Boston Common Asset Management, LLC More: the full row for Boston Common Asset Management, LLC 1,747 $408K 0.03% -1,297 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,821 $407K 0.01% +459 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 1,745 $407K 0.01% +15 13F-HR Timeline Massar Capital Management, LP More: the full row for Massar Capital Management, LP 1,737 $405K 0.08% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,731 $404K <0.01% -1,221 13F-HR Timeline Group Storgate, LLC More: the full row for Storgate, LLC 1,731 $404K 0.32% +238 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,713 $400K 0.04% +152 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 1,711 $399K 0.05% 0 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) 1,683 $393K 0.01% -8 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,629 $380K 0.01% +142 13F-HR/A Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 1,615 $377K 0.33% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,597 $373K 0.02% -211 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,596 $372K <0.01% +526 13F-HR Timeline Group BSW Wealth Partners More: the full row for BSW Wealth Partners 1,591 $371K 0.05% -36 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,578 $368K 0.02% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,567 $366K 0.02% +148 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,564 $365K 0.08% -55 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,563 $365K 0.06% +377 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,559 $364K 0.02% +164 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 1,545 $360K 0.08% 0 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 1,525 $356K 0.17% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,510 $352K 0.01% +64 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,508 $352K 0.12% +612 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 1,440 $349K 0.15% -185 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,485 $346K 0.02% +201 13F-HR Timeline Skandinaviska Enskilda Banken AB (publ) More: the full row for Skandinaviska Enskilda Banken AB (publ) 1,474 $344K 0.01% -36,824 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,467 $342K 0.04% +284 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,455 $339K 0.06% +251 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,453 $339K <0.01% +112 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 1,445 $337K 0.18% new 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,443 $337K 0.01% +75 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 1,441 $336K <0.01% new 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 1,431 $334K 0.04% +293 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 1,431 $334K 0.26% +44 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,422 $332K 0.07% +148 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,411 $329K 0.04% -155 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,407 $329K 0.01% +19 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 1,404 $327K 0.01% -499 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,398 $326K 0.02% new 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 1,375 $321K 0.03% new 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,372 $320K 0.02% -172 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 1,366 $319K 0.01% -254 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,349 $315K 0.02% -8 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 1,348 $314K 0.05% 0 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 1,222 $314K 0.06% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,335 $311K 0.03% -13 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 1,327 $311K 0.07% 0 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 1,329 $310K 0.05% -317 13F-HR Timeline Group Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,328 $310K 0.02% +109 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 1,328 $310K 0.05% -3,482 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 1,324 $309K 0.07% -29 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 1,315 $307K 0.14% 0 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 1,295 $302K 0.05% +337 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 1,287 $300K 0.16% +31 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,266 $295K 0.02% -657 13F-HR Timeline Transmarket Holdings LP More: the full row for Transmarket Holdings LP 1,280 $295K 0.16% +30 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 1,263 $295K 0.02% -99 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 1,257 $293K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,257 $293K <0.01% +96 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 1,248 $291K 0.03% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,237 $289K <0.01% +47 13F-HR Timeline Tenzing Financial LLC More: the full row for Tenzing Financial LLC 1,113 $288K 0.22% new 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 1,224 $286K <0.01% 0 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,276 $285K 0.04% +197 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 1,192 $284K 0.25% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,205 $281K <0.01% -17 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 1,202 $280K 0.25% -22 13F-HR Timeline Hyperion Capital Advisors LP More: the full row for Hyperion Capital Advisors LP 1,200 $280K 0.13% 0 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 1,200 $280K 0.26% +1,100 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 1,200 $280K 0.01% -42 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,187 $277K 0.02% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 1,168 $272K <0.01% +15 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,167 $272K <0.01% -214 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,148 $270K 0.01% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,148 $268K 0.01% +185 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,146 $267K 0.04% -20 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 1,116 $260K 0.09% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,102 $257K 0.01% +105 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,092 $255K 0.02% +38 13F-HR Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,080 $252K <0.01% new 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,076 $251K 0.01% -2,598 13F-HR Timeline Alpine Global Management, LLC More: the full row for Alpine Global Management, LLC 1,067 $249K 0.04% -5,251 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 1,057 $247K 0.03% +89 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,054 $246K 0.02% +68 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,055 $245K <0.01% +33 13F-HR Timeline Group AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 1,050 $245K 0.04% 0 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 1,041 $243K 0.01% new 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 1,038 $242K 0.13% new 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 1,034 $241K 0.16% new 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 933 $237K 0.01% -20 13F-HR/A Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 1,013 $236K 0.01% +3 13F-HR Timeline Group Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 1,010 $236K 0.19% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 944 $235K 0.01% +13 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,007 $235K <0.01% +15 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 1,005 $234K <0.01% -142,972 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 1,000 $233K <0.01% 0 13F-HR Timeline Ruane, Cunniff & Goldfarb L.P. More: the full row for Ruane, Cunniff & Goldfarb L.P. 1,000 $233K <0.01% 0 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 1,000 $233K 0.03% +300 