BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 4,409 $459K 0.16% 0 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 4,400 $458K 0.04% 0 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 4,244 $454K 0.12% +60 13F-HR Timeline Turn8 Private Wealth Inc. More: the full row for Turn8 Private Wealth Inc. 4,305 $448K 0.32% 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 4,276 $445K 0.01% -604 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 4,276 $445K 0.02% -6,381 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 4,272 $444K 0.15% 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 4,219 $439K 0.03% 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 4,180 $435K 0.01% +439 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 4,173 $434K 0.01% new 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 4,162 $433K 0.16% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 4,151 $432K 0.13% -100 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 4,001 $428K 0.18% +8 13F-HR/A Timeline GDS Wealth Management More: the full row for GDS Wealth Management 4,096 $426K 0.04% -171 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 4,094 $426K 0.02% +57 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 4,084 $425K 0.02% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,080 $424K <0.01% -731 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 4,066 $423K 0.02% +167 13F-HR Timeline 111 Capital More: the full row for 111 Capital 4,044 $421K 0.09% 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,030 $419K 0.01% +308 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 3,925 $408K 0.02% +64 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,921 $408K 0.01% -297 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 3,917 $407K 0.03% +87 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 3,666 $407K 0.4% 0 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 3,916 $407K 0.14% -51 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 3,900 $406K 0.05% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,915 $406K 0.04% +421 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 3,874 $403K 0.02% -34 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 3,842 $400K 0.01% -73 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,650 $398K 0.04% -21 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 3,820 $397K 0.06% +470 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 3,799 $395K 0.04% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 3,791 $394K 0.02% +403 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 3,745 $390K 0.02% +654 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 3,755 $389K 0.01% +1,278 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 3,718 $387K <0.01% -2,627 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,705 $385K 0.05% 0 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 3,637 $378K <0.01% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,623 $377K 0.01% -129 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,616 $376K 0.01% -4 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 3,502 $373K 0.03% +125 13F-HR Timeline Group RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 3,557 $370K 0.19% 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 3,570 $370K 0.01% new 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 3,493 $363K 0.04% -18 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 3,450 $359K <0.01% -802 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 3,392 $353K 0.15% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,392 $353K 0.03% new 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 3,388 $352K 0.26% 0 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 3,380 $352K 0.12% 0 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 3,352 $349K 0.05% +151 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 3,343 $348K 0.01% -61 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 3,338 $347K 0.03% -134 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 3,332 $347K 0.06% +70 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 3,305 $344K 0.01% +716 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 3,199 $342K 0.01% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 3,280 $341K 0.03% +359 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 3,266 $340K 0.06% -90 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 3,262 $339K 0.04% -8 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,251 $338K 0.04% +118 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,248 $338K 0.01% +971 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,232 $336K 0.01% -65 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,086 $330K 0.03% +375 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 3,155 $328K 0.17% +56 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 3,153 $328K 0.05% -33,965 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 2,963 $326K 0.02% new 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 3,127 $325K 0.08% +52 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 3,123 $325K 0.07% 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 3,121 $325K <0.01% -8,392 13F-HR Timeline Geller Advisors LLC More: the full row for Geller Advisors LLC 3,012 $322K 0.02% -518 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,097 $322K 0.05% +82 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 2,997 $321K 0.03% 0 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 3,055 $318K 0.01% 0 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 3,030 $315K 0.13% -300 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,998 $312K 0.02% +148 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,981 $310K 0.01% +33 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 2,979 $309K <0.01% 13F-HR Timeline Group FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 2,964 $308K 0.03% new 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 2,958 $308K 0.12% +7 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 2,941 $306K 0.01% +156 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 2,855 $306K 0.19% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,824 $302K 0.07% +25 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 2,903 $302K 0.07% 0 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 2,868 $302K 0.03% -437 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,892 $299K 0.03% -286,142 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 2,852 $297K 0.17% -887 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 2,821 $293K 0.03% 0 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 2,812 $293K 0.26% 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,810 $292K 0.03% +101 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,782 $289K 0.04% +324 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 2,765 $288K 0.06% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,614 $287K <0.01% +84 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 2,754 $286K 0.09% -39 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 2,733 $284K 0.06% +13 13F-HR/A Timeline Optas, LLC More: the full row for Optas, LLC 2,731 $284K 0.06% +116 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 2,722 $283K 0.15% new 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,699 $281K 0.1% 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,685 $279K 0.03% new 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 2,532 $278K 0.11% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,668 $278K 0.01% +4 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 2,661 $277K <0.01% new 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,651 $276K 