SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 5,471 $1.16M 0.04% -4,232 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 5,461 $1.16M 0.26% +272 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 5,532 $1.16M 0.12% 0 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 5,435 $1.15M 0.62% -134 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 5,409 $1.15M 0.23% new 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 5,350 $1.13M 0.09% -174 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 5,323 $1.13M 0.04% -180 13F-HR Timeline Group BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 5,305 $1.12M 0.03% +3,567 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 5,257 $1.11M 0.56% -20 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 5,250 $1.11M 0.44% -819 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 5,215 $1.1M 0.29% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 5,205 $1.1M 0.07% -95 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 5,184 $1.1M 0.02% -63 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 5,115 $1.08M 0.02% 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 5,104 $1.08M 0.06% +242 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 5,096 $1.08M 0.02% -56 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 5,048 $1.07M 0.01% -77 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 5,043 $1.07M 0.14% -568 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 5,018 $1.06M 0.02% +2,962 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 5,012 $1.06M 0.09% +2,119 13F-HR Timeline Bancreek Capital Management, LP in group Bancreek Capital Management, … More: the full row for Bancreek Capital Management, LP 5,013 $1.06M 4.42% new 13F-HR Timeline Group PINEBRIDGE INVESTMENTS LLC More: the full row for PINEBRIDGE INVESTMENTS LLC 5,011 $1.06M 0.01% 13F-HR/A Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 4,979 $1.06M 0.01% -62 13F-HR Timeline Group Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 4,936 $1.05M +566 Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,920 $1.04M 0.07% +146 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,867 $1.03M 0.03% -4,500 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 4,808 $1.02M +70 Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 4,800 $1.02M 0.14% -200 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 4,782 $1.01M 0.39% +55 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 4,771 $1.01M 0.12% +475 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,734 $1M 0.09% +34 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 4,711 $998K 0.01% -940 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 4,706 $998K 0.02% -60 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 4,708 $998K 0.02% -157 13F-HR/A Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 4,678 $991K 0.28% -772 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 4,665 $989K 1.13% 0 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 4,638 $983K 0.03% +5 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4,620 $979K 0.01% +446 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 4,425 $977K 0.44% +750 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 4,600 $975K 0.37% 0 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 4,572 $969K 0.18% +174 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 4,543 $963K 0.16% -993 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,515 $957K 0.02% +10 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,473 $948K 0.13% +81 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 4,463 $946K 0.08% +5 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 4,458 $945K 0.03% -7 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,455 $944K 0.01% -137 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 4,445 $942K 0.01% +677 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 4,371 $938K 0.04% +1,895 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 4,363 $925K 0.14% -16,050 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 4,362 $924K 0.02% +178 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,305 $924K 0.04% -64 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,345 $921K 0.02% +29 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 4,343 $920K 0.01% +170 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 4,224 $911K 0.24% -64 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 4,271 $905K 0.08% +2,755 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 4,235 $898K 0.18% +1,260 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 4,187 $887K 0.01% -149 13F-HR/A Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,165 $883K 0.09% -126 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 4,111 $871K 0.01% +71 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 4,093 $867K 0.06% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,914 $858K 0.1% +369 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 4,013 $850K 0.14% +194 13F-HR Timeline Group First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 4,004 $849K 0.02% -27 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,995 $847K 0.02% +204 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 3,961 $839K 0.17% -240 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 3,952 $837K 0.05% +9 13F-HR Timeline SL ADVISORS, LLC More: the full row for SL ADVISORS, LLC 3,940 $835K 1.71% +5 13F-HR/A Timeline Embree Financial Group More: the full row for Embree Financial Group 3,936 $834K 0.1% +2 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 3,868 $820K 0.04% +62 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 3,854 $817K 0.02% new 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 3,806 $807K 0.29% -1,523 13F-HR Timeline Group FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 3,805 $806K 0.26% -5 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 3,802 $806K 0.07% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,793 $804K 0.01% +52 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 3,709 $796K 0.01% +2 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,754 $796K 0.04% +825 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 3,742 $793K 0.02% -1,570 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 3,720 $788K 0.08% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 3,694 $783K 0.01% +56 13F-HR Timeline Group Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 3,664 $777K 0.56% 0 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 3,656 $775K 0.32% +521 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 3,592 $761K 0.03% -500 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 3,546 $752K 0.03% -1,199 13F-HR Timeline Group Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 3,352 $751K 0.16% -312 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 3,496 $741K 0.01% -403 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 3,466 $735K 0.09% +64 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,460 $733K 0.05% +265 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $729K 0.31% -3,442 13F-HR Timeline Amount filed as zero, left out of ratios. Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,428 $726K 0.02% -146 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 3,416 $724K 0.2% -269 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 3,381 $717K 0.45% +596 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 3,357 $711K 0.16% -95 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,327 $705K 0.05% -144 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,306 $701K 0.01% -1,445 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 3,296 $699K 0.42% -53 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 3,287 $697K 0.54% +74 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 3,278 $695K 0.35% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 3,248 $688K 0.04% +1,303 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 3,219 $682K 0.01% new 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 3,184 $675K 0.15% new 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 3,164 $671K 0.04% new 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 3,153 $668K 0.11% -26 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 3,147 $667K 0.01% 0 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 3,141 $666K -249 Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,128 $663K 0.03% +26 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,118 $661K 0.07% +426 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,189 $661K 0.04% +41 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 3,117 $661K 0.01% -1,948 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 3,087 $654K 0.01% 0 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 3,052 $647K 0.4% +6 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,050 $646K 0.01% +547 13F-HR Timeline OAK ASSOCIATES LTD /OH/ More: the full row for OAK ASSOCIATES LTD /OH/ 3,048 $646K 0.04% 0 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 3,011 $638K <0.01% +947 13F-HR Timeline Group Tema ETFs LLC More: the full row for Tema ETFs LLC 2,984 $632K 0.05% -8 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,973 $630K 0.02% -123 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 2,949 $625K 0.25% -11 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,932 $621K 0.03% +10 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 2,927 $620K 0.61% 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,910 $617K 0.01% -20 13F-HR Timeline Group Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 2,908 $616K 0.1% new 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 2,898 $614K 0.12% +280 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 2,892 $613K 0.04% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,929 $612K 0.02% +25 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,849 $604K 0.03% -2 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 2,828 $599K 0.17% -6 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,821 $598K 0.02% -173 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 2,806 $595K 0.01% new 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 2,786 $590K 0.16% 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 2,784 $590K 0.19% -136 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 2,778 $589K 0.26% -7,422 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 2,772 $587K 0.01% +18 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 2,757 $584K 0.05% new 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 2,757 $584K 0.01% -200 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 2,739 $580K 0.17% -7 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,732 $579K 0.01% +568 13F-HR Timeline Group COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 2,724 $577K 0.01% 0 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 2,712 $575K 0.04% -1,841 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 2,711 $575K 0.08% +8 13F-HR Timeline Group Cynosure Group, LLC More: the full row for Cynosure Group, LLC 2,689 $570K 0.06% +836 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 2,687 $570K 0.38% -21 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,652 $562K 0.03% +164 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 2,606 $552K 0.15% 0 13F-HR Timeline ARMISTICE CAPITAL, LLC More: the full row for ARMISTICE CAPITAL, LLC 2,592 $549K 0.01% +1,286 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 2,564 $543K 0.21% 0 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 2,527 $536K 0.05% +146 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,515 $534K 0.03% -127 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 2,508 $532K 0.42% 0 13F-HR Timeline Rithm Capital Corp. More: the full row for Rithm Capital Corp. 2,500 $530K 1.23% 0 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 2,413 $517K 0.41% -137 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,422 $513K 0.07% -256 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 2,396 $508K 0.14% -27 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,382 $505K 0.02% -3,264 13F-HR Timeline RWC Asset Management LLP in group RWC ASSET ADVISORS (US) LLC More: the full row for RWC Asset Management LLP 2,382 $505K 0.02% 0 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 2,375 $503K 0.01% -425 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 2,375 $503K 0.08% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,367 $502K <0.01% +521 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 2,353 $499K 0.03% +121 13F-HR Timeline Group McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 2,353 $499K 0.07% -61 13F-HR Timeline Pursuit Wealth Management LLC More: the full row for Pursuit Wealth Management LLC 2,348 $498K 0.43% 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 2,337 $495K 0.23% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,324 $493K 0.01% -53 13F-HR Timeline Group Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 2,316 $491K 0.25% -136 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 2,309 $489K 0.03% +6 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,307 $489K 0.01% -4,425 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,303 $488K 0.02% +28 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,302 $488K 0.03% -120 13F-HR Timeline SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 2,279 $483K 0.35% 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 2,272 $482K 0.05% new 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 2,270 $481K 0.09% +30 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,266 $480K <0.01% +78 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 2,263 $480K 0.17% -8,382 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 2,255 $478K 0.14% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,240 $475K 0.01% +488 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,235 $474K 0.03% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,128 $472K 0.03% new 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 2,200 $466K 0.1% +450 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,177 $461K 0.02% -449 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 2,182 $461K 0.03% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,157 $457K 0.05% +1 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 2,156 $457K 0.27% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 2,150 $456K 0.04% -50 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 2,100 $451K 0.04% +500 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 2,126 $451K 0.06% -2,940 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 2,091 $443K 0.19% -44 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,086 $442K 0.02% -8 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,078 $440K <0.01% -8,718 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 2,035 $431K 0.11% +16 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,024 $429K 0.04% -69 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,014 $427K 0.03% -81 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 2,001 $424K 0.31% 0 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 2,000 $424K 0.11% 0 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 2,000 $424K 0.07% 0 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 1,997 $423K 0.02% +22 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,997 $423K 0.03% +64 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 1,985 $421K 0.01% 0 13F-HR Timeline Group OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 1,983 $420K 0.15% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FF Advisors,LLC More: the full row for FF Advisors,LLC 1,981 $420K 0.19% -13 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,978 $419K 0.08% -481 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,973 $418K 0.03% +17 13F-HR Timeline