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 989 $231K 0.21% new 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 986 $230K 0.01% -37 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 976 $228K 0.02% 0 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 974 $227K 0.13% new 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 963 $227K 0.14% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 965 $225K 0.03% -389 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 960 $225K 0.05% +11 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 954 $223K 0.03% new 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 955 $223K 0.04% new 13F-HR Timeline Group McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 951 $222K 0.03% +52 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 949 $221K 0.01% +3 13F-HR Timeline KENNEDY CAPITAL MANAGEMENT LLC More: the full row for KENNEDY CAPITAL MANAGEMENT LLC 947 $221K <0.01% -5 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 927 $216K 0.06% +3 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 917 $215K 0.03% +64 13F-HR Timeline Gambit Capital Management, LLC More: the full row for Gambit Capital Management, LLC 921 $215K 0.15% -113 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 910 $213K 0.05% new 13F-HR Timeline Henderson Brothers Financial Partners, … More: the full row for Henderson Brothers Financial Partners, LLC 913 $213K 0.05% 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 906 $211K 0.02% new 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 901 $210K <0.01% -434 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 900 $210K 0.06% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 894 $209K <0.01% -2,640 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 892 $208K 0.01% -316 13F-HR Timeline Chico Wealth RIA More: the full row for Chico Wealth RIA 887 $207K 0.13% new 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 882 $206K <0.01% -11,753 13F-HR Timeline Group Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 879 $205K 0.08% -33 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 883 $205K 0.05% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 876 $204K 0.01% new 13F-HR Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 874 $204K 0.17% -100 13F-HR/A Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 844 $201K 0.01% new 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 830 $194K 0.12% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 814 $190K <0.01% +572 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 776 $181K <0.01% -231 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 759 $177K 0.02% -438 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 707 $165K 0.06% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 666 $155K <0.01% -141 13F-HR Timeline Group OSSIAM More: the full row for OSSIAM 666 $155K <0.01% -4,646 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 600 $140K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 576 $134K 0.01% +21 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 562 $131K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 540 $126K <0.01% +74 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 537 $125K 0.03% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 534 $125K <0.01% -437 13F-HR Timeline Group REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 529 $123K 0.02% +98 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 498 $116K <0.01% +358 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 496 $116K 0.04% -31 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 471 $110K <0.01% +42 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 470 $110K 0.03% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 468 $109K 0.02% -64 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 460 $107K 0.01% +203 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 451 $106K 0.01% -137 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 383 $89.3K 0.01% -23 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 375 $87.5K 0.02% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 371 $86.5K <0.01% +9 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 369 $86.1K <0.01% +324 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 354 $82.6K 0.02% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 321 $74.8K 0.01% +54 13F-HR Timeline NEW YORK STATE TEACHERS RETIREMENT SYST… More: the full row for NEW YORK STATE TEACHERS RETIREMENT SYSTEM 303 $71K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 292 $68.1K <0.01% +1 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 395 $66.9K <0.01% -7,530 13F-HR Timeline CX Institutional More: the full row for CX Institutional 282 $66K <0.01% +1 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 278 $64.8K <0.01% +70 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 275 $64.1K <0.01% +2 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 270 $63K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 246 $57.4K 0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 219 $55.2K 0.01% +22 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 232 $54.1K 0.02% -117 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 230 $53.6K 0.02% 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 214 $50.2K <0.01% 0 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 213 $49.7K 0.03% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 205 $47.8K 0.01% -14 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 202 $47.1K 0.02% 0 13F-HR Timeline Summer Road LLC More: the full row for Summer Road LLC 200 $46.7K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 200 $46.7K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 190 $44.4K <0.01% -62 13F-HR Timeline Group Avalon Trust Co More: the full row for Avalon Trust Co 185 $43.2K <0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 186 $42.9K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 175 $40.8K <0.01% -10 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 155 $36.2K 0.01% -61 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 153 $35.7K 0.01% +17 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 148 $34.5K <0.01% +5 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 147 $34.3K <0.01% -6 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 147 $34.3K <0.01% +8 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 146 $34.1K <0.01% +2 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 145 $33.8K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 143 $33.4K 0.01% +69 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 184 $32.1K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 137 $32K <0.01% -18 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 116 $27.1K <0.01% new 13F-HR Timeline Group Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 113 $27K 0.02% new 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 116 $27K 0.02% +1 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 113 $26.4K <0.01% +26 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 95 $22.2K <0.01% -22 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 94 $21.9K <0.01% +1 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 91 $21.3K <0.01% +2 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 91 $21.2K 0.13% 0 13F-HR Timeline Group MidFirst Bank More: the full row for MidFirst Bank 88 $20.5K <0.01% new 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 91 $20.5K 0.02% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 87 $20.4K 0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 85 $19.8K <0.01% +79 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 84 $19.6K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 81 $19.4K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 82 $19.2K 0.02% 0 13F-HR Timeline