CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 1,100 $51.1K 0.04% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 1,099 $51.1K 0.01% new 13F-HR Timeline Group Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,005 $46.7K <0.01% +5 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,000 $46.5K 0.01% -1,183 13F-HR/A Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 1,000 $46.5K 0.03% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 990 $46K 0.02% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 966 $45K <0.01% -32 13F-HR Timeline Pinnacle Bancorp, Inc. 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More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 500 $23.2K <0.01% -1,600 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 496 $23.1K <0.01% 0 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 500 $22.5K <0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 482 $22.4K <0.01% new 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 481 $22.4K <0.01% -154 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 480 $22.3K 0.01% -100 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 480 $22.3K <0.01% new 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. 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Private Wealth Management, LLC 280 $13.1K 0.01% 0 13F-HR Timeline Regatta Research & Money Management More: the full row for Regatta Research & Money Management 278 $12.9K 0.01% 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 278 $12.9K <0.01% 0 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 262 $12.2K <0.01% new 13F-HR Timeline Towarzystwo Funduszy Inwestycyjnych All… More: the full row for Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 260 $12.1K 0.03% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 260 $12.1K <0.01% +78 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 265 $12K 0.01% 0 13F-HR/A Timeline Kilter Group LLC More: the full row for Kilter Group LLC 256 $11.9K <0.01% -35 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 300 $11.8K <0.01% -30 13F-HR Timeline Group Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 239 $11.1K <0.01% +2 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 238 $11K <0.01% 0 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 235 $10.9K <0.01% new 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 234 $10.9K 0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 219 $10.2K <0.01% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 232 $10K 0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 213 $9.9K 0.01% -37 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 211 $9.81K <0.01% -27,470 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 208 $9.67K <0.01% -258 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 200 $9.3K <0.01% new 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 200 $9.3K 0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 195 $9.07K <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 194 $9.03K <0.01% +151 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 192 $8.95K <0.01% +78 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 189 $8.79K <0.01% -7 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 79 $8.69K <0.01% new 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 180 $8.37K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 178 $8.28K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 170 $7.9K <0.01% -239 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 165 $7.67K 0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 163 $7.58K <0.01% -1,600 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 161 $7.49K 0.01% +6 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 159 $7.39K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 159 $7.39K <0.01% +11 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 159 $7.39K <0.01% new 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 157 $7.32K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 155 $7.21K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. 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More: the full row for IMG Wealth Management, Inc. 132 $6.14K <0.01% +102 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 129 $6K <0.01% -201 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 126 $5.86K <0.01% new 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 126 $5.86K <0.01% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 125 $5.81K <0.01% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 125 $5.81K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 124 $5.76K <0.01% +40 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 122 $5.67K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 121 $5.63K <0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 120 $5.58K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 118 $5.49K <0.01% +13 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 117 $5.44K <0.01% -223 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Luminist Capital LLC More: the full row for Luminist Capital LLC 115 $5.35K 0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 114 $5.3K <0.01% +26 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 114 $5.3K <0.01% +28 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 113 $5.29K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 112 $5.22K <0.01% +1 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 110 $5.11K <0.01% 13F-HR Timeline Group SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 109 $5.07K <0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 126 $5K <0.01% 0 13F-HR Timeline Group Front Row Advisors LLC More: the full row for Front Row Advisors LLC 90 $4.83K <0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 102 $4.75K <0.01% +1 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 100 $4.65K <0.01% +3 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 99 $4.6K <0.01% new 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 99 $4.6K <0.01% 0 13F-HR Timeline Planning Strategies Inc. 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