Vestcor Inc More: the full row for Vestcor Inc 3,612 $493K 0.02% -1,418 13F-HR Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 3,607 $492K 0.16% 0 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 3,604 $491K -71,835 Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 3,587 $489K 0.02% -171 13F-HR Timeline Group Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 3,537 $482K 0.07% +44 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 3,526 $481K 0.06% 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 3,200 $480K 0.15% 0 13F-HR Timeline DIKER MANAGEMENT LLC in group DIKER MANAGEMENT LLC More: the full row for DIKER MANAGEMENT LLC 3,502 $478K 0.41% +1,502 13F-HR Timeline Group Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 3,486 $475K -43 Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 3,460 $472K 0.12% +43 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 3,449 $470K 0.07% -42 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 3,448 $470K 0.15% -7,558 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 3,434 $468K 0.37% 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,375 $460K 0.04% +25 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,359 $458K 0.01% +1,557 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 3,350 $457K 0.3% +104 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,318 $452K 0.02% +322 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 3,295 $449K 0.1% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 3,289 $449K <0.01% +92 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,261 $445K 0.01% +114 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 3,250 $443K 0.16% new 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 3,233 $440K 0.01% -370 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 3,220 $439K 0.24% 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 3,201 $436K 0.02% +96 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 3,200 $436K 0.03% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,193 $435K 0.01% -49 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 3,181 $434K 0.03% -239 13F-HR Timeline Group FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 3,146 $429K 0.03% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,149 $429K 0.03% +212 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 3,141 $428K 0.2% +4 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,137 $428K 0.02% +62 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 3,134 $427K 0.01% new 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 3,129 $427K 0.03% +29 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 3,100 $423K 0.02% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 3,065 $418K 0.04% -58 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 3,047 $415K 0.61% 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 3,007 $410K 0.02% -323 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 3,022 $409K 0.06% 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,980 $406K <0.01% +1,158 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,973 $405K 0.04% 0 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 2,951 $402K 0.03% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 2,944 $401K 0.04% +50 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,932 $400K 0.02% -512 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 2,920 $398K 0.06% +298 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 2,900 $395K 0.35% 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,886 $394K 0.05% +59 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 2,853 $389K 0.22% -322 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 2,848 $388K 0.05% -322 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 2,838 $387K 0.22% -137 13F-HR/A Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,818 $384K 0.03% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,799 $382K 0.01% +168 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,771 $378K 0.03% -199 13F-HR/A Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,758 $376K <0.01% +342 13F-HR Timeline Group 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 2,735 $373K 0.05% 0 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 2,709 $370K <0.01% +196 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 2,649 $361K 0.28% +198 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 2,624 $358K 0.03% -110 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 2,620 $357K 0.02% -582 13F-HR/A Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,589 $353K <0.01% -1,123 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,576 $351K <0.01% +634 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,568 $350K 0.01% +29 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 2,556 $349K 0.02% -81 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 2,535 $346K 0.11% +44 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,532 $345K 0.02% -101 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 2,523 $344K 0.23% -10 13F-HR Timeline Glassy Mountain Advisors, Inc. More: the full row for Glassy Mountain Advisors, Inc. 2,517 $343K 0.12% -296 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 2,515 $343K 0.03% -6 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,508 $342K 0.03% +574 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 2,472 $337K 0.24% -100 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 2,472 $337K 0.06% -63 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 2,460 $336K 0.08% +1,000 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,439 $332K 0.06% -27 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,419 $330K 0.02% -1,730 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 2,416 $329K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,416 $329K 0.01% new 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 2,413 $329K 0.04% -9 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,391 $326K 0.03% +1,132 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,387 $326K 0.02% -57 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 2,370 $323K 0.2% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,351 $321K 0.03% -118 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 3,209 $319K 0.11% +887 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 2,333 $318K 0.19% +144 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 2,332 $318K 0.01% +102 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 2,327 $317K -1,329 Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,325 $317K 0.08% +766 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 2,308 $315K 0.03% +481 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,457 $310K 0.03% +180 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 2,259 $308K 0.31% 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 2,250 $307K 0.04% 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 2,247 $306K 0.06% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,244 $306K 0.02% -1 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 2,236 $305K 0.03% -455 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 2,218 $302K 0.14% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,210 $302K 0.01% -136 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 2,209 $301K 0.16% -91 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,207 $301K 0.02% +17 13F-HR Timeline Group Hyperion Capital Advisors LP More: the full row for Hyperion Capital Advisors LP 2,203 $300K 0.15% 0 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 2,200 $300K 0.04% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,179 $297K 0.03% -136 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,171 $296K <0.01% +347 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 