LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 12,596 $702K 0.01% -72 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 13,998 $700K 0.01% -2,276 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 13,997 $700K 0.09% -545 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 13,963 $698K 0.03% +421 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 13,767 $688K 0.08% +84 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 13,745 $687K 0.05% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 13,695 $685K 0.01% +6,852 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 13,681 $684K 0.03% -9,766 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 13,576 $680K 0.04% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 13,408 $671K 0.01% +1,219 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 13,293 $665K 0.14% -19,577 13F-HR Timeline Long Road Investment Counsel, LLC More: the full row for Long Road Investment Counsel, LLC 13,250 $663K 0.25% 0 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 13,142 $657K 0.19% new 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 13,140 $657K 0.03% +2,810 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 13,125 $656K 0.03% -255 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 13,067 $653K <0.01% -2,692 13F-HR Timeline Group Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 13,014 $651K 0.01% -36,723 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 12,925 $646K 0.04% -1,797 13F-HR Timeline Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 12,865 $643K 0.02% 0 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. DMC Group, LLC More: the full row for DMC Group, LLC 12,845 $642K 0.43% +336 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 12,815 $641K 0.01% -381 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 12,774 $639K 0.03% -641 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 12,763 $638K 0.01% +262 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 12,751 $638K 0.07% -219 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 12,734 $637K <0.01% +22 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 12,630 $632K 0.08% -1,505 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 13,103 $628K 0.01% +8,113 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 12,539 $627K <0.01% +264 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 12,453 $623K 0.01% -3,393 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 12,370 $619K 0.55% 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 12,266 $613K 0.01% -1,017 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 12,262 $613K 0.03% -130 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 12,179 $609K 0.03% -20,805 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 12,139 $607K 0.01% +260 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 12,118 $606K 0.01% -746 13F-HR Timeline Group SWMG, LLC More: the full row for SWMG, LLC 10,816 $601K 0.17% -1,267 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 11,987 $599K 0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 11,983 $599K 0.01% -670 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 11,923 $596K 0.13% -178 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 11,743 $587K <0.01% +402 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 0 $586K 0.44% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Marble Wealth, LLC More: the full row for Marble Wealth, LLC 11,701 $585K 0.08% 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 11,679 $584K 0.19% -5,046 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 11,373 $569K 0.03% -128,833 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 11,343 $567K 0.04% new 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 11,338 $567K 0.25% new 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 11,334 $567K 0.29% 13F-HR Timeline DoubleLine ETF Adviser LP More: the full row for DoubleLine ETF Adviser LP 11,260 $563K 0.17% new 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 11,060 $553K 0.02% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 11,052 $553K 0.02% +42 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 10,986 $549K 0.53% 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 10,898 $545K 0.03% +340 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 10,894 $545K 0.03% +8,327 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) 10,758 $538K 0.01% +4,632 13F-HR Timeline Group Vestcor Inc More: the full row for Vestcor Inc 10,760 $538K 0.02% 0 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 10,725 $536K 0.04% 0 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 10,710 $536K 0.01% -38 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 10,693 $535K 0.01% new 13F-HR Timeline Group DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 10,628 $532K 0.14% +2,783 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 10,616 $531K 0.08% new 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 10,531 $527K 0.02% +2,261 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 10,521 $526K 0.07% -535 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 10,420 $521K 0.13% -242 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 10,354 $518K <0.01% -104 13F-HR Timeline Group CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 10,310 $516K 0.08% -52 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 10,300 $515K 0.06% 0 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 10,300 $515K 0.03% 0 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 10,275 $514K 0.1% -215 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 10,247 $512K <0.01% -70 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 10,218 $511K 0.5% -24 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 10,213 $511K 0.01% -882 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 10,189 $510K 0.02% +5,046 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 10,109 $506K 0.02% new 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 10,058 $503K 0.15% -93 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 10,063 $503K 0.04% -7,381 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 10,041 $502K 0.08% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 10,036 $502K 0.05% -874 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 10,000 $500K 0.15% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 9,891 $495K 0.03% -741 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 9,805 $490K 0.02% +1,514 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 9,794 $490K 0.01% +3,585 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 9,770 $489K 0.12% 0 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 9,750 $488K 0.03% -340 13F-HR Timeline Woodline Partners LP More: the full row for Woodline Partners LP 9,695 $485K <0.01% -60,344 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 9,685 $484K 0.01% -375 13F-HR Timeline Group LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 9,621 $481K 0.02% +766 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 9,587 $479K 0.04% -11,992 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 9,535 $477K 0.03% -398 13F-HR Timeline Conestoga Capital Advisors, LLC More: the full row for Conestoga Capital Advisors, LLC 9,520 $476K 0.01% -3,690 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 9,520 $476K 0.41% -100 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 9,406 $470K 0.04% -28 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 9,375 $469K 0.46% 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 9,319 $466K 0.01% -965 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 9,257 $463K 0.17% +1,407 13F-HR Timeline PATHWAY WEALTH MANAGEMENT LLC More: the full row for PATHWAY WEALTH MANAGEMENT LLC 9,250 $463K 0.42% 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 9,230 $462K 0.14% 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 9,191 $460K 0.16% +6,082 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 9,130 $457K <0.01% +20 13F-HR Timeline THREADGILL FINANCIAL, LLC More: the full row for THREADGILL FINANCIAL, LLC 9,123 $456K 0.19% -46,636 