Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 9,679 $1.33M 0.8% +1,296 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 9,652 $1.32M 0.01% +6,567 13F-HR Timeline Group NEW MEXICO EDUCATIONAL RETIREMENT BOARD More: the full row for NEW MEXICO EDUCATIONAL RETIREMENT BOARD 9,538 $1.31M 0.03% +400 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 9,336 $1.28M 0.02% +37 13F-HR Timeline Group PINEBRIDGE INVESTMENTS LLC More: the full row for PINEBRIDGE INVESTMENTS LLC 9,348 $1.28M 0.01% +4,493 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 9,341 $1.28M 0.07% +739 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 9,196 $1.26M 0.01% -1 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 9,119 $1.25M 0.54% +2,867 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 9,029 $1.24M 0.31% +306 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 9,015 $1.24M 0.05% new 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 8,994 $1.23M 0.01% new 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 8,981 $1.23M 0.01% +1,193 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 8,938 $1.23M 0.02% -964 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 8,900 $1.22M 0.46% -85 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 8,872 $1.22M <0.01% -53 13F-HR Timeline Group Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 8,859 $1.22M 0.07% -3,111 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 8,836 $1.21M <0.01% -200 13F-HR Timeline Group Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 8,768 $1.2M 0.04% -632 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 8,764 $1.2M 0.58% +488 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 8,750 $1.2M 0.6% -1,097 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 8,724 $1.2M 0.01% -94 13F-HR/A Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 8,458 $1.16M 0.18% -234 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 8,435 $1.16M 0.01% -7,027 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 8,426 $1.16M 0.01% +1,988 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 8,426 $1.16M 0.02% +249 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 8,309 $1.14M 0.12% -44 13F-HR/A Timeline KLEIN PAVLIS & PEASLEY FINANCIAL, INC. More: the full row for KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 8,208 $1.13M 0.59% +807 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 8,130 $1.12M <0.01% -1,580 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 8,121 $1.11M 0.05% 0 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 8,103 $1.11M 0.17% +8,089 13F-HR Timeline TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 8,080 $1.11M 0.03% +481 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 7,958 $1.09M 0.01% +1,700 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 7,901 $1.08M 0.06% new 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 7,817 $1.08M 0.11% +2,294 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 7,822 $1.07M 0.02% -8 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 7,802 $1.07M 0.03% 0 13F-HR Timeline E. Ohman J:or Asset Management AB More: the full row for E. Ohman J:or Asset Management AB 7,800 $1.07M 0.02% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 7,794 $1.07M 0.34% 0 13F-HR Timeline Group AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 7,762 $1.07M 0.02% +120 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 7,766 $1.07M 0.05% -832 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 7,733 $1.06M <0.01% +313 13F-HR Timeline Group Inscription Capital, LLC More: the full row for Inscription Capital, LLC 7,719 $1.06M 0.09% -2,546 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 7,580 $1.04M 0.01% +2,709 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 7,417 $1.02M 0.01% 0 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 13,157 $1.01M 0.01% +6,112 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 7,372 $1.01M 0.03% +79 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 7,339 $1.01M 0.04% +725 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 7,288 $1M 0.02% +430 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 7,260 $996K 0.02% +385 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 7,259 $996K 0.06% -437 13F-HR Timeline B. Metzler seel. Sohn & Co. AG in group B. Metzler seel. Sohn & Co. AG More: the full row for B. Metzler seel. Sohn & Co. AG 7,250 $995K 0.01% 0 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 7,220 $991K 0.03% +980 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 7,153 $981K 0.67% -214 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 7,145 $980K 0.05% -237 13F-HR Timeline Tailwinds Wealth, LLC More: the full row for Tailwinds Wealth, LLC 7,133 $979K 0.58% +4,278 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 8,259 $971K 0.06% 0 13F-HR Timeline Group Sagefield Capital LP in group Sagefield Capital LP More: the full row for Sagefield Capital LP 7,061 $969K 0.07% new 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 7,055 $968K 0.02% +612 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 7,030 $965K 0.72% +116 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 6,892 $946K 0.31% +1,936 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 6,861 $941K 0.84% -90 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 6,832 $937K 0.08% +982 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 6,643 $911K 0.01% +23 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 6,628 $909K 0.01% +804 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 6,606 $906K 0.01% -111,986 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 6,500 $894K <0.01% -11,115 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 6,436 $884K <0.01% +5,286 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 6,350 $871K 0.26% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 6,313 $868K 0.01% -1,117 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 6,299 $864K 0.06% -709 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 6,235 $856K 0.01% -1,170 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 6,122 $840K 0.01% +884 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 6,115 $839K 0.1% +425 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 6,073 $833K 0.08% +421 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 6,026 $827K -1,056 Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 6,020 $826K 0.01% +25 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 6,018 $826K 0.06% +2,002 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 5,961 $818K 0.21% +3,942 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 5,901 $810K 0.04% -525 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 5,776 $793K 0.03% +162 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 5,597 $772K 0.01% +930 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 5,625 $772K 0.04% -1,505 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 5,644 $770K 0.09% +260 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 5,594 $769K <0.01% +272 13F-HR Timeline Group Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 5,490 $753K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. JT Stratford LLC More: the full row for JT Stratford LLC 5,444 $747K 0.08% +1,508 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 5,441 $747K 0.01% +210 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 5,440 $746K 0.01% -1,107 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 5,440 $745K 0.01% -75 13F-HR Timeline Group Oak Thistle LLC More: the