2,120 $289K 0.18% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,114 $288K 0.01% -6,023 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,089 $285K 0.01% -90 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,087 $285K 0.05% +216 13F-HR/A Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,072 $283K 0.02% 0 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 2,148 $281K 0.19% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,063 $281K <0.01% -18,098 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,062 $281K 0.02% +72 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 2,053 $280K 0.03% new 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 2,052 $280K 0.02% -3,347 13F-HR Timeline Group Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,050 $280K 0.02% +77 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 2,042 $278K 0.1% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,036 $278K 0.08% +57 13F-HR Timeline Corton Capital Inc. More: the full row for Corton Capital Inc. 2,035 $278K 0.16% new 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 2,031 $277K <0.01% -5,425 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 1,997 $272K 0.02% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,985 $271K 0.01% +356 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 1,956 $267K 0.13% +265 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,956 $267K 0.01% -880 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 1,930 $263K 0.12% -175 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,916 $261K 0.01% -151 13F-HR Timeline Spahn Wealth & Retirement LLC More: the full row for Spahn Wealth & Retirement LLC 1,900 $259K 0.17% 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 1,891 $258K 0.03% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,890 $258K 0.02% +501 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 1,889 $258K 0.03% +363 13F-HR Timeline Group SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 1,876 $256K 0.12% 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,852 $253K 0.01% +249 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 1,855 $253K 0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,849 $252K 0.01% -24 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,846 $252K 0.11% +4 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 1,870 $251K 0.01% 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,832 $250K 0.01% -473 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 1,804 $246K 0.12% 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,791 $244K 0.02% new 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 1,773 $242K 0.03% new 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 1,762 $240K 0.13% new 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 1,757 $240K 0.01% -33,358 13F-HR/A Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 1,730 $236K 0.02% -150 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,727 $236K 0.01% +377 13F-HR/A Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,726 $235K <0.01% -2,032 13F-HR/A Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,719 $234K 0.01% 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 1,714 $234K 0.12% +564 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 1,711 $233K 0.03% 0 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,711 $233K 0.02% new 13F-HR/A Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,709 $233K 0.01% -39 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,694 $231K <0.01% +480 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 1,691 $231K 0.02% -9,690 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,685 $230K 0.02% +4 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,681 $229K 0.14% -18 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,671 $228K 0.01% +334 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,642 $224K 0.02% -239 13F-HR Timeline Group SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 1,639 $224K 0.04% -281 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,630 $222K 0.01% -379 13F-HR/A Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,567 $214K 0.01% -2 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 1,560 $213K 0.08% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 1,550 $211K <0.01% -1,623 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,542 $210K 0.03% +560 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 1,530 $209K 0.04% -71 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,527 $208K 0.02% -411 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,525 $208K <0.01% -2,170 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,477 $208K 0.01% -42 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,523 $208K 0.01% -12 13F-HR Timeline Group CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,522 $208K 0.04% +12 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,371 $206K <0.01% new 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 1,507 $206K <0.01% new 13F-HR Timeline Group LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 1,500 $205K 0.02% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,500 $205K 0.01% new 13F-HR Timeline Samjo Management, LLC More: the full row for Samjo Management, LLC 1,500 $205K 0.08% 0 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 1,492 $203K 0.05% -5,414 13F-HR Timeline Group SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,491 $203K 0.01% -9,000 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,487 $203K 0.02% -407 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,423 $194K 0.01% -116 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,412 $193K 0.05% +274 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,400 $191K <0.01% +253 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,397 $191K 0.01% -3,963 13F-HR Timeline Group Peterson Wealth Services More: the full row for Peterson Wealth Services 1,330 $181K 0.05% -21 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,330 $181K 0.01% -223 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,282 $175K <0.01% -6 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,281 $175K 0.13% -37 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 1,258 $172K 0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,217 $166K 0.03% +12 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 1,200 $164K 0.09% +100 13F-HR Timeline Group FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 1,131 $154K 0.39% 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,114 $152K <0.01% +171 13F-HR Timeline Group Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 1,111 $152K 0.11% +105 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,095 $149K 0.02% +7 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 1,090 $148K 0.08% +750 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,085 $148K 0.02% 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,060 $145K 0.02% -279 13F-HR/A Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,024 $139K 0.06% 0 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 1,006 $137K 0.04% -12 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 961 $131K <0.01% -97 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 950 $130K 0.06% -155 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 948 $129K 0.01% +85 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 925 $126K 0.03% 0 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 910 $124K 0.12% 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 909 $124K 0.05% +464 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 840 $115K 0.06% 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 835 $114K <0.01% +302 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 825 $113K 0.01% 0 13F-HR Timeline