CSM Advisors, LLC More: the full row for CSM Advisors, LLC 5,520 $250K 0.01% -31,785 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 5,517 $250K 0.03% +1,555 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 5,510 $249K 0.09% -1,208 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 5,502 $249K 0.03% -223 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 5,500 $249K 0.07% new 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 5,435 $246K 0.01% new 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 5,429 $246K <0.01% -11,298 13F-HR Timeline Group CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 5,429 $246K 0.15% -879 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 5,409 $245K 0.01% +34 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 5,403 $244K 0.05% -3,082 13F-HR Timeline Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 5,382 $243K 0.01% -29,721 13F-HR Timeline Group Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 5,374 $243K 0.03% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 5,361 $242K <0.01% new 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 5,031 $241K 0.03% +910 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 5,327 $241K 0.03% +998 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 5,321 $241K <0.01% -11,707 13F-HR Timeline Group Bleichroeder LP More: the full row for Bleichroeder LP 5,300 $240K 0.04% 0 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 5,294 $237K 0.13% -173 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 5,231 $237K <0.01% -581 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 5,246 $237K 0.03% +698 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 5,234 $237K 0.03% +810 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,229 $236K 0.01% -3,143 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 5,220 $236K 0.02% +344 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 5,197 $235K 0.03% -825 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 5,181 $234K 0.01% -7,531 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 5,150 $233K 0.1% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 5,146 $233K <0.01% -16,820 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 5,138 $232K 0.01% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 5,126 $232K 0.03% +387 13F-HR Timeline WATER ISLAND CAPITAL LLC More: the full row for WATER ISLAND CAPITAL LLC 5,124 $232K 0.03% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 5,103 $231K 0.01% -1,620 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 5,093 $230K -80,402 Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 5,082 $230K 0.01% new 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. 5,046 $228K <0.01% -350 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 5,031 $228K 0.02% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 5,014 $227K 0.02% +2,275 13F-HR Timeline Group Sather Financial Group Inc More: the full row for Sather Financial Group Inc 5,005 $226K 0.01% -773,303 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 5,000 $226K 0.07% 0 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 4,995 $226K 0.05% -69 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,979 $225K 0.01% -5,539 13F-HR Timeline FJ Capital Management LLC More: the full row for FJ Capital Management LLC 4,977 $225K 0.03% new 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 4,950 $224K 0.04% -350 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 4,932 $223K 0.01% -620 13F-HR Timeline Group Clare Market Investments LLC More: the full row for Clare Market Investments LLC 4,926 $223K 0.05% 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 4,915 $222K 0.01% -2,645 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 4,883 $221K 0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 4,874 $220K <0.01% -898 13F-HR Timeline Group Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 4,865 $220K 0.03% -6,051 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 4,833 $219K 0.01% -5,315 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 4,831 $219K 0.05% +792 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 4,818 $218K 0.01% -255 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 4,809 $218K 0.02% +1,245 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,793 $217K 0.01% +468 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 4,780 $216K 0.01% -291 13F-HR Timeline FRED ALGER MANAGEMENT, LLC in group FRED ALGER MANAGEMENT, LLC More: the full row for FRED ALGER MANAGEMENT, LLC 4,770 $216K <0.01% -156 13F-HR Timeline Group INTRUST BANK NA More: the full row for INTRUST BANK NA 4,743 $215K 0.02% -774 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 4,275 $214K 0.02% new 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 4,734 $214K 0.01% -1,669 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 4,724 $214K <0.01% +507 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 4,710 $213K 0.02% -65 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 4,709 $213K 0.02% -32,270 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 4,697 $212K 0.01% new 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 4,644 $210K <0.01% -1,799 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 4,621 $209K 0.03% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 4,618 $209K 0.04% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 4,604 $208K 0.07% +2,698 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 4,600 $208K 0.19% -100 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 4,581 $207K <0.01% -4,700 13F-HR Timeline ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 4,575 $207K 0.05% -325 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 4,555 $206K 0.03% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 4,554 $206K 0.03% new 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 4,043 $206K 0.01% +142 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 4,542 $205K 0.1% +65 13F-HR Timeline JBF Capital, Inc. More: the full row for JBF Capital, Inc. 4,529 $205K 0.03% new 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 4,525 $205K 0.01% -5,748 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 4,483 $203K 0.01% -827 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 4,465 $202K 0.01% new 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 4,458 $202K 0.01% -366 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 4,457 $202K 0.03% new 13F-HR Timeline Bradyco, Inc. More: the full row for Bradyco, Inc. 4,455 $202K 0.16% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 4,408 $200K 0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,382 $198K 0.01% -13 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 4,337 $196K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 4,227 $192K <0.01% -1,280 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 3,991 $181K 0.01% -140,791 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,840 $174K <0.01% -3,336 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 3,822 $173K <0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 3,799 $172K 0.02% +2,165 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 3,734 $169K 0.04% +3,313 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 3,705 $168K 0.08% +1,138 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 3,700 $167K 0.02% 0 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 3,613 $161K 0.12% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 3,516 $159K -167 Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 3,382 $153K 0.04% -1,390 