Montis Financial, LLC More: the full row for Montis Financial, LLC 4,353 $349K 0.07% +21 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 4,350 $348K 0.05% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 4,338 $347K 0.12% -281 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 4,317 $346K 0.03% 0 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 4,307 $345K 0.03% +6 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 4,276 $342K 0.08% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 4,270 $342K 0.01% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 4,247 $340K 0.02% +102 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 4,237 $339K 0.01% -599 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,183 $335K 0.03% +282 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 4,177 $334K 0.02% +373 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 4,162 $333K 0.32% -141 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,122 $330K <0.01% +1,323 13F-HR Timeline Group CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 4,100 $328K 0.75% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 4,057 $325K <0.01% -2,646 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,982 $324K 0.01% +507 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 4,024 $322K <0.01% -3,294 13F-HR Timeline Group VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 4,000 $320K 0.02% 0 13F-HR Timeline Oakmont Investment Advisors, Inc. More: the full row for Oakmont Investment Advisors, Inc. 4,000 $320K 0.29% 0 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 3,977 $318K <0.01% 0 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 3,910 $318K -46,598 Timeline Willow Financial LLC More: the full row for Willow Financial LLC 3,959 $317K 0.32% 0 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 3,952 $316K 0.06% new 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 3,952 $316K 0.03% new 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 3,936 $315K 0.03% 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 3,929 $315K 0.09% +1,229 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 3,928 $315K 0.08% new 13F-HR Timeline TritonPoint Partners, LLC in group TritonPoint Partners, LLC More: the full row for TritonPoint Partners, LLC 3,894 $312K 0.11% +869 13F-HR Timeline Group Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,880 $311K 0.04% +162 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 3,865 $310K 0.02% -10 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 3,857 $309K 0.04% new 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 3,850 $308K 0.04% 0 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 3,834 $307K 0.01% -7,307 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,824 $306K 0.01% +87 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,806 $305K 0.01% +288 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 3,794 $304K 0.02% +98 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 3,750 $300K 0.01% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,746 $300K <0.01% -1,323 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 3,728 $299K 0.01% +207 13F-HR Timeline Group CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,726 $298K 0.04% +1,070 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,724 $298K 0.01% +361 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 3,720 $298K 0.05% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 3,691 $296K 0.02% -1 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,675 $294K 0.01% -3,213 13F-HR Timeline Group Addison Capital Co More: the full row for Addison Capital Co 3,666 $294K 0.05% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,658 $293K 0.01% -3,362 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 3,649 $292K 0.15% new 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 3,627 $290K 0.01% -879 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 3,553 $285K 0.02% -800 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,525 $282K 0.01% 0 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 3,525 $282K 0.04% +344 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 3,508 $281K 0.03% +387 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 3,502 $280K 0.08% +27 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,500 $280K 0.01% 0 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 3,500 $280K 0.14% 0 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 3,492 $280K 0.01% -354 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 3,492 $280K 0.02% 0 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 3,484 $279K 0.01% -127 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 3,496 $276K 0.01% -1,697 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 3,437 $275K 0.01% -1,272 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,422 $274K 0.01% -3,323 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 3,413 $273K 0.01% +24 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 3,411 $273K <0.01% -93,980 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 3,408 $273K 0.04% -5,332 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 3,350 $268K 0.03% 0 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 3,349 $268K 0.07% +259 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 3,338 $267K 0.05% -42,938 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 3,316 $266K 0.02% 0 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 3,312 $265K 0.12% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 3,303 $265K 0.02% 0 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 3,300 $264K 0.06% 0 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 3,283 $263K 0.01% -234 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,281 $263K <0.01% +36 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,255 $261K 0.01% +26 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 3,254 $261K 0.25% -598 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 3,252 $260K 0.08% -60 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,247 $260K 0.02% +894 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 3,245 $260K 0.02% +7 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 3,235 $259K 0.04% new 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 3,187 $258K 0.01% -4,002 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 3,221 $258K <0.01% -510 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,200 $256K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,194 $256K 0.01% +697 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 3,179 $255K 0.01% 0 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 3,169 $254K 0.09% 0 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 3,162 $253K 0.04% 0 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 3,148 $252K 0.01% new 13F-HR Timeline Group Midwest Trust Co More: the full row for Midwest Trust Co 3,144 $252K <0.01% -224 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 3,133 $251K 0.03% -15 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 3,120 $250K 0.01% -49 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 3,100 $248K 0.07% new 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 3,095 $248K <0.01% -1,047 13F-HR Timeline Group CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 3,091 $248K 0.16% +126 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 3,068 $246K 0.15% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,058 $245K 0.01% -5 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 3,046 $244K 0.05% new 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 3,041 $244K 0.01% -2,082 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 3,016 $242K 0.04% +9 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,016 $241K <0.01% +95 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 