Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 4,140 $497K <0.01% new 13F-HR Timeline Group Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 4,126 $496K 0.13% +5 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,087 $491K 0.08% -131 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 3,666 $491K 0.48% 0 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 4,085 $491K 0.02% +73 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 4,077 $490K 0.31% new 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 4,051 $487K 0.03% +1,118 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,042 $486K 0.01% +1,142 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 4,019 $483K 0.01% -18 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 3,992 $480K 0.02% -3,450 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,950 $474K <0.01% +1,303 13F-HR Timeline Group Dorato Capital Management More: the full row for Dorato Capital Management 3,801 $473K 0.32% 0 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 3,937 $473K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 3,931 $472K 0.1% +100 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 3,810 $458K 0.02% 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 3,799 $456K 0.03% 0 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 3,785 $455K 0.26% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 3,776 $454K <0.01% new 13F-HR Timeline Group Riverwater Partners LLC More: the full row for Riverwater Partners LLC 3,752 $451K 0.13% -43 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,741 $449K 0.01% +823 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,735 $449K 0.03% -155 13F-HR Timeline PFA Pension, Forsikringsaktieselskab More: the full row for PFA Pension, Forsikringsaktieselskab 3,734 $449K <0.01% -550,959 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 3,672 $441K 0.07% new 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 3,637 $437K <0.01% -40 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 3,620 $435K 0.21% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 3,580 $430K 0.02% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 3,561 $428K 0.14% -104 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 3,531 $424K 0.03% -78 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 3,488 $419K 0.19% +3 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 3,485 $419K 0.01% new 13F-HR Timeline Group Twin Tree Management, LP More: the full row for Twin Tree Management, LP 3,449 $414K 0.06% new 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 3,436 $413K 0.04% +72 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 3,414 $410K 0.24% 0 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 3,083 $409K 0.14% -1,238 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 3,387 $407K 0.02% -33 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,381 $406K 0.01% -68 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 3,376 $406K 0.1% -180 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 3,343 $402K 0.01% 0 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 3,314 $398K 0.1% -146 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 3,310 $398K 0.01% +111 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,258 $391K <0.01% new 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 3,256 $391K 0.19% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,245 $390K 0.01% +8 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 3,233 $388K 0.02% -103 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 3,153 $379K 0.73% -554 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 3,144 $378K 0.02% -159 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 3,141 $377K 0.02% +89 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 3,137 $377K 0.07% +10 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 3,118 $375K 0.04% +388 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,110 $374K 0.01% +1,987 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 3,107 $373K 0.02% new 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 3,100 $372K <0.01% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 3,094 $372K <0.01% +283 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 3,091 $371K 0.07% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 3,056 $366K <0.01% +95 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,045 $366K 0.02% -15,948 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 3,024 $363K 0.21% +35 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 3,016 $362K 0.03% 0 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 2,978 $361K 0.05% -1 13F-HR Timeline OSSIAM More: the full row for OSSIAM 3,006 $361K <0.01% new 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 3,002 $361K 0.01% -199 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 3,000 $360K 0.04% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 2,992 $359K 0.01% +1,544 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,987 $359K 0.04% +181 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 2,967 $356K 0.05% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 2,959 $355K 0.12% +1,054 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,913 $353K 0.02% +200 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 2,837 $353K 0.26% +807 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,900 $348K <0.01% +111 13F-HR Timeline GLR Partners, LLC More: the full row for GLR Partners, LLC 2,880 $346K 0.16% +221 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 2,855 $343K 0.02% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,816 $338K 0.02% +1,073 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 2,787 $335K 0.07% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,782 $334K 0.02% -53 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 2,767 $332K 0.08% -125 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 2,732 $328K 0.07% -18 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,730 $328K 0.06% +83 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,724 $327K 0.01% +440 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,703 $325K 0.03% +421 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 2,664 $320K 0.03% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,663 $320K 0.03% new 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,660 $320K 0.01% +403 13F-HR Timeline Group Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 2,660 $320K 0.04% +6 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 2,991 $314K <0.01% +428 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 2,598 $312K 0.06% -20 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 2,565 $308K <0.01% new 13F-HR Timeline Group GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 2,563 $308K <0.01% -641 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 2,557 $307K <0.01% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 2,548 $306K <0.01% -396 13F-HR Timeline Group J2 Capital Management Inc More: the full row for J2 Capital Management Inc 2,546 $306K 0.21% -99 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 2,530 $304K 0.01% 0 13F-HR Timeline Group SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 2,530 $304K 0.1% 0 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 2,506 $301K 0.05% +22 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,515 $301K 0.02% -117 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 2,474 $297K 0.08% -1,956 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 2,459 $295K 0.05% +16 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 2,452 $295K 0.06% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 2,441 $293K 0.11% +2,377 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,438 $293K <0.01% +22 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,433 $292K 