Indivisible Partners More: the full row for Indivisible Partners 2,176 $471K 0.03% +629 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 2,155 $467K 0.05% +151 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,150 $466K 0.02% +67 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,111 $457K 0.07% -44 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 2,088 $452K 0.11% 0 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 2,069 $448K 0.1% -18 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,011 $442K 0.01% 0 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 2,027 $439K 0.28% +596 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,001 $433K 0.02% new 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 2,000 $433K 0.03% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 2,000 $433K 0.19% 0 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 1,980 $429K 0.02% 0 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,974 $428K 0.01% -3 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 1,953 $423K 0.03% +15 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 1,949 $422K <0.01% +475 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 1,919 $422K 0.01% +1,201 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,927 $417K <0.01% +33 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,893 $410K 0.01% new 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 1,875 $406K 0.02% -439 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,874 $406K 0.01% +1,153 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 1,862 $403K 0.05% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,858 $402K 0.04% -63 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 1,844 $399K 0.19% 0 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 1,824 $395K 0.1% new 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,824 $395K 0.01% +27 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 1,817 $394K 0.02% new 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 1,808 $392K 0.22% new 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 1,803 $391K 0.05% +241 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,796 $389K 0.12% -149 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 1,790 $388K 0.18% 0 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 1,780 $386K 0.05% 0 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,765 $382K 0.03% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,749 $379K 0.01% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,747 $378K 0.01% -46 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,746 $378K 0.05% -52 13F-HR Timeline Group BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 1,736 $376K 0.15% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,726 $374K 0.03% +180 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,714 $371K 0.01% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,714 $371K 0.02% -36 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 1,709 $370K 0.05% new 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 1,706 $370K 0.09% -150 13F-HR Timeline Kingsbury Capital Investment Advisors L… More: the full row for Kingsbury Capital Investment Advisors LLC 1,704 $369K 0.31% +599 13F-HR Timeline KMT WEALTH MANAGEMENT, LLC More: the full row for KMT WEALTH MANAGEMENT, LLC 1,704 $369K 0.31% new 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 1,679 $364K 0.06% new 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 1,679 $364K 0.05% +532 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,663 $360K 0.01% +235 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,657 $359K 0.05% -1 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,656 $359K 0.1% +353 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,640 $355K 0.02% +40 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 1,640 $355K 0.01% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,633 $354K 0.02% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,632 $353K 0.03% -142 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 1,628 $352K 0.05% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,616 $350K <0.01% +204 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 1,611 $349K 0.02% -127 13F-HR Timeline Group Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 1,610 $349K <0.01% -116 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,604 $347K <0.01% new 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 1,596 $346K 0.08% new 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 1,585 $343K 0.23% 0 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 1,561 $338K 0.07% -369 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 1,558 $337K 0.18% 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 1,527 $331K 0.01% +126 13F-HR Timeline Group Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,525 $330K 0.01% new 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 1,520 $329K 0.05% -195 13F-HR Timeline Pembroke Management, LTD More: the full row for Pembroke Management, LTD 1,518 $329K 0.04% new 13F-HR/A Timeline PFG Advisors More: the full row for PFG Advisors 1,516 $328K 0.02% +64 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,513 $328K 0.04% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,511 $327K <0.01% -36 13F-HR Timeline Group EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 1,501 $325K 0.02% new 13F-HR Timeline Hartree Partners, LP More: the full row for Hartree Partners, LP 1,500 $325K 0.07% +150 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,486 $322K 0.04% +308 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,463 $321K 0.02% -247 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 1,480 $321K 0.06% new 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,477 $320K 0.07% new 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 1,476 $320K 0.44% +110 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,463 $317K 0.01% +328 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 1,454 $315K 0.17% +330 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,440 $312K 0.01% -19 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,428 $309K 0.01% +114 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,427 $309K 0.01% -12 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,425 $309K 0.01% 0 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,390 $301K 0.01% new 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 1,379 $299K 0.13% new 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,354 $293K 0.1% -148 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 1,343 $291K 0.07% new 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 1,336 $289K 0.05% new 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 1,334 $289K 0.02% 0 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 1,326 $287K 0.05% -69 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1,315 $285K <0.01% 0 13F-HR Timeline Group Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 1,312 $284K 0.06% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,302 $282K 0.01% -51 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,294 $280K 0.01% +176 13F-HR Timeline UNIVERSITY OF CHICAGO More: the full row for UNIVERSITY OF CHICAGO 1,290 $279K 0.07% -210 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 1,288 $279K 0.1% +135 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,287 $279K 0.03% +936 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 1,286 $279K 0.15% +4 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,273 $276K 0.02% +355 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 1,272 $276K 0.11% -91 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,260 $273K 