Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 4,518 $467K -967 Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,511 $466K 0.02% +617 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,474 $462K 0.04% +55 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 4,448 $460K 0.01% 0 13F-HR Timeline Fairbanks Capital Management, Inc. More: the full row for Fairbanks Capital Management, Inc. 4,449 $460K 0.25% -111 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 4,539 $457K 0.01% new 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 4,390 $454K 0.01% +235 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 4,387 $453K 0.03% +115 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 4,386 $453K 0.01% -59 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 4,280 $453K 0.05% new 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 4,350 $450K 0.1% -363 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 4,344 $449K 0.03% -750 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 4,310 $445K 0.14% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 4,275 $442K 0.01% new 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 4,258 $440K 0.03% +120 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 4,212 $435K 0.01% +3,564 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 4,201 $434K 0.03% +6 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 4,190 $433K <0.01% 0 13F-HR Timeline Group BRISTOL JOHN W & CO INC /NY/ More: the full row for BRISTOL JOHN W & CO INC /NY/ 4,117 $425K 0.01% 0 13F-HR Timeline Mondrian Investment Partners LTD More: the full row for Mondrian Investment Partners LTD 4,095 $423K 0.01% 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 4,053 $419K 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,956 $409K 0.01% -71 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 3,934 $407K 0.01% -62 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,933 $406K 0.03% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 3,924 $406K 0.19% -6,147 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 3,910 $404K 0.09% -232 13F-HR/A Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 3,904 $403K 0.02% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 3,902 $403K 0.07% +33 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 3,899 $403K 0.06% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 3,875 $400K <0.01% -513 13F-HR Timeline Group Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 3,870 $400K 0.09% -268 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 3,846 $397K <0.01% +67 13F-HR Timeline Group Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 3,840 $397K 0.12% 0 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 3,821 $395K 0.14% -7,310 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 3,789 $392K 0.01% new 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 3,778 $390K 0.3% +75 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 3,734 $386K 0.18% -65 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 3,714 $384K 0.01% +52 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,664 $379K 0.02% +394 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 3,584 $370K 0.05% new 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 3,573 $369K 0.13% +821 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 3,572 $369K 0.09% -16,765 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 3,569 $369K 0.01% -768 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,563 $368K 0.02% +1,569 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 3,558 $368K 0.02% +1,456 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 3,519 $364K 0.11% -1,587 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 3,496 $361K 0.01% -504 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,487 $360K 0.01% new 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 3,479 $360K 0.05% -37 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 3,444 $359K 0.34% -153 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 3,469 $359K 0.01% +203 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,464 $358K <0.01% -187 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 3,434 $355K 0.01% 0 13F-HR Timeline Group Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 3,400 $351K 0.04% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,398 $351K 0.05% +1,922 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,397 $351K 0.02% -1,743 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 3,388 $350K 0.01% -1,162 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 3,377 $349K 0.01% +1,000 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 3,371 $348K 0.01% +1,257 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 3,355 $347K 0.01% -44,281 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 3,329 $344K 0.13% +53 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 3,295 $341K 0.1% +1,750 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,259 $337K 0.02% -46 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,251 $336K 0.01% +653 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 3,213 $332K 0.02% +483 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 3,210 $332K 0.01% -977 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 3,203 $331K 0.01% +378 13F-HR Timeline HELIOS CAPITAL MANAGEMENT PTE. LTD More: the full row for HELIOS CAPITAL MANAGEMENT PTE. LTD 3,200 $331K 0.22% 0 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 3,200 $331K 0.1% -250 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3,187 $329K 0.14% -400 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,136 $324K 0.01% -14 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 3,119 $322K 0.05% -131 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 3,104 $321K 0.09% -2,325 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 3,093 $320K 0.02% -32 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,091 $319K 0.02% -29 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,084 $319K 0.01% +19 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 3,071 $317K <0.01% new 13F-HR Timeline Group SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 3,070 $317K 0.01% -74 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,038 $314K <0.01% +540 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 3,010 $311K 0.02% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 3,006 $311K 0.02% +232 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 3,005 $309K 0.02% -1,765 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,964 $306K <0.01% +1,025 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 2,963 $306K 0.1% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,957 $306K 0.01% +560 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,956 $306K <0.01% -311 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 2,903 $300K 0.04% new 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,874 $297K 0.01% new 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,812 $291K 0.01% -46 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,811 $291K 0.01% +1,575 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 2,808 $290K 0.08% +962 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,793 $289K 0.05% new 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 2,763 $286K 0.2% +282 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 2,757 $285K 0.01% +679 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 2,810 $282K 0.1% -72 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 2,723 $281K <0.01% -2,292 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 2,721 $281K 0.03% +210 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 2,716 $281K 0.05% +5 13F-HR Timeline TT Capital Management LLC More: the full row for TT Capital Management LLC 2,701 $279K 0.21% -400 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 2,691 $278K 0.1% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,676 $277K 0.04% -3,535 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 2,673 $276K -290 Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,666 $275K 0.08% new 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 2,650 $274K 0.02% new 13F-HR/A Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,645 $273K 0.01% new 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 2,620 $271K <0.01% -700 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,607 $269K <0.01% -168 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,593 $268K 0.01% +103 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 2,568 $265K 0.01% new 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 2,541 $263K 0.01% new 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,526 $261K <0.01% -2,502 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,518 $260K 0.01% -1,471 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 2,513 $260K 0.13% -72 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,499 $258K 0.02% +348 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 2,471 $255K 0.15% +665 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 2,465 $255K 0.03% -1,063 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,461 $254K 0.01% -1,720 13F-HR Timeline Group Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,450 $253K 0.12% 0 13F-HR Timeline Group WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,449 $253K 0.02% new 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 2,560 $251K 0.03% new 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 2,416 $250K 0.04% new 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 2,416 $250K 0.04% 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,399 $248K 0.01% -35 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 2,371 $245K 0.1% +261 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,369 $245K 0.01% new 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 2,358 $244K 0.09% +182 13F-HR/A Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,354 $243K 0.04% 0 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 2,340 $242K 0.01% -21,647 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 2,334 $241K 0.05% -258 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 2,332 $241K 0.03% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,337 $241K 0.01% +520 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,387 $239K 0.06% -99 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,306 $238K 0.01% -248 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,300 $238K 0.01% -889 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 2,296 $237K <0.01% 0 13F-HR Timeline Group Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 2,294 $237K 0.24% new 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 2,292 $237K 0.06% +6 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 2,283 $236K 0.01% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,280 $236K 0.04% +302 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,277 $235K <0.01% +10 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,247 $232K 0.02% -45 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,201 $227K 0.02% +38 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 2,200 $227K 0.19% -1,600 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 2,186 $226K <0.01% -214 13F-HR Timeline Group Divisadero Street Capital Management, LP in group Divisadero Street Capital Man… More: the full row for Divisadero Street Capital Management, LP 2,177 $225K 0.01% 0 13F-HR Timeline Group Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 2,191 $225K 0.02% +393 13F-HR Timeline Ruane, Cunniff & Goldfarb L.P. More: the full row for Ruane, Cunniff & Goldfarb L.P. 2,170 $224K <0.01% +26 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 2,167 $224K 0.01% +1 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,166 $224K 0.02% -206 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,153 $223K <0.01% +94 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 2,149 $222K 0.03% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,146 $222K <0.01% -557 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2,138 $221K 0.07% +2,049 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,133 $220K 0.01% new 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 2,124 $220K 0.02% 0 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 2,120 $219K 0.04% new 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 2,120 $219K 0.02% +100 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 2,119 $219K 0.07% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,109 $218K 0.03% -58 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,097 $217K 0.01% -4 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,088 $216K 0.05% -6 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 2,057 $213K 0.03% -200 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 2,056 $212K <0.01% +295 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 2,044 $211K 0.01% -519 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 2,042 $211K 0.11% -19 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 2,010 $208K 0.21% -300 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 2,005 $207K 0.16% 0 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 2,000 $207K 0.05% 0 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 2,001 $207K 0.05% -42 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,000 $207K 0.02% 0 13F-HR Timeline Group DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. in group DYMON ASIA CAPITAL (SINGAPORE… More: the full row for DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 2,000 $207K 0.08% new 13F-HR Timeline Group FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 2,000 $207K 0.06% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,987 $205K 0.07% -134 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 1,980 $205K 0.02% 0 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 1,996 $203K 0.02% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,960 $203K 0.01% +86 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,955 $202K 0.01% +102 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,954 $202K <0.01% -51 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,744 $201K 0.02% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,871 $193K 0.01% +486 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,920 $191K 0.06% -1,033 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1,770 $182K <0.01% +44 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,706 $176K <0.01% +1,222 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,641 $170K 0.03% +463 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,617 $167K <0.01% +9 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,602 $165K 0.01% 0 13F-HR Timeline Navera Investment Management Ltd. More: the full row for Navera Investment Management Ltd. 1,550 $160K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,537 $159K 0.02% 0 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,530 $158K <0.01% +181 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,468 $152K <0.01% +76 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,457 $151K -353 Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,307 $135K 0.04% +436 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 1,250 $129K 0.01% -12 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,222 $126K 0.01% +136 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,183 $122K <0.01% +127 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,160 $116K <0.01% -10,554 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,044 $108K 0.01% +1,039 13F-HR Timeline Group Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 1,040 $107K 0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,035 $107K 0.04% -43 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 1,025 $106K 0.02% -86 13F-HR Timeline