Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 4,238 $432K 0.03% -4,131 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 4,219 $430K 0.01% +51 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,193 $427K 0.01% +2 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 4,177 $426K <0.01% -82 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 4,148 $423K 0.07% -117 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,216 $421K 0.03% +50 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,120 $420K 0.02% +1 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 4,096 $418K 0.1% new 13F-HR Timeline Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 4,085 $416K 0.23% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,068 $415K 0.01% +1,551 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 4,063 $414K 0.18% 0 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 4,061 $414K 0.13% -300 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 4,038 $412K 0.24% +13 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 4,033 $411K 0.03% -19 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 3,954 $403K 0.12% -6,199 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 3,938 $403K 0.07% -703 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 3,939 $402K 0.07% +139 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3,912 $399K 0.02% +5 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,904 $398K 0.02% +1,168 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 3,838 $391K 0.01% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 3,804 $391K <0.01% 0 13F-HR/A Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 3,820 $389K 0.14% -500 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 3,806 $388K 0.23% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,800 $387K <0.01% -3,649 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 3,789 $386K 0.12% +11 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 3,730 $380K 0.03% +80 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 3,715 $379K <0.01% +1,680 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 3,706 $378K 0.04% -302 13F-HR/A Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 4,081 $377K 0.01% 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 3,679 $375K 0.03% +1,000 13F-HR/A Timeline Capital Square, LLC More: the full row for Capital Square, LLC 3,664 $374K 0.19% +237 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 3,660 $373K 0.21% 0 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 3,650 $372K 0.05% -500 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,645 $372K 0.02% +22 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,640 $371K 0.02% -5 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 3,635 $371K 0.33% -11 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 3,600 $367K 0.23% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 3,598 $367K 0.14% -450 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 3,581 $365K 0.09% +107 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 3,565 $363K 0.07% +28 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 3,524 $359K <0.01% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 3,523 $359K <0.01% -881 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 3,500 $357K 0.03% 0 13F-HR Timeline Long Road Investment Counsel, LLC More: the full row for Long Road Investment Counsel, LLC 3,500 $357K 0.13% 0 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 3,479 $355K 0.12% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,412 $348K 0.01% -417 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,412 $348K 0.02% +1,060 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,404 $347K 0.01% +357 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,391 $346K 0.01% -6 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,353 $342K 0.01% -47 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 3,350 $341K 0.06% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,331 $340K 0.01% +39 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 3,320 $338K 0.06% +21 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 3,315 $338K 0.03% -138 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 3,283 $335K 0.02% -35 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,157 $334K 0.01% +285 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,279 $334K 0.02% +19 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,277 $334K 0.01% +1,239 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 3,265 $333K -2,143 Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,255 $332K 0.01% +15 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 3,218 $328K 0.06% -4 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 3,205 $327K 0.04% +50 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 3,200 $326K 0.08% 0 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,142 $320K 0.03% +6 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,138 $320K 0.01% -2 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 3,127 $319K 0.07% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 3,118 $318K 0.09% 0 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 3,118 $318K 0.04% +25 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,100 $317K 0.04% -103 13F-HR/A Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 3,103 $316K 0.08% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,101 $316K 0.01% -215 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 3,101 $316K <0.01% -3,191 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 3,096 $316K 0.06% -235 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 3,048 $311K 0.03% +62 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,050 $311K 0.01% -168 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 2,929 $310K 0.01% +103 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 3,037 $310K 0.05% -222 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 3,034 $309K 0.01% new 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 3,022 $308K 0.09% 0 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 3,000 $306K 0.19% -1,000 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 3,000 $306K 0.22% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,900 $306K 0.03% -212 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 2,987 $304K 0.03% +11 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 2,955 $304K 0.03% -2 13F-HR Timeline James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 2,972 $303K 0.01% -3,530 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,966 $302K <0.01% +351 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 2,956 $301K 0.01% -1,688 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,948 $301K 0.01% -1,112 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 2,931 $299K 0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,900 $296K <0.01% +214 13F-HR Timeline Group Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 2,900 $296K 0.23% +125 13F-HR/A Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,895 $295K 0.02% +30 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,889 $295K 0.04% 0 13F-HR Timeline Group BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 2,861 $292K 0.02% new 13F-HR Timeline Group Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,858 $291K 0.04% -29 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 2,856 $291K 0.02% -75 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,822 $288K 0.02% -8 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 2,803 $286K 0.02% 0 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 2,798 $285K <0.01% +792 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 