MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 9,525 $1.42M 0.15% -559 13F-HR Timeline Group Alyeska Investment Group, L.P. in group Alyeska Investment Group, L.P. More: the full row for Alyeska Investment Group, L.P. 9,514 $1.42M 0.01% -23,525 13F-HR Timeline Group Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 9,490 $1.41M 0.18% -4,037 13F-HR Timeline Fairbanks Capital Management, Inc. More: the full row for Fairbanks Capital Management, Inc. 9,437 $1.41M 0.88% +222 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 9,418 $1.4M 0.16% -296 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 9,247 $1.38M 0.03% +3,294 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 9,246 $1.38M 0.12% +887 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 9,232 $1.38M 0.06% +9,113 13F-HR/A Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 9,230 $1.38M 0.02% +2,074 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 9,223 $1.37M 0.03% +347 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 9,197 $1.37M 0.92% +4,808 13F-HR Timeline Capital International, Inc./CA/ in group Capital International Investo… More: the full row for Capital International, Inc./CA/ 9,196 $1.37M 0.02% -21,365 13F-HR Timeline Group Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 9,139 $1.36M 0.08% 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 9,077 $1.35M 0.07% +3,307 13F-HR/A Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 9,067 $1.35M 0.01% +383 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 9,050 $1.35M 0.13% +1,228 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 9,000 $1.34M 0.53% -2,000 13F-HR Timeline BOSTON FINANCIAL MANGEMENT LLC More: the full row for BOSTON FINANCIAL MANGEMENT LLC 9,006 $1.34M 0.04% -50 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 8,929 $1.33M 0.19% 0 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 8,923 $1.33M 0.7% +325 13F-HR Timeline Round Hill Asset Management More: the full row for Round Hill Asset Management 8,922 $1.33M 0.94% -55 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 8,886 $1.32M 0.03% -33,803 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 8,723 $1.3M 0.24% +21 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 8,701 $1.3M 0.31% +968 13F-HR Timeline CAMBIAR INVESTORS LLC More: the full row for CAMBIAR INVESTORS LLC 8,696 $1.3M 0.05% -222,651 13F-HR Timeline Boston Common Asset Management, LLC More: the full row for Boston Common Asset Management, LLC 8,617 $1.28M 0.04% -291 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 8,575 $1.28M 0.15% 0 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 8,563 $1.28M 0.36% +480 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 8,480 $1.26M 0.05% -995 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 8,478 $1.26M 0.86% +399 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 8,477 $1.26M 0.16% 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 8,467 $1.26M 0.14% -669 13F-HR Timeline Northwest Bank & Trust Co More: the full row for Northwest Bank & Trust Co 7,815 $1.26M 0.93% -179 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 8,432 $1.26M 0.48% -569 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 8,407 $1.25M 0.07% +233 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 8,349 $1.24M 0.12% -46 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 8,295 $1.24M 0.04% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 8,231 $1.23M 0.02% +4,573 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 8,204 $1.22M 0.07% +82 13F-HR Timeline Morningstar Investment Management LLC group of 2 filers holding More: the full row for Morningstar Investment Management LLC 8,180 $1.22M -4,745 Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 8,177 $1.22M 0.31% -283 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 8,117 $1.21M 0.11% -7 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 8,020 $1.2M 0.04% +1,821 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 7,940 $1.18M 0.2% -65 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 7,915 $1.18M 0.94% 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 7,881 $1.17M 0.28% -100 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 7,880 $1.17M 0.69% -109 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 7,869 $1.17M 0.32% -281 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 7,822 $1.17M 0.08% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 7,138 $1.14M 0.11% -672 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 7,596 $1.13M 0.25% -1,062 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 7,580 $1.13M 0.41% 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 7,527 $1.12M 0.04% -1,031 13F-HR/A Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 7,525 $1.12M 0.16% -89 13F-HR Timeline Barbara Oil Co. More: the full row for Barbara Oil Co. 7,500 $1.12M 0.46% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 7,489 $1.12M 0.02% -2,513 13F-HR Timeline MAD RIVER INVESTORS More: the full row for MAD RIVER INVESTORS 7,470 $1.11M 0.52% -155 13F-HR Timeline Milestones Administradora de Recursos L… More: the full row for Milestones Administradora de Recursos Ltda. 7,450 $1.11M 0.56% 0 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 7,428 $1.11M 0.46% 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 7,389 $1.1M 0.09% +3,087 13F-HR Timeline Point72 Hong Kong Ltd More: the full row for Point72 Hong Kong Ltd 7,381 $1.1M 0.07% -93,383 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 7,359 $1.1M 0.18% -57 