 8,813 $633K 0.05% +646 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 8,806 $632K 0.02% 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 8,785 $631K 0.16% -10 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 8,759 $629K 0.04% -2,407 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 8,741 $628K 0.03% -766 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 8,694 $624K 0.01% 0 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 8,683 $624K 0.45% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 8,676 $623K 0.01% -992 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 6,518 $620K 0.02% +992 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 8,595 $617K 0.17% -3,405 13F-HR Timeline Essex LLC More: the full row for Essex LLC 8,586 $617K 0.11% -4 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 8,410 $616K 0.01% -79 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 8,575 $616K 0.09% +105 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 8,489 $610K 0.04% +568 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 8,420 $605K 0.14% +100 13F-HR Timeline VAUGHAN & Co SECURITIES, INC. 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