ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 1,874 $350K 0.04% 0 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 1,868 $349K <0.01% -7,284 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,866 $349K 0.01% +2 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,862 $348K 0.01% +45 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,862 $348K 0.01% new 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 1,847 $345K 0.02% +2 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,843 $344K 0.01% -801 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 1,832 $342K 0.09% 0 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 1,831 $342K 0.01% -164 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,825 $341K 0.01% -14 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 1,825 $341K 0.12% 0 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 1,801 $336K 0.27% 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 1,800 $336K 0.01% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,790 $334K 0.01% new 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 1,785 $333K 0.33% 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 1,784 $333K 0.03% -205 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 1,773 $331K 0.11% -449 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,766 $330K 0.02% -1 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,756 $328K <0.01% +420 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,749 $327K 0.01% new 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 1,740 $325K 0.02% new 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,739 $325K 0.01% -1 13F-HR/A Timeline Bank & Trust Co More: the full row for Bank & Trust Co 1,738 $324K 0.27% 0 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 1,735 $324K 0.04% 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 1,724 $322K 0.22% 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 1,719 $321K 0.04% +19 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 1,716 $320K <0.01% -46 13F-HR Timeline Group GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 1,690 $317K 0.08% 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,684 $314K 0.1% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 1,737 $313K 0.07% new 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 1,666 $311K 0.17% +96 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,675 $310K 0.01% +16 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 1,653 $309K <0.01% +229 13F-HR Timeline Portman Square Capital LLP More: the full row for Portman Square Capital LLP 1,650 $308K 0.06% -970 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 1,649 $308K 0.05% +12 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,646 $307K <0.01% -2,961 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 1,644 $307K 0.02% +242 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,940 $307K 0.02% -2,000 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 1,633 $305K 0.15% -2 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,633 $305K 0.01% new 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 1,623 $303K 0.02% 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,615 $302K <0.01% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 1,604 $299K <0.01% -392 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 1,601 $299K 0.14% 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 1,591 $297K 0.15% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,586 $296K 0.01% -4,850 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 1,584 $296K 0.01% -3,344 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 1,582 $295K 0.21% -36 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,573 $294K 0.03% -62 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,570 $293K 0.01% -116 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 1,559 $291K 0.1% 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 1,556 $290K <0.01% -3,742 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,537 $287K 0.01% 0 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 1,531 $286K 0.03% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,512 $282K 0.02% +157 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,507 $281K 0.01% -161 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 1,500 $280K 0.03% 0 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 1,500 $280K 0.05% 0 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 1,498 $280K 0.06% -157 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 1,490 $279K 0.02% 0 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 1,492 $279K 0.11% -138 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,492 $278K 0.01% +8 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,490 $278K 0.02% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,483 $277K 0.08% -38 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 1,480 $276K 0.14% -52 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 1,475 $275K 0.06% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 1,474 $275K 0.01% new 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 1,451 $271K 0.03% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,445 $270K 0.01% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 1,443 $269K 0.02% new 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,442 $269K 0.01% new 13F-HR/A Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,417 $264K 0.01% new 13F-HR/A Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,407 $263K 0.02% -33 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 1,400 $261K 0.01% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 1,396 $261K 0.02% new 13F-HR Timeline Group Trust Asset Management LLC More: the full row for Trust Asset Management LLC 1,397 $261K 0.02% 0 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 1,380 $258K 0.01% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,376 $257K 0.04% +658 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,373 $256K 0.03% +37 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,351 $252K <0.01% -77 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,350 $252K <0.01% -185 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 1,349 $252K 0.04% 0 13F-HR Timeline David Wealth Management LLC More: the full row for David Wealth Management LLC 1,346 $251K 0.21% 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 1,530 $251K 0.11% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,336 $249K 0.01% 0 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 1,323 $247K 0.01% -36 13F-HR Timeline Group AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 1,307 $244K 0.07% 0 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 1,307 $244K 0.14% 0 13F-HR Timeline Group Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 1,287 $240K 0.06% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,283 $240K <0.01% new 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,283 $240K 0.01% +28 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,279 $239K <0.01% -50 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,275 $238K <0.01% -230 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 1,268 $237K 0.07% -33 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 1,267 $237K <0.01% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,256 $235K 0.01% -37 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 1,250 $233K 0.12% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,242 $232K 0.01% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,242 $232K 0.02% -280 