Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 18,540 $629K <0.01% +2,000 13F-HR Timeline Group Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 18,137 $616K 0.09% +12,888 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 17,971 $610K 0.01% +2,309 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 17,846 $606K 0.03% +5,853 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 17,803 $604K 0.04% +4,316 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 17,672 $600K 0.05% 0 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 17,617 $598K 0.02% +1,595 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 17,595 $597K 0.11% 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 17,506 $594K 0.21% +8,211 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 17,440 $592K 0.02% -20,474 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 17,396 $591K 0.01% -626 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 17,382 $590K 0.14% -9,134 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 17,348 $589K 0.01% +342 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 17,315 $588K 0.17% +6,898 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 17,235 $585K 0.1% +1,779 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 17,126 $581K 0.5% +17,001 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 16,862 $572K 0.02% -80 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 16,799 $570K 0.31% +618 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 16,796 $570K 0.01% -1,286 13F-HR Timeline Group VeraBank, N.A. More: the full row for VeraBank, N.A. 16,638 $565K 0.09% -1,962 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 16,519 $561K 0.01% new 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 16,227 $551K 0.04% 0 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 16,110 $547K <0.01% -22,429 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 16,105 $547K 0.01% +585 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 16,092 $546K 0.12% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 16,084 $546K <0.01% +6,281 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 15,981 $543K 0.02% -1,415 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 15,834 $538K 0.03% +1,763 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 15,570 $529K 0.01% new 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 15,544 $528K <0.01% +2,037 13F-HR/A Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 15,470 $525K -3,341 Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 15,421 $524K <0.01% -22,087 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 15,338 $521K 0.03% +39 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 14,967 $516K 0.03% -281,000 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 15,081 $512K 0.63% new 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 14,982 $509K 0.08% -546 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 14,969 $508K 0.21% -209 13F-HR Timeline Aristotle Atlantic Partners, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Atlantic Partners, LLC 14,960 $508K 0.02% 0 13F-HR Timeline Group Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 14,939 $507K 0.16% -4,425 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 14,719 $500K 0.01% +1,469 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 14,716 $500K 0.03% +2,816 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 14,704 $499K 0.05% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 14,636 $497K 0.01% -351 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 14,611 $496K <0.01% +400 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 14,595 $496K 0.02% -607 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 14,405 $489K <0.01% -3,662 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 14,395 $489K 0.04% 0 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 14,312 $486K 0.11% 0 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 14,253 $484K 0.13% +5,090 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 14,082 $478K <0.01% +246 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 13,935 $473K 0.04% +285 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 13,916 $472K 0.01% +1,472 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 13,876 $471K 0.01% -409 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 13,836 $470K 0.03% +957 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 13,816 $469K 0.01% 0 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 13,707 $465K 0.06% +699 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 13,500 $458K 0.03% -172 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 13,439 $456K <0.01% new 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 13,430 $456K 0.01% +414 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 13,414 $455K 0.02% +438 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 13,339 $453K 0.02% -2,790 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 13,327 $452K 0.01% +1,639 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 13,019 $442K 0.01% -100 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 12,960 $440K 0.27% 0 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 12,869 $437K 0.23% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 12,842 $436K 0.04% -8 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 12,732 $432K 0.01% +1,151 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 12,643 $431K 0.01% 0 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 12,627 $429K 0.06% -107 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 12,606 $428K 0.03% -19,414 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 12,567 $427K 0.01% -2,600 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 12,562 $426K 0.04% +105 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 12,538 $426K <0.01% +6,453 13F-HR Timeline Group Index Technologies Group LLC More: the full row for Index Technologies Group LLC 12,518 $425K 0.34% -538 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 12,453 $423K <0.01% -208,271 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 12,438 $422K <0.01% +820 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 12,432 $422K 0.13% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 12,277 $417K 0.01% -851 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 12,220 $415K 0.02% +1,561 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 12,158 $413K 0.23% new 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 12,062 $410K 0.14% +2,976 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 11,943 $405K 0.01% +2 13F-HR Timeline Blue Sparrow, LLC /DE More: the full row for Blue Sparrow, LLC /DE 11,730 $398K <0.01% 0 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 11,670 $396K 0.14% 0 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 11,589 $393K 0.18% -383 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 11,576 $393K 0.01% +3,915 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 11,529 $391K 0.18% +94 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 11,528 $391K 0.05% +2,722 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 11,431 $388K 0.01% new 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 11,416 $388K 0.08% -945 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 11,352 $385K 0.02% 0 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 11,282 $383K <0.01% +145 13F-HR Timeline Group CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 11,278 $383K 0.2% +295 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 11,215 $381K 0.02% -601 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 11,212 $381K 0.07% new 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 12,174 $380K 0.03% -13,227 13F-HR Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 11,038 $375K 0.22% new 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 11,001 $373K 0.13% +1,694 13F-HR Timeline Generali Powszechne Towarzystwo Emeryta… group of 2 filers holding More: the full row for Generali Powszechne Towarzystwo Emerytalne 11,000 $373K -219,000 Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 10,834 $368K 0.01% -2,825 