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 7,321 $1.09M 0.02% +599 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 7,268 $1.08M 0.81% -5,115 13F-HR Timeline Group TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 7,228 $1.08M 0.04% +125 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 7,224 $1.08M 0.02% +33 13F-HR Timeline Group Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 7,194 $1.07M 0.46% -73 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 7,183 $1.07M 0.57% -184 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 7,089 $1.06M 0.22% +53 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,030 $1.05M 0.07% +187 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 7,017 $1.05M 0.11% -72 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 6,950 $1.04M 0.02% -391 13F-HR/A Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 6,932 $1.03M 0.02% +1,282 13F-HR Timeline ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 6,903 $1.03M 0.01% 0 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 6,888 $1.03M 0.11% -9 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,821 $1.02M 0.03% +137 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 6,818 $1.02M 0.06% -71 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 6,805 $1.01M 0.22% +10 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 6,795 $1.01M 0.78% 13F-HR/A Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 6,777 $1.01M 0.01% -145 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 6,769 $1.01M 0.01% +800 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 6,626 $987K 0.1% 0 13F-HR/A Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 6,611 $985K 0.11% -1,958 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 6,131 $985K 0.31% -2,626 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,603 $984K 0.1% -197 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 6,593 $982K 0.12% +85 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 6,566 $978K 0.08% +347 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 6,526 $972K 0.62% +1,136 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 6,500 $969K 0.03% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 6,484 $966K 0.07% +500 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,472 $964K 0.02% +27 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 6,468 $964K 0.08% 0 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 6,395 $953K 0.24% 0 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 6,382 $951K 0.03% -3,166 13F-HR Timeline Group PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 6,381 $951K 0.26% -4,400 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 6,338 $944K 0.06% -225 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 6,282 $936K 1.01% 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 6,281 $936K 0.12% -7,774 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 5,925 $934K 0.06% +274 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 6,256 $932K 0.15% -14 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 6,252 $932K 0.16% -1,650 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 6,238 $930K 0.29% +96 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 6,214 $926K 0.31% 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 6,162 $918K 0.14% +71 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 6,144 $916K 0.07% +1,351 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 6,117 $911K 0.18% +1,100 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 6,092 $908K 0.08% +54 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 6,084 $907K 0.03% -95 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 6,004 $895K 0.39% -200 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 6,004 $895K 0.02% +109 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 6,000 $894K 0.25% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 5,985 $892K 0.4% -20 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,975 $890K 0.07% -295 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 5,949 $886K 0.8% +69 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 6,133 $876K 0.05% +255 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 5,855 $872K 0.38% -363 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 5,834 $869K 0.15% 0 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 5,828 $868K 0.03% +747 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 5,823 $868K 0.07% -472 13F-HR Timeline Liontrust Investment Partners LLP More: the full row for Liontrust Investment Partners LLP 5,799 $864K 0.01% 0 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 5,799 $864K 0.89% 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 5,793 $863K 0.57% 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 5,674 $845K 0.56% 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 5,659 $843K 0.64% 13F-HR Timeline C WorldWide Group Holding A/S in group C WorldWide Group Holding A/S More: the full row for C WorldWide Group Holding A/S 5,639 $840K 0.01% -1,342 13F-HR Timeline Group Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 5,625 $838K 0.5% +4,125 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 5,593 $833K 0.06% new 13F-HR Timeline Group Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 5,577 $831K 0.23% +13 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 5,538 $825K 0.34% +106 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 5,532 $824K 0.04% -105 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 5,508 $821K 0.05% +9 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 