BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 1,494 $1.56M 0.1% -2 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,481 $1.54M 0.03% -62 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 1,516 $1.53M 0.33% -1 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,462 $1.52M 0.09% +55 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,404 $1.52M 0.05% 0 13F-HR Timeline Westwind Capital More: the full row for Westwind Capital 1,440 $1.5M 0.36% new 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,438 $1.5M 0.02% +20 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,431 $1.49M 0.02% +80 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 1,418 $1.48M 0.08% +680 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 1,412 $1.47M 0.03% 0 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 1,395 $1.45M 0.02% -88 13F-HR Timeline Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 1,394 $1.45M 0.26% +51 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 1,393 $1.45M 0.02% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,383 $1.44M 0.02% +393 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 1,383 $1.44M <0.01% +319 13F-HR Timeline Group Twin Tree Management, LP More: the full row for Twin Tree Management, LP 1,377 $1.44M 0.22% -2,792 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 1,375 $1.43M 0.04% -33 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,373 $1.43M 0.01% +61 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 1,361 $1.42M 0.02% -119 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 1,355 $1.41M 0.7% -821 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 1,353 $1.41M 0.29% -3 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 1,350 $1.41M 0.17% -2 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 1,341 $1.4M 0.03% -662 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 1,337 $1.39M 0.04% new 13F-HR Timeline Group COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 1,329 $1.39M 0.05% +67 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 1,322 $1.38M 0.36% +958 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,302 $1.36M <0.01% +388 13F-HR Timeline Group FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 1,278 $1.33M 0.22% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1,276 $1.33M 0.08% +163 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,262 $1.32M 0.06% +102 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,258 $1.31M <0.01% +212 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,249 $1.3M 0.01% +38 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 1,237 $1.29M 0.03% -33 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,226 $1.28M 0.01% +131 13F-HR Timeline Group Tacita Capital Inc More: the full row for Tacita Capital Inc 1,217 $1.27M 0.69% 0 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 1,217 $1.27M 0.4% new 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 1,187 $1.24M 0.01% +593 13F-HR Timeline Group Falcon Wealth Planning More: the full row for Falcon Wealth Planning 1,172 $1.22M 0.08% -19 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 1,183 $1.21M 1.19% -209 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,153 $1.2M 0.06% +262 13F-HR Timeline Karras Company, Inc. More: the full row for Karras Company, Inc. 1,138 $1.19M 1.07% -59 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 1,134 $1.18M 0.01% -508 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 1,133 $1.18M 0.01% +159 13F-HR/A Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,133 $1.18M 0.05% +27 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,125 $1.17M 0.01% +195 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. 1,121 $1.17M 0.05% +12 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,119 $1.17M 0.07% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 1,108 $1.15M 0.01% +74 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,090 $1.14M 0.02% +9 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 1,090 $1.14M 0.01% +175 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 1,086 $1.13M 0.4% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,074 $1.13M 0.03% +69 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 1,078 $1.12M 0.08% 0 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 1,064 $1.11M 0.07% +115 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,055 $1.1M 0.01% -16 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,051 $1.1M 0.05% +166 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 1,036 $1.08M 0.5% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,033 $1.08M 0.11% +500 13F-HR Timeline Safe Harbor Family Capital, LLC More: the full row for Safe Harbor Family Capital, LLC 1,023 $1.07M 0.71% +12 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,018 $1.06M 0.14% +13 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 1,008 $1.05M 0.03% -1,704 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 1,004 $1.05M 0.24% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,003 $1.05M <0.01% +320 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 1,000 $1.04M 0.11% new 13F-HR Timeline TOBAM More: the full row for TOBAM 998 $1.04M 0.25% +442 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 997 $1.04M 0.06% +10 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 996 $1.04M 0.03% +4 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 987 $1.03M 0.06% -7 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 986 $1.03M 0.31% -142 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 975 $1.02M 0.26% +24 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 968 $1.01M 0.01% +149 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 966 $1.01M 0.13% new 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 959 $1M 0.03% -78 13F-HR Timeline Group Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 961 $1M 0.08% +5 13F-HR Timeline RD Finance Ltd More: the full row for RD Finance Ltd 952 $992K 0.98% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 951 $991K 0.05% +22 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 948 $988K 0.09% +25 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 941 $981K 0.12% +23 13F-HR Timeline Ninety One UK Ltd More: the full row for Ninety One UK Ltd 937 $977K <0.01% +32 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 930 $974K +552 Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 933 $972K 0.07% -15 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 932 $972K 0.7% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 931 $971K 0.13% 0 13F-HR Timeline Group American Investment Services, Inc. More: the full row for American Investment Services, Inc. 929 $968K 0.2% 0 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 923 $962K 0.03% new 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 923 $962K 0.23% -1 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 885 $960K 0.01% +299 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 918 $957K 0.33% -9 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 918 $957K 0.03% +92 13F-HR Timeline Group Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 913 $952K 0.13% new 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 913 $952K 0.22% +23 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 909 $948K 0.03% +228 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 904 $942K 0.09% +667 13F-HR Timeline Group Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 903 $941K 0.32% +97 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 898 $936K 0.02% +27 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 893 $931K 0.06% -398 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 890 $928K 0.03% -1,586 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 880 $917K 0.42% -3 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 878 $915K 0.03% +106 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 876 $913K 0.08% -10 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 876 $913K 0.02% -523 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 871 $908K 0.16% new 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 862 $899K 0.05% +93 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 848 $885K 0.02% -19 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 847 $883K 0.29% -87 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 845 $881K 0.01% +8 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 845 $881K -579 Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 840 $876K 0.02% +39 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 823 $858K 0.16% -45 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 821 $856K 0.01% +14 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 820 $855K 0.02% +22 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 819 $854K 0.1% +75 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 813 $847K 0.02% -5 13F-HR Timeline ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 806 $840K 0.03% 0 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 803 $837K 0.73% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 801 $835K 0.01% +135 13F-HR Timeline NWK Group, Inc. More: the full row for NWK Group, Inc. 800 $834K 0.26% -40 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 797 $831K 0.03% +95 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 796 $830K 0.09% -476 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 795 $829K <0.01% +3 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 784 $818K 0.05% -90 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 823 $817K 0.01% -17 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 773 $806K 0.02% +139 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 769 $802K 0.03% +65 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 764 $796K 0.07% +197 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 764 $796K 0.01% +106 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 762 $794K 0.28% -10 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 761 $793K 0.05% +2 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 759 $791K 0.03% -9 13F-HR Timeline Group FLC Capital Advisors More: the full row for FLC Capital Advisors 758 $790K 0.13% 0 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 755 $787K 0.06% +185 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 753 $785K 0.05% +361 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 752 $784K 0.01% +39 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 749 $781K 0.07% new 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 744 $776K 0.05% +267 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 737 $769K <0.01% -62 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 732 $763K 0.08% +177 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 728 $759K 0.15% +235 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 756 $755K 0.01% 0 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 715 $745K 0.19% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 710 $740K 0.13% +95 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 704 $734K 0.01% +339 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 699 $729K 0.01% +121 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 695 $724K 0.04% +14 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 693 $723K 0.02% +222 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 691 $721K 0.12% -125 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 691 $720K 0.13% -638 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 690 $719K 0.08% -622 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 688 $717K 0.04% +136 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 701 $717K 0.01% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 688 $717K 0.02% +27 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 686 $715K 0.48% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 683 $712K 0.02% -114 13F-HR Timeline Group PCM Encore, LLC More: the full row for PCM Encore, LLC 681 $710K 0.12% -2 13F-HR Timeline Wedbush Fund Advisers, LLC More: the full row for Wedbush Fund Advisers, LLC 680 $709K 0.06% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 679 $708K 0.02% -91 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 676 $705K 0.02% +137 13F-HR Timeline OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 675 $704K <0.01% 0 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 670 $698K 0.04% new 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 669 $690K 0.01% +38 13F-HR Timeline Group Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 661 $690K 0.02% -223 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 660 $688K 0.02% +21 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 654 $682K 0.01% -226 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 654 $682K 0.04% -82 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 666 $681K 0.5% +82 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 649 $677K 0.01% -92 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 648 $675K 0.04% +8 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 643 $670K 0.09% 0 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 643 $670K 0.02% -20 13F-HR Timeline Group Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 635 $662K 0.28% new 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 633 $660K 0.17% -32 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 629 $656K 0.09% +52 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 620 $646K 0.04% new 13F-HR Timeline Group Sienna Gestion More: the full row for Sienna Gestion 588 $645K 0.04% new 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 617 $643K 0.02% +213 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 616 $642K 0.02% 0 13F-HR Timeline Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 616 $642K 0.09% 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 615 $641K 0.19% +229 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 614 $640K 0.09% +66 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 614 $640K <0.01% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 613 $639K 0.11% 0 13F-HR Timeline 111 Capital More: the full row for 111 Capital 610 $636K 0.11% new 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 607 $633K +70 Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 607 $633K 0.85% -2 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 605 $630K 0.12% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 604 $630K 0.01% +55 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 603 $629K 0.13% 0 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 602 $628K 0.23% +20 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 602 $628K 0.18% +42 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 595 $620K 0.13% -11 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 593 $618K 0.02% +80 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 590 $615K 0.18% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 588 $613K 0.02% +7 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 588 $613K 0.06% +41 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 583 $608K 0.04% +250 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 581 $606K <0.01% +98 13F-HR Timeline Group Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 573 $597K 0.35% -18 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 567 $590K 0.13% +187 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 563 $587K 0.03% -81 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 561 $585K 0.33% -1 13F-HR Timeline