Samara Investment Management, LLC More: the full row for Samara Investment Management, LLC 3,288 $481K 0.5% 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 3,285 $480K 0.31% +10 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 3,280 $479K <0.01% +333 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 3,273 $478K 0.01% +5 13F-HR Timeline HIMENSION CAPITAL (SINGAPORE) PTE. LTD. More: the full row for HIMENSION CAPITAL (SINGAPORE) PTE. LTD. 3,261 $477K 0.04% new 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 3,234 $473K 0.02% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,225 $471K 0.01% -31 13F-HR/A Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 3,210 $469K <0.01% +117 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,202 $468K 0.03% +211 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 3,199 $468K 0.01% -598 13F-HR/A Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 3,196 $467K 0.03% -1,594 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 3,180 $465K 0.07% +1,704 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 3,287 $464K 0.01% +202 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,174 $464K 0.05% +206 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 3,148 $460K 0.12% 0 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 3,120 $456K <0.01% -275 13F-HR Timeline Group United Community Bank in group United Community Bank More: the full row for United Community Bank 3,120 $456K 0.15% +719 13F-HR Timeline Group Midwest Trust Co More: the full row for Midwest Trust Co 3,116 $455K 0.01% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,080 $450K 0.02% +1,462 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 3,044 $445K 0.01% +773 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 3,044 $445K 0.01% -259 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 3,020 $441K 0.16% +20 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 3,005 $439K <0.01% 0 13F-HR Timeline Group Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 2,995 $438K 0.32% new 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,993 $437K 0.03% +145 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 2,969 $434K 0.35% +943 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 2,956 $432K 0.02% -12,937 13F-HR Timeline Group Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 2,950 $431K 0.22% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,943 $430K <0.01% +129 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,933 $429K 0.03% +327 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,670 $428K 0.01% +115 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,909 $425K 0.01% +523 13F-HR Timeline Southern Financial Group, LLC More: the full row for Southern Financial Group, LLC 2,882 $421K 0.12% -32 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,868 $419K 0.02% +733 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 2,850 $416K 0.06% -6 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 2,840 $415K 0.16% -3,232 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 2,806 $410K 0.03% -232 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,784 $407K 0.01% +13 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,768 $405K 0.01% +534 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 2,727 $399K 0.02% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,726 $398K <0.01% +260 13F-HR Timeline Group GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 2,716 $397K 0.02% 0 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 2,698 $394K 0.08% +81 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 2,698 $394K 0.13% +1,628 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 2,690 $393K 0.09% -10,467 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,682 $392K 0.03% -514 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,671 $390K 0.01% +217 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 2,654 $388K 0.01% 0 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 2,619 $383K 0.13% 0 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 2,612 $382K 0.01% +529 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 2,593 $379K 0.04% new 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 2,593 $379K 0.29% -361 13F-HR Timeline INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 2,576 $376K <0.01% -6,378 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 2,572 $376K 0.31% -17 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 2,532 $370K 0.01% +279 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,523 $369K 0.01% +74 13F-HR/A Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 2,522 $369K 0.03% +5 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 2,515 $367K 0.25% +2 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 2,511 $367K 0.01% +2,379 13F-HR Timeline Group Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 2,461 $360K 0.16% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 2,444 $357K <0.01% +621 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,515 $355K 0.01% -750 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 2,400 $351K 0.03% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 2,389 $349K 0.14% +1,680 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,367 $346K 0.01% +82 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,357 $344K 0.07% -456 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,353 $344K 0.01% +14 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 2,348 $343K 0.1% -69 13F-HR Timeline WEYBOSSET RESEARCH & MANAGEMENT LLC More: the full row for WEYBOSSET RESEARCH & MANAGEMENT LLC 2,335 $341K 0.1% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,161 $340K 0.02% +459 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,298 $336K 0.01% -141 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,295 $335K <0.01% +154 13F-HR Timeline Group Cercano Management LLC More: the full row for Cercano Management LLC 2,295 $335K 0.01% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,291 $335K 0.01% -383 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 2,288 $334K 0.14% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,264 $331K 0.05% -421 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 2,242 $328K 0.14% +194 13F-HR/A Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,239 $327K <0.01% new 13F-HR/A Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 2,229 $326K 0.03% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,228 $326K <0.01% -7 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,211 $323K 0.01% -69 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 2,206 $322K 0.18% -4,235 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,205 $322K <0.01% -3,260 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,186 $320K <0.01% +88 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,170 $317K 0.02% +300 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 2,150 $314K 0.03% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,145 $314K +583 Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 2,138 $312K 0.17% new 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,135 $312K 0.01% +2 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,126 $311K 0.01% -1,245 13F-HR Timeline Group Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 2,125 $311K 0.22% +672 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 2,125 $311K 0.03% new 13F-HR Timeline MYDA Advisors LLC More: the full row for MYDA Advisors LLC 2,100 $307K 0.07% new 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 2,098 $307K 0.04% +551 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 2,086 $305K 0.04% +193 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 2,082 $304K +187 Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,080 $304K <0.01% +1,176 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 2,062 $301K 0.24% -237 