Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 1,806 $426K 0.06% -25 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,803 $425K 0.01% +542 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 1,800 $424K 0.09% 0 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 1,799 $424K 0.05% new 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 1,794 $423K 0.06% +173 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,792 $423K 0.03% new 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 1,780 $420K 0.13% +500 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 1,765 $416K 0.02% -61 13F-HR Timeline Suncoast Equity Management More: the full row for Suncoast Equity Management 1,763 $416K 0.04% -285 13F-HR Timeline HAMEL ASSOCIATES, INC. More: the full row for HAMEL ASSOCIATES, INC. 1,760 $415K 0.13% 0 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 1,760 $415K 0.05% 0 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 1,759 $415K 0.17% +216 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 1,754 $414K 0.02% -40 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 1,748 $412K 0.03% -10 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,747 $412K 0.05% +22 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 1,741 $411K 0.02% -85 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 1,735 $409K 0.02% -85 13F-HR Timeline First Dallas Securities Inc. 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More: the full row for Geneos Wealth Management Inc. 1,703 $402K 0.01% -337 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,700 $401K 0.02% +1 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 1,700 $401K 0.02% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,700 $401K 0.13% 0 13F-HR Timeline TANG CAPITAL MANAGEMENT LLC in group TANG CAPITAL MANAGEMENT LLC More: the full row for TANG CAPITAL MANAGEMENT LLC 1,693 $399K 0.02% -1,199 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,689 $398K 0.02% 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 1,682 $397K 0.05% +13 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,682 $397K 0.01% -29 13F-HR Timeline Group Garde Capital, Inc. 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More: the full row for Legacy Financial Advisors, Inc. 1,670 $394K 0.05% +766 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,669 $394K 0.01% -98 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 1,669 $394K 0.06% +30 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 1,663 $393K 0.03% +56 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 1,664 $392K 0.19% -272 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,660 $391K 0.06% +183 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,657 $391K 0.04% 0 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 1,646 $388K 0.06% new 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,645 $388K 0.01% +36 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,644 $388K 0.17% +10 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,641 $387K 0.05% +20 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,626 $383K 0.03% -155 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 1,626 $383K 0.06% 0 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,612 $382K 0.03% +66 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 1,619 $382K 0.07% 0 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 1,615 $381K 0.25% +306 13F-HR/A Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,614 $381K 0.03% -63 13F-HR Timeline Pettee Investors, Inc. 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More: the full row for DIAMANT ASSET MANAGEMENT, INC. 1,560 $368K 0.27% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 1,559 $368K 0.04% -27 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 1,558 $367K 0.02% -4 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 1,556 $367K 0.01% +88 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 1,555 $367K 0.2% +5 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 1,552 $366K 0.29% -60 13F-HR/A Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 1,550 $366K 0.4% 0 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,548 $365K 0.01% +24 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,536 $365K 0.01% -109 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 1,524 $359K 0.23% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,521 $359K 0.02% +130 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 1,514 $358K <0.01% -605 13F-HR Timeline Group CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 1,515 $357K 0.01% +400 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,506 $355K 0.06% -121 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 1,504 $355K 0.14% +1 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 1,503 $354K 0.05% +4 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 1,502 $354K 0.32% new 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 1,500 $354K 0.08% 0 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 1,500 $354K 0.19% +200 13F-HR Timeline Group 4WEALTH ADVISORS, INC. 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More: the full row for Moors & Cabot, Inc. 1,465 $345K 0.02% -1,413 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 1,456 $343K 0.01% +1 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 1,454 $343K 0.02% +15 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,435 $338K 0.11% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 1,431 $337K 0.14% 0 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 1,427 $337K 0.26% -66 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 1,426 $336K 0.14% 0 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 1,426 $336K 0.23% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,419 $335K 0.01% +71 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,413 $333K 0.02% +1 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,402 $331K 0.06% +3 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 1,400 $330K 0.21% -786 13F-HR Timeline Altrafin AG More: the full row for Altrafin AG 1,390 $328K 0.1% 0 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 1,390 $328K 0.23% 0 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 1,388 $327K 0.17% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,376 $324K 0.01% 0 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,373 $324K <0.01% +36 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 1,373 $324K 0.08% 0 13F-HR Timeline Group Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 1,368 $323K 0.03% new 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 