full row for Oak Thistle LLC 5,408 $742K 0.07% new 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 5,402 $741K 0.28% +2 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 5,348 $735K 0.01% +1,050 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 5,322 $730K 0.18% 0 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 5,318 $730K 0.15% +2 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 5,137 $705K <0.01% -359 13F-HR Timeline Group Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 5,104 $700K 0.02% +2,384 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 5,078 $697K 0.01% +229 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,067 $695K 0.01% 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 5,032 $692K 0.07% -253 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 5,020 $689K <0.01% -1,337 13F-HR Timeline Group PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 5,006 $687K 0.02% new 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,909 $674K 0.06% -1,112 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 4,883 $670K 0.06% +3,046 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 4,871 $668K 0.02% -254 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 4,868 $668K 0.01% -16,243 13F-HR Timeline Group Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 4,828 $662K 0.01% -1,706 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 4,820 $661K 0.01% +980 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 4,813 $660K 0.01% +1,470 13F-HR Timeline Group LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 5,582 $657K 0.08% 0 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 4,785 $657K 0.1% 0 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 4,744 $652K 0.06% +305 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 4,737 $651K 0.02% +274 13F-HR Timeline First Eagle Investment Management, LLC in group First Eagle Investment Manage… More: the full row for First Eagle Investment Management, LLC 4,732 $649K <0.01% +1,701 13F-HR/A Timeline Group Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 4,715 $647K 0.53% -30 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 4,697 $644K 0.07% -252 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 5,100 $643K 0.02% -100 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 4,680 $642K 0.14% new 13F-HR/A Timeline Osmosis Investment Management UK Ltd More: the full row for Osmosis Investment Management UK Ltd 4,638 $636K 0.03% -4,461 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 4,631 $635K 0.01% -874 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,614 $633K 0.02% -971 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 4,530 $622K 0.03% 0 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 4,513 $619K 0.16% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,505 $618K 0.02% -269 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 4,495 $617K 0.02% +435 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 4,434 $608K 0.01% -943 13F-HR Timeline Group United Community Bank in group United Community Bank More: the full row for United Community Bank 4,408 $605K 0.19% -13 13F-HR Timeline Group SCHWARTZ INVESTMENT COUNSEL INC More: the full row for SCHWARTZ INVESTMENT COUNSEL INC 4,398 $603K 0.02% 0 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 4,392 $603K 0.03% +11 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,376 $600K <0.01% +345 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 4,317 $592K 0.04% -1,871 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 4,316 $592K <0.01% 0 13F-HR Timeline Group Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 4,223 $579K 0.02% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,212 $578K 0.01% +96 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 4,184 $574K <0.01% -60 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,178 $573K 0.01% +885 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 4,151 $570K 0.03% +259 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,139 $568K 0.05% -1,407 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 4,111 $564K 0.09% -152 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 4,100 $563K 0.07% -266 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 4,096 $562K 0.37% -10 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 4,074 $559K 0.32% 0 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 4,069 $558K 0.06% -898 13F-HR Timeline Group Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 4,062 $557K 0.03% +562 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 4,055 $556K 0.05% -2,027 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 4,000 $549K 0.01% -743 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 4,000 $549K 0.34% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 3,984 $547K 0.04% -1,363 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 3,975 $545K 0.06% new 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 3,972 $545K 0.07% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,961 $543K 0.01% +1,127 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 4,358 $543K 0.01% -1,154 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 3,920 $538K 0.19% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 3,866 $530K 0.01% +3 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,843 $527K 0.01% -142 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 3,837 $526K 0.03% 0 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 3,788 $520K 0.02% +891 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,782 $519K 0.01% -57 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,770 $517K 0.01% +86 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 3,734 $512K 0.03% +4 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,730 $512K 0.01% -2,203 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 3,723 $511K 0.09% 0 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 3,719 $510K 0.11% -338 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,706 $508K 0.03% -42 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,698 $507K 0.01% +605 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,680 $505K 0.02% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,649 $501K 0.02% +161 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 3,646 $500K 0.14% -737 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,636 $499K 0.01% +251 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 3,612 $496K 0.22% -10,491 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,578 $491K 0.01% -10,177 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3,560 $488K 0.06% -1 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 3,560 $488K 0.04% -2,434 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 3,558 $488K <0.01% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,904 $487K 0.01% +615 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 3,550 $487K 0.01% -7,068 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 3,523 $483K <0.01% 0 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 3,502 $481K 0.14% -200 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 3,811 $475K 0.05% +542 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 3,460 $475K 0.04% -5 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 3,454 $474K 0.15% -79 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,405 $467K 0.01% +279 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 3,396 $466K 0.04% +186 13F-HR Timeline Rooted Wealth Advisors, Inc. 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