WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 5,592 $467K 0.11% +1,255 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 5,574 $465K 0.01% 0 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 5,537 $462K 0.05% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 5,535 $462K 0.03% +86 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 5,483 $457K 0.01% +127 13F-HR Timeline MLP3, LLC More: the full row for MLP3, LLC 5,482 $457K 0.5% 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 5,438 $454K <0.01% -139,339 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 5,354 $447K <0.01% +313 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 5,280 $445K 0.02% -20 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 5,290 $441K 0.44% 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 5,276 $440K <0.01% -386 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 5,207 $434K 0.05% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 5,180 $432K 0.25% 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 5,140 $429K 0.04% +14 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 5,017 $419K 0.01% +950 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 4,959 $414K 0.01% -93 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 4,948 $413K 0.02% +441 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,907 $409K 0.04% +3 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 4,898 $409K 0.01% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,881 $407K 0.01% +548 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 4,870 $406K 0.41% -2 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 4,840 $404K 0.02% new 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 4,806 $401K <0.01% new 13F-HR Timeline Horizon Advisory Services, Inc. More: the full row for Horizon Advisory Services, Inc. 4,743 $396K 0.2% -738 13F-HR Timeline FJ Capital Management LLC More: the full row for FJ Capital Management LLC 4,706 $393K 0.04% -11,164 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 4,696 $392K 0.01% -15 13F-HR Timeline Group Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 4,688 $391K 0.02% +627 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 4,646 $388K 0.08% -1,173 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,636 $387K 0.01% new 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 4,588 $383K 0.03% new 13F-HR/A Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 4,508 $376K 0.14% +39 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 4,506 $376K 0.03% +259 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 4,494 $375K 0.04% +27 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 4,460 $372K 0.11% +797 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,455 $372K 0.01% +1,203 13F-HR Timeline SEMPER AUGUSTUS INVESTMENTS GROUP LLC More: the full row for SEMPER AUGUSTUS INVESTMENTS GROUP LLC 4,437 $370K 0.04% 0 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 4,437 $370K 0.12% 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 4,394 $367K 0.05% +1,052 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 4,363 $364K 0.02% -173 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 4,239 $354K 0.03% +145 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,235 $353K <0.01% +1,056 13F-HR Timeline Group City Center Advisors, LLC More: the full row for City Center Advisors, LLC 4,218 $352K 0.32% -1,700 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,207 $351K 0.01% -514 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 4,486 $350K 0.15% +743 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,189 $349K 0.01% new 13F-HR Timeline ASR Vermogensbeheer N.V. More: the full row for ASR Vermogensbeheer N.V. 4,173 $348K <0.01% -7 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 4,130 $345K 0.12% -48 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. 4,122 $344K <0.01% 0 13F-HR Timeline Group Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 4,102 $342K 0.04% -50 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 4,069 $339K 0.01% -111 13F-HR/A Timeline Group Lansforsakringar Fondforvaltning AB (pu… More: the full row for Lansforsakringar Fondforvaltning AB (publ) 4,035 $337K <0.01% +140 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 4,029 $336K 0.21% new 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 4,024 $336K 0.03% -50 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 4,000 $334K 0.03% -125 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,895 $325K 0.01% -12 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 3,890 $325K 0.14% -2,492 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,886 $324K <0.01% +581 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Impact Investors, Inc More: the full row for Impact Investors, Inc 3,875 $323K 0.22% -1,222 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 3,856 $322K 0.05% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 3,822 $319K 0.01% +227 13F-HR Timeline Group Athena Investment Management More: the full row for Athena Investment Management 3,808 $318K 0.16% -594 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,777 $315K 0.04% +46 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,770 $315K <0.01% +1,705 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,746 $313K 0.01% -1,565 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,738 $312K 0.01% +282 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,735 $312K 0.01% -66 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,735 $312K 0.01% +2,616 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,714 $310K <0.01% +62 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 3,704 $309K 0.09% +361 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 3,690 $308K 0.1% 0 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 3,689 $308K 0.01% new 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 3,683 $307K 0.12% 0 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. 3,666 $306K 0.01% +33 13F-HR Timeline Group EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 3,647 $304K <0.01% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,551 $296K 0.04% -236 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 3,525 $294K 0.01% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 3,514 $293K 0.05% new 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 3,484 $291K 0.1% +1 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 3,409 $284K 0.14% 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 3,405 $284K 0.02% 0 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 3,360 $280K 0.23% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 3,344 $279K 0.04% 0 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 3,297 $275K 0.22% -34 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 3,275 $273K 0.08% 13F-HR Timeline Group Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 3,258 $272K 0.01% 0 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 3,254 $271K 0.04% -40,351 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 3,248 $271K 0.02% +50 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,244 $271K <0.01% +289 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,219 $269K 0.02% +221 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 3,196 $267K 0.06% -215 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 3,184 $266K 0.03% 0 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 3,180 $265K 0.02% -4,424 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 3,168 $264K 0.08% -125 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 3,122 $260K 0.09% 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,109 $259K 0.04% +152 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,099 $259K <0.01% +2,683 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,095 $258K 0.02% -7 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 3,048 $254K 0.03% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 3,023 $252K 0.04% -99 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 3,018 $252K 0.01% 0 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 3,015 $252K <0.01% -8,859 13F-HR Timeline Group Syverson Strege & Co More: the full row for Syverson Strege & Co 3,008 $251K 0.06% new 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 2,987 $249K 0.03% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,985 $249K <0.01% +630 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,981 $249K <0.01% new 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 2,978 $248K 0.56% new 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 2,958 $247K 0.04% new 13F-HR Timeline Altar Rock LLC More: the full row for Altar Rock LLC 2,939 $245K 0.29% 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 2,926 $244K 0.06% -25 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 2,906 $242K 0.06% -1,005 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,904 $242K 0.02% +82 13F-HR/A Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 2,903 $242K 0.15% 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 2,835 $237K 0.03% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,824 $236K <0.01% +410 13F-HR Timeline Group MATTERS CAPITAL LLC More: the full row for MATTERS CAPITAL LLC 2,811 $235K 0.19% 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 2,800 $234K 0.04% 0 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 2,787 $233K 0.02% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,784 $232K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,761 $230K 0.01% -46,763 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 2,752 $230K 0.02% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,750 $229K <0.01% +63 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2,726 $227K <0.01% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,709 $226K 0.02% new 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 2,683 $224K <0.01% -453 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 2,661 $222K 0.01% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,647 $221K 0.02% new 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 2,628 $219K <0.01% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,624 $219K <0.01% new 13F-HR Timeline Group MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 2,599 $217K 0.06% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,602 $217K 0.03% new 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 2,583 $216K 0.06% new 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 2,560 $214K 0.01% 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,557 $213K 0.01% new 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 2,556 $213K 0.08% 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,528 $211K 0.02% new 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 2,496 $208K 0.07% 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 2,484 $207K <0.01% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,483 $207K 0.01% new 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 2,452 $205K 0.08% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,448 $204K 0.01% new 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 2,440 $204K 0.01% new 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 2,436 $203K 0.01% new 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 2,426 $202K <0.01% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 2,609 $202K <0.01% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,619 $202K 0.01% new 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 2,400 $200K 0.04% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,352 $196K 0.01% +129 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,199 $183K <0.01% +283 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,172 $181K <0.01% 0 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 2,030 $168K <0.01% -8,850 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,995 $166K <0.01% +135 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 1,884 $157K 0.08% -138 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,876 $157K 0.02% +500 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,873 $156K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,865 $156K <0.01% -734 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,767 $147K 0.02% -53 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,750 $146K <0.01% -2,034 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,677 $140K 0.01% -15,825 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 1,611 $134K 0.13% 13F-HR Timeline Merrithew & Thorsten Inc More: the full row for Merrithew & Thorsten Inc 1,582 $132K 0.14% 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,581 $132K 0.01% -9,518 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,579 $132K <0.01% +814 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,511 $126K 0.01% +528 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,447 $121K <0.01% -2 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 1,429 $119K 0.06% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,402 $117K 0.01% -201 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,373 $115K 0.02% +106 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,340 $112K 0.06% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,333 $111K 0.01% +182 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 1,332 $111K 0.07% -17 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,302 $109K <0.01% +618 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,253 $105K 0.02% +612 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,155 $96.4K 0.06% +57 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,099 $95K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,138 $94.9K 0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,134 $94.6K <0.01% +398 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,107 $92.4K 0.01% +21 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,088 $90.8K 0.03% -44 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,026 $85.6K <0.01% +122 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 1,022 $85.3K 0.03% 13F-HR Timeline CNB Bank More: the full row for CNB Bank 949 $79.2K 0.03% -17 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 923 $77K 0.05% -16 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 914 $76.3K <0.01% -620 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 894 $74.6K <0.01% +463 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 857 $72K <0.01% 0 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 819 $68.3K <0.01% -2,038 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 814 $67.9K 0.02% -17 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 805 $67K 0.04% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 788 $65.7K <0.01% 0 13F-HR Timeline Group Torren Management, LLC More: the full row for Torren Management, LLC 777 $64.8K 0.03% 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 755 $63K <0.01% +533 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 751 $62.7K 0.01% 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 713 $59.5K 0.01% 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 706 $58.9K 0.01% 0 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 698 $58.2K 0.05% 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 655 $54.6K 0.01% 0 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 600 $50.1K <0.01% +600 13F-HR Timeline Group Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 586 $48.9K 0.02% new 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 580 $48.4K 0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 578 $48.2K 0.01% +30 13F-HR Timeline