Mondrian Investment Partners LTD More: the full row for Mondrian Investment Partners LTD 5,409 $157K <0.01% +21 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 5,085 $148K <0.01% +148 13F-HR Timeline Group Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 4,801 $139K <0.01% 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 4,033 $117K 0.01% -86 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 3,704 $108K <0.01% +905 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,612 $105K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 3,173 $92.1K <0.01% +1,116 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3,062 $88.9K 0.01% -93 13F-HR Timeline Group Bollard Group LLC More: the full row for Bollard Group LLC 2,761 $80K <0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 2,750 $79.8K 0.02% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 2,530 $73.4K 0.05% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 2,459 $71.4K 0.01% +648 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 2,442 $70.9K 0.01% 0 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 2,296 $66.7K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,249 $65.3K <0.01% -4 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 2,153 $62.5K 0.01% -395,280 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 2,001 $58.1K 0.02% -570 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,920 $55.7K <0.01% -727 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 1,834 $53.2K 0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,800 $52K 0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,740 $50.5K <0.01% +356 13F-HR Timeline Group ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 1,657 $48.1K 0.03% 0 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 1,650 $47.9K 0.01% 0 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 1,641 $47.6K 0.01% new 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 1,600 $46.4K 0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 1,573 $45.5K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,332 $39.2K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,343 $39K 0.02% -16 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,319 $38.3K <0.01% 0 13F-HR/A Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,291 $37.5K <0.01% +286 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,218 $35.4K <0.01% +14 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,196 $34.7K <0.01% -262 13F-HR Timeline Group Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 1,100 $31.9K 0.02% 0 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 1,100 $31.9K 0.02% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,092 $31.7K <0.01% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 1,000 $29K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 997 $28.9K 0.01% -124 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 981 $28.5K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 867 $25.2K <0.01% +8 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 782 $22.7K 0.02% +339 13F-HR/A Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 717 $20.8K -15,596 Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 700 $20.3K 0.01% -300 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 683 $19.8K 0.01% new 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 637 $18.5K <0.01% 0 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 610 $17.7K <0.01% +610 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 607 $17.6K <0.01% +547 13F-HR Timeline Axxion S.A. More: the full row for Axxion S.A. 597 $17.3K <0.01% 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 557 $16.2K <0.01% +129 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 550 $16K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 528 $15.3K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 472 $13.7K <0.01% +125 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 472 $13.7K <0.01% -1,063 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 466 $13.5K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 462 $13.4K <0.01% -410 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 445 $12.9K <0.01% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 473 $12.3K 0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 371 $10.8K <0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 350 $10.2K 0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 341 $9.9K <0.01% +177 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 333 $9.67K <0.01% +175 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 310 $9K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 293 $8.51K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 284 $8.24K <0.01% +116 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 278 $8.07K <0.01% -189 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 274 $7.95K <0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 267 $7.75K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 256 $7.43K <0.01% +140 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 250 $7.26K <0.01% -150 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 249 $7.23K <0.01% +229 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 244 $7.08K <0.01% 0 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 244 $7.08K <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 243 $7.05K <0.01% -3,119 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 238 $6.91K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 233 $6.76K <0.01% +98 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 223 $6.47K <0.01% -89,059 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 222 $6.45K <0.01% 0 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 222 $6.4K <0.01% 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 219 $6.36K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 214 $6.21K <0.01% new 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 201 $5.83K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 192 $5.58K <0.01% -1,138 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 185 $5.37K <0.01% +25 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 176 $5.11K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 162 $4.7K <0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 158 $4.59K <0.01% new 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 150 $4.34K <0.01% -390 13F-HR Timeline Group Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 125 $3.63K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 100 $2.91K <0.01% -1,450 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 100 $2.9K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 86 $2.5K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 80 $2.32K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 76 $2.21K <0.01% -32 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 65 $1.89K <0.01% -75 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 64 $1.86K <0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 63 $1.83K <0.01% 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 60 $1.74K <0.01% -640 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 56 $1.63K <0.01% -40 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 53 $1.54K <0.01% 0 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 50 $1.45K <0.01% +20 13F-HR Timeline CX Institutional More: the full row for CX Institutional 40 $1K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 29 $842 <0.01% -5 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 22 $639 <0.01% 0 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 11 $319 <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 10 $290 <0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 4 $116 <0.01% +2 13F-HR Timeline