3,000 $240K 0.05% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,999 $240K <0.01% -48 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 2,998 $240K 0.08% +2,938 13F-HR Timeline Torray Investment Partners LLC More: the full row for Torray Investment Partners LLC 2,994 $240K 0.04% 0 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 2,993 $240K 0.07% +263 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,986 $239K 0.02% +286 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 2,984 $239K 0.05% -688 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,977 $238K 0.02% -67 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,974 $238K <0.01% -6,167 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 2,940 $235K 0.02% +1,046 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 2,926 $234K 0.03% +18 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 2,925 $234K 0.03% -400 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,912 $233K <0.01% +324 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 2,900 $232K 0.11% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,894 $232K 0.03% -410 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 2,881 $231K 0.17% +103 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 2,856 $229K 0.09% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,856 $229K 0.02% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,804 $225K 0.01% +41 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 2,804 $225K 0.02% -31 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 2,796 $224K 0.02% 0 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 2,793 $224K 0.09% +408 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 2,790 $223K 0.03% 0 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 2,784 $223K 0.04% +5 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 2,775 $222K 0.08% 0 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 2,765 $221K 0.01% -425 13F-HR Timeline Group EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 2,761 $221K 0.06% -2,456 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 2,760 $221K 0.01% -500 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 2,758 $221K <0.01% +57 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 2,745 $220K 0.05% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,739 $219K 0.04% 0 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 2,736 $219K 0.02% +23 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 2,729 $219K 0.11% +50 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 2,720 $218K 0.04% -15 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 2,720 $218K 0.07% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 2,718 $218K 0.02% +20 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 2,716 $217K 0.02% +812 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 2,700 $216K 0.02% +34 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 2,700 $216K 0.42% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,686 $215K 0.01% -3 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 2,670 $214K 0.01% 0 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 2,668 $214K 0.04% new 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 2,658 $213K <0.01% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,655 $213K 0.02% +184 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,643 $212K 0.02% +112 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 2,640 $211K 0.16% 0 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,637 $211K 0.01% -109 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,629 $211K 0.01% new 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 2,628 $210K 0.03% +180 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 2,715 $210K 0.16% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,588 $207K <0.01% +41 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 2,585 $207K 0.13% 0 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 2,654 $207K 0.02% -653 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 3,190 $206K 0.11% 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,550 $204K 0.03% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,544 $204K <0.01% -371 13F-HR Timeline Group PARTHENON LLC More: the full row for PARTHENON LLC 2,526 $202K 0.02% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,524 $202K <0.01% -12 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 2,500 $200K 0.08% -50 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 2,450 $196K 0.07% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,430 $195K <0.01% +285 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,424 $194K <0.01% -137 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,424 $194K 0.01% -56 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,259 $181K 0.02% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,209 $177K 0.02% 0 13F-HR Timeline ABS Direct Equity Fund LLC More: the full row for ABS Direct Equity Fund LLC 2,100 $175K 0.13% new 13F-HR Timeline Navera Investment Management Ltd. More: the full row for Navera Investment Management Ltd. 2,167 $174K <0.01% -1,195 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 2,156 $173K 0.03% -7,858 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,029 $162K 0.03% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,019 $162K <0.01% -48 13F-HR Timeline Group GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 2,015 $161K 0.02% 0 13F-HR Timeline Munich Reinsurance Co Stock Corp in Mun… More: the full row for Munich Reinsurance Co Stock Corp in Munich 1,996 $160K <0.01% -51,927 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,977 $158K 0.05% -316 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,953 $156K 0.01% +13 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,912 $153K 0.03% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,905 $153K 0.09% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,889 $151K 0.01% +1,142 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,854 $148K 0.01% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 1,850 $148K 0.03% -19 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,842 $148K 0.17% -1,148 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,829 $146K <0.01% -60 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,799 $144K 0.01% 0 13F-HR Timeline Group REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 1,676 $134K 0.1% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,655 $133K 0.02% -3,287 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,650 $132K 0.01% +15 13F-HR Timeline Group CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,596 $130K 0.08% -145 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 1,550 $124K 0.11% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,527 $122K 0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,524 $122K 0.04% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,491 $119K 0.01% -148 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,473 $118K 0.01% -150 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 14,904 $117K 0.01% +483 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 1,434 $115K 0.06% +1,316 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,422 $114K 0.01% -101 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,410 $113K <0.01% -91 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,387 $111K <0.01% +1,004 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Quarry LP More: the full row for Quarry LP 1,343 $108K 0.02% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,482 $107K 0.04% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,303 $104K 0.01% +287 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 1,283 $103K 0.04% -241 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1,278 $102K 0.06% -124 13F-HR Timeline