Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 6,866 $366K 0.18% -945 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 6,837 $364K <0.01% +345 13F-HR Timeline Group Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 6,805 $363K 0.11% +4 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 6,787 $362K 0.01% +795 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 6,759 $360K 0.07% new 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 6,758 $360K 0.11% +1,510 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 6,703 $357K 0.02% +433 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 7,389 $356K <0.01% new 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 6,670 $355K 0.06% 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 6,666 $355K 0.23% +16 13F-HR Timeline Clarity Capital Partners LLC More: the full row for Clarity Capital Partners LLC 6,648 $354K 0.18% 0 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 6,605 $352K 0.06% +277 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 6,574 $350K 0.04% +18 13F-HR Timeline Hyperion Capital Advisors LP More: the full row for Hyperion Capital Advisors LP 6,560 $349K 0.18% 0 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 6,535 $348K 0.01% -1,032 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 6,491 $346K 0.01% new 13F-HR Timeline Group 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 6,486 $346K 0.35% 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 6,474 $345K 0.04% -323 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 6,440 $343K 0.11% -106 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 6,412 $342K <0.01% -10 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 6,404 $341K 0.03% -10 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 6,683 $340K 0.24% -6,639 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 6,357 $339K 0.04% -61 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 6,351 $338K 0.01% -1,072 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 6,341 $338K 0.02% -351 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 6,254 $333K 0.02% -16,778 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 6,246 $333K 0.06% +83 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 6,226 $332K 0.05% new 13F-HR/A Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 6,208 $331K +465 Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 6,200 $330K 0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 6,196 $330K 0.11% -594 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 6,037 $322K 0.31% 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 6,028 $321K 0.01% +934 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 5,970 $318K 0.09% +5 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 5,933 $316K 0.06% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 5,876 $313K <0.01% -59,634 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 5,873 $313K 0.15% +1,091 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 5,864 $312K 0.03% new 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 5,863 $312K 0.13% 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 5,862 $312K 0.06% +2,425 13F-HR Timeline Group CERTUITY, LLC More: the full row for CERTUITY, LLC 5,848 $312K 0.03% +518 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 5,839 $311K 0.01% +65 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 5,830 $311K 0.01% new 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 5,826 $310K 0.02% +590 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 5,767 $307K 0.07% +1 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 5,759 $307K 0.11% +214 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 5,758 $307K 0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,742 $306K 0.03% -522 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 5,691 $303K 0.1% -1,139 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 5,671 $302K 0.06% +277 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 5,645 $301K 0.13% +170 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 5,620 $299K <0.01% -368,904 13F-HR Timeline Group Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 5,605 $299K 0.06% -135 13F-HR Timeline Fractal Investments LLC More: the full row for Fractal Investments LLC 5,600 $298K 0.05% 0 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 5,598 $298K 0.12% new 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 5,591 $298K 0.15% +957 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 5,581 $297K 0.11% new 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 5,553 $296K 0.11% new 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 5,539 $295K <0.01% -65 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 5,535 $295K 0.02% +191 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5,534 $295K 0.02% +396 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 5,493 $293K 0.09% new 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 5,480 $292K 0.09% -518 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 5,424 $289K 0.01% -466 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 5,397 $287K 0.03% -476 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 5,400 $287K 0.01% +900 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 5,377 $286K 0.09% +320 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,362 $286K 0.03% -996 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,355 $285K <0.01% +145 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 5,353 $285K 0.02% 0 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 5,349 $285K 0.15% -3,694 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 5,342 $285K 0.03% -7,782 13F-HR Timeline SignalPoint Asset Management, LLC More: the full row for SignalPoint Asset Management, LLC 5,335 $284K 0.07% 0 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 5,332 $284K 0.07% 0 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 5,320 $283K 0.3% new 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 5,306 $283K 0.01% -91 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 5,300 $282K 0.06% 0 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 5,273 $281K 0.04% -79 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 5,230 $279K 0.02% +674 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 5,229 $279K 0.01% -400 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 5,223 $278K 0.03% -2 13F-HR Timeline Group ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 5,214 $278K <0.01% new 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,200 $277K 0.02% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 5,193 $277K 0.04% -445 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 5,170 $275K 0.09% -549 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 5,158 $275K 0.11% 0 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 5,140 $274K 0.01% -450 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 5,100 $272K 0.02% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 5,090 $271K 0.01% -274 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 5,060 $270K 0.19% +255 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 5,050 $269K 0.03% -300 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 5,050 $269K 0.04% -500 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 5,016 $267K 0.01% +205 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 5,000 $266K 0.29% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 4,962 $264K 0.07% +556 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 4,914 $262K 0.13% -406 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 4,871 $259K 0.01% -522 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 4,866 $259K 0.04% 0 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 4,848 $258K 0.06% -223 