Louisiana State Employees Retirement Sy… More: the full row for Louisiana State Employees Retirement System 3,100 $1.79M 0.03% 0 13F-HR/A Timeline CHOREO, LLC More: the full row for CHOREO, LLC 3,091 $1.78M 0.02% -826 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 3,086 $1.78M 0.02% -1,131 13F-HR Timeline NEW MEXICO EDUCATIONAL RETIREMENT BOARD More: the full row for NEW MEXICO EDUCATIONAL RETIREMENT BOARD 3,050 $1.76M 0.04% +300 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 3,046 $1.76M 0.01% -134 13F-HR Timeline Group 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 3,013 $1.74M 0.79% 0 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 2,994 $1.73M <0.01% -25 13F-HR Timeline Group EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 3,001 $1.73M 0.18% 0 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 2,999 $1.73M 0.01% +17 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 2,993 $1.73M 0.02% +124 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 2,981 $1.72M 0.03% +7 13F-HR Timeline Group NORTHWESTERN MUTUAL INVESTMENT MANAGEME… group of 2 filers holding More: the full row for NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 2,946 $1.7M +224 Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,941 $1.7M 0.07% -128 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 2,930 $1.69M 1.11% -1 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,916 $1.68M 0.06% +376 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,899 $1.67M 0.04% +495 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 2,857 $1.65M <0.01% +1,254 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 2,847 $1.64M 0.02% +12 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 2,785 $1.61M <0.01% -6,192 13F-HR/A Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 2,781 $1.6M 0.02% -223 13F-HR Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 2,710 $1.56M 0.01% -5,461 13F-HR Timeline Group TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 2,694 $1.55M 0.01% +45 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,689 $1.55M 0.04% +452 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 2,685 $1.55M 0.43% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,681 $1.55M 0.02% +2 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,680 $1.55M 0.01% +92 13F-HR Timeline Group FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 2,660 $1.53M 0.2% -15 13F-HR Timeline Allianz SE group of 2 filers holding More: the full row for Allianz SE 2,614 $1.53M -93 Timeline Marnell Management LLC More: the full row for Marnell Management LLC 2,651 $1.53M 0.78% +1,160 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 2,604 $1.5M 0.23% 0 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 2,516 $1.45M 0.72% +67 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 2,512 $1.45M 0.48% -15 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,510 $1.45M <0.01% -992 13F-HR Timeline Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 2,494 $1.44M 0.03% -181 13F-HR Timeline Group LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 2,450 $1.41M 0.32% +5 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 2,408 $1.39M 0.34% -107 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 2,406 $1.39M 0.15% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,400 $1.38M 0.04% +91 13F-HR Timeline Group BRANDYWINE TRUST CO in group BRANDYWINE MANAGERS, LLC More: the full row for BRANDYWINE TRUST CO 2,400 $1.38M 0.22% 0 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 2,385 $1.38M 0.04% -103 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 2,383 $1.37M 0.48% +290 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 2,375 $1.37M 0.22% +52 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,374 $1.37M 0.01% -29 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 2,360 $1.36M 0.01% +397 13F-HR Timeline Group Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 2,337 $1.35M 0.16% +208 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,325 $1.34M 0.02% -755 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 2,308 $1.33M -46 Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 2,282 $1.32M 0.08% +20 13F-HR Timeline Group TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 2,272 $1.31M 0.04% 0 13F-HR Timeline Group Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 2,270 $1.31M 0.33% -5 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 2,202 $1.27M 0.01% -30 13F-HR Timeline Group Empirical Finance, LLC More: the full row for Empirical Finance, LLC 2,199 $1.27M 0.05% +70 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,192 $1.26M 0.01% +1,275 13F-HR Timeline B. Metzler seel. Sohn & Co. AG in group B. Metzler seel. Sohn & Co. AG More: the full row for B. Metzler seel. Sohn & Co. AG 2,188 $1.26M 0.01% 0 13F-HR Timeline Group Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 2,186 $1.26M 0.17% -17 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,173 $1.25M 0.02% -539 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 2,166 $1.25M 0.02% -400 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 2,086 $1.2M 0.04% -190 13F-HR Timeline MASSACHUSETTS FINANCIAL SERVICES CO /MA/ in group MASSACHUSETTS FINANCIAL SERVI… More: the full row for MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 2,062 $1.19M <0.01% -36 13F-HR Timeline Group E. Ohman J:or Asset Management AB More: the full row for E. Ohman J:or Asset Management AB 2,060 $1.19M 0.03% 0 13F-HR Timeline INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 2,048 $1.18M 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,003 $1.16M 