EASTERN BANK More: the full row for EASTERN BANK 5,380 $391K 0.01% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 5,370 $390K 0.15% -541 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 5,334 $388K 0.03% -2,510 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 5,323 $387K 0.01% +1,036 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 5,316 $386K 0.11% -166 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,285 $384K 0.01% -513 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 5,271 $383K 0.03% +675 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 5,224 $380K 0.02% +247 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 5,210 $379K 0.11% +140 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 5,200 $378K 0.21% 0 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 5,176 $376K 0.01% new 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 5,173 $376K 0.09% +1,092 13F-HR/A Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 5,170 $376K 0.04% -430 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 5,154 $375K 0.01% -110 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 5,148 $374K 0.14% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 5,139 $374K 0.01% +490 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 5,120 $372K 0.04% 0 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 5,120 $372K 0.19% 0 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 5,110 $371K 0.05% 0 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 5,100 $371K 0.21% 0 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 5,100 $371K 0.17% new 13F-HR Timeline Group Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 4,913 $370K 0.19% +616 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 5,070 $369K <0.01% +2,622 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. State of Wyoming More: the full row for State of Wyoming 5,017 $365K 0.05% -1,559 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 5,013 $364K 0.01% +1,587 13F-HR Timeline Selway Asset Management More: the full row for Selway Asset Management 5,000 $364K 0.15% 0 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 5,000 $364K 0.11% 0 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 5,000 $364K 0.18% 0 13F-HR Timeline TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 5,000 $364K 0.03% -9,750 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 4,990 $363K 0.2% 0 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 4,966 $361K 0.04% -465 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 4,963 $361K 0.21% -73 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 4,961 $361K 0.25% +1,145 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,961 $361K 0.01% -241 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 4,950 $360K 0.07% 0 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 4,946 $360K 0.18% -3,779 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 4,927 $358K 0.15% new 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 5,096 $358K 0.04% +826 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,916 $357K 0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 4,890 $357K 0.06% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 4,842 $352K 0.06% +419 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 4,827 $351K 0.02% 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 4,800 $349K 0.27% 0 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 4,780 $348K 0.05% new 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 4,750 $345K 0.07% new 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 4,749 $345K 0.15% +1,435 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 4,742 $345K 0.34% -793 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 4,737 $344K 0.02% +1,020 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 4,732 $344K 0.14% +120 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 4,716 $344K 0.01% +246 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 4,724 $343K 0.23% +467 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 4,715 $343K 0.11% +13 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 4,700 $342K 0.18% 0 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 4,688 $341K 0.17% +79 13F-HR Timeline Group Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 4,674 $340K 0.06% +66 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,672 $340K 0.01% +965 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 4,620 $336K 0.04% 0 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 4,612 $335K 0.13% +10 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 4,610 $335K 0.02% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 4,607 $335K 0.03% -8 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 4,604 $335K 0.07% -25,440 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 4,574 $333K 0.02% +471 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 4,560 $332K 0.32% -110 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 4,556 $331K 0.04% +600 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 4,551 $331K 0.12% +1,254 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 4,512 $328K 0.04% new 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 4,508 $328K 0.21% -628 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 4,500 $327K 0.14% 0 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 4,493 $327K 0.18% -435 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 4,490 $326K 0.06% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,433 $322K 0.03% -734 13F-HR/A Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 4,408 $320K 0.04% +1,334 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 4,381 $318K 0.07% -448 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 4,375 $318K 0.1% +370 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 4,373 $318K 0.25% +226 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 4,370 $318K 0.02% 0 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 4,358 $317K 0.09% +10 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 4,360 $317K 0.04% -63 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 4,338 $315K 0.23% +85 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 4,334 $315K 0.02% +20 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 4,330 $315K 0.08% new 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 4,319 $314K 0.14% new 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 4,318 $314K 0.07% -135 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 4,301 $313K 0.38% 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 4,300 $313K 0.07% 0 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 4,628 $312K 0.33% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 4,279 $311K 0.02% +770 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 4,270 $310K 0.06% new 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 4,261 $310K 0.16% +785 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 3,940 $308K 0.02% new 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 4,205 $306K 0.05% -139 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 4,200 $305K 0.09% +616 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 4,191 $305K 0.02% -3,995 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 4,190 $305K 0.08% 0 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 4,190 $305K 0.12% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 4,178 $304K 0.09% +240 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 4,168 $303K 0.01% +938 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 4,173 $303K 0.03% -31 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4,164 $303K 0.04% +26 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 4,162 $303K 0.01% +3 13F-HR Timeline Group FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 4,157 $302K 0.12% -529 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 4,133 $300K 0.05% +863 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 4,130 $300K 0.06% -150 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 4,116 $299K 0.02% -94 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 4,110 $299K <0.01% -60 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 4,092 $297K 0.03% new 13F-HR/A Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 4,074 $296K 0.2% +483 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 4,910 $296K 0.1% -212 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 4,065 $296K 0.08% -3,195 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 4,049 $294K 0.04% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,020 $293K 0.19% 0 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 4,029 $293K 0.17% +52 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 4,022 $292K 0.02% new 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 4,000 $292K 0.16% new 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 4,000 $291K 0.04% 0 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 4,000 $291K 0.09% 0 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 4,000 $291K 0.17% 0 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 3,988 $290K 0.01% +104 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 3,980 $289K 0.09% new 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 3,965 $288K 0.05% +2 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 3,947 $287K 0.04% -1,696 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 3,944 $287K 0.11% +425 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,939 $286K 0.03% +65 13F-HR/A Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 3,932 $286K 0.04% 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 3,921 $285K 0.05% new 13F-HR/A Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 3,917 $285K 0.02% -4,378 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 3,911 $284K 0.08% 0 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 3,898 $283K 0.04% -14,795 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 3,862 $281K 0.17% +281 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 3,892 $279K 0.05% -23 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 3,837 $279K 0.03% -18 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 3,808 $277K 0.01% -80 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,795 $276K 0.04% +329 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 3,792 $276K 0.04% +971 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 3,780 $275K 0.06% -1,068 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 3,774 $274K <0.01% +10 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 3,770 $274K 0.08% 0 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 3,750 $273K 0.27% new 13F-HR Timeline Compound Global Advisors, LLC More: the full row for Compound Global Advisors, LLC 3,750 $273K 1.61% new 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 3,740 $272K 0.02% 0 13F-HR Timeline Group WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 3,725 $272K 0.09% new 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 3,721 $271K 0.02% new 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 3,717 $270K 0.04% -8 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 3,692 $268K 0.13% +710 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 3,687 $268K 0.1% new 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 3,610 $262K 0.01% -10 13F-HR Timeline Stillwater Capital Advisors, LLC More: the full row for Stillwater Capital Advisors, LLC 3,608 $262K 0.04% 0 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 3,589 $261K 0.02% +263 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 3,923 $261K 0.06% -250 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 3,575 $260K 0.04% new 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 3,575 $260K 0.04% new 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 3,560 $259K 0.01% new 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 3,545 $258K 0.01% +25 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 3,540 $257K 0.13% 0 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 3,526 $256K 0.02% +16 13F-HR/A Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 3,505 $255K <0.01% new 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 3,499 $254K 0.02% +687 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 3,494 $254K 0.06% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 3,488 $254K 0.03% -170 13F-HR/A Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 3,487 $254K 0.05% -196 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 3,477 $253K 0.02% 0 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 3,460 $252K 0.12% 0 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 3,467 $252K 0.02% +539 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 3,470 $252K 0.07% +76 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 3,450 $251K 0.27% +2,770 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CLG LLC More: the full row for CLG LLC 3,444 $250K 0.09% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 3,990 $248K 0.17% -1,471 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 3,398 $248K 0.03% +54 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 3,407 $248K 0.05% +529 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 3,400 $247K 0.04% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 3,400 $247K 0.11% -80 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 3,400 $247K 0.05% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,392 $247K 0.02% -379 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 3,384 $246K 0.25% -51 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,372 $245K 0.03% new 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 3,371 $245K 0.21% new 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 3,370 $245K 0.05% 0 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 3,367 $245K <0.01% new 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 3,919 $245K 0.03% 0 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 3,393 $243K 0.21% +281 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 3,320 $241K 0.01% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 3,314 $241K 0.02% new 13F-HR/A Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 3,309 $241K 0.05% +9 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 3,309 $241K 0.06% +129 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 3,292 $239K 0.06% 0 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 3,286 $239K 0.03% new 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 3,286 $239K 0.01% 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 3,285 $239K 0.11% +22 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 3,262 $237K 0.21% -250 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 3,260 $237K 0.05% -158,982 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 3,253 $236K 0.13% new 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 3,250 $236K 0.06% 0 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 3,233 $235K 0.01% -16,789 13F-HR Timeline Group Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 3,240 $235K 0.07% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 3,228 $235K 0.01% -2 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 3,220 $234K 0.06% -390 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 3,281 $233K 0.01% +27 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 3,207 $233K 0.1% -51 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 3,204 $233K 0.03% new 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 3,200 $233K 0.14% 0 13F-HR Timeline