OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 6,283 $760K 0.04% -16,619 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 6,233 $754K 0.01% +17 13F-HR/A Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 6,231 $754K 0.37% -175 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 6,177 $747K 0.01% +3,760 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 6,015 $728K 0.05% +2,422 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 5,785 $723K 0.13% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 5,971 $722K <0.01% +302 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 5,935 $718K 0.02% +1,452 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 5,913 $715K 0.05% +794 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 5,882 $711K 0.01% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 5,834 $706K <0.01% -120 13F-HR/A Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 5,801 $702K 0.01% -109 13F-HR Timeline Mediolanum International Funds Ltd More: the full row for Mediolanum International Funds Ltd 5,694 $698K 0.01% +3,090 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 5,686 $687K 0.01% new 13F-HR Timeline Group Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 5,637 $682K 0.19% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 5,578 $675K 0.06% -1,969 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 5,573 $674K <0.01% +1,647 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,487 $664K <0.01% -729 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 5,410 $651K 0.04% +2,737 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 5,323 $644K 0.01% +1,681 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 5,311 $642K <0.01% -127 13F-HR Timeline Group STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 5,217 $631K 0.09% -233 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 5,157 $624K 0.01% +2,448 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 5,134 $621K 0.03% -1,240 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 5,131 $621K <0.01% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 5,103 $617K <0.01% +1,005 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 5,070 $613K <0.01% +11 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 5,053 $611K 0.01% -563 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 5,052 $611K 0.01% +2,753 13F-HR Timeline Group SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 4,812 $606K 0.02% -204 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,963 $600K 0.01% +2,549 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 4,953 $599K 0.08% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 4,883 $599K 0.01% +2,191 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 4,950 $599K 0.41% +2,000 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 4,900 $593K 0.01% +1,546 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 4,896 $592K <0.01% -123 13F-HR Timeline Group B. Metzler seel. Sohn & Co. AG in group B. Metzler seel. Sohn & Co. AG More: the full row for B. Metzler seel. Sohn & Co. AG 4,796 $580K 0.01% 0 13F-HR Timeline Group Balefire, LLC More: the full row for Balefire, LLC 4,708 $569K 0.09% -11,028 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 4,708 $569K 0.01% +44 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 4,646 $562K 0.06% -180 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 4,586 $555K <0.01% -10,375 13F-HR Timeline Group Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 4,486 $550K <0.01% new 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 4,521 $547K <0.01% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,508 $545K 0.02% -20 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 4,499 $544K <0.01% +7 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 4,468 $540K 0.02% -372 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 4,263 $532K 0.01% -246 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 4,392 $531K 0.01% -3,979 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 4,368 $528K 0.01% -715 13F-HR Timeline Group PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 4,360 $527K 0.03% 0 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 4,320 $523K 0.01% +1,716 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,313 $522K 0.05% +347 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 4,305 $521K 0.16% -2,959 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 4,282 $518K 0.01% +1,006 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,144 $501K 0.01% +1,027 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,015 $486K 0.01% +45 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 4,000 $484K 0.01% new 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 3,994 $483K 0.05% +864 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 3,979 $481K <0.01% -10,414 13F-HR Timeline Group Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 3,899 $472K 0.06% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 3,890 $470K <0.01% +13 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 3,886 $470K 0.13% -11,455 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 3,833 $464K 0.43% +10 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 3,818 $462K 0.04% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,818 $462K 0.02% +856 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 4,618 $461K 0.13% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,806 $460K 0.01% +603 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 3,805 $460K <0.01% -136 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 3,793 $459K 0.02% -383 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 3,782 $457K 0.13% +575 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 3,776 $457K 0.02% -52,487 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 3,767 $456K 0.04% new 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,756 $454K 0.04% new 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 3,739 $452K 0.13% +8 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,728 $451K 0.02% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,710 $449K <0.01% -950 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 3,695 $447K 0.04% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,646 $441K 0.01% -37 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 3,635 $440K <0.01% -1,751 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,631 $439K 0.01% +140 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 3,622 $438K <0.01% new 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,598 $435K 0.01% -398 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 3,578 $433K 0.02% -21,710 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 3,535 $428K 0.35% 0 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 3,486 $422K 0.06% -4,074 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,475 $420K 0.01% +118 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 3,470 $420K +171 Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 3,433 $415K <0.01% -193 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,431 $415K <0.01% -2 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,384 $409K <0.01% -867 13F-HR/A Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 3,329 $403K <0.01% -163 13F-HR Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,455 $402K 0.02% -186 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 3,293 $398K <0.01% +769 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,261 $394K <0.01% -820 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,248 $393K 0.01% -2,128 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 3,233 $391K <0.01% +795 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 3,226 $390K <0.01% -1,111 