0.04% 0 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 2,011 $1.16M 0.03% +2,009 13F-HR Timeline Group HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 2,009 $1.16M 0.13% -328 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 2,003 $1.16M 0.26% +250 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,984 $1.14M 0.01% +66 13F-HR/A Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 1,982 $1.14M 0.01% -45,754 13F-HR Timeline Group BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 1,969 $1.13M 0.01% -5,244 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 1,950 $1.12M 0.06% +2 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,929 $1.11M 0.11% new 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 1,908 $1.1M 0.06% -38 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 1,901 $1.1M 0.01% +987 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 1,901 $1.1M 0.01% +14 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,892 $1.09M 0.01% -173 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 1,891 $1.09M 0.27% new 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 1,878 $1.08M <0.01% +978 13F-HR Timeline Group Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,874 $1.08M 0.04% +318 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 1,873 $1.08M 0.25% 0 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 1,866 $1.08M 0.03% -3,934 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 1,851 $1.07M 0.51% +11 13F-HR Timeline OSSIAM More: the full row for OSSIAM 1,841 $1.06M 0.01% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,836 $1.06M 0.01% +16 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,797 $1.04M 0.02% -220 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 1,795 $1.04M 0.03% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 1,788 $1.03M 0.01% -3,702 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 1,783 $1.03M 0.04% +49 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,765 $1.02M 0.1% +342 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,754 $1.01M 0.01% -954 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 1,732 $999K <0.01% -7 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,727 $996K 0.01% -2,591 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 1,722 $993K 0.2% -67 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 1,711 $987K 0.08% +340 13F-HR Timeline Group Samara Investment Management, LLC More: the full row for Samara Investment Management, LLC 1,710 $986K 0.91% -54 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 1,693 $984K 0.1% new 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 1,702 $982K 0.62% 0 13F-HR Timeline Busey Bank More: the full row for Busey Bank 1,701 $981K 0.02% -33 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 1,681 $969K 0.01% -228 13F-HR Timeline Group Osmosis Investment Management UK Ltd More: the full row for Osmosis Investment Management UK Ltd 1,663 $959K 0.04% -1,477 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 1,629 $939K <0.01% +105 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 1,624 $937K 0.01% -3,924 13F-HR Timeline Group Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 1,606 $926K 0.77% +29 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,606 $926K 0.02% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,577 $909K 0.24% +484 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,556 $897K 0.09% +53 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 1,593 $896K 0.03% -100 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 1,550 $894K <0.01% 0 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,544 $890K 0.07% +319 13F-HR Timeline Group Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,498 $864K -18 Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 1,489 $859K 0.02% 0 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 1,487 $858K 0.03% 0 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 1,477 $852K 0.09% -55 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 1,460 $842K 0.02% -38 13F-HR Timeline Group Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 1,447 $834K 0.02% -862 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 1,446 $834K 0.01% -303 13F-HR Timeline Group SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 1,519 $833K 0.12% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,431 $825K <0.01% -594 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 1,430 $825K <0.01% new 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 1,424 $821K 0.01% +1,056 13F-HR Timeline Amova Asset Management Americas, Inc. in group Amova Asset Management Americ… More: the full row for Amova Asset Management Americas, Inc. 1,403 $809K 0.01% new 13F-HR Timeline Group BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 1,399 $807K 0.12% +8 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 1,396 $805K 0.38% 0 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 1,395 $804K 0.08% new 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,383 $798K 0.03% -71 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,354 $781K 0.03% -75 13F-HR Timeline Lionhunter Capital Management, LLC More: the full row for Lionhunter Capital Management, LLC 1,352 $780K 0.35% 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,349 $778K 0.01% -116 13F-HR Timeline Group ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 1,333 $769K 0.1% 0 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 1,329 $766K 0.42% -14 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 1,324 $763K 0.08% new 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 