RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 1,616 $797K 0.08% +1,544 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,584 $781K 0.02% -2,251 13F-HR Timeline Group Monument Capital Management More: the full row for Monument Capital Management 1,583 $781K 0.2% -35 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 1,583 $781K 0.12% -307 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 1,573 $776K 0.01% -118 13F-HR Timeline Group Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 1,567 $773K 0.21% new 13F-HR Timeline TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 1,550 $765K 0.05% 0 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 1,546 $763K 0.03% -16 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 1,539 $759K 0.09% +1,114 13F-HR Timeline Group EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,524 $752K 0.09% -45 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,510 $745K 0.01% +124 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 1,501 $741K 0.12% new 13F-HR Timeline HARVEST MANAGEMENT LLC More: the full row for HARVEST MANAGEMENT LLC 1,500 $740K 0.36% new 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 1,493 $737K 0.01% -8,629 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,483 $732K 0.05% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,476 $728K 0.45% -30 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,471 $726K 0.06% +417 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 1,468 $724K 0.09% new 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 1,460 $720K 0.02% -44,375 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,459 $720K 0.01% +521 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 1,456 $718K 0.05% -475 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,442 $711K 0.03% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,424 $702K 0.08% +202 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,413 $697K 0.01% +22 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 1,407 $694K 0.07% new 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 1,402 $692K 0.02% -1,130 13F-HR Timeline Central Asset Investments & Management … More: the full row for Central Asset Investments & Management Holdings (HK) Ltd 1,400 $691K 0.48% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,399 $690K 0.01% +27 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,399 $690K 0.01% +699 13F-HR Timeline Group ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 1,392 $687K 0.2% 0 13F-HR Timeline Connective Capital Management, LLC More: the full row for Connective Capital Management, LLC 1,383 $682K 0.63% new 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 1,372 $677K 0.02% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,371 $676K 0.01% +396 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,364 $673K 0.03% +30 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 1,360 $671K 0.13% 0 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 1,356 $669K 0.2% -80 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,346 $664K 0.02% +387 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,338 $660K 0.01% +235 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,337 $660K 0.01% +776 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 1,329 $656K 0.19% +331 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 1,326 $654K 0.16% new 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 1,320 $651K 0.18% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 1,408 $643K 0.07% -1 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 1,303 $643K 0.12% -1,194 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,301 $642K 0.04% +224 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 1,301 $642K 0.62% 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,299 $641K 0.01% +803 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 1,298 $640K 0.46% new 13F-HR/A Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 1,284 $634K 0.02% +79 13F-HR Timeline Group Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 1,279 $631K 0.22% +763 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 1,269 $626K 0.09% +21 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 1,268 $626K 0.45% -64 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,259 $621K 0.01% +93 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,259 $621K 0.04% +752 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 1,258 $621K 0.01% +282 13F-HR/A Timeline EVEXIA WEALTH LLC More: the full row for EVEXIA WEALTH LLC 1,385 $620K 0.19% +222 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,245 $614K 0.29% 0 13F-HR Timeline Group CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 1,231 $607K 0.05% new 13F-HR Timeline Group MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,230 $607K 0.14% -1,090 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,230 $607K 0.01% +500 13F-HR/A Timeline Group Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 1,368 $605K 0.02% +876 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 1,222 $603K 0.11% +343 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,218 $601K 0.05% +14 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 1,206 $595K 0.27% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,200 $592K 0.02% -1,347 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 1,199 $592K 0.01% new 13F-HR Timeline Group Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 1,191 $588K 0.13% -234 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,165 $575K 0.02% +7 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 1,165 $575K 0.01% new 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,159 $572K 0.14% +419 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,158 $571K 0.06% -8 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,154 $569K 0.01% +426 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 1,154 $569K 0.08% -10,791 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,153 $569K 0.01% +22 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,143 $564K 0.01% +426 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,140 $562K 0.03% +114 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 1,122 $554K 0.08% -117 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,122 $554K +726 Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,119 $552K 0.08% new 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 1,112 $549K 0.12% +714 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,097 $541K 0.02% -4,107 13F-HR Timeline Group BSW Wealth Partners More: the full row for BSW Wealth Partners 1,092 $539K 0.07% +159 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 1,092 $539K 0.13% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,088 $537K 0.02% -215 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 1,087 $536K 0.05% new 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 1,085 $535K 0.01% new 13F-HR Timeline Kepler Cheuvreux (Suisse) SA More: the full row for Kepler Cheuvreux (Suisse) SA 1,076 $531K 0.03% 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,157 $528K 0.01% +24 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 1,064 $525K 0.19% +167 13F-HR Timeline JACOBS LEVY EQUITY MANAGEMENT, INC More: the full row for JACOBS LEVY EQUITY MANAGEMENT, INC 1,061 $523K <0.01% new 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 1,060 $523K 0.16% 0 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 1,060 $523K 0.14% +82 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 1,058 $522K 0.02% new 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 1,055 $521K 0.07% new 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 1,048 $517K 0.03% -35 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,047 $517K 0.04% -129 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,046 $516K 0.12% +206 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,037 $512K 0.03% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,035 $511K 0.02% +43 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,027 $507K 0.24% +240 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,027 $507K 0.04% -1,480 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,025 $506K 0.03% +131 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 1,024 $505K 0.13% +7 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,024 $505K 0.03% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,013 $500K 0.04% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,009 $498K 0.04% new 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,000 $493K 0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 993 $490K 0.02% +248 13F-HR Timeline Group Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 987 $487K 0.08% +15 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 984 $485K 0.04% +490 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 976 $482K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Bowman & Co S.C. More: the full row for Bowman & Co S.C. 975 $481K 0.2% +170 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 964 $476K 0.01% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 963 $475K 0.02% +62 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 963 $475K 0.03% -93 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 958 $473K 0.03% +392 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 957 $472K 0.07% -300 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 954 $471K 0.01% -954 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 954 $471K 0.14% -84 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 939 $463K 0.25% -263 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 939 $463K 0.08% -1 13F-HR Timeline Group TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 937 $462K 0.03% new 13F-HR Timeline Group Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 930 $459K 0.1% +145 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 926 $457K 0.04% +910 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 924 $456K 0.03% -80 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 920 $454K 0.36% +6 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 965 $453K 0.01% +211 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 916 $452K 0.06% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 989 $452K 0.01% -18 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 912 $450K 0.06% -58 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 909 $449K 0.01% +906 13F-HR Timeline Group South Dakota Investment Council More: the full row for South Dakota Investment Council 905 $447K 0.01% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 903 $445K 0.01% +152 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 900 $444K 0.31% -180 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 895 $442K 0.01% -3,516 13F-HR Timeline Group EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 883 $436K 0.17% +67 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 881 $435K 0.01% +105 13F-HR Timeline Group LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 880 $434K 0.05% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 877 $433K <0.01% +142 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 877 $433K 0.13% +164 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 866 $427K 0.02% +116 13F-HR Timeline Group EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 866 $427K 0.2% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 865 $427K 0.02% new 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 864 $426K 0.06% +173 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 858 $423K 0.1% +198 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 850 $419K 0.37% -136 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 849 $419K 0.09% +76 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 843 $416K 0.3% +62 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 840 $414K 0.01% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 836 $412K 0.03% +6 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 833 $411K 0.01% +222 13F-HR/A Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 937 $408K 0.01% +88 13F-HR/A Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 820 $405K 0.03% +63 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 817 $403K 0.05% +255 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 816 $403K 0.03% +25 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 813 $401K 0.18% +16 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 820 $401K 0.13% +55 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 810 $400K 0.11% new 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 805 $397K 0.15% -50 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 801 $395K 0.18% new 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 800 $395K 0.19% -31 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 798 $394K 0.14% +230 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 787 $388K 0.01% +99 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 794 $385K 0.01% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 777 $383K 0.02% new 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 768 $379K 0.02% +28 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 768 $379K 0.21% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 762 $376K 0.02% new 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 781 $373K 0.01% new 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 751 $371K 0.02% -32 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 743 $367K 0.01% -153 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 737 $364K 0.01% +618 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 737 $364K 0.01% +5 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 731 $361K 0.24% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 727 $359K 0.02% -203 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 723 $357K <0.01% -20 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 709 $350K 0.02% +212 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 707 $349K <0.01% new 13F-HR Timeline Group McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 706 $348K 0.05% -432 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 706 $348K 0.01% +29 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 700 $345K <0.01% new 13F-HR Timeline Conestoga Capital Advisors, LLC More: the full row for Conestoga Capital Advisors, LLC 698 $344K 0.01% new 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 692 $341K 0.01% +83 13F-HR Timeline ALGEBRIS (UK) LTD in group ALGEBRIS (UK) LTD More: the full row for ALGEBRIS (UK) LTD 692 $341K 0.04% -355 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 690 $340K 0.01% +58 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 689 $340K 0.01% -71 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 687 $339K 0.29% -118 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 684 $337K 0.04% new 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 682 $336K 0.12% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 679 $335K 0.04% +217 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 681 $334K 0.02% +207 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 677 $334K 0.09% +34 13F-HR/A Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 674 $333K 0.01% +49 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 669 $330K 0.01% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 669 $330K 0.03% 0 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 667 $329K 0.05% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 666 $329K 0.01% +25 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 665 $328K 0.21% 0 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 665 $328K 0.11% new 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 664 $328K <0.01% new 13F-HR Timeline Group