Weitzel Financial Services, Inc. More: the full row for Weitzel Financial Services, Inc. 9,103 $705K 0.24% +51 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 9,198 $702K 0.02% new 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 9,967 $700K 0.07% 0 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 9,150 $698K 0.09% -600 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 9,140 $697K 0.16% +5,371 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 9,010 $687K 0.03% +296 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 9,010 $687K <0.01% -187 13F-HR Timeline Lionhunter Capital Management, LLC More: the full row for Lionhunter Capital Management, LLC 9,000 $687K 0.31% 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 8,998 $686K 0.02% +5,171 13F-HR Timeline Group CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 8,983 $685K <0.01% +4,394 13F-HR Timeline Group Accel Wealth Management More: the full row for Accel Wealth Management 8,972 $684K 0.15% +1,331 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 8,932 $681K <0.01% +1,264 13F-HR Timeline Group Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 8,816 $673K 0.3% -284 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 8,735 $666K 0.02% +413 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 8,703 $664K 0.1% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 8,646 $660K <0.01% +2,793 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 8,481 $647K <0.01% -393 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 8,452 $645K 0.17% +718 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 8,411 $642K 0.23% +38 13F-HR Timeline Galaxy Digital Capital Management GP LLC in group Galaxy Group Investments LLC More: the full row for Galaxy Digital Capital Management GP LLC 8,391 $640K 0.38% +7,220 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 8,371 $639K <0.01% +257 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 8,212 $626K 0.09% 0 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 8,150 $622K 0.12% +400 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 8,138 $621K <0.01% +1,032 13F-HR/A Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 8,086 $617K 0.02% -683 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 7,981 $609K 0.06% -48 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 7,958 $607K <0.01% -247 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 7,954 $607K <0.01% +396 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 7,826 $597K 0.02% -3,605 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 7,819 $597K 0.13% 0 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 7,792 $594K 0.08% -78 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 7,776 $593K 0.01% -884 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 7,720 $589K 0.32% 0 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 7,637 $583K 0.02% +129 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 7,587 $579K 0.03% +230 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 7,527 $574K 0.02% +23 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 7,452 $569K <0.01% +3,887 13F-HR Timeline Group PensionDanmark Pensionsforsikringsaktie… More: the full row for PensionDanmark Pensionsforsikringsaktieselskab 7,440 $567K <0.01% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 7,436 $567K 0.01% +156 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 7,400 $565K 0.18% 0 13F-HR Timeline Group Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 7,221 $551K 0.07% +3,483 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 7,206 $550K 0.38% 0 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 7,205 $550K 0.08% 0 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 7,189 $548K 0.16% +33 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 7,173 $547K 0.01% -156 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 7,157 $546K 0.07% +785 13F-HR Timeline Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 7,112 $543K <0.01% +2,321 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 7,053 $538K 0.01% +3,656 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 7,000 $534K 0.34% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 6,953 $530K <0.01% +1,015 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 6,871 $524K 0.01% +928 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 6,812 $520K 0.1% +3,442 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 6,848 $512K 0.02% -114 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 6,672 $509K 0.01% +22 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 6,629 $506K 0.01% -1,758 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 6,620 $505K 0.01% +3,970 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 6,529 $498K 0.07% -15 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 6,491 $495K 0.2% 0 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 6,491 $495K 0.04% +1,047 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 6,430 $491K 0.01% +1,983 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 6,429 $490K 0.01% +248 13F-HR/A Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 6,400 $488K <0.01% +1,700 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 6,304 $481K 0.2% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 6,268 $478K 0.02% +207 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 6,232 $475K 0.01% +1,800 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 6,194 $473K 0.01% -1,087 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 6,124 $467K 0.11% -6,100 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 6,502 $467K 0.08% 0 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 6,039 $461K 0.09% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 5,997 $457K 0.01% +76 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 5,988 $457K <0.01% +5,550 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 5,962 $455K 0.01% +44 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 5,936 $453K 0.02% +6 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 5,922 $452K 0.01% -121 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 5,906 $451K 0.01% -38 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,898 $450K 0.02% +818 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 5,883 $449K 0.01% -548 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 5,881 $449K 0.02% +235 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 5,859 $447K <0.01% +2,022 13F-HR Timeline Group LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 5,847 $446K 0.05% -1,373 13F-HR Timeline First National Advisers, LLC in group FIRST NATIONAL BANK OF OMAHA More: the full row for First National Advisers, LLC 5,811 $443K 0.06% +38 13F-HR Timeline Group Busey Bank More: the full row for Busey Bank 5,759 $439K 0.01% -41 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 5,731 $437K <0.01% -412 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 5,722 $436K <0.01% +1,043 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 5,702 $435K 0.01% 0 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 5,687 $434K 0.16% 0 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 5,666 $432K 0.15% +145 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,599 $427K <0.01% +67 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 5,578 $426K <0.01% -129 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 5,559 $424K 0.02% +34 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 5,543 $423K 0.01% 0 13F-HR 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. 