MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 570 $510K 0.01% -93 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 568 $509K <0.01% -706 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 567 $508K 0.12% -3 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 567 $507K 0.02% +404 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 554 $506K 0.06% -199 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 565 $506K 0.08% +1 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 564 $505K 0.23% -74 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 563 $504K 0.02% -851 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 563 $504K 0.03% +300 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 558 $499K 0.11% -57 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 565 $499K 0.2% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 555 $497K 0.03% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 555 $497K 0.01% +69 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 555 $497K 0.12% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 539 $496K 0.03% +29 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 553 $495K 0.15% new 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 552 $494K 0.1% 0 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 552 $494K 0.1% new 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 552 $494K 0.06% +9 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 500 $492K 0.19% -50 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 549 $491K 0.01% +110 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 545 $488K -3 Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 543 $486K 0.07% 0 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 494 $486K 0.07% +89 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 540 $483K 0.02% -50 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 537 $481K 0.23% +41 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 536 $480K 0.2% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 545 $479K 0.03% -37 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 535 $479K 0.04% -11 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 535 $479K 0.31% -5 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 532 $476K 0.03% -14 13F-HR/A Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 527 $472K 0.15% -52 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 524 $469K 0.08% 0 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 521 $466K 0.07% -3 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 519 $465K 0.02% 0 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 518 $464K 0.09% +24 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 516 $462K 0.04% -4 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 516 $462K 0.17% 0 13F-HR Timeline Group Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 516 $462K 0.05% +1 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 514 $460K 0.21% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 514 $460K 0.04% +46 13F-HR Timeline DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. in group DYMON ASIA CAPITAL (SINGAPORE… More: the full row for DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 510 $457K 0.1% -434 13F-HR Timeline Group Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 509 $456K 0.2% -141 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 509 $456K 0.01% -20 13F-HR Timeline Group SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 505 $452K 0.19% -80 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 0 $451K 0.27% -504 13F-HR Timeline Amount filed as zero, left out of ratios. Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 501 $448K 0.05% +3 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 500 $448K 0.02% 0 13F-HR/A Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 500 $448K 0.08% -5 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 499 $447K 0.06% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 498 $446K 0.07% -11 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 498 $446K 0.05% 0 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 498 $446K 0.04% +1 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 497 $445K 0.16% -2 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 495 $443K 0.15% -50 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 493 $441K 0.03% +6 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 489 $438K 0.05% -46 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 488 $437K 0.27% -23 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 487 $436K 0.11% -10 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 486 $435K 0.03% -65 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 486 $435K 0.02% +112 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 446 $434K 0.03% -39 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 483 $432K 0.01% +181 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 478 $428K 0.24% +5 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 475 $425K 0.01% +5 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 475 $425K 0.08% 0 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 473 $424K 0.16% 0 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 473 $423K 0.05% +4 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 473 $423K 0.03% -50 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 471 $422K 0.14% -27 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 471 $422K 0.1% -23 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 470 $421K 0.05% -80 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 470 $421K 0.04% 0 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 468 $419K 0.32% -62,335 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 468 $419K 0.03% -11 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 467 $418K 0.01% 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 466 $417K 0.04% +24 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 464 $415K 0.09% 0 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 462 $414K 0.05% -34 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 461 $413K 0.02% +32 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 460 $412K 0.16% +6 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 414 $409K 0.03% +13 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 457 $409K 0.05% -29 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 455 $407K 0.08% +33 13F-HR Timeline Quarry LP More: the full row for Quarry LP 455 $407K 0.08% +453 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 454 $406K 0.02% -191 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 454 $406K 0.23% -5 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 453 $406K 0.02% +99 13F-HR Timeline Group Creekside Partners More: the full row for Creekside Partners 452 $405K 0.17% 0 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 452 $405K 0.01% -42 13F-HR Timeline Group REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 451 $404K 0.08% +73 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 451 $404K 0.01% -1,900 13F-HR/A Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 448 $401K 0.07% -208 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 447 $400K 0.01% -433 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 447 $400K 0.02% -358 13F-HR Timeline Osmosis Investment Management UK Ltd More: the full row for Osmosis Investment Management UK Ltd 445 $398K 0.01% new 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 445 $398K 0.02% new 13F-HR Timeline Group KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 444 $397K 0.21% 0 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 443 $397K 0.27% new 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 443 $397K 0.01% 0 13F-HR Timeline RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 442 $396K 0.3% -34 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 440 $394K 0.03% +8 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 440 $394K 0.04% +7 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 440 $394K 0.06% +21 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 440 $394K 0.13% -5 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 437 $391K 0.12% new 13F-HR Timeline Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 437 $391K 0.29% -209 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 436 $390K 0.05% -7 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 435 $389K <0.01% -21 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 431 $386K 0.06% -43 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 431 $385K 0.04% +13 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 430 $385K 0.15% +125 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 429 $384K 0.01% new 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 428 $383K 0.14% +57 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 428 $383K 0.25% 0 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 426 $381K 0.06% +145 13F-HR Timeline Group Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 425 $380K 0.02% +93 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 425 $380K 0.14% -6 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 425 $380K 0.12% +4 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 437 $379K 0.08% 0 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 423 $379K 0.13% 0 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 422 $378K 0.29% new 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 420 $376K 0.46% -90 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 419 $375K 0.09% 0 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 417 $373K 0.27% 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 417 $373K 0.53% -20 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 416 $373K 0.07% -4 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 415 $372K 0.05% +26 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 414 $371K 0.02% 0 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 414 $371K 0.56% -47 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 412 $369K 0.04% -115 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 412 $369K 0.01% -19 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 410 $367K 0.09% -38 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 410 $367K 0.26% -43 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 409 $366K 0.02% 0 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 406 $363K 0.29% +6 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 405 $363K 0.02% 0 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 404 $362K 0.06% +41 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 403 $361K 0.16% +6 13F-HR/A Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 402 $360K 0.01% +21 13F-HR Timeline Group Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 401 $359K 0.01% -280 13F-HR Timeline Group RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 400 $358K 0.05% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 399 $358K 0.04% -8 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 399 $357K 0.09% -2 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 399 $357K 0.03% -79 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 399 $357K 0.02% +162 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 397 $355K 0.01% -146 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 396 $355K 0.11% +2 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 395 $354K <0.01% +4 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 394 $353K 0.06% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 394 $353K 0.01% +125 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 382 $352K 0.01% +71 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 393 $352K 0.21% -14 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 393 $351K 0.06% +28 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 392 $351K 0.02% 0 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 392 $351K 0.05% -5 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 391 $350K 0.02% -74 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 391 $350K 0.01% +3 13F-HR Timeline Ascent Advisors, LLC More: the full row for Ascent Advisors, LLC 391 $350K 0.64% new 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 390 $350K 0.07% new 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 390 $349K 0.1% 0 13F-HR Timeline GRANVILLE CAPITAL, INC. More: the full row for GRANVILLE CAPITAL, INC. 388 $347K 0.18% -14 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 387 $346K 0.12% -9 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 387 $346K 0.05% 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 385 $345K 0.04% 0 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 385 $345K 0.1% -60 13F-HR Timeline Burkett Asset Management Ltd More: the full row for Burkett Asset Management Ltd 385 $345K 0.34% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 385 $345K 0.03% -18 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 384 $344K 0.22% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 383 $343K 0.05% +9 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 382 $342K 0.03% -96 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 382 $342K 0.16% -214 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 381 $341K 0.13% +16 13F-HR Timeline Group Income Insurance Ltd More: the full row for Income Insurance Ltd 380 $340K 0.23% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 379 $339K 0.16% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 378 $338K 0.11% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 378 $338K 0.05% -19 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 377 $338K 0.09% +19 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 377 $338K 0.04% 0 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 376 $337K 0.02% +43 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 376 $337K 0.07% new 13F-HR Timeline Henderson Brothers Financial Partners, … More: the full row for Henderson Brothers Financial Partners, LLC 375 $336K 0.09% 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 373 $334K <0.01% -64 13F-HR Timeline Group Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 373 $334K 0.04% +7 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 371 $332K 0.04% +24 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 371 $332K 0.03% -36 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 371 $332K 0.1% +52 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 370 $332K 0.01% -5 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 370 $331K <0.01% new 13F-HR Timeline Group Optas, LLC More: the full row for Optas, LLC 370 $331K 0.05% +11 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 369 $331K 0.03% -14 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 369 $330K 0.01% +320 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 367 $329K 0 Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 366 $328K 0.18% 0 13F-HR Timeline STEWARDSHIP CONCEPTS FINANCIAL SERVICES… More: the full row for STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC 366 $327K 0.26% -1 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 366 $327K 0.05% -14 13F-HR Timeline DEMMING FINANCIAL SERVICES CORP /ADV More: the full row for DEMMING FINANCIAL SERVICES CORP /ADV 366 $327K 0.24% +2 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 366 $327K 0.04% +5 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 365 $327K 0.03% -50 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 363 $326K 0.1% 0 13F-HR Timeline