Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 7,755 $1.31M 0.7% 0 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 7,710 $1.3M 0.2% -2,460 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 7,511 $1.27M 0.19% +8 13F-HR Timeline Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 7,508 $1.27M <0.01% 0 13F-HR Timeline Group Greenland Capital Management LP More: the full row for Greenland Capital Management LP 7,500 $1.27M 0.19% -56,231 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 7,379 $1.25M <0.01% +1,084 13F-HR Timeline Group Paralel Advisors LLC More: the full row for Paralel Advisors LLC 7,395 $1.25M 0.05% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 7,372 $1.25M 0.01% -201 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 7,290 $1.23M 0.01% -53 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 6,915 $1.17M 0.13% +4,597 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 6,842 $1.16M <0.01% +3,794 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 6,662 $1.13M 0.03% -45 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 6,524 $1.1M 0.2% -35 13F-HR Timeline OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 6,464 $1.09M -2,243 Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 6,408 $1.08M <0.01% -137 13F-HR Timeline Group L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 6,378 $1.08M 0.12% 0 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 6,129 $1.04M 0.08% -927 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 5,982 $1.01M 0.01% -248 13F-HR Timeline Group XPONANCE LLC More: the full row for XPONANCE LLC 5,936 $1M 0.01% +51 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 5,931 $1M 0.01% -488 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 5,752 $974K 0.17% 13F-HR Timeline DUFF & PHELPS INVESTMENT MANAGEMENT CO More: the full row for DUFF & PHELPS INVESTMENT MANAGEMENT CO 5,725 $969K 0.01% 0 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 5,377 $910K 0.02% new 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 5,332 $906K 0.73% +2,368 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 5,338 $903K <0.01% +7 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 4,968 $841K <0.01% -1,445 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 4,909 $831K 0.02% +1,778 13F-HR Timeline Group NEOS Investment Management LLC More: the full row for NEOS Investment Management LLC 4,862 $823K 0.01% +2,451 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 4,833 $818K 0.03% +150 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 4,718 $799K 0.12% +575 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,633 $784K <0.01% +100 13F-HR Timeline Group CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 4,586 $776K 0.39% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,574 $774K <0.01% +889 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 4,567 $773K <0.01% +993 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 4,431 $750K <0.01% -2,686 13F-HR/A Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 4,257 $721K <0.01% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 4,244 $718K 0.02% +173 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 4,166 $705K 0.03% +1,387 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 4,109 $695K 0.27% +4 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 4,041 $684K 0.01% 0 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 3,999 $677K 0.07% 0 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 3,945 $668K 0.02% -100 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 3,905 $661K <0.01% +472 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 3,822 $647K 0.06% new 13F-HR/A Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,733 $632K 0.03% +1,716 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 3,713 $628K +1 Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 3,679 $623K 0.02% +357 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 3,540 $599K 0.02% new 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 3,500 $598K 0.05% 0 13F-HR Timeline Group ARROWSTREET CAPITAL, LIMITED PARTNERSHIP in group ARROWSTREET CAPITAL, LIMITED … More: the full row for ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 3,501 $593K <0.01% new 13F-HR Timeline Group Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 3,494 $591K 0.04% +470 13F-HR/A Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 3,476 $588K <0.01% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 3,361 $588K 0.01% -67 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,287 $582K 0.02% +1,533 13F-HR Timeline New Perspectives, Inc More: the full row for New Perspectives, Inc 3,434 $581K 0.26% 0 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 3,394 $574K 0.01% -5 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 3,329 $563K 0.01% +149 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 3,297 $558K 0.14% +1,151 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 3,268 $553K 0.32% new 13F-HR Timeline DoubleLine ETF Adviser LP More: the full row for DoubleLine ETF Adviser LP 3,263 $552K 0.17% +203 13F-HR Timeline Apollon Financial, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Financial, LLC 3,206 $543K 0.09% 0 13F-HR Timeline Group PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 3,200 $542K <0.01% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,131 $530K 0.01% -147 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 3,107 $526K 0.13% +41 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 3,086 $522K <0.01% +54 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 2,909 $492K 0.01% +134 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,792 $473K 0.01% +1,066 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,766 $470K <0.01% +133 13F-HR Timeline Group Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 2,759 $467K 0.01% -307 13F-HR Timeline Utah Retirement Systems More: the full row for Utah Retirement Systems 2,756 $466K <0.01% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2,637 $454K <0.01% +837 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 2,654 $449K <0.01% -2,995 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 2,644 $447K <0.01% -494 13F-HR Timeline Group NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 2,600 $440K 0.05% 0 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 2,552 $432K 0.01% 0 13F-HR Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 2,534 $429K 0.01% 0 13F-HR Timeline Norinchukin Bank, The in group Norinchukin Bank, The More: the full row for Norinchukin Bank, The 2,517 $426K 0.01% +20 13F-HR Timeline Group INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 2,500 $423K 0.01% 0 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 2,489 $421K <0.01% +77 13F-HR Timeline Group Cynosure Group, LLC More: the full row for Cynosure Group, LLC 2,487 $421K 0.05% 0 13F-HR/A Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,461 $417K 0.08% 0 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 2,439 $413K <0.01% -1,076 13F-HR Timeline Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 2,409 $408K <0.01% +1,021 13F-HR Timeline Group AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 2,361 $400K 0.04% +71 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 2,334 $395K <0.01% +81 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,333 $395K 0.02% -132 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 2,265 $383K <0.01% -59 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 2,255 $382K <0.01% +8 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,245 $380K <0.01% +300 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,241 $379K 0.01% -94 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,187 $370K 0.02% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,139 $362K <0.01% -93 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,075 $351K 0.01% +46 