World Investment Advisors More: the full row for World Investment Advisors 16,554 $376K 0.01% +3,462 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 16,445 $373K 0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 16,374 $372K 0.05% +1,359 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 16,253 $369K 0.01% new 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 15,995 $363K 0.03% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 15,931 $361K <0.01% -1,044 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 15,669 $356K <0.01% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 15,315 $348K <0.01% -12,809 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 15,314 $347K 0.02% +4,752 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 14,188 $347K <0.01% +6,203 13F-HR Timeline STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 15,050 $341K 0.04% -576 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 14,861 $337K <0.01% -1,504,932 13F-HR Timeline Group Putney Financial Group LLC More: the full row for Putney Financial Group LLC 14,750 $335K 0.34% -92 13F-HR Timeline GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 14,634 $332K 0.24% +1,513 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 14,617 $332K 0.02% new 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 14,333 $325K <0.01% -11,260 13F-HR Timeline Group Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 14,224 $323K 0.01% -1,653 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 14,103 $320K <0.01% +3,704 13F-HR Timeline Group Motley Fool Asset Management LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Asset Management LLC 14,083 $320K 0.01% +1,438 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 13,799 $313K <0.01% +4,999 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 12,707 $299K 0.01% +1,498 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 13,046 $296K 0.01% -2,258 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 12,825 $291K 0.01% +2,133 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 12,729 $289K 0.09% +4,986 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 12,417 $282K <0.01% +9,225 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Independent Advisor Alliance More: the full row for Independent Advisor Alliance 12,331 $280K <0.01% -17,402 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 12,330 $280K 0.01% +380 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 12,316 $279K 0.01% new 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 12,290 $279K 0.03% +38 13F-HR/A Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 12,262 $278K 0.01% -1,349 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 12,243 $278K 0.04% -362 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 12,096 $274K 0.06% +4,299 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 12,092 $274K 0.01% -1,772 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 11,873 $269K 0.01% -100 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 11,759 $267K 0.01% +10,037 13F-HR Timeline Kentucky Retirement Systems group of 2 filers holding More: the full row for Kentucky Retirement Systems 11,743 $266K -28,017 Timeline E. Ohman J:or Asset Management AB More: the full row for E. Ohman J:or Asset Management AB 11,739 $266K 0.01% -6,500 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 11,932 $262K <0.01% +2,368 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 11,528 $262K <0.01% +2,821 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 11,463 $260K 0.03% +4,585 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 11,428 $259K 0.03% +10,666 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 11,352 $258K <0.01% +3,699 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 11,325 $257K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 11,302 $256K <0.01% +1,464 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 11,237 $255K <0.01% -3,651 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 11,227 $255K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 11,210 $254K 0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 11,153 $253K 0.01% +6,656 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 11,044 $251K <0.01% +248 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 11,008 $250K 0.05% -5,052 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 10,956 $249K 0.06% -21,254 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 10,745 $244K <0.01% -762 13F-HR Timeline B. Metzler seel. Sohn & Co. AG in group B. Metzler seel. Sohn & Co. AG More: the full row for B. Metzler seel. Sohn & Co. AG 10,720 $243K <0.01% 0 13F-HR Timeline Group Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 10,670 $242K 0.03% +1,078 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 10,502 $238K 0.01% -717 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 5,463 $238K 0.08% new 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 10,484 $238K <0.01% -205 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 10,361 $235K 0.03% +355 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 10,157 $230K <0.01% -16,431 13F-HR Timeline Group BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 6,000 $228K 0.17% 0 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 9,939 $226K 0.01% 0 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 9,714 $220K 0.05% +714 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 9,690 $220K 0.02% +2,277 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 9,662 $219K 0.01% new 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 9,632 $219K 0.02% 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 9,858 $217K 0.04% -9,169 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 9,547 $217K -29,465 Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 9,414 $214K 0.01% -131 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 9,251 $210K <0.01% -642 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 9,237 $210K 0.14% -671 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 9,140 $207K 0.01% +10 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 9,054 $205K <0.01% +880 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 9,036 $205K <0.01% -3,982 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 9,012 $204K 0.03% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 8,871 $201K <0.01% +3,555 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 8,633 $196K <0.01% +6,899 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 8,330 $183K 0.01% -1,534 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 7,797 $177K <0.01% -1,635 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 7,635 $173K 0.01% +35 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 6,325 $144K 0.01% -3,548 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 6,274 $142K <0.01% -13,795 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 5,958 $135K 0.02% -50,512 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 5,875 $133K 0.01% -117,008 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 5,871 $133K 0.09% +4,104 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,674 $129K <0.01% -770 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 5,645 $128K 0.01% -2,531 13F-HR Timeline Anson Funds Management LP in group Anson Funds Management LP More: the full row for Anson Funds Management LP 5,000 $113K 0.01% new 13F-HR/A Timeline Group