EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,992 $414K 0.01% +167 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 1,990 $413K 0.02% new 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 1,989 $413K 0.02% -266 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 1,975 $410K 0.13% -82 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 1,964 $408K 0.03% +5 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1,957 $407K 0.02% +1,471 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,926 $400K 0.01% +45 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 1,925 $400K 0.01% +12 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 1,900 $395K 0.26% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,885 $392K 0.02% +23 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 1,871 $389K <0.01% +3 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 1,865 $388K 0.39% +80 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,863 $387K 0.01% -3 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 1,944 $387K 0.02% 0 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 1,848 $384K 0.04% +1 13F-HR/A Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 1,832 $381K 0.11% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,831 $380K <0.01% +41 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 1,825 $379K 0.14% 0 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 1,800 $374K <0.01% new 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 1,800 $374K 0.01% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 1,796 $373K <0.01% +143 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 1,791 $372K 0.06% -200 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 1,789 $372K 0.08% +314 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 1,773 $372K 0.13% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,781 $370K <0.01% +25 13F-HR Timeline Group Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 1,779 $370K 0.11% -258 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 1,775 $369K 0.1% -225 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 1,766 $367K 0.17% +165 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,761 $366K 0.03% -5 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,760 $366K 0.03% +187 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,755 $365K 0.01% -88 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 1,783 $364K 0.41% -215 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,740 $362K 0.02% +1 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 1,738 $361K 0.29% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,747 $360K 0.01% +72 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 1,730 $359K 0.02% -10 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 1,716 $357K 0.02% new 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 1,715 $356K 0.12% +156 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 1,704 $354K 0.21% -20 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 1,700 $353K 0.05% -19 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,667 $346K 0.02% +155 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 1,666 $346K 0.19% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,659 $345K 0.01% +26 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,649 $343K 0.02% 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 1,650 $343K 0.01% -181 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,627 $338K <0.01% +12 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 1,613 $335K 0.28% -188 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 1,608 $334K 0.06% -41 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 1,607 $334K 0.01% -109 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,606 $334K 0.01% +99 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 1,602 $333K 0.17% -31 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 1,602 $333K 0.01% -663 13F-HR Timeline AHL INVESTMENT MANAGEMENT, INC. More: the full row for AHL INVESTMENT MANAGEMENT, INC. 1,600 $332K 0.23% -900 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 1,591 $331K 0.17% 0 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 1,593 $331K 0.03% new 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 1,589 $330K 0.04% new 13F-HR/A Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,567 $326K 0.01% +30 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 1,562 $325K 0.26% -20 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,553 $323K 0.02% +136 13F-HR/A Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 1,544 $321K <0.01% -60 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 1,526 $320K 0.03% +36 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 1,538 $320K 0.07% +40 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,525 $317K 0.07% +721 13F-HR Timeline BROWN CAPITAL MANAGEMENT LLC More: the full row for BROWN CAPITAL MANAGEMENT LLC 1,506 $313K 0.01% -782 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 1,500 $312K 0.03% 0 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 1,500 $312K 0.06% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,500 $312K <0.01% +150 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,490 $310K 0.02% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 1,611 $309K 0.07% -126 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,486 $309K 0.01% +41 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 1,485 $309K 0.15% +5 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,483 $308K 0.01% -9 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 1,451 $301K 0.04% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,450 $301K <0.01% -504 13F-HR Timeline Group Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,431 $297K 0.02% -11 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,427 $296K 0.01% -143 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,415 $294K 0.01% +173 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,405 $292K <0.01% -241 13F-HR Timeline Group 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 1,403 $291K 0.11% -89 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 1,400 $291K 0.01% 0 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 1,400 $291K 0.07% +93 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,394 $290K <0.01% +200 13F-HR Timeline Group Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 1,380 $287K 0.01% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,376 $286K 0.03% +3 13F-HR Timeline Group Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 1,375 $286K 0.1% -155 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,374 $285K 0.02% +91 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,373 $285K 0.09% -311 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,373 $285K <0.01% +22 13F-HR Timeline Group Trust Asset Management LLC More: the full row for Trust Asset Management LLC 1,361 $283K 0.02% -36 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 1,349 $280K 0.05% 0 13F-HR Timeline David Wealth Management LLC More: the full row for David Wealth Management LLC 1,347 $280K 0.23% +1 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,345 $279K 0.03% -62 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 1,343 $279K 0.01% -131 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,336 $278K 0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,312 $275K 0.01% +575 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 1,320 $274K 0.02% -3 13F-HR Timeline Group Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 1,313 $273K 0.02% -471 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 1,307 $272K 0.16% 0 