LAVELLE CAPITAL LP More: the full row for LAVELLE CAPITAL LP 1,235 $383K 0.24% 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 1,234 $383K 0.07% -617 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,231 $382K 0.01% -29 13F-HR Timeline Group ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 1,228 $381K 0.02% 0 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 1,228 $381K 0.04% -15 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,227 $381K 0.02% new 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 1,221 $379K 0.14% +1 13F-HR Timeline Facet Wealth, Inc. 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More: the full row for Financial Engines Advisors L.L.C. 914 $284K <0.01% +17 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 914 $284K 0.21% 0 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 913 $283K <0.01% -20 13F-HR/A Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 913 $283K <0.01% +804 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 910 $282K 0.01% +91 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 909 $282K 0.22% 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. 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Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 806 $250K 0.02% 0 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 805 $250K 0.02% +4 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 803 $249K 0.08% new 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 802 $249K 0.03% 0 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 802 $249K 0.27% 13F-HR Timeline Taylor Securities Services, Inc. More: the full row for Taylor Securities Services, Inc. 802 $249K 0.11% 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 802 $249K 0.04% +2 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 802 $249K 0.03% +26 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. 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Private Wealth Management, LLC 759 $235K 0.13% +349 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 758 $235K 0.03% new 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 755 $234K 0.07% new 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 750 $233K <0.01% -112 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 747 $232K 0.03% new 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 742 $230K 0.07% new 13F-HR Timeline