BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 194 $379K 0.08% -17 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 193 $377K 0.08% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 192 $375K 0.01% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 191 $373K 0.01% -8 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 191 $373K 0.1% new 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 190 $371K 0.01% +1 13F-HR Timeline Motley Fool Asset Management LLC group of 2 filers holding More: the full row for Motley Fool Asset Management LLC 190 $371K -3,355 Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 192 $368K 0.03% -1 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 188 $367K 0.04% 0 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 187 $365K <0.01% 0 13F-HR Timeline Group Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 186 $363K 0.11% -1 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 186 $363K 0.25% 0 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 186 $363K <0.01% -6 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 184 $359K 0.01% +18 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 184 $359K 0.19% 0 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 182 $355K 0.03% 0 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 180 $352K 0.06% -4 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 180 $352K 0.1% -15 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 179 $350K 0.02% +2 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 179 $350K 0.09% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 178 $348K <0.01% -1 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 177 $346K <0.01% -14 13F-HR Timeline Group Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 176 $344K 0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 176 $344K 0.03% new 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 175 $342K 0.02% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 174 $340K 0.02% +5 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 174 $340K 0.26% +55 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 172 $336K 0.14% new 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 170 $332K <0.01% 0 13F-HR Timeline Group ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 170 $332K 0.03% 0 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 170 $332K 0.17% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 164 $320K 0.02% +16 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 163 $318K 0.39% -172 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 162 $316K 0.02% +13 13F-HR Timeline GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 160 $312K <0.01% -27 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 160 $312K 0.03% new 13F-HR Timeline Wellington Shields & Co., LLC in group Wellington Shields Capital Ma… More: the full row for Wellington Shields & Co., LLC 159 $311K 0.07% 0 13F-HR Timeline Group Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 159 $311K 0.04% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 159 $311K 0.01% -2 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 158 $309K <0.01% +27 13F-HR Timeline Group Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 158 $309K 0.11% +7 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 157 $307K 0.01% 0 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 157 $307K 0.05% +30 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 156 $305K 0.01% new 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 155 $303K 0.03% +3 13F-HR Timeline Investidor Profissional Gestao de Recur… More: the full row for Investidor Profissional Gestao de Recursos Ltda. 155 $303K 0.18% new 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. group of 2 filers holding More: the full row for Mirae Asset Global Investments Co., Ltd. 152 $297K +29 Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 150 $291K 0.02% new 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 148 $289K 0.16% 0 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 148 $289K 0.06% +19 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 147 $287K <0.01% -180 13F-HR Timeline Group LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 147 $287K <0.01% new 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 146 $285K <0.01% -41 13F-HR Timeline Group SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 146 $285K 0.04% -5 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 144 $285K 0.09% new 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 149 $285K <0.01% new 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 145 $283K 0.01% -20 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 145 $283K <0.01% -2 13F-HR Timeline Group Conestoga Capital Advisors, LLC More: the full row for Conestoga Capital Advisors, LLC 145 $283K 0.01% 0 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 144 $281K 0.01% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 144 $281K 0.01% +20 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 144 $281K 0.01% 0 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 143 $279K 0.01% new 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 143 $279K 0.07% 0 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 142 $277K 0.09% +1 13F-HR Timeline Wills Financial Group LLC More: the full row for Wills Financial Group LLC 142 $277K 0.1% 0 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 142 $277K 0.02% 0 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 140 $273K 0.06% 0 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 140 $273K 0.05% 0 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 139 $271K 0.16% -3 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 139 $271K 0.04% -16 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 138 $270K 0.01% -97 13F-HR Timeline Group BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 138 $270K 0.07% new 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 138 $270K 0.18% new 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 137 $268K 0.02% -7 13F-HR Timeline Group Ballast, Inc. More: the full row for Ballast, Inc. 137 $268K 0.05% -6 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 137 $268K 0.07% +16 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 135 $264K <0.01% -2 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 135 $264K 0.01% -4 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 134 $262K 0.06% +1 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 134 $262K 0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 134 $262K 0.02% -98 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 134 $262K <0.01% new 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 134 $262K 0.11% +11 13F-HR/A Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 133 $259K 0.01% +16 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 132 $258K 0.06% +18 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 131 $256K <0.01% -3 13F-HR Timeline Group Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 131 $256K 0.16% 0 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 130 $254K 0.23% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 129 $252K <0.01% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 129 $252K <0.01% +22 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 128 $250K <0.01% +3 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 128 $250K 0.01% -15 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 128 $250K -65 Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 126 $246K 0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 125 $244K 0.01% 0 13F-HR Timeline Group Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 