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,242 $232K 0.01% +190 13F-HR Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 1,228 $229K <0.01% 0 13F-HR Timeline Group CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 1,222 $228K 0.03% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,214 $227K 0.04% 0 13F-HR Timeline Group MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,215 $227K 0.09% new 13F-HR Timeline Busey Bank More: the full row for Busey Bank 1,213 $226K 0.01% -105 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 1,200 $224K 0.08% 0 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 1,200 $224K 0.09% -250 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,199 $224K 0.01% new 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 1,196 $223K 0.14% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,194 $223K <0.01% new 13F-HR Timeline Group OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 1,192 $223K 0.1% -1,423 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,192 $223K 0.02% -2,826 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,222 $221K 0.01% new 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,173 $219K <0.01% new 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 1,161 $217K 0.02% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,155 $216K 0.01% new 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 1,150 $215K 0.01% new 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 1,145 $214K 0.01% -111 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,138 $212K <0.01% -444 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 1,090 $211K 0.09% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,101 $206K 0.02% new 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 1,100 $205K 0.05% new 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 1,098 $205K 0.03% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,097 $205K 0.04% new 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 1,085 $203K 0.1% new 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 1,220 $200K 0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,050 $196K <0.01% -25 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 1,044 $195K 0.24% 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 1,014 $189K 0.02% -536 13F-HR Timeline OSSIAM More: the full row for OSSIAM 976 $182K <0.01% +126 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 971 $181K 0.02% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 962 $180K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 936 $175K 0.01% -500 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 924 $173K 0.01% 0 13F-HR Timeline Group Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 900 $168K 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 885 $165K 0.01% 0 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 875 $163K <0.01% +47 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 875 $163K 0.11% 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 842 $157K <0.01% +75 13F-HR Timeline Group Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 833 $156K 0.06% +6 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 825 $154K 0.02% -229 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 822 $153K 0.02% 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 810 $151K 0.01% +357 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 804 $150K 0.04% +14 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 775 $145K 0.07% -7 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 765 $143K 0.05% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 750 $140K 0.07% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 737 $138K <0.01% +40 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 733 $137K 0.01% 0 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 724 $135K 0.08% 13F-HR Timeline Group Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 720 $134K 0.02% -5 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 700 $131K <0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 674 $126K 0.03% -2 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 661 $123K 0.01% +19 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 657 $123K 0.01% +9 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 619 $122K 0.01% -359 13F-HR Timeline Group PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 650 $121K 0.05% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 650 $121K 0.06% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 644 $120K 0.01% -70 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 638 $119K 0.07% 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 629 $117K 0.1% -6 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 600 $112K 0.04% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 600 $112K 0.04% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 599 $112K <0.01% -295 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 561 $105K 0.01% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 558 $104K 0.01% 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 554 $103K 0.01% +1 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 541 $101K 0.01% +526 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 537 $100K 0.01% new 13F-HR Timeline Group Riverview Trust Co More: the full row for Riverview Trust Co 495 $92.4K 0.08% -71 13F-HR Timeline Trust Co More: the full row for Trust Co 495 $92.4K 0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 490 $91K 0.02% +3 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 486 $91K <0.01% +472 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 440 $82.1K 0.02% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 424 $79.1K 0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 419 $78.2K <0.01% +18 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 405 $76K 0.03% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 400 $74.7K 0.01% 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 398 $74.3K <0.01% -1,139 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 372 $69.4K 0.02% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 362 $67.6K 0.02% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 355 $66.3K <0.01% -1 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 355 $66.3K <0.01% 13F-HR Timeline Group SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 337 $62.9K 0.05% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 333 $62.2K 0.01% +7 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 337 $62K 0.03% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 329 $61.4K <0.01% 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 325 $60.7K 0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 323 $60.3K 0.04% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 321 $59.8K <0.01% +9 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 318 $59.4K 0.01% -23 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 313 $58.4K 0.03% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 313 $58.4K 0.02% -10 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 312 $58.2K 0.02% +137 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 308 $57.5K 0.01% 0 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 301 $56.2K <0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 300 $56K 0.02% -145 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 300 $56K 0.02% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 308 $56K <0.01% +299 13F-HR Timeline Group PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 302 $56K 0.01% 0 13F-HR Timeline