0.03% +119 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,427 $292K <0.01% +280 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 2,420 $291K 0.03% -14,769 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,400 $288K 0.02% -51 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 2,400 $288K 0.15% -210 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,396 $288K 0.02% +32 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 2,386 $287K 0.06% new 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 2,389 $287K 0.09% -117 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,379 $286K 0.01% -1,189 13F-HR Timeline Group FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 2,374 $285K 0.02% 0 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 2,369 $285K <0.01% 0 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 2,333 $280K 0.01% -79 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 2,332 $280K 0.01% new 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,328 $280K 0.01% -96 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,312 $278K 0.01% -14 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 2,312 $278K 0.03% -14 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 2,305 $277K 0.06% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,294 $276K 0.01% -130 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 2,291 $275K 0.04% -35 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,277 $274K 0.11% 0 13F-HR Timeline Group Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,262 $272K 0.05% +46 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,261 $272K 0.03% +124 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 2,256 $271K 0.12% +31 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 2,250 $270K 0.09% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,250 $270K 0.04% +233 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 2,245 $270K 0.05% new 13F-HR/A Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 2,230 $268K 0.02% -36 13F-HR Timeline Group FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 2,200 $264K <0.01% -1,375 13F-HR Timeline Group Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 2,171 $261K 0.01% +1 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,152 $258K 0.01% +215 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,957 $258K 0.02% new 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,132 $256K 0.01% new 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 2,127 $255K 0.02% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,126 $255K 0.01% +35 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 2,121 $255K 0.04% 0 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 2,118 $254K 0.06% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,117 $254K 0.01% -80 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 2,106 $253K <0.01% -767 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 2,086 $253K <0.01% new 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 2,099 $252K 0.05% +71 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,086 $251K 0.03% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 2,082 $250K <0.01% -6,250 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,064 $248K 0.02% -32 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 2,061 $248K <0.01% new 13F-HR Timeline Group Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,053 $247K <0.01% -47 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,051 $246K 0.02% -6 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,050 $246K 0.01% -71 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 2,044 $246K <0.01% -1,471 13F-HR/A Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,040 $245K 0.01% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,035 $244K <0.01% -2,019 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 2,022 $243K 0.16% 0 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 2,018 $242K 0.15% 0 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 2,017 $242K 0.18% -179 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 1,990 $239K 0.01% -151 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,915 $238K 0.01% -55 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 1,980 $238K 0.26% +42 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 1,978 $238K 0.02% 0 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 1,974 $237K 0.02% -48 13F-HR Timeline TCFG Investment Advisors, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG Investment Advisors, LLC 1,971 $237K 0.08% new 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,967 $236K 0.01% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,958 $235K 0.01% -1,551 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 1,956 $235K 0.1% +152 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 1,950 $234K 0.03% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,931 $232K 0.04% -68 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,922 $231K 0.05% 0 13F-HR Timeline Group WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,922 $231K 0.01% +18 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,913 $230K 0.01% +101 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 1,896 $228K 0.01% 0 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 1,900 $227K 0.01% -2,890 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 1,886 $227K <0.01% -169 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 1,884 $226K 0.12% -47 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 1,884 $226K 0.1% -36 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 1,883 $226K 0.03% new 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 1,882 $226K 0.11% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,878 $225K 0.01% -9 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 1,873 $225K 0.02% 0 13F-HR Timeline Group MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 1,854 $223K 0.01% -2,300 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 1,823 $219K <0.01% -346 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,726 $218K 0.01% new 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 1,809 $217K 0.01% -4 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,803 $217K <0.01% -6 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 1,802 $216K <0.01% 0 13F-HR Timeline Group Fire Capital Management LLC More: the full row for Fire Capital Management LLC 1,800 $216K 0.09% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,799 $216K 0.01% new 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 1,786 $215K 0.07% -7 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 1,777 $213K <0.01% new 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 1,775 $213K 0.02% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,773 $213K 0.01% +8 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 1,768 $212K 0.06% +31 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 1,768 $212K new Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 1,760 $211K 0.02% +5 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,755 $211K 0.01% -112 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 1,750 $210K <0.01% -15 13F-HR Timeline Group Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 1,728 $208K 0.01% new 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,724 $207K 0.01% -1,919 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 1,715 $206K 0.05% new 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 1,710 $205K <0.01% -509 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 1,702 $204K 0.02% new 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 1,694 $203K 0.03% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,690 $203K 0.01% -172 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 1,687 $203K 0.14% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them.