CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 4,298 $658K 0.11% +3,433 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 3,670 $658K 0.28% +2,214 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 4,290 $657K 0.24% +3,461 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 4,281 $656K 0.1% +3,459 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,270 $654K 0.06% +3,563 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 4,265 $653K 0.06% new 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 4,255 $652K 0.31% +3,420 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 4,250 $651K 0.06% +3,421 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 4,239 $649K 0.32% +3,476 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 4,238 $649K 0.08% +3,222 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 4,235 $649K 0.51% new 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 4,220 $646K 0.26% +3,314 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 4,215 $646K 0.08% +3,802 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 4,212 $645K 0.01% new 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 4,206 $644K 0.02% +3,083 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 4,192 $642K 0.01% +2,578 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 4,185 $641K 0.14% new 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 4,170 $639K 0.1% +3,721 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,165 $638K 0.05% +3,161 13F-HR Timeline Kozak & Associates, Inc. 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More: the full row for VALLEY WEALTH MANAGERS, INC. 4,069 $623K 0.04% +3,308 13F-HR Timeline Group KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 4,035 $618K 0.36% +3,249 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 4,030 $617K 0.29% +3,224 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 4,015 $615K 0.22% +2,932 13F-HR Timeline Group Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 4,015 $615K 0.24% 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 4,002 $613K 0.06% +3,250 13F-HR Timeline Buckland Partners Management Co LLC More: the full row for Buckland Partners Management Co LLC 4,000 $613K 0.34% 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 3,995 $612K 0.01% +3,586 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 3,984 $610K 0.26% 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 3,962 $607K 0.14% +3,147 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 3,951 $605K 0.04% +3,397 13F-HR/A Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 3,940 $604K 0.12% +2,871 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 3,937 $603K 0.06% +3,188 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 3,935 $603K 0.31% new 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 3,930 $602K 0.03% +3,193 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 3,927 $602K 0.06% +3,291 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 3,927 $602K 0.05% +3,336 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 3,912 $599K 0.02% +3,376 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 5,107 $598K 0.23% +4,213 13F-HR/A Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 3,890 $596K 0.12% +3,172 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 3,869 $593K 0.05% +3,252 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 3,851 $590K 0.29% +3,074 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,846 $589K 0.02% +2,989 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 3,845 $589K 0.53% 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 3,830 $586K 0.08% +2,946 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 3,819 $585K 0.07% +3,398 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 3,812 $584K 0.15% +2,217 13F-HR Timeline Somerset Group LLC More: the full row for Somerset Group LLC 3,860 $582K 0.44% +2,695 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 3,795 $581K 0.06% +3,017 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 3,783 $579K 0.14% +2,715 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 3,780 $579K 0.49% -2,033 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 3,755 $575K <0.01% +2,992 13F-HR Timeline Group Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 3,750 $574K 0.32% +3,000 13F-HR Timeline EDENTREE ASSET MANAGEMENT Ltd More: the full row for EDENTREE ASSET MANAGEMENT Ltd 3,750 $574K 0.18% +3,150 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 3,735 $572K 0.51% +3,045 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 3,725 $571K 0.39% +2,843 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 3,725 $571K 0.09% +2,758 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 3,717 $569K 0.03% +2,946 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 3,710 $568K 0.17% +2,968 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,698 $566K 0.02% +2,937 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 3,695 $566K 0.21% +3,435 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 3,695 $566K 0.38% +3,165 13F-HR Timeline BOK Financial Private Wealth, Inc. 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More: the full row for OARSMAN CAPITAL, INC. 3,362 $515K 0.07% +2,771 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,360 $515K 0.28% +2,688 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 3,356 $514K 0.04% +2,681 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 3,350 $513K 0.19% +2,584 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 3,345 $512K 0.15% +2,717 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 3,340 $512K 0.02% +2,637 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 3,335 $511K 0.03% +2,797 13F-HR/A Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 3,320 $509K 0.08% +2,362 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 3,318 $508K 0.26% +2,722 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 3,311 $507K 0.04% +2,712 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 3,310 $507K 0.47% 13F-HR Timeline Ebert Capital Management Inc. More: the full row for Ebert Capital Management Inc. 4,330 $507K 0.49% 13F-HR Timeline BNB Wealth Management, LLC More: the full row for BNB Wealth Management, LLC 3,275 $502K 0.32% 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 3,235 $496K 0.19% +2,515 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 3,232 $495K 0.15% +2,573 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 3,253 $495K <0.01% -30,380 13F-HR Timeline Group SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 3,230 $495K 0.08% +2,695 13F-HR Timeline First Heartland Consultants, Inc. 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More: the full row for Eos Management, L.P. 3,200 $490K 0.19% +2,560 13F-HR/A Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 3,197 $490K <0.01% +2,659 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 3,185 $488K <0.01% +2,511 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 3,185 $488K 0.32% +2,501 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 3,180 $487K 0.07% +2,569 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 3,176 $487K 0.32% +2,560 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 3,165 $485K 0.07% +2,532 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 3,160 $484K 0.04% +2,538 13F-HR/A Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 3,149 $482K 0.01% -68,001 13F-HR Timeline Group Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 3,966 $482K 0.16% +3,175 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 3,141 $481K 0.07% +2,575 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 3,136 $480K 0.09% new 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 3,135 $480K 0.01% +2,584 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,132 $480K 0.01% +2,502 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 3,130 $479K 0.02% +2,504 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 3,120 $478K <0.01% +2,606 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 3,117 $477K 0.5% +2,300 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 3,115 $477K 0.1% +2,477 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 3,110 $476K 0.06% +325 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 3,105 $476K 0.31% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 3,087 $473K 0.15% +2,440 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 3,082 $472K 0.23% +2,624 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 3,080 $472K 0.04% +2,522 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 3,079 $472K 0.17% 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 3,076 $471K 0.01% +29 13F-HR/A Timeline Group EMERALD ADVISERS, LLC in group EMERALD ADVISERS, LLC More: the full row for EMERALD ADVISERS, LLC 3,070 $470K 0.01% +2,441 13F-HR Timeline Group OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 3,060 $469K 0.03% +2,377 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 3,056 $468K 0.13% +265 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 3,050 $467K 0.05% +2,680 13F-HR Timeline Group Financial Plan, Inc. 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More: the full row for RD Lewis Holdings, Inc. 4,125 $453K 0.39% +3,300 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,945 $451K 0.05% +2,332 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,940 $450K 0.03% +2,361 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 2,925 $448K 0.14% +2,340 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 2,920 $447K 0.29% +2,336 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 3,355 $447K 0.1% +2,674 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,500 $446K 0.02% +3,334 13F-HR Timeline Oakmont Investment Advisors, Inc. More: the full row for Oakmont Investment Advisors, Inc. 2,900 $444K 0.33% 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 2,895 $443K 0.23% +2,189 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 2,892 $443K 0.06% -2,119 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 2,887 $442K 0.05% +2,661 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 2,883 $442K 0.06% +2,247 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 2,870 $440K 0.17% +2,256 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,870 $440K 0.02% +2,137 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 2,860 $438K 0.43% 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,859 $438K 0.08% +2,364 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 2,850 $437K 0.28% +2,280 13F-HR Timeline Index Fund Advisors, Inc. 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