Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 1,484 $416K 0.03% +1 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,473 $412K 0.02% -119 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 1,465 $410K 0.04% +28 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,464 $410K 0.01% -128 13F-HR/A Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 1,356 $408K new Timeline CX Institutional More: the full row for CX Institutional 1,455 $407K 0.01% +204 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 1,452 $407K 0.12% -60 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 1,450 $406K 0.05% 0 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 1,449 $406K 0.02% -58 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,443 $404K 0.01% +76 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 1,443 $404K <0.01% new 13F-HR Timeline Group Hara Capital LLC More: the full row for Hara Capital LLC 1,430 $400K 0.21% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,413 $396K <0.01% -896 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 1,410 $395K 0.19% -2,494 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 1,407 $394K 0.11% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,402 $393K 0.01% +67 13F-HR Timeline Group TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 1,384 $388K <0.01% 0 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,384 $388K <0.01% -30 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,382 $387K <0.01% +13 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,376 $385K 0.02% +12 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 1,376 $385K 0.01% -61 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,375 $385K <0.01% +986 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 1,432 $382K 0.06% +208 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 1,339 $375K 0.09% -171 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 1,329 $372K <0.01% new 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 1,323 $371K 0.01% -14 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,318 $369K 0.01% -201 13F-HR Timeline WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC More: the full row for WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 1,317 $369K <0.01% +6 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,316 $369K 0.01% 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 1,312 $367K 0.07% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,307 $366K <0.01% +56 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,307 $366K 0.03% -1 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,301 $364K <0.01% -347 13F-HR Timeline Foresight Global Investors, Inc. More: the full row for Foresight Global Investors, Inc. 1,301 $364K 0.22% +18 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,297 $363K 0.04% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,283 $359K <0.01% +453 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,280 $358K 0.03% -19 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 1,113 $358K 0.14% -24 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 1,277 $358K <0.01% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 1,272 $356K 0.01% +3 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,329 $355K 0.01% -161 13F-HR Timeline FRONTIER CAPITAL MANAGEMENT CO LLC More: the full row for FRONTIER CAPITAL MANAGEMENT CO LLC 1,261 $353K <0.01% +28 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,254 $351K 0.01% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,249 $350K <0.01% -103 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 1,240 $347K 0.04% -19 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,237 $346K 0.01% +18 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,237 $346K <0.01% +65 13F-HR/A Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 1,235 $346K 0.01% -50 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,235 $346K 0.01% +1 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,232 $345K 0.02% +444 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,230 $344K 0.01% +176 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 1,218 $341K 0.07% +3 13F-HR Timeline Corecam AG More: the full row for Corecam AG 1,217 $341K 0.29% +317 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,215 $340K 0.01% -29 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 1,212 $339K 0.02% +158 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 1,208 $338K <0.01% +79 13F-HR Timeline Group Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 1,205 $337K 0.01% -128 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 1,202 $337K 0.08% 0 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 1,202 $337K 0.08% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,198 $335K 0.01% -132 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,191 $333K <0.01% +62 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 1,187 $332K 0.04% -2,269 13F-HR/A Timeline Key Financial Inc More: the full row for Key Financial Inc 1,184 $332K 0.05% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,179 $330K 0.01% -840 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,177 $330K 0.01% +68 13F-HR Timeline Group Womack Financial LLC More: the full row for Womack Financial LLC 1,171 $328K 0.22% -84 13F-HR Timeline DoubleLine ETF Adviser LP More: the full row for DoubleLine ETF Adviser LP 1,169 $327K 0.14% -74 13F-HR Timeline Belfer Management LLC More: the full row for Belfer Management LLC 1,162 $325K 5.39% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,160 $325K <0.01% -29 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,152 $323K 0.02% 0 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 1,145 $321K 0.07% -100 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 1,145 $321K 0.07% 0 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 1,142 $320K 0.05% +3 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,130 $316K 0.02% +4 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 1,129 $316K 0.07% +3 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 1,124 $315K 0.05% 0 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 1,119 $313K 0.06% -113 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,117 $313K 0.01% -31 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,111 $311K 0.01% -826 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,103 $309K 0.03% +87 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 1,115 $309K 0.01% +78 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,101 $308K <0.01% -46 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 1,100 $308K 0.08% 0 13F-HR Timeline Bristlecone Value Partners, LLC More: the full row for Bristlecone Value Partners, LLC 1,093 $306K 0.25% 0 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 1,092 $306K 0.01% -81 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,078 $302K 0.02% +103 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,075 $301K <0.01% +39 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,057 $296K <0.01% -42 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 1,049 $294K 0.02% +186 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 1,043 $292K 0.22% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,031 $289K 0.01% 0 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,026 $287K 0.01% 0 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 1,006 $282K 0.03% +3 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 1,005 $282K <0.01% -370 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,004 $281K 0.02% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 986 $280K <0.01% 0 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 1,000 $280K 0.01% 0 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 