North Star Investment Management Corp. 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Allen Investments, LLC 934 $574K 0.41% -117 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 933 $574K 0.36% 0 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 932 $573K 0.02% +109 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 932 $573K 0.04% 0 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 930 $572K 0.1% +6 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 930 $572K 0.11% +266 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 996 $572K 0.05% +120 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 929 $571K 0.21% -9 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 926 $570K 0.01% +7 13F-HR Timeline Claro Advisors Inc. 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More: the full row for MMBG INVESTMENT ADVISORS CO. 870 $535K 0.05% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 868 $534K 0.02% +766 13F-HR Timeline Group LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 867 $533K 0.22% +38 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 865 $532K 0.24% +1 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 865 $532K <0.01% -54 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 863 $531K 0.27% +5 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 862 $530K 0.04% +3 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 860 $529K 0.02% +85 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 856 $526K 0.08% +357 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 855 $526K 0.03% +232 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 854 $525K 0.03% +118 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 854 $523K 0.18% +219 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 850 $523K 0.05% 0 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 849 $522K 0.14% +294 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 849 $522K 0.13% -107 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 848 $521K 0.03% +100 13F-HR Timeline Guardian Financial Partners, LLC More: the full row for Guardian Financial Partners, LLC 847 $521K 0.22% -297 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 847 $521K 0.33% +266 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 847 $521K 0.18% -4,492 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 846 $520K 0.36% +31 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 845 $520K 0.25% 0 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 844 $519K 0.11% -4 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 843 $518K 0.04% +15 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 840 $517K 0.03% new 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 839 $516K 0.46% 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 838 $516K 0.06% new 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 837 $515K 0.01% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 836 $514K 0.02% -58 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 836 $514K 0.03% 0 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 835 $513K 0.03% +220 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 831 $511K 0.15% +44 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 830 $510K 0.04% -11 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 829 $510K 0.01% new 13F-HR Timeline Group Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 826 $508K 0.01% +277 13F-HR Timeline Group Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 824 $507K 0.33% 0 13F-HR Timeline Focus Financial Network, Inc. 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More: the full row for McNamara Financial Services, Inc. 816 $502K 0.09% 0 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 815 $501K 0.06% +100 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 814 $501K 0.27% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 814 $500K 0.03% -286 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 813 $500K 0.03% +237 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 811 $499K 0.15% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 810 $498K 0.08% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 809 $497K 0.03% +230 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 808 $497K 0.21% +69 13F-HR Timeline Bell & Brown Wealth Advisors, LLC More: the full row for Bell & Brown Wealth Advisors, LLC 807 $496K 0.16% -10 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 807 $496K 0.09% -3 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 805 $495K 0.18% +203 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 805 $495K 0.02% -182 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 802 $493K 0.06% +50 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 802 $493K 0.09% -10 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 797 $490K 0.13% -42 13F-HR Timeline Boit C F David More: the full row for Boit C F David 796 $489K 0.22% 0 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 796 $489K 0.13% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 795 $489K 0.11% 0 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 794 $488K 0.09% +2 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 792 $487K 0.04% +4 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 789 $485K 0.27% -10 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 785 $483K 0.47% 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 783 $481K 0.01% +51 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 782 $481K 0.02% +80 13F-HR Timeline AdviceOne Advisory Services, LLC More: the full row for AdviceOne Advisory Services, LLC 782 $481K 0.32% +1 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 781 $480K 0.01% 0 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 780 $480K 0.32% +28 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 778 $478K 0.04% +260 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 778 $478K 0.22% new 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 776 $477K 0.11% -15 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 775 $477K 0.06% +38 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 775 $477K 0.11% +38 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 774 $476K 0.05% +111 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 771 $474K 0.05% -36 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 768 $472K 0.19% +5 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 768 $472K 0.28% +107 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 767 $472K 0.06% -102 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 763 $469K 0.12% 0 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 762 $469K 0.05% +325 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 762 $469K 0.11% -22 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 762 $468K 0.04% new 13F-HR Timeline Group Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 760 $467K 0.11% +201 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 759 $467K 0.2% +300 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 4,166 $466K 0.09% +68 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 756 $465K 0.04% 0 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 753 $463K 0.24% +109 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 751 $462K 0.46% -3 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 751 $462K 0.02% +9 13F-HR Timeline U S GLOBAL INVESTORS INC More: the full row for U S GLOBAL INVESTORS INC 750 $461K 0.05% -1,250 13F-HR Timeline Trust Co of Kansas More: the full row for Trust Co of Kansas 746 $459K 0.22% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 745 $458K 0.05% +231 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 745 $458K 0.29% +22 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 744 $457K 0.2% 0 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 743 $457K 0.09% 0 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 742 $456K 0.06% -24 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 740 $455K 0.01% +46 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 737 $453K 0.15% -465 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 735 $452K 0.11% new 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 783 $452K 0.09% +3 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 734 $451K 0.02% +1 13F-HR Timeline Group Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 731 $449K 0.03% -4 13F-HR Timeline Lingohr Asset Management GmbH More: the full row for Lingohr Asset Management GmbH 730 $449K 0.78% +345 13F-HR/A Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 727 $447K 0.08% 0 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 726 $447K 0.07% -40 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 724 $445K 0.17% +247 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 723 $445K 0.13% +3 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 722 $444K 0.31% 0 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 720 $443K 0.1% 0 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 719 $442K 0.11% +208 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 718 $441K 0.05% -61 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 716 $440K 0.09% -39 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 715 $440K 0.12% -45 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 714 $439K 0.21% 0 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 713 $438K 0.11% new 13F-HR Timeline Group