ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 1,244 $296K 0.08% -5 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 1,235 $294K 0.1% 0 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 1,232 $294K 0.03% +60 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 1,228 $293K 0.14% -50 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,228 $293K 0.01% +33 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,227 $292K 0.01% 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,249 $292K 0.01% -851 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 1,224 $292K 0.23% +43 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 1,222 $291K 0.03% -114 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 1,221 $291K 0.1% new 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 1,220 $291K 0.15% +20 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 1,201 $286K 0.01% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,196 $285K 0.03% -15 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,195 $285K 0.04% -18 13F-HR Timeline Brave Warrior Advisors, LLC More: the full row for Brave Warrior Advisors, LLC 1,194 $284K 0.01% 0 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,194 $284K 0.01% +201 13F-HR Timeline Group ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 1,177 $280K 0.01% -5,911 13F-HR Timeline Group Cherokee Insurance Co More: the full row for Cherokee Insurance Co 1,175 $280K 0.12% 0 13F-HR Timeline Ackerman Asset Management, LLC More: the full row for Ackerman Asset Management, LLC 1,169 $278K 0.25% 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,168 $278K 0.21% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,164 $277K 0.01% -269 13F-HR/A Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 1,164 $277K 0.14% new 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,162 $277K 0.02% +10 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 1,159 $276K 0.03% -23 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,158 $276K 0.02% +348 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,155 $275K <0.01% -74 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 1,155 $275K 0.04% -100 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,155 $275K 0.14% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 1,155 $275K 0.01% new 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 1,152 $274K 0.03% -11,435 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,151 $274K 0.02% +538 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 1,147 $273K 0.02% -82 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 1,144 $272K 0.01% +4 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,143 $272K 0.08% +18 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 1,142 $272K 0.14% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,140 $272K 0.02% -212 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1,131 $269K 0.04% 0 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,130 $269K 0.02% -49 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,130 $269K 0.01% -33 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 1,128 $269K 0.16% -4 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,127 $268K 0.1% +38 13F-HR Timeline Group Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 1,126 $268K 0.16% new 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 1,124 $268K 0.02% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,117 $266K <0.01% -2,443 13F-HR Timeline Group RW Investment Management LLC More: the full row for RW Investment Management LLC 1,116 $266K 0.03% 0 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 1,113 $265K 0.01% -48 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 1,110 $264K 0.03% +3 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,102 $262K 0.11% -289 13F-HR Timeline Shearwater Capital LLC More: the full row for Shearwater Capital LLC 1,102 $262K 0.18% 0 13F-HR/A Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 1,097 $261K 0.13% -48 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 1,092 $260K 0.06% 0 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 1,089 $259K 0.02% +140 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 1,088 $259K 0.01% -343 13F-HR/A Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,086 $259K 0.01% +134 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 1,082 $258K 0.03% 0 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 1,081 $257K 0.01% 0 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,080 $257K 0.06% 0 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 1,080 $257K 0.07% -420 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 1,075 $256K 0.01% 0 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 1,075 $256K 0.17% 0 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 1,073 $256K 0.08% -4 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 1,072 $255K 0.03% +90 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 1,072 $255K 0.06% -25 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,067 $254K 0.01% +18 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,063 $253K 0.02% -408 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,061 $253K 0.02% -169 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 1,059 $252K 0.32% 0 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 1,057 $252K 0.05% new 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,053 $251K 0.03% 0 13F-HR/A Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,052 $251K 0.11% +300 13F-HR Timeline Group Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 1,048 $250K 0.05% +7 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 1,047 $249K 0.03% -78 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 1,043 $248K 0.01% +1 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 1,038 $247K 0.12% +141 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 1,037 $247K 0.06% -32 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,035 $247K 0.01% -60 13F-HR Timeline CAAS CAPITAL MANAGEMENT LP More: the full row for CAAS CAPITAL MANAGEMENT LP 1,030 $245K 0.12% new 13F-HR Timeline ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 1,029 $245K 0.02% +2 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 1,030 $245K 0.03% -28 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 1,006 $240K 0.01% -3 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 1,006 $240K 0.06% +16 13F-HR/A Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 1,000 $238K 0.04% 0 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 1,000 $238K 0.05% 0 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 1,000 $238K 0.09% 0 13F-HR/A Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,003 $237K 0.01% +26 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 994 $237K 0.02% -180 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 986 $235K 0.11% -31 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 984 $234K 0.02% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 979 $233K 0.02% 0 13F-HR Timeline Group Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 975 $232K 0.15% -50 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 971 $231K 0.04% +101 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 969 $231K 0.04% -124 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 969 $231K <0.01% -101 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 969 $231K 0.07% +14 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 969 $231K 0 Timeline STAR Financial Bank More: the full row for STAR Financial Bank 965 $230K 0.17% -185 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 960 $229K 