0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,647 $275K <0.01% -79 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 2,633 $274K 0.09% 0 13F-HR Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 2,631 $274K 0.09% 0 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 2,620 $273K 0.01% -242 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,610 $271K 0.01% +287 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 2,596 $270K <0.01% -11 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 2,592 $270K 0.2% new 13F-HR Timeline Group D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 2,586 $269K 0.09% +13 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 2,584 $269K 0.05% +7 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 2,580 $268K 0.14% +6 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,574 $268K 0.04% +33 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 2,550 $265K 0.02% +54 13F-HR Timeline CAXTON ASSOCIATES LP More: the full row for CAXTON ASSOCIATES LP 2,544 $265K 0.01% -4,791 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 2,530 $263K 0.26% -239 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 2,530 $263K 0.05% 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 2,525 $263K 0.02% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,414 $262K <0.01% -468 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,501 $260K 0.01% -512 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,478 $258K 0.02% new 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 2,461 $256K 0.12% -1,301 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 2,439 $254K 0.11% new 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 2,428 $253K 0.03% -100 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 2,425 $252K <0.01% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,423 $252K 0.01% +85 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 2,407 $250K 0.12% 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 2,400 $250K 0.06% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,269 $248K 0.01% -784 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 2,387 $248K 0.1% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,386 $248K <0.01% +1,334 13F-HR Timeline Group Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 2,383 $248K 0.02% +144 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 2,377 $247K 0.01% new 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 2,369 $246K <0.01% 0 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,361 $246K 0.07% 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 2,307 $240K 0.02% -4,369 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 2,305 $240K 0.07% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,285 $238K 0.01% new 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,277 $237K 0.13% 0 13F-HR Timeline Group WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 2,263 $235K 0.02% new 13F-HR Timeline AVENIR CORP More: the full row for AVENIR CORP 2,250 $234K 0.02% 0 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 2,250 $234K 0.15% 0 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 2,216 $231K 0.14% 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,214 $230K 0.08% -255 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 2,211 $230K 0.02% +56 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 2,206 $229K 0.17% 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 2,192 $228K 0.08% -141 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,183 $227K 0.01% -2,117 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 2,181 $227K 0.05% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,167 $225K 0.01% -112 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,157 $224K 0.01% -112 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,155 $224K 0.02% -7 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,128 $221K 0.02% +18 13F-HR Timeline Group Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 2,106 $219K 0.05% 0 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 2,100 $218K 0.18% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,096 $218K 0.01% -78 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 2,083 $217K 0.14% -355 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,062 $215K 0.02% new 13F-HR/A Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2,032 $212K 0.02% +13 13F-HR Timeline Group United Community Bank in group United Community Bank More: the full row for United Community Bank 2,038 $212K 0.08% 0 13F-HR Timeline Group L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,026 $211K 0.05% -38 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,023 $210K 0.02% 0 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 2,022 $210K 0.17% -50 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 2,018 $210K 0.17% 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,011 $209K 0.01% new 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 1,950 $209K 0.04% new 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 2,000 $208K 0.12% 0 13F-HR Timeline Group Bensler, LLC More: the full row for Bensler, LLC 1,992 $207K 0.02% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,981 $206K 0.13% 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 1,974 $205K 0.08% -249 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 1,961 $204K 0.06% new 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,956 $203K <0.01% new 13F-HR Timeline Group SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,953 $203K 0.1% -318 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,945 $202K 0.01% -568 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,942 $202K 0.01% -3,170 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,865 $194K 0.02% +1 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,801 $187K 0.01% -35 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,736 $181K 0.02% -300 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 1,663 $173K 0.03% +1,419 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,523 $158K <0.01% -776 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,519 $158K 0.09% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,506 $157K 0.01% +4 13F-HR Timeline Group FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 1,505 $157K <0.01% -16,619 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 1,494 $155K 0.01% +940 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,492 $155K <0.01% +218 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,444 $150K 0.09% -160 13F-HR Timeline Security National Bank More: the full row for Security National Bank 1,423 $148K 0.02% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,415 $147K 0.01% -656 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,356 $141K <0.01% -236 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,355 $141K 0.04% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,325 $138K 0.03% +214 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,302 $135K 0.01% +4 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 1,297 $135K 0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,245 $133K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,261 $131K 0.01% +26 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 1,208 $126K 0.1% 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,202 $125K <0.01% -2,614 13F-HR/A Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 1,182 $123K 0.03% -25 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,119 $116K 0.02% +771 13F-HR Timeline Group Solstein Capital, LLC More: the full row for Solstein Capital, LLC 1,057 $110K 0.06% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,035 $108K 0.02% 0 13F-HR Timeline