1,367 $322K 0.03% +155 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 1,366 $322K 0.05% +59 13F-HR Timeline Group Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 1,359 $320K 0.12% new 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 1,355 $320K 0.03% 0 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,354 $319K 0.06% +382 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,351 $319K 0.01% +80 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,340 $316K 0.02% -732 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,339 $316K 0.01% +41 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 1,331 $315K 0.11% +273 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 1,328 $313K 0.06% 0 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 1,326 $313K 0.08% new 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 1,325 $312K 0.14% -99 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 1,316 $310K 0.02% -27 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 1,315 $310K 0.05% -100 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,315 $310K 0.04% +257 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 1,312 $309K 0.07% -22 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,309 $309K 0.03% +86 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 1,307 $308K 0.06% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,307 $308K 0.01% +81 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,306 $308K 0.02% -111 13F-HR Timeline 111 Capital More: the full row for 111 Capital 1,304 $307K 0.06% new 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 1,302 $307K 0.02% 0 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 1,300 $307K 0.15% 0 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 1,207 $306K 0.07% +11 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,295 $305K 0.01% +51 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 1,293 $305K 0.04% new 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 1,335 $303K 0.04% 0 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 1,286 $303K 0.02% -372 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 1,284 $303K 0.02% -3,285 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,278 $302K 0.01% +86 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 1,275 $301K 0.02% -136 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,271 $300K 0.02% +274 13F-HR Timeline Blue Door Asset Management, LLC More: the full row for Blue Door Asset Management, LLC 1,270 $299K 0.17% new 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 1,269 $299K 0.04% -97 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 1,267 $299K 0.09% -261 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 1,267 $299K 0.05% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,266 $299K 0.02% +128 13F-HR Timeline Group Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 1,265 $298K 0.11% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 1,260 $297K 0.21% +7 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,255 $296K <0.01% +131 13F-HR/A Timeline Group VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 1,255 $296K 0.09% 0 13F-HR Timeline U S GLOBAL INVESTORS INC More: the full row for U S GLOBAL INVESTORS INC 1,248 $294K 0.03% +98 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,245 $294K 0.07% +20 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 1,235 $291K 0.05% -98 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 1,235 $291K 0.06% -100 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 1,232 $291K 0.03% +83 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,232 $291K 0.01% -289 13F-HR Timeline Group OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 1,231 $290K 0.06% +4 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,142 $289K 0.03% +259 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 1,220 $288K 0.02% 0 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 1,221 $288K 0.16% new 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,216 $287K 0.01% 0 13F-HR Timeline Group Manske Wealth Management More: the full row for Manske Wealth Management 1,215 $287K 0.09% 0 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 1,200 $285K 0.1% 0 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 1,207 $285K 0.04% 0 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 1,203 $284K 0.07% new 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 1,201 $283K 0.05% new 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,198 $282K 0.12% -161 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 1,196 $282K 0.02% -5 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 1,192 $281K 0.12% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,175 $281K 0.02% -238 13F-HR/A Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 1,190 $281K 0.06% -305 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 1,187 $280K 0.2% -353 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 1,187 $280K 0.15% -90 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 1,185 $279K 0.05% -4 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 1,178 $279K 0.09% +7 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,181 $278K <0.01% +141 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 1,176 $277K 0.04% +2 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,175 $277K 0.02% -612 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 1,175 $277K 0.17% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GenTrust, LLC More: the full row for GenTrust, LLC 1,167 $276K 0.01% new 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 1,167 $275K 0.07% 0 13F-HR Timeline SPRING CAPITAL MANAGEMENT, LLC More: the full row for SPRING CAPITAL MANAGEMENT, LLC 1,166 $275K 0.13% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,163 $274K 0.02% -1,847 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,162 $274K 0.01% +151 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 1,156 $273K 0.3% +1 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,155 $272K 0.01% 0 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,146 $272K 0.06% -2 13F-HR Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 1,151 $271K 0.12% -1 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 1,150 $271K 0.1% -450 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 1,149 $271K 0.13% -12 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,146 $270K 0.03% +93 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 1,144 $270K 0.13% -28 13F-HR Timeline Williams Jones Wealth Management, LLC. 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