0.02% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,258 $273K 0.01% -14 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 1,258 $273K 0.04% -550 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,256 $272K 0.03% -388 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 1,251 $271K 0.04% -235 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,246 $270K 0.01% -347 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 1,235 $268K 0.12% new 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 1,232 $267K 0.01% new 13F-HR Timeline Group Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 1,226 $266K 0.15% -200 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 1,222 $265K 0.05% 0 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 1,220 $264K 0.09% new 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 1,220 $264K <0.01% +207 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,219 $264K 0.02% -1,453 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 1,214 $263K 0.01% -14 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,215 $262K 0.01% -9 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,191 $258K <0.01% -90 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 1,189 $258K 0.09% +400 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,182 $256K 0.01% -8 13F-HR Timeline Security National Bank More: the full row for Security National Bank 1,180 $256K 0.03% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 1,180 $256K 0.09% +23 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,179 $255K 0.02% -56 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,175 $255K <0.01% +650 13F-HR Timeline Group Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,174 $254K 0.07% -72 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,173 $254K 0.01% new 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 1,162 $252K 0.01% 0 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 1,158 $251K 0.04% 0 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,156 $250K 0.01% +65 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,156 $250K 0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,154 $250K 0.02% -19 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 1,152 $250K 0.03% new 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,146 $248K 0.05% +21 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 1,143 $248K 0.19% new 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 1,136 $246K 0.3% new 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 1,133 $245K 0.01% 0 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 1,113 $241K 0.08% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,105 $239K <0.01% -9 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,104 $239K 0.02% 0 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 1,104 $239K 0.12% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Keystone Financial Group More: the full row for Keystone Financial Group 1,103 $239K 0.01% new 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 1,134 $238K 0.07% new 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,094 $237K 0.02% new 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 1,091 $236K 0.07% +2 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,088 $236K 0.01% +51 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,088 $236K 0.01% -428 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,078 $235K 0.01% -8 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,079 $234K 0.06% -44 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 1,051 $228K -1,021 Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,048 $227K 0.01% +102 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 1,044 $226K 0.02% -360 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 1,039 $225K <0.01% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,034 $224K 0.02% -364 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 1,007 $218K 0.05% +77 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 1,004 $217K 0.03% new 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 1,003 $217K new Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 1,002 $217K <0.01% new 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,000 $217K <0.01% -37 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 1,000 $217K 0.02% new 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 1,000 $217K 0.04% -100 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 1,000 $217K 0.04% 0 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 1,000 $217K 0.07% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 992 $215K 0.12% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 986 $214K <0.01% new 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 980 $212K 0.05% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 973 $211K 0.02% -68 13F-HR Timeline CX Institutional More: the full row for CX Institutional 955 $207K 0.01% +30 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 955 $207K <0.01% new 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 952 $206K 0.03% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 944 $204K 0.01% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 931 $202K 0.01% -12,907 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 847 $183K 0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 834 $181K <0.01% +84 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 816 $177K 0.02% -117 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 800 $173K 0.01% 0 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 772 $167K 0.27% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 764 $165K 0.04% -1,171 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CVA Family Office, LLC More: the full row for CVA Family Office, LLC 752 $163K 0.01% +7 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 749 $162K 0.05% +15 13F-HR Timeline Group Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 746 $162K 0.1% +200 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 740 $160K 0.02% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 728 $158K 0.03% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 714 $155K 0.14% +220 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 607 $131K 0.01% new 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 600 $130K 0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 596 $129K 0.04% -45 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 542 $117K <0.01% +31 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 526 $114K 0.01% +64 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 526 $114K 0.01% +387 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 524 $113K 0.06% +503 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 522 $113K 0.04% 0 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 515 $112K 0.09% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 509 $110K 0.05% +30 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 500 $108K 0.01% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 499 $108K 0.06% -7 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 470 $102K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 459 $100K 0.01% -3 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 459 $99.5K 0.01% +80 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 432 $93.6K <0.01% -174 13F-HR Timeline Group LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 415 $89.9K 0.04% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 411 $88.9K <0.01% +15 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 402 $87.1K 0.01% -8 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 401 $86.9K <0.01% new 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 400 $86.6K 0.05% +90 13F-HR Timeline