2,784 $284K 0.01% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,771 $282K 0.03% new 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,764 $282K 0.01% -688 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,761 $281K 0.01% +60 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 2,755 $281K 0.19% -770 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 2,727 $279K 0.01% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,729 $278K 0.01% -5,493 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 2,702 $275K 0.04% +2 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 2,700 $275K 0.01% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,698 $275K 0.01% -69 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 2,696 $275K <0.01% 0 13F-HR Timeline Group Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 2,692 $274K 0.09% -8 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 2,684 $274K 0.02% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,655 $271K 0.01% -178 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 2,645 $270K 0.01% -5,192 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 2,645 $270K 0.17% 0 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 2,645 $270K 0.15% +20 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,643 $269K 0.01% -42 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 2,588 $269K 0.01% +10 13F-HR/A Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,619 $267K 0.02% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 2,602 $265K 0.01% -798 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,572 $262K 0.1% -109 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 2,563 $261K 0.09% +15 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,553 $260K 0.03% -797 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 2,535 $258K 0.2% 0 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 2,534 $258K 0.02% 0 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 2,522 $257K 0.07% +18 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 2,516 $256K 0.05% -413 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 2,511 $256K 0.07% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,510 $256K 0.05% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,482 $253K <0.01% -44 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,466 $251K <0.01% +150 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,450 $250K 0.04% +124 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,428 $248K 0.03% +2,049 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,387 $243K 0.03% new 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 2,382 $243K 0.07% new 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,381 $243K 0.06% -9 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,377 $242K <0.01% -400 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 2,364 $241K 0.03% +12 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 2,360 $241K 0.04% 0 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 2,338 $240K 0.01% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,324 $237K 0.02% -4 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,320 $237K 0.02% -85 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 2,319 $236K 0.03% +10 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,233 $236K 0.01% -186 13F-HR/A Timeline Walleye Trading LLC in group Walleye Capital LLC More: the full row for Walleye Trading LLC 2,305 $235K <0.01% -12,980 13F-HR Timeline Group Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,287 $233K 0.03% -3 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 2,280 $233K <0.01% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,314 $232K 0.01% new 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 2,280 $232K <0.01% -1,355 13F-HR Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,277 $232K 0.02% +6 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,272 $232K 0.02% new 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 2,239 $228K 0.05% +8 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,222 $227K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,200 $224K 0.01% -1,327 13F-HR/A Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 2,200 $224K 0.05% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,179 $222K 0.01% +71 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,173 $221K 0.01% +85 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,161 $220K 0.01% +4 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 2,155 $220K 0.04% +1,105 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 2,151 $219K 0.14% +15 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,149 $219K 0.01% -1,766 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,134 $218K 0.01% new 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 2,127 $217K 0.07% 0 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 2,127 $217K 0.09% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,125 $217K <0.01% -33 13F-HR Timeline Group Warm Springs Advisors Inc. More: the full row for Warm Springs Advisors Inc. 2,117 $216K 0.16% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2,097 $214K 0.04% -1 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. 2,090 $213K <0.01% -2,194 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,077 $212K 0.02% +104 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,105 $211K 0.01% +626 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,065 $211K <0.01% new 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 2,054 $209K 0.08% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2,038 $208K 0.03% +38 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 2,022 $206K 0.06% -599 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 2,017 $206K <0.01% +61 13F-HR Timeline Group AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 2,013 $205K 0.14% 0 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 2,040 $205K 0.02% 0 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 2,007 $205K 0.02% +7 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 2,000 $204K 0.02% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 2,000 $204K 0.06% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,897 $199K <0.01% -923 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,923 $196K 0.05% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,891 $193K 0.03% -10 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,856 $189K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,800 $183K 0.04% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 1,699 $173K 0.04% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,699 $173K <0.01% +645 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 1,683 $172K 0.09% +13 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,680 $171K <0.01% -3,815 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,652 $168K <0.01% +5 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,643 $168K <0.01% +285 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,609 $164K 0.01% +21 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,620 $164K <0.01% +18 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,580 $161K 0.04% +200 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,523 $155K 0.01% -926 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 1,500 $153K 0.06% 0 13F-HR Timeline Muzinich & Co., Inc. More: the full row for Muzinich & Co., Inc. 1,472 $150K 0.06% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,461 $150K 0.01% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 1,350 $138K 0.12% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,344 $137K 0.02% -100 13F-HR Timeline