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 4,839 $258K 0.04% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 4,832 $257K 0.01% -412 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 4,829 $257K 0.07% -603 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 4,793 $255K 0.02% +454 13F-HR Timeline Group Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,792 $255K 0.04% -132 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 4,757 $253K 0.22% 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 4,752 $253K 0.23% -1,033 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 4,698 $250K 0.16% +181 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 4,680 $249K 0.13% 0 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 4,656 $248K 0.02% -8,808 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 4,638 $247K <0.01% -49,380 13F-HR Timeline ABN AMRO Bank N.V. More: the full row for ABN AMRO Bank N.V. 4,661 $246K <0.01% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,600 $245K <0.01% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 4,568 $243K 0.05% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,565 $243K 0.01% -621 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,553 $243K 0.02% -2,653 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 4,515 $241K 0.05% new 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 4,515 $241K 0.02% new 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 4,510 $240K 0.04% -106 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 4,508 $240K 0.05% -176,139 13F-HR/A Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 4,502 $240K 0.01% -502 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 4,500 $240K 0.13% new 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 4,484 $239K 0.02% -368 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 4,475 $238K 0.06% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 4,469 $238K 0.02% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 4,465 $238K 0.02% new 13F-HR Timeline Group FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 4,460 $238K 0.04% -1,064 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 4,446 $237K 0.02% new 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 4,441 $237K 0.09% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 4,436 $236K 0.01% -1,078 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 4,431 $236K 0.06% new 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 4,420 $235K 0.13% new 13F-HR Timeline Group CTC LLC More: the full row for CTC LLC 4,385 $234K 0.02% new 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 4,377 $233K 0.01% new 13F-HR/A Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 4,354 $232K 0.18% 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 4,340 $231K 0.22% 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 4,319 $230K 0.01% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 4,281 $228K 0.01% new 13F-HR Timeline Group LM Advisors LLC More: the full row for LM Advisors LLC 4,286 $228K 0.04% new 13F-HR/A Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 4,242 $226K <0.01% +498 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 4,206 $224K 0.05% -351 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,188 $223K 0.01% +83 13F-HR Timeline Group PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 4,180 $223K 0.08% new 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 4,177 $223K 0.03% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 4,176 $222K 0.03% -660 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 4,165 $222K 0.24% 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 4,155 $221K 0.01% new 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 4,147 $221K 0.01% new 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 4,143 $221K 0.01% new 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 4,123 $220K 0.07% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,085 $218K 0.01% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 4,075 $217K 0.01% new 13F-HR Timeline Cutter & CO Brokerage, Inc. More: the full row for Cutter & CO Brokerage, Inc. 4,075 $217K 0.05% -2,223 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,045 $215K 0.01% new 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 4,038 $215K 0.01% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 4,008 $214K 0.03% -468 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,008 $214K <0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 3,986 $212K 0.03% -721 13F-HR Timeline Group Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 3,982 $212K 0.07% -1,775 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,978 $212K <0.01% +902 13F-HR Timeline Group Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 3,954 $211K 0.01% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,935 $210K 0.01% new 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 3,926 $209K 0.02% new 13F-HR Timeline Group Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 3,895 $207K 0.16% 13F-HR/A Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 3,930 $207K 0.01% -751 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 3,885 $207K 0.08% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 3,881 $207K 0.04% -4,329 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 3,876 $206K 0.06% +249 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 4,439 $206K 0.06% -996 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 3,872 $206K 0.01% new 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 3,866 $206K 0.21% 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 3,850 $205K 0.06% new 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 3,843 $205K 0.03% new 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 3,832 $204K 0.08% new 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 3,825 $204K 0.03% new 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 3,820 $203K 0.12% new 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 3,806 $203K 0.02% new 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 3,804 $203K <0.01% new 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 3,800 $202K 0.1% 0 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 3,781 $201K 0.05% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 3,777 $201K 0.02% new 13F-HR/A Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,773 $201K 0.03% new 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 3,757 $200K 0.04% new 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 3,705 $197K 0.06% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 3,665 $195K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,613 $192K 0.01% -30 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 3,609 $192K 0.03% +262 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 3,600 $192K 0.02% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 3,599 $192K 0.01% -3,300 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,514 $187K <0.01% -459 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 3,428 $183K 0.04% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,335 $178K 0.1% +97 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,260 $175K 0.02% new 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 3,338 $171K 0.07% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,197 $170K 0.02% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,167 $169K 0.02% -268 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,155 $168K 0.05% +159 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,993 $159K 0.01% +1,367 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 2,967 $158K 0.06% +26 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,908 $155K 0.1% +18 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2,909 $155K 0.01% 0 13F-HR Timeline