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,042 $298K <0.01% +487 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 2,031 $297K 0.03% -590 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,030 $297K 0.02% -26 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,028 $296K 0.02% -594 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 2,027 $296K 0.3% +258 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 2,007 $293K 0.02% -1 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,959 $293K 0.01% -94 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,005 $293K 0.02% +544 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,004 $293K 0.01% -1,998 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 2,000 $292K <0.01% 0 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 1,976 $289K 0.1% +1 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 1,975 $289K 0.06% +30 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 1,973 $288K <0.01% -608 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,956 $286K 0.01% -323 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,951 $285K 0.04% +102 13F-HR Timeline Group Tevis Investment Management More: the full row for Tevis Investment Management 1,947 $285K 0.16% new 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,945 $284K 0.01% +12 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 1,942 $284K 0.12% 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,911 $279K <0.01% +195 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,900 $278K <0.01% -300 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,843 $269K 0.03% +45 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,829 $267K 0.03% +264 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 1,828 $267K 0.01% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,824 $267K 0.01% -227 13F-HR Timeline VARCOV Co. More: the full row for VARCOV Co. 1,816 $265K 0.1% new 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 1,807 $264K 0.03% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,802 $263K <0.01% -37 13F-HR/A Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 1,800 $263K 0.03% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,750 $262K <0.01% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,795 $262K 0.05% +280 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 1,794 $262K 0.18% +5 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,855 $262K 0.02% -4,279 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 1,783 $261K 0.14% +285 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,783 $261K 0.01% -31,393 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,777 $260K <0.01% -1,230 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,773 $259K 0.01% -130 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 1,751 $256K 0.01% -34,851 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,749 $256K 0.01% +45 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,742 $255K 0.01% +11 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,734 $253K 0.05% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,730 $253K 0.01% -253 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,728 $253K <0.01% -2 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WORLDQUANT MILLENNIUM ADVISORS LLC More: the full row for WORLDQUANT MILLENNIUM ADVISORS LLC 1,728 $253K <0.01% -500,849 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,720 $251K 0.02% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,712 $250K 0.05% -180 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 1,711 $250K 0.05% +159 13F-HR/A Timeline OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 1,704 $249K 0.04% -45,778 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 1,700 $248K 0.02% new 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 1,680 $246K 0.04% -10,593 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,672 $244K 0.02% +121 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 1,672 $244K 0.04% +467 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 1,662 $243K 0.19% 0 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 1,654 $242K 0.09% 0 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 1,654 $242K 0.18% -6 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 1,650 $241K 0.04% +25 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,650 $241K 0.01% new 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 1,646 $241K 0.11% new 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 1,639 $240K 0.06% new 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 1,635 $239K 0.13% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,633 $239K 0.01% +172 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,613 $236K 0.03% +29 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 1,607 $235K 0.08% -96 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,601 $234K 0.05% 0 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,597 $233K 0.02% -2,266 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 1,592 $233K 0.19% new 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 1,577 $230K 0.11% new 13F-HR Timeline Group Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 1,577 $230K 0.01% +45 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 1,564 $229K 0.09% new 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 1,563 $228K 0.2% new 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 1,560 $228K 0.01% -500 13F-HR Timeline Group Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 1,549 $226K 0.05% 0 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 1,542 $225K 0.01% -85 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,543 $225K 0.03% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 1,538 $225K <0.01% -2,700 13F-HR Timeline Group Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,508 $220K 0.08% +185 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 1,496 $219K 0.02% +67 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,488 $218K <0.01% -100 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,483 $217K 0.01% +49 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 1,474 $215K <0.01% +211 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 1,474 $215K 0.07% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,471 $215K 0.01% +13 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 1,471 $215K 0.02% -1 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,469 $215K <0.01% +122 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,461 $214K 0.03% -4 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 1,457 $213K 0.02% -71,581 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,455 $213K 0.02% +11 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,449 $212K 0.02% +132 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 1,435 $210K <0.01% new 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 1,427 $209K 0.64% new 13F-HR Timeline 9823 Capital, L.P. More: the full row for 9823 Capital, L.P. 1,422 $208K 0.16% new 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 1,418 $207K 0.03% 0 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 1,411 $206K 0.08% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 1,408 $206K 0.03% -12 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 1,408 $206K 0.11% +20 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 1,406 $205K 0.05% +56 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,392 $203K 0.02% +96 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,348 $197K 0.03% -2 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 1,310 $191K 0.01% -750 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,228 $184K 0.01% -29 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,247 $182K <0.01% +219 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,135 $166K 0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,064 $156K <0.01% +1,030 13F-HR Timeline