MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 4,837 $326K <0.01% -180 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 4,817 $324K 0.02% -250 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 4,810 $324K 0.02% new 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 4,783 $322K 0.04% -84 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,751 $320K <0.01% +2,358 13F-HR Timeline Group Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 4,720 $318K 0.02% +1,800 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 4,705 $317K 0.09% +43 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 4,635 $312K 0.01% -125 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 4,616 $311K <0.01% 13F-HR/A Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 4,611 $310K <0.01% -53 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,601 $310K 0.01% -833 13F-HR Timeline Group Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 4,596 $309K 0.12% +214 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,592 $309K 0.01% +424 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 4,592 $309K 0.19% +124 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 4,585 $309K 0.19% +322 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 4,578 $308K 0.17% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 4,572 $308K 0.01% +754 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,539 $306K 0.01% +571 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 4,542 $306K 0.13% 0 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 4,515 $304K 0.05% +2 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,496 $303K 0.01% -95 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 4,252 $302K 0.04% 0 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 4,460 $300K 0.06% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,454 $300K <0.01% +90 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 4,450 $300K 0.01% +84 13F-HR Timeline ARMISTICE CAPITAL, LLC More: the full row for ARMISTICE CAPITAL, LLC 4,445 $299K 0.01% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 4,406 $297K 0.01% +644 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 4,351 $293K 0.09% +28 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 4,348 $293K <0.01% +1,020 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 4,319 $291K <0.01% -7,242 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,300 $290K 0.01% +2,596 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 4,289 $289K 0.06% -354 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 4,274 $288K 0.04% 0 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 4,269 $287K 0.01% +19 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 4,265 $287K 0.02% -1,202 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 4,250 $286K 0.01% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,198 $283K 0.01% +190 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,189 $282K 0.01% -103 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,167 $281K 0.01% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 4,161 $280K 0.01% +394 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 4,160 $280K 0.22% +1,071 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 4,147 $279K 0.04% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 4,147 $279K 0.01% -40 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,108 $277K <0.01% +74 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 4,104 $276K 0.03% +404 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 4,102 $276K 0.08% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,075 $274K 0.01% +282 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 4,060 $273K 0.11% -406 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 4,052 $273K +125 Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 4,048 $273K <0.01% +615 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,048 $273K 0.02% -92 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 4,042 $272K 0.02% new 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 4,036 $272K 0.08% -2,805 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 4,033 $272K 0.24% 0 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 4,031 $271K 0.09% new 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 4,025 $271K 0.02% -300 13F-HR Timeline Group Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 4,015 $270K 0.01% 13F-HR Timeline VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 4,000 $269K 0.03% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 3,891 $269K 0.05% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,941 $265K 0.02% new 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 3,941 $265K 0.15% 0 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 3,933 $265K <0.01% -411 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 3,931 $265K 0.01% -61,350 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 3,904 $263K <0.01% -3,855 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 3,875 $261K 0.02% 0 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,870 $261K <0.01% +234 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 3,869 $260K 0.04% -261 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,866 $260K <0.01% +376 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 3,864 $260K 0.02% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 3,845 $259K <0.01% +300 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 3,707 $258K 0.02% +851 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 3,836 $258K 0.07% 0 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 3,829 $258K 0.09% +257 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 3,820 $257K 0.03% -5 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,788 $255K <0.01% -175 13F-HR Timeline Group Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 3,783 $255K 0.03% +61 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,771 $254K 0.01% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,723 $251K 0.02% +24 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 3,711 $250K 0.02% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,671 $247K <0.01% +2 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 3,657 $246K 0.01% +500 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,646 $245K 0.02% +32 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 3,610 $243K 0.05% 0 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 3,609 $243K 0.09% new 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 3,585 $242K <0.01% 0 13F-HR Timeline Group CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,567 $240K 0.03% 0 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,557 $239K 0.01% -104 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 3,551 $239K <0.01% +601 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 3,547 $239K 0.02% -53 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 4,150 $238K 0.07% new 13F-HR Timeline Cadence Wealth Management LLC More: the full row for Cadence Wealth Management LLC 3,522 $237K 0.11% +1 13F-HR Timeline Polaris Investment Advisors, LLC More: the full row for Polaris Investment Advisors, LLC 3,516 $237K 0.17% 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 3,505 $236K 0.05% +96 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 3,496 $235K <0.01% 0 13F-HR/A Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,495 $235K 0.03% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,491 $235K 0.03% +539 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 3,477 $234K 0.02% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,466 $233K <0.01% +3,012 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 3,458 $233K 0.01% +185 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 