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 9,098 $455K 0.03% -565 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 9,087 $454K 0.05% -222 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 8,875 $454K 0.32% -1,037 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 10,036 $454K 0.35% -1,774 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 9,054 $453K 0.16% +4,764 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 9,051 $453K 0.02% +4,370 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 9,049 $453K 0.05% +473 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 9,031 $452K 0.16% -16,510 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 9,017 $451K 0.08% -698 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 8,989 $450K 0.1% -402 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 8,973 $449K 0.2% +8,703 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 8,972 $449K -1,254 Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 8,861 $443K 0.18% +1 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 8,850 $443K 0.19% -250 13F-HR Timeline WINDWARD CAPITAL MANAGEMENT CO /CA More: the full row for WINDWARD CAPITAL MANAGEMENT CO /CA 8,834 $442K 0.03% -87 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 8,825 $441K 0.42% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 8,821 $441K 0.03% +1,539 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 8,803 $440K 0.04% -93 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 8,781 $439K 0.02% +751 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 8,759 $438K -569 Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 8,661 $433K 0.14% 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 8,658 $433K <0.01% +6,355 13F-HR Timeline Group Clean Yield Group More: the full row for Clean Yield Group 8,620 $431K 0.12% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 8,598 $430K 0.01% +2,579 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 8,459 $422K 0.01% -257 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 8,417 $421K 0.03% +2,003 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 8,415 $421K 0.15% 0 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 8,370 $419K 0.25% +2,797 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 8,354 $418K 0.07% new 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 8,318 $416K -65 Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 8,281 $414K <0.01% +1,776 13F-HR Timeline Group WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 8,160 $408K 0.04% -1,750 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 8,027 $401K 0.01% -3 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 8,006 $400K <0.01% new 13F-HR Timeline Group TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 7,995 $400K 0.03% -980 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 7,983 $399K <0.01% +2 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 7,967 $398K 0.34% 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 7,944 $397K 0.25% +407 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 7,943 $397K <0.01% -8,473 13F-HR Timeline Group Corundum Group, Inc. More: the full row for Corundum Group, Inc. 7,925 $396K 0.13% 0 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 7,874 $394K 0.03% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 7,825 $391K 0.01% +3,117 13F-HR/A Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 7,750 $388K 0.08% 0 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 7,745 $387K 0.01% +2,005 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 7,725 $386K 0.3% -575 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,699 $385K 0.01% -106 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 7,699 $385K 0.01% +2,676 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 7,655 $383K <0.01% 0 13F-HR Timeline Group INTRUST BANK NA More: the full row for INTRUST BANK NA 7,655 $383K 0.03% -1,425 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 7,601 $383K 0.01% -71 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 7,608 $380K <0.01% +84 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 7,545 $377K 0.05% -1,453 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 7,530 $377K 0.05% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 7,527 $376K 0.09% +6,008 13F-HR/A Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 7,520 $376K <0.01% -1,916 13F-HR Timeline Group Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 7,465 $376K 0.02% 0 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 7,514 $376K 0.01% -1,027 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 7,500 $375K 0.06% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 7,453 $373K 0.01% +3,000 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 7,405 $370K 0.01% +15 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 7,394 $370K 0.12% 13F-HR/A Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 7,335 $367K 0.21% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 7,300 $365K 0.01% +682 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 7,209 $361K 0.01% -24,917 13F-HR Timeline Group CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 7,149 $358K 0.06% +833 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 7,133 $357K 0.02% +46 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 7,095 $355K 0.1% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 7,076 $354K 0.02% +424 13F-HR Timeline Group WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 7,067 $353K 0.25% +27 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 7,025 $351K 0.25% +3 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 7,014 $351K 0.01% +247 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 6,990 $350K 0.07% +50 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 6,989 $350K 0.02% -13,508 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 6,974 $349K 0.22% -51 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 6,722 $346K 0.04% +25 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 6,903 $345K 0.01% -458 13F-HR Timeline Group Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 6,438 $342K 0.27% -66 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 6,781 $339K 0.01% -9 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 6,764 $338K 0.07% +139 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 5,935 $338K 0.05% -169 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 6,732 $337K 0.02% +1,226 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 6,715 $336K 0.05% -7 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 6,705 $335K <0.01% +5 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 6,700 $335K 0.2% 0 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 6,686 $334K 0.09% +1,898 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 6,628 $331K 0.04% 0 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 6,625 $331K 0.04% 0 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 6,563 $328K 0.74% new 13F-HR Timeline EMERALD ADVISERS, LLC in group EMERALD ADVISERS, LLC More: the full row for EMERALD ADVISERS, LLC 6,558 $328K 0.01% -292 13F-HR Timeline Group Ridgepath Capital Management LLC More: the full row for Ridgepath Capital Management LLC 5,735 $326K 0.15% 0 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 6,504 $325K 0.05% +158 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 6,500 $325K 0.05% 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 6,327 $321K 0.01% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 6,390 $320K 0.01% +651 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 6,370 $319K 0.01% -301 13F-HR Timeline Group SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 6,300 $315K 0.07% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 6,277 $314K 0.03% new 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 6,237 $312K 0.03% 0 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 6,200 $310K 0.07% +1,225 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 6,135 $307K 0.02% -1,171 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 6,131 $307K <0.01% new 13F-HR Timeline Group