0.17% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 958 $228K 0.05% +94 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 955 $227K <0.01% -2 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 954 $227K 0.05% 0 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 952 $227K 0.18% -479 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 952 $227K 0.02% +191 13F-HR/A Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 941 $224K 0.02% 0 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 940 $224K 0.01% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 937 $223K 0.02% -77 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 928 $221K 0.07% -22 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 928 $221K 0.07% new 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 927 $221K 0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 927 $221K 0.08% -3 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 921 $219K 0.01% -128 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 921 $219K 0.3% -45 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 919 $219K 0.07% +37 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 914 $218K 0.36% +19 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 910 $217K 0.07% 0 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 909 $217K 0.22% 0 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 901 $215K 0.02% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 895 $213K 0.07% -139 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 892 $212K 0.07% -1,349 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 876 $209K 0.01% +1 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 876 $209K 0.02% 0 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 872 $208K 0.02% -80 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 871 $207K 0.01% new 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 870 $207K 0.02% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 741 $207K 0.02% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 860 $205K <0.01% -90 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 860 $205K 0.04% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 858 $204K 0.02% -125 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 857 $204K 0.03% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 856 $204K <0.01% +115 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 923 $203K 0.01% -3 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 851 $203K 0.06% -2 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 851 $203K 0.04% +16 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 828 $202K 0.04% +52 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 846 $202K 0.02% new 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 843 $201K 0.02% -16 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 812 $193K 0.02% -7 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 800 $191K 0.05% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 797 $190K 0.03% 0 13F-HR/A Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 793 $189K 0.06% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 772 $184K <0.01% +116 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 772 $184K 0.12% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 758 $180K 0.01% +47 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 750 $179K 0.01% +140 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 734 $175K 0.01% -1,050 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 707 $168K 0.08% -31 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 706 $168K 0.03% +2 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 686 $163K <0.01% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 662 $158K 0.02% +88 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 631 $150K 0.03% +1 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 629 $150K 0.03% -9 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 609 $145K 0.03% new 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 600 $143K 0.02% -31 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 600 $143K 0.14% -100 13F-HR/A Timeline Bank & Trust Co More: the full row for Bank & Trust Co 598 $142K 0.12% +33 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 586 $140K 0.03% -1,950 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 580 $138K <0.01% -3,934 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 583 $138K 0.02% +12 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 572 $136K 0.08% new 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 571 $136K 0.07% +5 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 541 $130K 0.01% -15 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 544 $130K <0.01% 0 13F-HR Timeline Group FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 540 $129K 0.05% -10 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 540 $129K <0.01% -35 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 528 $126K 0.04% +5 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 525 $125K 0.03% 0 13F-HR Timeline Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 528 $125K 0.13% +1 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 500 $119K 0.05% 0 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 500 $119K 0.04% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 480 $114K 0.08% 0 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 470 $112K 0.01% 0 13F-HR Timeline Group Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 400 $112K <0.01% -2,208 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 454 $108K 0.01% 0 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 438 $104K 0.03% new 13F-HR Timeline MOTCO More: the full row for MOTCO 434 $103K 0.01% +123 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 435 $103K 0.05% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 430 $102K 0.04% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 423 $101K 0.02% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 413 $98.4K 0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 400 $95.3K 0.02% 0 13F-HR/A Timeline Coastline Trust Co More: the full row for Coastline Trust Co 400 $95.3K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 400 $95.3K 0.06% -200 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 377 $89.8K 0.07% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 376 $89.6K <0.01% +7 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 375 $89.3K 0.02% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 365 $86.9K 0.03% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 363 $86.5K <0.01% -131 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 362 $86.2K 0.02% 0 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 357 $85K 0.06% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 347 $82.7K 0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 339 $80.8K 0.01% -160 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 337 $80.4K 0.01% +16 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 330 $78.6K <0.01% 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 325 $77.4K 0.04% -141 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 317 $75.5K 0.03% -3 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 306 $72.9K 0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 295 $70.4K 0.05% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 295 $70.3K <0.01% -300,227 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 295 $70K 0.03% +73 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 293 $69.8K <0.01% +68 13F-HR Timeline Group Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 277 $66K 0.03% 0 13F-HR Timeline