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,016 $341K 0.05% +489 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 1,996 $338K 0.15% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,991 $337K 0.01% +137 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 1,951 $330K 0.01% +26 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 1,881 $318K <0.01% -127 13F-HR Timeline Group TRUST POINT INC. More: the full row for TRUST POINT INC. 1,868 $316K 0.03% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 1,845 $315K <0.01% +302 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,834 $310K 0.04% 0 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 1,801 $305K 0.02% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,793 $303K 0.02% new 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,788 $303K <0.01% -49 13F-HR/A Timeline Group SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,774 $300K 0.01% 0 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 1,757 $297K 0.02% -2 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,749 $296K 0.02% +3 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,719 $291K <0.01% +188 13F-HR Timeline Group SPC Financial, Inc. More: the full row for SPC Financial, Inc. 1,704 $288K 0.02% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,689 $286K <0.01% +371 13F-HR Timeline QSV Equity Investors LLC More: the full row for QSV Equity Investors LLC 1,627 $275K 0.28% -42 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 1,624 $275K <0.01% 0 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 1,623 $275K 0.08% +13 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,610 $273K <0.01% -728 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,587 $269K 0.05% -1,402 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 1,585 $268K 0.09% new 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 1,581 $268K 0.08% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,517 $257K <0.01% new 13F-HR Timeline Group KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,508 $255K <0.01% 0 13F-HR Timeline Group CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 1,492 $253K <0.01% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,486 $252K 0.01% +7 13F-HR Timeline Financial Advisors, LLC More: the full row for Financial Advisors, LLC 1,473 $249K 0.04% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,458 $249K 0.01% new 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,460 $247K 0.01% new 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 1,455 $246K <0.01% 0 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 1,408 $238K <0.01% -66 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,378 $238K 0.03% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,400 $237K <0.01% +108 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 1,383 $234K 0.01% -6 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 1,355 $229K <0.01% +180 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 1,350 $229K 0.02% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 1,350 $229K 0.05% -50 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 1,347 $228K <0.01% +23 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,320 $227K 0.19% -9 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,300 $220K <0.01% 0 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 1,300 $220K 0.01% 0 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 1,275 $216K 0.04% 0 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 1,250 $212K 0.09% 0 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 1,245 $211K 0.01% 0 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,229 $208K <0.01% -9 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 1,219 $206K <0.01% -277 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,216 $206K 0.01% new 13F-HR Timeline Brookfield Corp /ON/ in group Brookfield Corp /ON/ More: the full row for Brookfield Corp /ON/ 1,159 $196K <0.01% -149,703 13F-HR Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1,037 $176K 0.08% 0 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 1,024 $173K 0.05% +25 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 892 $151K <0.01% +889 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 870 $147K <0.01% -52 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 850 $144K 0.05% 0 13F-HR Timeline First Eagle Investment Management, LLC in group First Eagle Investment Manage… More: the full row for First Eagle Investment Management, LLC 838 $142K <0.01% +7 13F-HR Timeline Group BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 806 $136K <0.01% 0 13F-HR Timeline Group AEW CAPITAL MANAGEMENT L P in group AEW CAPITAL MANAGEMENT L P More: the full row for AEW CAPITAL MANAGEMENT L P 800 $135K 0.01% -89,899 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 721 $122K 0.02% -1,307 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 707 $120K <0.01% +588 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 690 $118K 0.01% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 671 $114K 0.02% +521 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 662 $112K 0.03% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 567 $96K 0.05% -433 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 539 $91.2K 0.01% +8 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 521 $88.1K <0.01% +118 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 500 $84.6K <0.01% -48 13F-HR/A Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 494 $84K <0.01% -1,529 13F-HR Timeline Group Bollard Group LLC More: the full row for Bollard Group LLC 483 $82K <0.01% +4 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 475 $80.4K 0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 456 $77K <0.01% -3 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 455 $76.9K <0.01% +1 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 434 $73.5K 0.02% 0 13F-HR/A Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 394 $66.7K <0.01% +43 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 393 $66.5K 0.02% +34 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 376 $63.6K <0.01% +218 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 376 $63K <0.01% -65 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 345 $58.4K 0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 342 $57.9K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 313 $53K <0.01% -21 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 300 $50.8K <0.01% 0 13F-HR Timeline Group Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 300 $50.8K 0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 300 $50.8K 0.02% -2 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 298 $50K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 286 $48.4K 0.01% new 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 283 $47.9K <0.01% +11 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 270 $45.5K <0.01% -39 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 266 $45K <0.01% +265 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 250 $42.3K <0.01% 0 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 250 $42K 0.01% +60 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 244 $41.3K <0.01% +85 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 240 $40.6K <0.01% +44 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 236 $40K <0.01% -117 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 232 $39.3K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 217 $36.7K 0.01% +17 13F-HR/A Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 209 $35.4K <0.01% new 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 200 $33.9K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 194 $32.8K <0.01% -66 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 180 $30.5K <0.01% +82 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. 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