125 $244K 0.08% +15 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 125 $244K 0.04% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 124 $242K 0.03% +104 13F-HR/A Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 124 $242K 0.07% +3 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 123 $240K 0.01% new 13F-HR Timeline MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC in group MUTUAL OF AMERICA CAPITAL MAN… More: the full row for MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 122 $238K <0.01% new 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 122 $238K <0.01% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 122 $238K 0.01% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 121 $236K <0.01% +3 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 120 $234K 0.03% 0 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 120 $234K 0.02% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 120 $234K 0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 120 $234K 0.02% 0 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 118 $230K 0.01% -79 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 117 $229K 0.06% +105 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 117 $229K 0.02% -19 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 116 $227K 0.01% +4 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 116 $227K 0.01% new 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 116 $227K <0.01% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 116 $226K 0.03% 0 13F-HR Timeline Group GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 115 $225K 0.01% 0 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 115 $225K 0.03% 0 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 115 $225K <0.01% -1,021 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 114 $224K 0.04% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 114 $223K 0.01% +9 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 113 $221K 0.01% +3 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 113 $221K 0.01% 0 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 113 $221K 0.02% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 112 $219K <0.01% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 111 $216K 0.01% -12 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 110 $215K <0.01% 0 13F-HR Timeline Group Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 110 $215K 0.17% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 110 $215K <0.01% +3 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 110 $215K 0.04% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 109 $213K <0.01% +69 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 109 $213K <0.01% new 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 108 $211K <0.01% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 107 $209K <0.01% -23 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 106 $207K 0.02% new 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 106 $207K 0.01% new 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 105 $205K 0.01% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 105 $205K 0.01% -4 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 105 $205K 0.05% -33 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 105 $205K 0.02% -2 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 105 $205K 0.03% -2 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 104 $203K 0.09% new 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 104 $203K 0.09% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 103 $201K <0.01% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 102 $199K 0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 95 $186K 0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 91 $178K 0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 87 $170K <0.01% -14 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 87 $170K 0.01% -2 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 84 $164K <0.01% -4 13F-HR Timeline Group Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 84 $164K 0.02% +2 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 79 $154K 0.06% +1 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 77 $150K 0.01% +14 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 77 $150K 0.01% -22 13F-HR Timeline Group Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 75 $146K 0.02% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 75 $146K 0.07% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 74 $145K <0.01% -1 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 71 $138K <0.01% +5 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 70 $137K <0.01% -1 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 70 $137K <0.01% 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 70 $136K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 67 $131K <0.01% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 64 $125K 0.01% +32 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 61 $119K 0.02% -91 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 61 $119K 0.05% +47 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 58 $112K <0.01% -29 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 56 $109K <0.01% -390 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 55 $107K 0.01% +14 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 54 $106K 0.06% +6 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 53 $104K 0.01% +3 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 52 $102K <0.01% 0 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 52 $102K <0.01% -1 13F-HR Timeline Group BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 51 $99.6K <0.01% +1 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 51 $99.6K <0.01% 0 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 50 $97.7K 0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 50 $97.7K 0.02% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 49 $95.7K 0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 46 $89.8K 0.01% +26 13F-HR Timeline OSSIAM More: the full row for OSSIAM 45 $87.9K <0.01% new 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 40 $78.1K 0.01% +20 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 40 $76.7K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 36 $70.3K <0.01% 0 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 36 $70.3K 0.02% new 13F-HR Timeline TOBAM More: the full row for TOBAM 36 $70K 0.02% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 313 $69K <0.01% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 35 $68.4K <0.01% +7 13F-HR Timeline Group Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 35 $68.4K <0.01% +5 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 32 $62.5K 0.02% 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 32 $62.5K 0.02% 0 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 32 $62.5K 0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 31 $61.3K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 31 $60.5K <0.01% +7 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 30 $58.6K <0.01% +3 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 30 $58.6K 0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 28 $54.7K 0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 28 $54.7K 0.01% +4 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 27 $52.7K 0.02% new 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 26 $50.8K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 26 $50.8K <0.01% -1 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 23 $44.9K 0.02% new 13F-HR Timeline