5,532 $422K 0.02% -174 13F-HR Timeline Group FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 5,468 $417K <0.01% +3,378 13F-HR Timeline Group Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 5,460 $417K 0.02% -110 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 5,457 $416K 0.02% new 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 5,416 $413K 0.01% -168 13F-HR Timeline Group Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 5,293 $404K 0.04% -260 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,196 $396K 0.01% +193 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 5,167 $394K <0.01% -2,234 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 5,085 $388K <0.01% -2 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,004 $382K 0.01% +237 13F-HR Timeline BAYSHORE ASSET MANAGEMENT, LLC More: the full row for BAYSHORE ASSET MANAGEMENT, LLC 4,948 $377K 0.13% new 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 4,781 $365K 0.19% new 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 4,775 $364K <0.01% 0 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 4,772 $364K 0.02% new 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 4,704 $359K 0.55% new 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 4,700 $359K 0.24% 0 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 4,699 $358K 0.04% -80 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 4,577 $349K 0.1% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,542 $346K 0.02% +11 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,527 $345K <0.01% +1,067 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 4,472 $341K <0.01% +331 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 4,462 $340K 0.08% +9 13F-HR Timeline FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 4,450 $339K 0.04% 0 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 4,444 $339K 0.03% 0 13F-HR Timeline Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 4,373 $334K 0.01% +1,663 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 4,366 $333K 0.02% +235 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,360 $333K 0.03% -15 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,338 $331K <0.01% -1,288 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 4,354 $330K <0.01% -23 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 4,277 $326K <0.01% -10 13F-HR Timeline Group D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 4,266 $325K 0.05% -35 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 4,261 $325K 0.02% +79 13F-HR Timeline AVIVA PLC in group AVIVA PLC More: the full row for AVIVA PLC 4,250 $324K <0.01% 0 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 4,496 $324K 0.01% +93 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 4,231 $323K 0.06% -175 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,216 $322K 0.01% +176 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 4,202 $321K 0.14% +2 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 4,200 $320K 0.03% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,186 $320K 0.01% +1,140 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 4,185 $319K 0.18% 0 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 4,167 $318K 0.02% +10 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 4,153 $317K 0.01% -37 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,137 $316K 0.01% -374 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 4,137 $316K <0.01% -620 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 4,120 $314K 0.07% +120 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,112 $314K <0.01% +445 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 4,093 $312K 0.09% new 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 4,091 $312K 0.11% 0 13F-HR Timeline SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT… More: the full row for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 4,400 $311K 0.17% 0 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 4,053 $311K 0.07% -439 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 4,036 $308K <0.01% -12,586 13F-HR Timeline Group McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 4,020 $307K 0.02% 0 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 4,007 $306K 0.04% 0 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 4,000 $305K 0.03% 0 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 3,990 $304K 0.08% +19 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3,960 $302K 0.01% +802 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 3,949 $301K <0.01% -100 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 4,140 $298K 0.02% +531 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 3,905 $298K <0.01% +15 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,831 $296K 0.01% 0 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 3,869 $295K 0.02% -54 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 3,864 $295K <0.01% new 13F-HR Timeline Group Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 3,850 $294K 0.04% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,797 $290K <0.01% 0 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 3,783 $289K <0.01% +872 13F-HR Timeline Group STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 3,753 $286K 0.23% +288 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 3,739 $285K 0.01% +26 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,737 $285K <0.01% -1,450 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,690 $282K <0.01% 0 13F-HR Timeline Group Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 3,653 $279K 0.11% new 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 3,648 $278K 0.01% new 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 3,647 $278K 0.03% +200 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 3,643 $278K 0.16% +125 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 3,641 $278K 0.02% new 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 3,619 $276K 0.06% +291 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 3,554 $271K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Welch Group, LLC More: the full row for Welch Group, LLC 3,552 $271K 0.01% 0 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 3,529 $269K 0.11% 0 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 3,522 $269K 4.5% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 3,516 $268K 0.02% -350 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 3,500 $267K 0.02% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 3,514 $266K <0.01% -114 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,478 $265K 0.01% +552 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 3,444 $263K 0.09% +1 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 3,398 $259K 0.21% +18 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 3,386 $258K 0.06% -13 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,380 $258K 0.01% +267 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 3,374 $257K +247 Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 3,340 $255K 0.02% -82 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 3,340 $255K 0.01% +6 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,331 $254K 0.01% +369 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 3,292 $251K <0.01% -5 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 3,291 $251K <0.01% -11,344 13F-HR Timeline Group Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,289 $251K 0.02% -550 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 3,288 $251K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,258 $249K <0.01% +1,305 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 3,231 $246K 0.07% -71 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 3,228 $246K 0.21% 0 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 3,227 $246K 0.01% new 13F-HR Timeline New Perspectives, Inc More: the full row for New Perspectives, Inc 3,224 $246K 0.08% 0 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 3,220 $246K 0.07% 0 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 3,200 $244K 0.02% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,197 $244K <0.01% new 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 3,178 $242K 0.1% 0 13F-HR Timeline Crumly & Associates Inc. 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