5,498 $819K 0.02% -5,508 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 5,456 $813K 0.46% +37 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 5,431 $809K 0.04% +82 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 5,408 $806K 0.02% +864 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 5,400 $805K 0.03% +644 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 5,390 $803K 0.26% +128 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 5,377 $801K 0.78% 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 5,360 $799K 0.21% 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 5,306 $791K 0.09% +189 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 5,282 $787K 0.22% +512 13F-HR Timeline W1M Investment Management Ltd More: the full row for W1M Investment Management Ltd 5,267 $785K 0.01% -134 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 5,259 $784K 0.03% -252 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 5,253 $783K 0.12% 13F-HR Timeline MANGROVE PARTNERS IM, LLC More: the full row for MANGROVE PARTNERS IM, LLC 5,250 $782K 0.09% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,248 $782K 0.03% +860 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 5,421 $780K 0.13% +2,924 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 5,221 $778K 0.02% +552 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 5,209 $776K 0.01% +198 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 5,202 $775K 0.02% +100 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 5,149 $767K 0.02% +120 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 5,149 $767K 0.1% +1,297 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 5,135 $765K <0.01% -29,143 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 5,130 $764K 0.21% -19,022 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 5,128 $764K 0.13% 0 13F-HR Timeline Markel Group Inc. in group Markel Group Inc. More: the full row for Markel Group Inc. 5,120 $763K 0.01% 0 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 5,115 $762K <0.01% +3,076 13F-HR Timeline Group TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 5,109 $761K 0.29% 0 13F-HR/A Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 5,072 $756K 0.11% +125 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 5,068 $755K 0.01% +436 13F-HR/A Timeline Group NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 5,041 $751K 0.21% 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 5,030 $750K 0.18% +3,470 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 5,019 $748K 0.02% +41 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 5,014 $747K 0.22% +2 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 5,001 $745K 0.32% +1,243 13F-HR Timeline Main Management ETF Advisors, LLC in group Main Management ETF Advisors,… More: the full row for Main Management ETF Advisors, LLC 4,984 $743K 0.03% -448 13F-HR Timeline Group Bradyco, Inc. More: the full row for Bradyco, Inc. 4,985 $743K 0.46% 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 4,982 $742K 0.36% -90 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 4,982 $742K 0.75% -160 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 4,961 $739K 0.05% -235 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 4,927 $734K 0.47% 0 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 4,900 $730K 0.24% -3 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 4,899 $730K 0.07% -2,414 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 4,844 $722K 0.2% -92 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 4,781 $712K 0.35% +630 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 4,734 $705K 0.01% -6,113 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 4,709 $702K 0.66% 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 4,700 $700K 0.02% +1,370 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 4,696 $700K <0.01% -848 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,515 $696K <0.01% -41 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 4,629 $690K 0.17% 0 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 4,596 $685K 0.02% +208 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 4,575 $682K 0.28% 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 4,572 $681K 0.03% -206 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 4,558 $679K 0.1% +106 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 4,510 $672K 0.24% -285 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 4,504 $671K 0.16% -35 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 4,490 $671K 0.02% -2,594 13F-HR Timeline Group CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 4,498 $670K 0.37% 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 4,482 $668K 0.01% -1,434 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 4,455 $664K 0.06% new 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 4,450 $663K 0.22% 0 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 4,438 $661K 0.11% 0 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 4,427 $660K 0.03% +56 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 4,411 $657K 0.15% -40 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 4,405 $656K 0.13% 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,397 $655K 0.02% -680 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 4,374 $652K 0.37% +56 13F-HR/A Timeline Atom Investors LP More: the full row for Atom Investors LP 4,354 $649K 0.08% +2,457 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 4,346 $648K 0.07% new 13F-HR Timeline Group