Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 2,839 $382K 0.01% +20 13F-HR Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,831 $381K 0.07% +704 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 2,829 $381K 0.01% -776 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 2,819 $380K 0.02% 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 2,806 $378K <0.01% -2,235 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,794 $376K 0.01% -1,773 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 2,787 $375K 0.07% -164 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 2,773 $373K 0.15% +447 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 2,766 $372K 0.04% -16,081 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 2,761 $372K 0.09% -226 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 2,265 $369K 0.06% +423 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 2,733 $368K 0.01% +2,275 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 2,724 $367K 0.05% -3,338 13F-HR/A Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,712 $365K 0.03% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,709 $365K <0.01% -928 13F-HR Timeline Group Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,697 $363K 0.01% -691 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,687 $362K 0.02% new 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 2,660 $358K 0.17% -350 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 2,655 $358K 0.11% -284 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 2,653 $357K 0.01% -24,279 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,651 $357K 0.01% +400 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 2,640 $356K 0.17% -1,500 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 2,638 $355K 0.03% new 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 2,629 $354K 0.04% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 2,613 $352K 0.01% -20,855 13F-HR Timeline Group REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 2,600 $350K 0.27% +1,274 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,587 $348K <0.01% -320 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,584 $348K <0.01% -590 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,540 $342K 0.03% -400 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 2,522 $340K 0.16% -651 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 2,521 $340K 0.01% -2,227 13F-HR Timeline Meiji Yasuda Life Insurance Co in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Life Insurance Co 2,509 $338K 0.01% 0 13F-HR Timeline Group HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 2,489 $335K 0.04% -40 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 2,488 $335K <0.01% +53 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,482 $334K 0.01% -7,060 13F-HR/A Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,474 $333K <0.01% +194 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 2,429 $327K 0.18% -323 13F-HR Timeline Arnhold LLC More: the full row for Arnhold LLC 2,400 $323K 0.03% 0 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 2,400 $323K 0.05% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,388 $322K <0.01% -239 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 2,381 $321K 0.03% -5,274 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 2,374 $320K <0.01% -1,255 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,372 $319K <0.01% +235 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 2,367 $319K 0.05% -1,253 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,363 $318K 0.01% +704 13F-HR Timeline ALETHEA CAPITAL MANAGEMENT, LLC More: the full row for ALETHEA CAPITAL MANAGEMENT, LLC 2,362 $318K 0.2% new 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 2,358 $318K 0.17% 0 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 2,354 $317K 0.01% -4,298 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 2,354 $317K 0.08% -77 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 2,351 $317K 0.01% -75 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 2,344 $316K 0.03% new 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 2,341 $315K <0.01% -7,038 13F-HR Timeline DILLON & ASSOCIATES INC More: the full row for DILLON & ASSOCIATES INC 2,325 $314K 0.04% -3,069 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2,328 $314K 0.03% +523 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,318 $312K 0.07% new 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,299 $310K 0.12% +682 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 2,267 $305K <0.01% 0 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 2,260 $304K 0.1% new 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 2,250 $303K <0.01% -6,587 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 2,240 $302K <0.01% -339 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,231 $300K 0.01% +1,822 13F-HR/A Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,191 $295K <0.01% -95 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,150 $290K 0.04% new 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 2,149 $289K 0.12% +425 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,145 $289K 0.07% -1 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 2,142 $288K 0.06% 0 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 2,108 $284K 0.14% -2,563 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 2,091 $282K +245 Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 2,085 $281K 0.01% -239 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,082 $280K <0.01% -118 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 2,069 $279K 0.02% -14 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 2,049 $276K 0.07% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,041 $275K 0.04% +180 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 2,041 $275K <0.01% -64,180 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,038 $274K 0.01% +169 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,035 $274K 0.01% +311 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,030 $273K 0.03% -220 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 1,983 $267K 0.16% +12 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,976 $266K 0.01% +1,648 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 1,913 $266K 0.07% +151 13F-HR Timeline AXA Investment Managers S.A. More: the full row for AXA Investment Managers S.A. 1,967 $265K <0.01% 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 1,958 $264K 0.09% -169 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,949 $262K 0.04% +315 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 1,886 $262K 0.04% -122 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,930 $260K 0.02% -5 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 1,899 $259K <0.01% -7 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,924 $259K 0.12% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,905 $257K <0.01% -239 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 1,898 $256K 0.04% new 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 1,870 $252K 0.19% -475 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,858 $250K 0.01% -73 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 1,850 $249K 0.08% +120 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,826 $246K 0.01% -164 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 1,820 $245K 0.05% -213 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 1,809 $244K 0.07% -77 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 1,804 $243K 0.11% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,802 $243K <0.01% -216 13F-HR Timeline U S GLOBAL INVESTORS INC More: the full row for U S GLOBAL INVESTORS INC 1,800 $242K 0.03% 0 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 1,787 $241K 0.04% +329 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,784 $240K 0.02% +535 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 