Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,450 $799K 0.01% -18 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,437 $792K <0.01% 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,429 $788K 0.35% -931 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 1,425 $786K 0.42% -100 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 1,424 $785K 0.01% -113 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 1,405 $775K 0.02% new 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 1,400 $772K 0.62% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,397 $770K 0.01% -1,204 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 1,383 $762K +401 Timeline Retireful, LLC More: the full row for Retireful, LLC 1,357 $758K 0.95% -12 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 1,336 $746K 0.01% new 13F-HR Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 1,350 $744K <0.01% -32,273 13F-HR Timeline Group Guardian Capital, LLC More: the full row for Guardian Capital, LLC 1,348 $743K 0.67% 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,345 $741K 0.02% -17 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 1,323 $729K 0.03% 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 1,316 $725K 0.22% 0 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,232 $723K 0.02% +615 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 1,305 $719K 0.62% 0 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 1,296 $715K 0.15% 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,288 $710K 0.02% +146 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 1,281 $706K 0.32% +24 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 1,275 $703K 0.09% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 1,274 $702K 0.01% +93 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,260 $695K 0.09% 0 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,217 $671K 0.01% -118 13F-HR Timeline POLEN CAPITAL MANAGEMENT LLC More: the full row for POLEN CAPITAL MANAGEMENT LLC 1,211 $668K <0.01% -698 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,211 $668K 0.03% +59 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,210 $667K 0.04% +31 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,018 $661K 0.02% +92 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 1,185 $653K <0.01% 0 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 1,168 $644K 0.02% 0 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 1,160 $639K 0.01% 0 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 1,145 $631K 0.01% +196 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 1,143 $630K 0.03% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,116 $615K 0.01% +205 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,113 $614K <0.01% 0 13F-HR Timeline Group OAK ASSOCIATES LTD /OH/ More: the full row for OAK ASSOCIATES LTD /OH/ 1,104 $609K 0.04% -330 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,101 $607K 0.04% -45 13F-HR Timeline Themes Management Co LLC More: the full row for Themes Management Co LLC 1,101 $607K 0.48% 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,090 $601K 0.11% +147 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,089 $600K 0.01% 0 13F-HR Timeline Group Miramar Capital, LLC More: the full row for Miramar Capital, LLC 1,075 $593K 0.13% -155 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 1,070 $590K <0.01% -5 13F-HR Timeline Group ClearAlpha Technologies LP More: the full row for ClearAlpha Technologies LP 1,067 $588K 1.68% new 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 1,061 $585K <0.01% +108 13F-HR Timeline Group Diametric Capital, LP More: the full row for Diametric Capital, LP 1,061 $585K 0.16% +651 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,054 $581K 0.02% -15 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,051 $580K 0.02% -41 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,049 $578K 0.18% +150 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 1,043 $575K 0.02% -8 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,042 $575K 0.03% -60 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,037 $572K 0.09% +151 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,036 $571K 0.01% -31 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 1,026 $566K 0.14% -31 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,005 $554K 0.01% -15 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,001 $552K 0.04% -12 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 1,000 $551K 0.05% +50 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 1,000 $551K 0.2% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 998 $550K <0.01% -95 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 986 $544K 0.19% 0 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 986 $543K 0.09% +1 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 984 $542K 0.04% +207 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 980 $541K 0.01% +327 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 980 $540K 0.04% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 977 $539K 0.04% -25 13F-HR Timeline DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 1,893 $535K <0.01% 0 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 970 $535K 0.01% +351 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 957 $528K 0.03% -2 13F-HR Timeline Group WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 950 $524K 0.06% 0 13F-HR Timeline Group Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 934 $515K 0.02% -40 13F-HR Timeline Group Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 926 $510K 0.21% 0 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 917 $506K 0.03% +29 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 912 $503K 0.01% +3 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 912 $503K 0.03% +498 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 900 $496K <0.01% -61 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 899 $496K <0.01% 0 13F-HR Timeline Group R Squared Ltd More: the full row for R Squared Ltd 890 $491K 0.23% -470 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 890 $491K 0.16% 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 889 $490K 0.04% -4 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 887 $489K 0.08% new 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 877 $483K 0.5% 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 876 $483K 0.48% 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 871 $480K 0.34% 0 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 869 $479K 0.28% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 869 $479K 0.01% -15 13F-HR Timeline Triasima Portfolio Management inc. 