1,000 $280K 0.06% -6 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,000 $280K 0.02% 0 13F-HR Timeline Group ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1,000 $280K 0.01% 0 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 1,000 $280K 0.03% 0 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 1,000 $280K 0.03% 0 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 1,000 $280K 0.05% 0 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 1,000 $280K 0.02% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 985 $276K <0.01% -659 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 980 $274K <0.01% -300 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 978 $274K -100 Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 975 $273K 0.15% 0 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) 969 $271K 0.01% +192 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 966 $270K 0.02% -154 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 950 $266K 0.02% +19 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 949 $266K 0.03% 0 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 948 $265K <0.01% new 13F-HR Timeline Group Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 948 $265K 0.06% new 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 942 $264K 0.1% -23 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 933 $261K 0.02% 0 13F-HR/A Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 926 $259K 0.02% +10 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 919 $257K 0.01% -34 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 917 $257K <0.01% new 13F-HR/A Timeline LAWOOD & CO More: the full row for LAWOOD & CO 916 $256K 0.17% -61 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 834 $256K 0.02% -204 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 914 $256K 0.01% -11 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 907 $254K 0.04% new 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 907 $254K 0.23% +41 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 806 $253K <0.01% -14 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 896 $251K <0.01% +85 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 894 $250K 0.07% -230 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 890 $249K 0.03% 0 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 888 $249K 0.01% +4 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 885 $248K <0.01% new 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 874 $245K 0.08% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 867 $243K <0.01% +38 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 859 $241K 0.06% 0 13F-HR Timeline Smith Partners Wealth Management, LLC More: the full row for Smith Partners Wealth Management, LLC 854 $239K 0.19% 0 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 850 $238K 0.07% -14 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 841 $235K <0.01% 0 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 840 $235K 0.07% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 839 $235K 0.02% +4 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 838 $235K 0.09% -50 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 835 $234K 0.03% +36 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 833 $233K <0.01% -986 13F-HR Timeline Group Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 829 $232K 0.01% +439 13F-HR Timeline Group KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 827 $232K 0.01% 0 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 825 $231K 0.02% 0 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 825 $231K 0.02% 0 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 710 $229K 0.01% new 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 795 $223K 0.06% +9 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 795 $223K 0.06% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 779 $218K 0.02% +691 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 770 $216K 0.03% 0 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 767 $215K <0.01% 0 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 767 $215K 3.6% 0 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 764 $214K 0.09% -40 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 761 $213K 0.01% -52 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 760 $213K <0.01% new 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 758 $212K <0.01% new 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 757 $212K 0.01% 0 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 753 $211K 0.01% -15 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 752 $211K 0.03% new 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 750 $210K 0.02% 0 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 750 $210K 0.03% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 745 $209K 0.13% 0 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 737 $206K 0.1% new 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 734 $206K 0.01% -40 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 730 $204K 0.01% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 728 $204K <0.01% new 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 657 $203K 0.07% new 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 720 $202K 0.01% new 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 717 $201K 0.01% -53 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 717 $201K 0.07% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 716 $200K 0.03% -77 13F-HR Timeline Group Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 713 $200K 0.01% -44 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 711 $199K <0.01% +525 13F-HR Timeline Group MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 700 $196K 0.05% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 668 $187K 0.02% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 668 $187K 0.06% -13 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 655 $184K <0.01% -79 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 626 $175K 0.02% +8 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 625 $175K 0.02% 0 13F-HR/A Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 622 $174K 0.09% -34 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 616 $172K 0.04% +380 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 607 $170K 0.02% -65 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 593 $166K 0.01% -50 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 590 $165K 0.03% -24 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 585 $164K 0.15% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 577 $164K <0.01% -394 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 552 $155K <0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 550 $154K 0.04% -59 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 549 $154K <0.01% -1 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 520 $146K 0.01% -8 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 514 $144K 0.01% -29 13F-HR Timeline Group PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 501 $140K 0.03% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 495 $139K 0.01% -20 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 467 $131K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 454 $127K <0.01% +8 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 414 $116K 0.04% -54 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 412 $115K <0.01% -49 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 404 $113K <0.01% -10 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 384 $108K 0.03% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 380 $106K 0.01% 0 13F-HR Timeline