1,760 $237K 0.03% -100 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 1,754 $236K 0.04% +37 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 1,751 $236K 0.03% new 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 1,750 $236K 0.02% -7,413 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 1,739 $234K 0.01% -935 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 1,731 $233K 0.1% -30 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,731 $233K <0.01% new 13F-HR Timeline Sender Co & Partners, Inc. More: the full row for Sender Co & Partners, Inc. 1,727 $233K 0.09% new 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 1,720 $232K -5,765 Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,695 $231K 0.02% -240 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 1,715 $231K <0.01% -2,586 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 1,700 $229K 0.17% new 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 1,693 $228K 0.03% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,692 $228K 0.01% new 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,686 $227K 0.03% -182 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,685 $227K 0.02% +35 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 1,683 $227K 0.07% -4,661 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 1,656 $223K -2,414 Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 1,653 $223K 0.08% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,643 $221K <0.01% -350 13F-HR Timeline Group CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 1,641 $221K 0.15% -80 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 1,635 $220K 0.02% -885 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,634 $220K <0.01% -404 13F-HR Timeline ONTARIO TEACHERS PENSION PLAN BOARD in group ONTARIO TEACHERS PENSION PLAN… More: the full row for ONTARIO TEACHERS PENSION PLAN BOARD 1,631 $220K 0.01% new 13F-HR/A Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,615 $217K 0.02% -103 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,611 $217K 0.01% -12 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,611 $217K 0.01% -278 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,602 $216K <0.01% -46 13F-HR/A Timeline Lee Financial Co More: the full row for Lee Financial Co 1,600 $215K 0.03% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,591 $214K 0.01% -599 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,581 $213K 0.01% new 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 1,566 $211K 0.13% new 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 1,563 $211K 0.08% -580 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,563 $211K <0.01% -1,311 13F-HR Timeline Group FIRST WILSHIRE SECURITIES MANAGEMENT INC More: the full row for FIRST WILSHIRE SECURITIES MANAGEMENT INC 1,560 $210K 0.06% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 1,558 $210K 0.01% -45 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 1,555 $209K 0.11% -75 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 1,550 $209K 0.04% -1,818 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 1,536 $207K 0.03% -55 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,525 $205K <0.01% -116 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,514 $204K <0.01% +47 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,510 $203K 0.01% -291 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 1,087 $202K 0.02% new 13F-HR Timeline Group Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 1,500 $202K 0.03% 0 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 1,500 $202K 0.09% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 1,492 $201K 0.01% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,486 $200K 0.02% -20 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 1,472 $198K 0.02% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,449 $196K 0.07% +602 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,402 $189K <0.01% -5,421 13F-HR Timeline Group Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,344 $181K 0.05% +293 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 1,331 $179K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,264 $173K 0.01% +292 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,278 $172K <0.01% +647 13F-HR Timeline Group Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,272 $171K 0.06% new 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 1,240 $167K 0.02% -150 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,235 $166K <0.01% +120 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,231 $166K 0.01% -96 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,170 $163K <0.01% -527 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,183 $159K 0.01% -1,107 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,151 $155K <0.01% -1,418 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,149 $155K <0.01% -45 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,116 $150K -391 Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,039 $140K <0.01% +347 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,009 $136K 0.01% +33 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 1,000 $135K 0.02% -1,000 13F-HR Timeline Clio Asset Management LLC More: the full row for Clio Asset Management LLC 1,000 $135K 0.1% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 980 $132K 0.01% -1,966 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 944 $127K 0.01% +873 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 937 $126K 0.05% +76 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 900 $121K 0.02% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 874 $118K 0.01% -46 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 867 $117K 0.04% +1 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 866 $117K 0.02% 0 13F-HR Timeline Group Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 856 $115K 0.01% 0 13F-HR Timeline Group IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 840 $113K 0.08% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 825 $111K <0.01% -195 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 809 $109K <0.01% +427 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 782 $105K <0.01% -1,055 13F-HR Timeline CX Institutional More: the full row for CX Institutional 765 $103K <0.01% +371 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 751 $101K <0.01% -5 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 754 $101K 0.02% -1,191 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 743 $100K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 734 $99K <0.01% -41 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 680 $92K <0.01% +46 13F-HR Timeline Group Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 680 $91K <0.01% -170 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 674 $90.8K 0.01% -1,092 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 658 $88.6K <0.01% -236 13F-HR Timeline Group Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 652 $87.8K 0.01% +334 13F-HR Timeline City State Bank More: the full row for City State Bank 639 $86.1K 0.02% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 638 $85.9K <0.01% -501 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 637 $85.8K <0.01% -3,388 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 635 $85.5K 0.04% 0 13F-HR/A Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 637 $85K <0.01% 0 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 626 $84.4K 0.01% -468 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 587 $79.1K <0.01% -2,476 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 583 $78.5K <0.01% -409 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 581 $78.2K 0.02% -133 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 572 $77K 0.02% -15 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 300 $74.5K <0.01% -68,421 13F-HR Timeline Group