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 10,828 $368K 0.03% new 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 10,821 $367K 0.21% new 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 10,799 $367K 0.01% new 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 10,666 $362K 0.03% +25 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 10,636 $361K 0.01% +2,888 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 10,600 $360K 0.17% +3,600 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 10,525 $357K 0.02% -157 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 10,493 $356K 0.02% -1,248 13F-HR Timeline Nippon Life Global Investors Americas, … More: the full row for Nippon Life Global Investors Americas, Inc. 10,470 $355K 0.01% new 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 10,441 $354K <0.01% -493,325 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 10,332 $351K 0.02% -59 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 10,293 $349K 0.03% -1,347 13F-HR Timeline Group SEARLE & CO. More: the full row for SEARLE & CO. 10,249 $348K 0.08% 0 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 10,228 $347K 0.01% -9,897 13F-HR/A Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 10,728 $346K 0.11% -77 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 10,162 $345K 0.01% -724 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 10,120 $344K 0.16% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 10,045 $341K 0.01% +841 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 10,009 $340K <0.01% -29 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 10,000 $340K 0.01% +277 13F-HR Timeline U S GLOBAL INVESTORS INC More: the full row for U S GLOBAL INVESTORS INC 10,000 $340K 0.03% 0 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 9,999 $339K 0.01% +2,429 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 9,980 $339K 0.05% 0 13F-HR Timeline Polar Asset Management Partners Inc. More: the full row for Polar Asset Management Partners Inc. 9,963 $338K 0.01% new 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 9,905 $336K 0.05% +11 13F-HR Timeline Huber Capital Management LLC More: the full row for Huber Capital Management LLC 9,900 $336K 0.05% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 9,905 $336K <0.01% -8 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 9,873 $335K 0.01% +1,647 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 9,858 $335K 0.01% -157 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 9,836 $334K <0.01% new 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 9,833 $334K 0.02% +3 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 9,825 $334K 0.17% new 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 9,747 $331K 0.2% +39 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 9,732 $330K 0.01% +1,094 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 9,727 $330K 0.01% -1,337 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 9,698 $329K 0.01% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 9,698 $329K 0.01% +1,417 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 9,576 $325K 0.01% -17,205 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 9,558 $324K 0.01% +606 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 9,464 $321K 0.05% +269 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 9,456 $321K 0.01% 0 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 9,360 $318K 0.08% -485 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 9,330 $317K 0.01% +238 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 9,268 $315K 0.01% -644 13F-HR Timeline Group BSW Wealth Partners More: the full row for BSW Wealth Partners 9,260 $314K 0.03% -225 13F-HR Timeline Quarry LP More: the full row for Quarry LP 9,214 $313K 0.05% +4,038 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 9,190 $312K 0.04% +1,490 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 9,155 $311K 0.02% +1,470 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 9,000 $306K 0.03% 0 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 8,983 $305K 0.09% -8,267 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 8,968 $304K 0.04% +404 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 8,903 $302K <0.01% new 13F-HR Timeline Group GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 8,765 $298K 0.02% new 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 8,770 $297K 0.07% 0 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 8,738 $297K 0.23% -2,750 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 8,723 $296K <0.01% +3 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 8,713 $296K <0.01% -2,204 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 8,712 $296K 0.03% +808 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 8,709 $296K 0.01% -1,992 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 8,671 $294K 0.02% -699 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 8,588 $292K 0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 8,581 $291K 0.01% -2,491 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 8,558 $291K 0.01% -4,157 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 8,540 $290K <0.01% -1,461 13F-HR Timeline Group Clarus Group, Inc. More: the full row for Clarus Group, Inc. 8,509 $289K 0.1% +16 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 8,497 $289K 0.03% +750 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 8,500 $289K <0.01% -224 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 8,500 $289K 0.01% 0 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 8,408 $285K 0.06% -243 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 8,408 $285K 0.24% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 8,365 $284K 0.01% +670 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 8,347 $283K 0.04% new 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 8,317 $282K 0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 8,245 $280K <0.01% -688 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 8,195 $278K 0.05% +746 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 8,133 $276K 0.02% -20,244 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 8,107 $276K 0.01% 0 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 8,114 $275K 0.05% +209 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 8,097 $275K 0.01% +802 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 8,072 $274K 0.01% -130 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 8,071 $274K 0.01% +98 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 8,068 $274K <0.01% new 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 8,064 $274K 0.04% 0 13F-HR/A Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 8,000 $272K 0.03% +1,676 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 7,985 $271K 0.06% -200 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 7,932 $269K 0.04% +849 13F-HR Timeline SPROTT INC. More: the full row for SPROTT INC. 7,900 $268K 0.01% new 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 7,837 $266K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Essential Partners LLC More: the full row for Essential Partners LLC 7,836 $266K 0.12% -19,705 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 7,820 $265K 0.03% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 7,790 $265K 0.03% 0 13F-HR Timeline Group CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 7,780 $264K 0.13% -1,910 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 7,776 $264K 0.01% -129 13F-HR Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 7,753 $263K 0.24% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 7,745 $263K 0.01% -9 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 7,698 $261K <0.01% +378 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 7,670 $260K <0.01% +692 13F-HR Timeline Hunter Perkins Capital Management, LLC More: the full row for Hunter Perkins Capital Management, LLC 7,639 $259K 0.06% -3,150 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 6,929 $259K <0.01% -3,069 13F-HR Timeline Group NOVEM GROUP More: the full row for NOVEM GROUP 7,622 $259K 0.03% 0 13F-HR Timeline