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,306 $271K 0.01% +84 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,291 $268K 0.04% new 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 1,287 $267K 0.07% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,282 $266K <0.01% new 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 1,280 $266K 0.16% +30 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,279 $266K <0.01% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,261 $262K 0.01% -325 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,256 $261K 0.01% +101 13F-HR/A Timeline Busey Bank More: the full row for Busey Bank 1,249 $259K 0.01% +36 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 1,247 $259K 0.01% -20 13F-HR/A Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,246 $259K <0.01% -37 13F-HR/A Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,242 $258K 0.02% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,218 $255K 0.1% +3 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 1,228 $255K <0.01% 0 13F-HR Timeline Group CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 1,222 $254K 0.03% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,215 $252K <0.01% new 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 1,214 $252K 0.02% new 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 1,201 $250K 0.02% +391 13F-HR/A Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 1,200 $249K 0.09% 0 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 1,200 $249K 0.1% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,193 $248K 0.01% -49 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 1,236 $248K 0.1% +146 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,186 $247K 0.05% -28 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 1,185 $246K <0.01% +12 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 1,185 $246K 0.15% new 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,175 $244K <0.01% +37 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 1,169 $243K 0.02% new 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 1,161 $241K 0.07% -107 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,157 $240K 0.05% +60 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 1,150 $239K 0.01% 0 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 1,145 $238K 0.01% 0 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,142 $237K 0.01% new 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,135 $236K <0.01% -140 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,112 $232K 0.01% -10,022 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 1,114 $231K 0.02% -47 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 1,109 $230K 0.01% -111 13F-HR/A Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 1,100 $229K 0.05% 0 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,095 $227K <0.01% new 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 1,139 $227K 0.05% new 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 1,085 $225K 0.11% 0 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 1,066 $221K 0.09% new 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 1,060 $220K 0.17% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,052 $219K <0.01% new 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 1,051 $218K 0.01% new 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 1,051 $218K 0.05% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,118 $217K 0.01% new 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 1,043 $217K 0.26% -1 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 1,041 $216K 0.01% new 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 1,035 $215K <0.01% new 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 1,023 $213K <0.01% new 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 1,015 $211K 0.04% new 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 1,014 $211K 0.16% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,009 $210K 0.02% -183 13F-HR/A Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 1,010 $210K 0.01% new 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 1,003 $208K <0.01% new 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 1,002 $208K 0.01% new 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 1,002 $208K 0.05% new 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 1,000 $208K 0.04% new 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 1,000 $208K 0.07% new 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 1,000 $208K 0.19% new 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 1,000 $208K 0.02% new 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 995 $207K <0.01% new 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 989 $205K 0.6% new 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 982 $204K 0.07% new 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 975 $203K 0.14% new 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 973 $202K 0.02% +937 13F-HR Timeline Chico Wealth RIA More: the full row for Chico Wealth RIA 973 $202K 0.18% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 971 $202K 0.02% 0 13F-HR Timeline BIP Alliance, LLC More: the full row for BIP Alliance, LLC 970 $201K 0.09% new 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 969 $201K 0.01% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 955 $198K 0.02% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 936 $194K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 924 $192K 0.03% +102 13F-HR/A Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 924 $192K 0.01% 0 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 916 $190K <0.01% +41 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 900 $187K 0.04% 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 $184K 0.01% 0 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 875 $182K 0.12% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 868 $180K <0.01% -182 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 857 $178K 0.05% new 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 852 $177K 0.09% +77 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 847 $176K 0.07% +14 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 846 $176K 0.02% +21 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 837 $174K <0.01% -5 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 799 $166K <0.01% -163 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 791 $164K 0.02% -585 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 765 $159K 0.06% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 750 $156K 0.08% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 749 $156K 0.06% new 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 733 $152K 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 690 $143K 0.01% +369 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 689 $143K 0.01% +28 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 674 $140K 0.04% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 650 $135K 0.05% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 650 $135K 0.07% 0 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 645 $134K 0.04% new 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 638 $133K 0.06% 0 13F-HR/A Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 619 $129K 0.01% 0 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 613 $127K 0.1% -16 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 607 $126K 0.02% +289 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 600 $125K <0.01% new 13F-HR Timeline Group CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 600 $125K 0.05% 0 13F-HR Timeline