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,232 $146K 0.08% -136 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,201 $146K 0.05% +1 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 3,221 $146K 0.1% +1,658 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 3,133 $142K 0.08% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,100 $140K 0.01% +418 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 3,000 $136K <0.01% 0 13F-HR Timeline Group SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 2,993 $135K 0.05% 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,959 $134K 0.03% -51 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 2,911 $132K 0.08% new 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 2,200 $128K 0.1% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 2,811 $127K 0.02% -21 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 2,765 $122K 0.1% +500 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,671 $121K <0.01% +104 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 2,660 $120K 0.07% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 2,658 $120K <0.01% +2,158 13F-HR Timeline Group Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 2,572 $116K 0.02% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,552 $115K <0.01% -497 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 2,539 $115K 0.02% +2,300 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,570 $115K 0.07% -326 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2,479 $112K 0.01% -1,218 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 2,469 $112K 0.03% +473 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 2,456 $111K 0.32% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 2,467 $111K 0.03% +840 13F-HR/A Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 2,440 $110K 0.05% 0 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 2,345 $106K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2,327 $105K 0.03% +250 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,324 $105K 0.01% +1,755 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 2,315 $105K <0.01% -132 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,209 $99.9K <0.01% -1,306 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 2,203 $99.6K 0.04% -203 13F-HR/A Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,159 $97.6K <0.01% -905 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,125 $96K 0.07% +21 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,111 $95.5K +834 Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 2,045 $92.5K 0.03% -915 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,032 $91.9K 0.01% +580 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 1,948 $91.8K 0.01% -19,190 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 2,015 $91.2K 0.1% +1,108 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,957 $88.5K <0.01% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,938 $87.7K <0.01% +19 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,869 $84.5K 0.01% -4,632 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,106 $82.2K 0.04% +1,056 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 1,809 $81.8K 0.03% -9,156 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,786 $80.8K <0.01% -1,615,553 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,780 $80.5K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,726 $78.1K 0.01% -1,824 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,726 $78.1K 0.02% -489 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 1,708 $77.3K 0.03% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,701 $76.9K <0.01% -49,288 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,701 $76.9K <0.01% +439 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,689 $76.4K 0.01% +398 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,637 $74K 0.01% -31 13F-HR Timeline PenderFund Capital Management Ltd. More: the full row for PenderFund Capital Management Ltd. 1,600 $72.4K 0.01% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,600 $72.4K 0.01% -1,605 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,573 $71.1K 0.03% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,523 $70.8K 0.01% +316 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 1,500 $67.8K 0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,454 $65.8K <0.01% -2,608 13F-HR Timeline Group Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,450 $65.6K 0.01% -27 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,444 $65.3K <0.01% -575 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,441 $65.2K 0.02% 0 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 1,436 $65K 0.03% +786 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1,427 $64.5K 0.02% -942 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,427 $64.5K 0.02% new 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 1,377 $62.3K 0.03% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,369 $62.3K <0.01% -267 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,362 $61.6K 0.01% +973 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,379 $61.5K <0.01% +176 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,355 $61.3K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,322 $59.8K <0.01% -157 13F-HR Timeline Group Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 1,298 $58.7K 0.03% -328 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,202 $54.4K <0.01% -5,748 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,193 $54K <0.01% -119,787 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,171 $53K 0.01% -1,509 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 1,151 $52.1K 0.18% +319 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 1,142 $51.7K 0.03% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,120 $50.7K <0.01% +20 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,105 $50K 0.01% 0 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 1,100 $49.9K 0.07% +600 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,050 $47.5K 0.02% -350 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1,038 $47K 0.01% +7 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,025 $46.4K <0.01% -287 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,024 $46K <0.01% +191 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 1,008 $45.6K 0.03% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,000 $45.2K 0.02% -1,814 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 990 $44.8K 0.02% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 987 $44.6K <0.01% -24,387 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 976 $44.1K <0.01% -8,114 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 972 $44K <0.01% -219 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 969 $43.8K 0.01% new 13F-HR Timeline City State Bank More: the full row for City State Bank 969 $43.8K 0.01% -100 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 977 $43.6K 0.01% -241 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 962 $43.5K 0.04% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 949 $42.9K 0.01% -348 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 920 $41.6K 0.03% 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 907 $41K <0.01% -195 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 907 $41K <0.01% +262 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 904 $40.9K 0.03% -1,000 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 887 $40.1K <0.01% -650 13F-HR Timeline SOA Wealth Advisors, LLC. 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