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More: the full row for JAMES INVESTMENT RESEARCH, INC. 848 $467K 0.05% +448 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 848 $467K 0.06% +100 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 842 $464K 0.01% +457 13F-HR/A Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 840 $463K 0.08% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 836 $461K 0.09% +216 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 831 $458K <0.01% -30 13F-HR Timeline Group Quantbot Technologies LP More: the full row for Quantbot Technologies LP 826 $455K 0.02% +790 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 823 $454K 0.01% -58 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 820 $452K 0.03% +450 13F-HR/A Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 814 $449K 0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 813 $448K 0.2% 0 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 813 $448K 0.06% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 812 $448K 0.01% +104 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 800 $441K 0.08% 0 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 800 $441K <0.01% -763 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 800 $441K 0.16% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 796 $439K <0.01% +128 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 791 $436K 0.08% +123 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 787 $434K 0.01% -7,412 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 785 $433K 0.02% +61 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 782 $431K 0.01% new 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 779 $429K 0.01% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 775 $427K 0.03% +202 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 770 $424K 0.06% 0 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 770 $424K 0.03% 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 763 $421K 0.14% 0 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 743 $409K 0.02% +1 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 731 $403K 0.02% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 727 $401K 0.01% -65 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 725 $400K <0.01% 13F-HR/A Timeline Group Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 718 $396K 0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 714 $394K 0.01% +71 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 711 $392K 0.01% +49 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 711 $392K 0.42% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 710 $391K 0.01% -12,112 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 708 $390K 0.01% +69 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 698 $385K 0.01% +16 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 697 $384K 0.01% +16 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 697 $384K 0.01% -555 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 692 $381K 0.15% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 691 $381K 0.06% +299 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 690 $380K 0.04% -60 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 686 $378K 0.01% +87 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 685 $377K 0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 681 $375K 0.01% +84 13F-HR Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 681 $375K 0.28% +417 13F-HR Timeline Retirement Management Systems Inc. More: the full row for Retirement Management Systems Inc. 680 $375K 0.1% 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 679 $374K 0.01% -21 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 676 $373K 0.01% +47 13F-HR Timeline ANB BANK More: the full row for ANB BANK 673 $371K 0.15% -11 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 670 $369K new Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 669 $369K 0.1% -4 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 668 $368K 0.14% 0 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 665 $367K 0.18% +8 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 664 $366K <0.01% -398 13F-HR Timeline Group Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 656 $362K 0.01% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 654 $360K 0.02% -765 13F-HR Timeline Group ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 648 $357K 0.02% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 636 $351K <0.01% -7 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 636 $351K 0.3% +2 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 632 $348K <0.01% -2 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 631 $348K <0.01% +3 13F-HR Timeline Group HUDSON EDGE INVESTMENT PARTNERS INC. More: the full row for HUDSON EDGE INVESTMENT PARTNERS INC. 630 $347K 0.05% -259 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 630 $347K 0.06% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 625 $345K <0.01% -266 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 624 $344K 0.01% -65 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 619 $341K 0.03% -580 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 619 $341K 0.21% new 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 613 $338K 0.11% +132 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 611 $337K 0.04% +17 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 610 $336K 0.05% -4 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 606 $334K 0.02% new 13F-HR/A Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 605 $334K 0.13% 0 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 599 $330K 0.02% -415 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 597 $329K 0.02% 0 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 592 $326K <0.01% new 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 587 $324K <0.01% +5 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 585 $323K 0.01% +5 13F-HR Timeline Cornerstone Investment Partners, LLC More: the full row for Cornerstone Investment Partners, LLC 583 $321K 0.01% -25 13F-HR Timeline Essex LLC More: the full row for Essex LLC 580 $320K 0.06% 0 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 576 $318K 0.02% -635 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 572 $315K <0.01% new 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 569 $314K <0.01% +101 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 562 $310K <0.01% +108 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 557 $307K 0.01% -578 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 548 $302K 0.16% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 546 $301K 0.01% +1 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 545 $300K 0.01% new 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 545 $300K 0.14% 0 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 541 $298K 0.03% new 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 533 $294K <0.01% new 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 526 $290K 0.02% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 523 $288K <0.01% +32 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 500 $286K 0.13% 0 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 508 $280K 0.03% -146 13F-HR Timeline Group Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 503 $277K 0.13% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 502 $277K 0.01% -26 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 474 $276K 0.01% new 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 500 $276K 0.08% 0 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 500 $276K 0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 500 $276K 0.07% 0 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 494 $275K <0.01% 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 498 $275K 0.04% -229 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 498 $275K 0.02% +105 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 491 $271K 0.08% -181 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 487 $268K 0.02% new 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 486 $268K 0.07% 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 482 $266K 0.07% -24 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 478 $264K 0.01% +28 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 478 $264K 0.04% 0 13F-HR Timeline Group