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 3,197 $387K 0.03% -81 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 3,149 $381K 0.05% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 3,135 $379K <0.01% +93 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 3,124 $378K 0.06% +875 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 3,108 $376K <0.01% +119 13F-HR Timeline Group Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 3,094 $374K 0.01% -200 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 3,045 $368K 0.04% +1,085 13F-HR Timeline Group Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 2,950 $357K 0.02% -73 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 2,947 $356K <0.01% new 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 2,926 $354K 0.16% +699 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 2,920 $353K 0.01% +191 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,889 $349K 0.02% -558 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 2,882 $349K 0.14% -518 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 2,838 $343K 0.02% +57 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,833 $343K <0.01% -615 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,829 $342K 0.02% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,798 $338K 0.01% +181 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,792 $338K 0.04% -500 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 2,753 $333K 0.04% -15 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,726 $331K <0.01% -1,016 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 2,736 $331K 0.32% -18 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,733 $331K 0.06% +588 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 2,728 $330K 0.01% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,724 $329K 0.01% +694 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 2,704 $327K 0.02% -16 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 2,700 $327K 0.01% -1,300 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,672 $323K 0.06% +2,642 13F-HR/A Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 2,676 $322K 0.02% new 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,620 $317K 0.13% 0 13F-HR Timeline Group Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,620 $317K 0.03% -96 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,586 $313K 0.01% new 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 2,560 $310K 0.06% new 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 2,530 $306K 0.01% -295 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 2,528 $306K 0.1% +779 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,518 $305K 0.04% -285 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,505 $303K 0.01% new 13F-HR Timeline EQUITY INVESTMENT CORP More: the full row for EQUITY INVESTMENT CORP 2,503 $303K 0.01% -351 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 2,411 $292K 0.05% new 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 2,405 $291K 0.03% -385 13F-HR Timeline Group Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 2,369 $287K 0.01% -831 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 2,291 $277K 0.01% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 2,282 $276K <0.01% -60 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,277 $275K <0.01% -93 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 2,272 $275K 0.01% -8 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,269 $274K 0.02% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 2,268 $274K <0.01% -2,935 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,246 $272K 0.01% -300 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,236 $270K 0.01% +30 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,198 $266K <0.01% -211 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,185 $264K <0.01% +492 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 2,176 $263K 0.01% +145 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,131 $258K <0.01% new 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 2,127 $257K <0.01% +3 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 2,076 $251K <0.01% new 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,058 $249K <0.01% +26 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 2,049 $248K 0.03% new 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 2,027 $245K 0.01% -20,441 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 2,003 $242K 0.01% 0 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 2,000 $242K 0.07% 0 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 1,993 $241K <0.01% new 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,981 $240K <0.01% -212 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 1,963 $237K 0.01% new 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,957 $237K <0.01% -22 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,949 $236K 0.02% +1,907 13F-HR Timeline Group West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,944 $235K 0.07% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,920 $232K 0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,915 $232K 0.01% -67 13F-HR Timeline Group Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,901 $230K 0.01% new 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 1,900 $230K 0.01% new 13F-HR Timeline Group Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 1,885 $228K 0.01% 0 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 1,873 $227K 0.03% new 13F-HR Timeline Belfer Management LLC More: the full row for Belfer Management LLC 1,855 $224K 3.72% -519 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,852 $224K 0.04% new 13F-HR Timeline Tull Financial Group, Inc. More: the full row for Tull Financial Group, Inc. 1,831 $221K 0.09% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,828 $221K 0.02% 0 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 1,822 $220K 0.06% new 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 1,800 $218K 0.19% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,771 $214K 0.05% -10,084 13F-HR/A Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,756 $213K 0.03% -106 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,759 $213K 0.01% new 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 1,754 $212K 0.01% -84 13F-HR Timeline TCFG Investment Advisors, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG Investment Advisors, LLC 1,752 $212K 0.07% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,734 $210K <0.01% -495 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 1,730 $209K 0.16% new 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1,741 $209K <0.01% 0 13F-HR Timeline Group Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,723 $208K 0.02% new 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 1,715 $207K 0.01% new 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 1,710 $207K 0.03% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,707 $206K 0.01% +1,135 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,705 $206K <0.01% new 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,697 $205K 0.02% new 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 1,590 $192K 0.01% -108 13F-HR Timeline Group CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 1,509 $183K 0.14% -52 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,505 $182K 0.01% +225 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,451 $175K 0.02% +414 13F-HR/A Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,444 $175K <0.01% -701 13F-HR/A Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,430 $173K 0.02% +6 13F-HR Timeline HARBOUR INVESTMENTS, INC. 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