Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 6,456 $378K 0.02% -632 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 6,455 $378K 0.01% -1,396 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 6,405 $375K 0.01% -4,373 13F-HR Timeline Group ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 6,390 $374K <0.01% new 13F-HR Timeline Group ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 6,360 $372K 0.2% +1,752 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 6,350 $372K 0.01% +699 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 6,348 $371K <0.01% -583 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 6,332 $371K 0.04% -597 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 6,297 $368K 0.01% -856 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 6,288 $368K 0.03% +38 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 6,286 $368K 0.01% +123 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 6,281 $368K 0.1% -1,023 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 6,224 $364K 0.05% +341 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 6,168 $361K 0.05% +118 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 6,152 $360K 0.17% 0 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 6,150 $360K 0.21% -1,890 13F-HR Timeline Group Crews Bank & Trust More: the full row for Crews Bank & Trust 6,142 $359K 0.06% -480 13F-HR Timeline VILLERE ST DENIS J & CO LLC More: the full row for VILLERE ST DENIS J & CO LLC 6,000 $351K 0.03% 0 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 6,000 $351K <0.01% 0 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 6,000 $351K 0.24% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 5,925 $347K 0.02% -98 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 5,900 $345K 0.39% -11,900 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 5,899 $345K 0.01% -69 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 5,868 $343K 0.01% +1,235 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 5,853 $343K 0.01% +219 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 5,823 $341K <0.01% -14,651 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 5,795 $339K 0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 5,767 $337K 0.07% +1,522 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 5,766 $337K <0.01% -321 13F-HR/A Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,742 $336K 0.02% new 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 5,627 $329K 0.02% -15,482 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 5,603 $328K 0.04% new 13F-HR/A Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,596 $327K 0.01% +891 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 5,580 $327K 0.04% new 13F-HR Timeline Ninety One SA (Pty) Ltd More: the full row for Ninety One SA (Pty) Ltd 5,566 $326K 0.06% +110 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 5,547 $325K 0.03% +1,292 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 5,544 $324K 0.03% -18,613 13F-HR/A Timeline Graypoint LLC More: the full row for Graypoint LLC 5,541 $324K 0.02% -946 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 5,460 $320K 0.02% -1,531 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 5,452 $319K 0.01% -133 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 5,409 $317K 0.06% -95 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 5,371 $314K <0.01% -1,712 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 5,265 $308K 0.01% -353 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 5,251 $307K <0.01% -623 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 5,213 $305K 0.04% +540 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 5,175 $303K <0.01% -194 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 5,138 $301K 0.01% +267 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 5,079 $297K 0.01% -39 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,029 $294K 0.01% -302 13F-HR Timeline Group CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 5,014 $293K 0.01% 0 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 4,992 $292K 0.02% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 4,887 $286K <0.01% +189 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 4,869 $285K 0.01% -1,543 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,905 $284K <0.01% +1,852 13F-HR/A Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 4,848 $284K 0.02% +508 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 4,835 $283K 0.01% +682 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 4,820 $282K 0.01% 0 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 4,810 $281K 0.11% -34 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 4,784 $280K +54 Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 4,770 $279K 0.03% new 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 4,755 $278K 0.16% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 4,744 $278K 0.04% new 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 4,740 $277K 0.01% -57 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 4,738 $277K 0.01% -4 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 4,655 $272K 0.01% -154 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 4,645 $272K 0.02% -4,845 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,481 $262K 0.02% +570 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 4,474 $262K 0.03% -1,771 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 4,464 $261K 0.06% +528 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,427 $259K 0.02% +11 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 4,426 $259K 0.17% -447 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 4,423 $259K 0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 4,418 $259K 0.05% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,417 $258K 0.01% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 4,406 $258K 0.01% -590 13F-HR Timeline Group GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 4,400 $257K 0.12% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 4,386 $257K 0.04% +159 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 4,373 $256K 0.02% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 4,361 $255K 0.01% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 4,331 $253K 0.04% new 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 4,315 $253K 0.02% -38 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,297 $251K 0.03% -626 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 4,270 $250K 0.07% new 13F-HR Timeline LRT Capital Management, LLC More: the full row for LRT Capital Management, LLC 4,263 $249K 0.17% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 4,260 $249K 0.01% new 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 4,258 $249K 0.12% new 13F-HR Timeline Group EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 4,238 $248K 0.13% -120 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,109 $248K 0.01% -419 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 4,225 $247K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 4,204 $246K <0.01% -6,460 13F-HR Timeline Group Covenant Partners, LLC More: the full row for Covenant Partners, LLC 4,150 $243K 0.08% 0 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 4,146 $243K 0.01% -110 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,091 $239K <0.01% -5 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 4,056 $237K 0.02% -742 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 4,037 $236K 0.02% -378 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 4,035 $236K 0.04% -38 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,012 $235K 0.03% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 4,000 $234K 0.01% 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,939 $231K 0.04% new 