1,308 $754K 0.01% -11,224 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,305 $753K 0.02% new 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,303 $752K 0.01% +749 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,302 $751K 0.01% -285 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 1,294 $746K 0.08% new 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 1,293 $746K 0.04% +420 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,291 $745K 0.01% -34 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 1,286 $742K 0.43% +205 13F-HR Timeline Walleye Trading LLC in group Walleye Capital LLC More: the full row for Walleye Trading LLC 1,282 $739K 0.01% -1,683 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,277 $737K <0.01% -240 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 1,266 $730K 0.02% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,262 $728K 0.08% +386 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,260 $727K 0.01% -7 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,240 $715K 0.05% -103 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,236 $713K 0.05% +10 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,233 $711K 0.04% -151 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 1,232 $710K 0.11% 0 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 1,222 $705K 0.04% -183 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,215 $702K 0.04% -552 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,212 $699K 0.04% +124 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 1,209 $697K 0.13% +1 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,205 $695K <0.01% -37 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 1,191 $687K 0.1% +29 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,171 $675K 0.01% -18 13F-HR/A Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 1,168 $674K 0.19% 0 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 1,168 $674K 0.01% -411 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 1,162 $670K +160 Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 1,161 $670K 0.16% new 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 1,159 $668K 0.28% -99 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 1,151 $664K 0.26% +90 13F-HR Timeline Caisse de depot et placement du Quebec More: the full row for Caisse de depot et placement du Quebec 1,149 $663K <0.01% +81 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,147 $661K 0.01% +484 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 1,122 $647K 0.01% +247 13F-HR Timeline Group Vines Capital Management, LLC More: the full row for Vines Capital Management, LLC 1,122 $647K 0.53% 0 13F-HR/A Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,121 $646K 0.01% +700 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,112 $641K 0.01% +37 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 1,102 $636K 0.09% 0 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 1,100 $634K 0.21% 0 13F-HR Timeline ClearAlpha Technologies LP More: the full row for ClearAlpha Technologies LP 1,097 $633K 1.08% new 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 1,082 $624K <0.01% +198 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,078 $622K <0.01% +137 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 1,079 $622K 0.18% -3 13F-HR Timeline VARCOV Co. More: the full row for VARCOV Co. 1,077 $621K 0.24% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,064 $614K 0.19% +31 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 1,056 $609K 0.13% +131 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,041 $600K <0.01% -575 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,039 $599K 0.17% +159 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 1,031 $594K 0.12% +216 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,023 $590K 0.02% -24 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,021 $589K 0.01% new 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 1,018 $587K 0.04% -19 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 1,015 $585K 0.26% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,011 $583K 0.01% +23 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Recurrent Investment Advisors LLC More: the full row for Recurrent Investment Advisors LLC 1,008 $581K 0.04% 0 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 1,004 $579K 0.01% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,002 $578K 0.02% -41 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,000 $577K 0.04% 0 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 1,000 $577K 0.01% -500 13F-HR Timeline Group Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 1,000 $577K 0.27% 0 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 999 $576K 0.02% -16 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 991 $572K 0.02% +478 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 972 $561K 0.12% 0 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 968 $558K 0.29% +3 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 962 $555K 0.12% -43 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 956 $551K <0.01% +237 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 950 $548K 0.03% +14 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 943 $544K 0.03% -18 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 934 $539K <0.01% -77 13F-HR Timeline Group Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 928 $535K 0.01% 0 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 926 $534K 0.15% +494 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 1,014 $532K 0.35% 0 13F-HR Timeline