3,452 $232K 0.07% 0 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 3,451 $232K 0.17% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,447 $232K <0.01% +231 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,428 $231K 0.01% +336 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 3,298 $229K 0.1% +223 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 3,373 $227K 0.02% new 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 3,220 $226K 0.2% 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,361 $226K 0.01% +433 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,345 $225K 0.01% -95 13F-HR Timeline CBRE INVESTMENT MANAGEMENT LISTED REAL … More: the full row for CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 3,337 $225K <0.01% -1,494 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 3,333 $224K 0.01% new 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 3,330 $224K +2,730 Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,329 $224K 0.01% -19 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 3,329 $224K 0.03% -14 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,327 $224K 0.02% 0 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 3,325 $224K 0.01% new 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 3,290 $222K 0.02% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 3,284 $221K 0.03% -522 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 3,257 $219K <0.01% +963 13F-HR Timeline Group Clarius Group, LLC More: the full row for Clarius Group, LLC 3,235 $218K 0.01% +3 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 3,234 $218K 0.01% new 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 3,224 $217K 0.01% new 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 3,198 $215K 0.02% -73 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 3,170 $213K 0.05% 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 3,161 $213K 0.12% new 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 3,153 $212K 0.06% 0 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 3,153 $212K 0.01% -265 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 3,109 $209K 0.04% +87 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 3,099 $209K 0.02% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,084 $208K <0.01% -236 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 3,084 $208K 0.02% -8 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 3,079 $207K <0.01% -14 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,064 $206K 0.01% -50 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 3,046 $205K 0.05% -334 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 3,033 $204K 0.05% new 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 3,032 $204K 0.1% +67 13F-HR Timeline Econ Financial Services Corp More: the full row for Econ Financial Services Corp 3,029 $204K 0.1% +33 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 3,010 $203K 0.02% +21 13F-HR Timeline U S GLOBAL INVESTORS INC More: the full row for U S GLOBAL INVESTORS INC 3,000 $202K 0.02% new 13F-HR Timeline Hardman Johnston Global Advisors LLC More: the full row for Hardman Johnston Global Advisors LLC 3,000 $202K 0.01% 0 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 2,999 $202K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,957 $199K <0.01% +1,563 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,760 $186K 0.02% +309 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,750 $185K <0.01% -935 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,729 $184K 0.01% +3 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,703 $182K 0.01% +393 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 2,662 $179K 0.06% +640 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,645 $179K 0.01% +318 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,600 $175K 0.01% 0 13F-HR Timeline Group Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 2,600 $175K 0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,480 $167K 0.02% +1,312 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2,458 $165K 0.02% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,360 $159K 0.01% -2 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,316 $156K 0.04% -350 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2,230 $150K 0.05% -894 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 2,185 $147K 0.03% 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2,127 $143K 0.05% -258 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,068 $139K 0.01% -1,984 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,045 $138K 0.04% +224 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,025 $136K <0.01% -134 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,997 $134K 0.01% +52 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1,837 $124K 0.02% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,832 $123K 0.02% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,829 $123K <0.01% +345 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,742 $122K 0.02% -7 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,772 $119K <0.01% -654 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,705 $115K <0.01% +4 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,673 $113K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,653 $111K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,648 $111K 0.01% 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 1,554 $105K 0.01% -512 13F-HR Timeline Group VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 1,506 $101K 0.1% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,482 $99.8K 0.01% 0 13F-HR Timeline OSSIAM More: the full row for OSSIAM 1,461 $98.4K <0.01% -145 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,458 $98.2K 0.01% -325 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,455 $98K <0.01% -455 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,441 $97K 0.03% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,405 $94.6K <0.01% -98 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,352 $91K 0.05% -720 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 1,347 $90.7K 0.02% +366 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,312 $88.3K 0.01% -23 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,296 $87.3K 0.01% +450 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 1,249 $85K 0.05% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 1,253 $84.4K 0.03% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,251 $84.2K <0.01% -1,536 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,245 $83.8K 0.02% +139 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 1,226 $82.6K 0.02% +1 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,176 $79.2K 0.01% -48 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,129 $76K <0.01% +832 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,129 $76K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,119 $75.4K <0.01% +1,054 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 1,100 $74.1K <0.01% new 13F-HR Timeline Group FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 1,080 $72.7K 0.05% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,042 $70.2K 0.04% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,009 $67.9K 0.04% +66 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 1,000 $67.3K 0.06% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 983 $66.2K 0.03% +11 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 969 $65.2K <0.01% +34 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 950 $64K 0.01% +400 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 935 $63K 0.04% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 916 $61.7K <0.01% +51 13F-HR Timeline Group