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 3,926 $230K 0.06% -7 13F-HR Timeline Goldstream Capital Management Ltd More: the full row for Goldstream Capital Management Ltd 3,919 $229K 0.15% 0 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 3,873 $227K 0.01% +63 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 3,859 $226K 0.12% -146 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,850 $225K 0.05% -2,192 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,844 $225K 0.02% new 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 3,840 $225K 0.01% 0 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 3,804 $223K <0.01% -3,820 13F-HR Timeline Group PACIFIC GLOBAL INVESTMENT MANAGEMENT CO More: the full row for PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 3,796 $222K 0.31% -1,363 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 3,785 $221K 0.02% -1,095 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,756 $220K 0.01% -1,035 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 3,754 $220K <0.01% new 13F-HR Timeline Group HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 3,743 $219K 0.09% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,737 $219K 0.01% +463 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 3,735 $219K 0.1% new 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 3,717 $218K 0.01% new 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 3,705 $217K 0.02% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 3,704 $217K 0.02% new 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 3,689 $216K 0.02% +1,375 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 3,656 $214K 0.08% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 3,653 $214K 0.02% +126 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 3,649 $214K 0.14% new 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 3,600 $213K 0.03% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 3,618 $212K 0.03% 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,604 $211K 0.01% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,592 $210K 0.01% new 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 3,580 $210K 0.12% new 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 3,572 $209K 0.02% new 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 3,544 $207K 0.02% -2,025 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 3,539 $207K 0.09% new 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,511 $205K <0.01% new 13F-HR Timeline Group Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 3,506 $205K 0.1% new 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 3,503 $205K <0.01% new 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 3,500 $205K 0.08% -1,300 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 3,491 $204K 0.06% -462 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 3,480 $204K <0.01% new 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 3,478 $204K 0.16% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,477 $203K 0.01% new 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 3,469 $203K 0.08% new 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,428 $201K 0.02% new 13F-HR Timeline Group West Family Investments, Inc. More: the full row for West Family Investments, Inc. 3,427 $201K 0.08% new 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 3,360 $197K 0.04% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 3,344 $196K 0.16% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,151 $184K <0.01% -688 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,086 $181K <0.01% +239 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 3,077 $180K <0.01% -2,017 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 3,013 $177K <0.01% -2,166 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,916 $171K 0.01% +1,203 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,900 $170K 0.01% +2,884 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,847 $167K 0.02% -417 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 2,808 $164K <0.01% 0 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 2,636 $154K 0.04% -45 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 2,575 $151K 0.07% -264 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,540 $149K 0.02% -149 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,456 $144K <0.01% 0 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 2,439 $143K <0.01% -72 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,437 $143K 0.01% +163 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 2,430 $142K 0.04% new 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 2,420 $142K 0.09% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,309 $135K 0.01% +854 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 2,244 $131K 0.01% new 13F-HR Timeline Group Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,199 $129K 0.02% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,165 $127K 0.08% -57 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 2,127 $124K 0.05% +404 13F-HR/A Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,109 $123K <0.01% +1,560 13F-HR Timeline Group SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 2,144 $122K 0.08% -641 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 2,086 $122K 0.11% +543 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,028 $119K <0.01% -195 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,984 $116K 0.01% -132 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,976 $116K 0.01% -100 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,884 $110K 0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,873 $110K 0.01% +508 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 1,700 $99.5K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,675 $98K <0.01% +1,401 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,584 $92.7K <0.01% +952 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 1,536 $89.9K 0.03% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,519 $88.9K 0.01% +338 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,500 $87.8K 0.04% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,386 $81.1K 0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,386 $81.1K +42 Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 1,242 $72.7K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,242 $72.7K 0.01% -138 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,226 $71.7K 0.02% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,170 $68.5K 0.03% 0 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 1,125 $65.8K <0.01% -6,511 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,105 $65K <0.01% -280 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,073 $62.8K <0.01% +73 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 1,063 $62.2K 0.06% -553 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 976 $58K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 977 $57.2K <0.01% +77 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 964 $56.4K 0 Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 940 $55K 0.02% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 919 $53.8K <0.01% +31 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 136 $52.8K 0.04% -140 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 897 $52.5K <0.01% -1,996 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 848 $50.1K 0.01% +133 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 830 $48.6K <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 776 $45.4K 0.04% +4 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 750 $43.9K <0.01% -60 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 738 $43.2K <0.01% +10 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 730 $43K 0.02% -124 13F-HR Timeline