AXS Investments LLC More: the full row for AXS Investments LLC 5,000 $113K 0.05% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 4,735 $107K 0.08% -1,390 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,663 $106K <0.01% -920 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4,646 $105K <0.01% -139 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 4,409 $100K <0.01% -1,149 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,304 $97.7K <0.01% -208 13F-HR/A Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 4,262 $96.7K <0.01% 0 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,226 $95.9K <0.01% +1,904 13F-HR Timeline Group Hunting Hill Global Capital, LLC More: the full row for Hunting Hill Global Capital, LLC 4,127 $93.6K 0.11% -554 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,214 $92.8K <0.01% +324 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 3,880 $88K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,820 $86.7K <0.01% -738 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 3,801 $86.2K 0.02% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 3,780 $85.8K <0.01% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 3,680 $83.5K 0.01% -2,750 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,562 $80.8K <0.01% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 3,494 $79.3K 0.01% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,405 $77.3K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 3,368 $76.4K 0.01% -15 13F-HR Timeline EMERALD ADVISERS, LLC in group EMERALD ADVISERS, LLC More: the full row for EMERALD ADVISERS, LLC 3,276 $74.3K <0.01% 0 13F-HR Timeline Group Crews Bank & Trust More: the full row for Crews Bank & Trust 3,265 $74.1K 0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,187 $72.3K <0.01% +739 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 3,129 $71K <0.01% -65 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 3,057 $69.4K <0.01% new 13F-HR Timeline Group BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 2,800 $63.7K <0.01% +1,748 13F-HR Timeline Group Cache Advisors, LLC More: the full row for Cache Advisors, LLC 2,767 $62.8K 0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,738 $62.1K <0.01% -393 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 2,685 $60.9K <0.01% +1,661 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,620 $59.4K <0.01% +613 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 2,600 $59K <0.01% +135 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,546 $57.8K <0.01% -1,283 13F-HR/A Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 2,529 $57.4K <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 2,512 $56K <0.01% +78 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 2,463 $55.9K 0.01% -947 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 2,400 $54K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,361 $53.6K <0.01% +1,035 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 2,275 $51.6K 0.01% -13,240 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 2,212 $50.2K <0.01% -826 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,095 $47.5K new Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,031 $46.1K <0.01% +1,247 13F-HR/A Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,898 $43.1K <0.01% -7,805 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,796 $40.8K 0.02% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,645 $37.3K 0.02% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,540 $34.9K <0.01% +178 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1,489 $33.8K 0.01% +109 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,368 $31K <0.01% -619 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 1,320 $30K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,319 $29.9K <0.01% +906 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,297 $29.4K <0.01% -1,203 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,280 $29K <0.01% +192 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,250 $28.4K <0.01% -2,184 13F-HR Timeline Group S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 1,241 $28.2K <0.01% -46 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,211 $26.7K 0.02% -67 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 1,173 $26.6K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,148 $26K <0.01% -901 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,123 $25.5K <0.01% +670 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,104 $25.1K <0.01% +836 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 1,102 $25K 0.01% 0 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,065 $24.2K <0.01% -1,230 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,033 $23.4K <0.01% -361 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,014 $23K <0.01% +168 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,005 $22.8K <0.01% -4,433 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,000 $22.7K <0.01% -1,000 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 1,000 $22.7K 0.01% new 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 1,000 $22.7K 0.01% 0 13F-HR/A Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 989 $22.4K <0.01% -1,091,323 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 960 $21.8K 0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 950 $21.6K <0.01% 0 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 920 $20.9K 0.01% -34,003 13F-HR Timeline Oakum Bay Capital LLC More: the full row for Oakum Bay Capital LLC 900 $20.4K 0.01% -400 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 852 $19.3K 0.09% -14,010 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 840 $19.1K <0.01% new 13F-HR/A Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 839 $19K <0.01% +408 13F-HR Timeline Group Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 838 $19K <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 822 $18.7K <0.01% -11,941 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 815 $18.5K 0.01% +719 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 800 $18.1K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 773 $17.5K <0.01% -125 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 730 $16.6K <0.01% +279 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 709 $16.1K <0.01% 0 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 699 $15.9K 0.01% -21 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 653 $14.8K <0.01% -16 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 642 $14.6K <0.01% +102 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 642 $14.6K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 662 $14.6K 0.01% +520 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 604 $14K <0.01% +206 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 600 $13.3K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 583 $13.2K 0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 580 $13.2K <0.01% -8,400 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 580 $13.2K <0.01% new 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 560 $12.7K <0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 560 $12.7K <0.01% +450 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 575 $12.6K <0.01% +41 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 535 $12.1K 0.01% +245 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 532 $12.1K <0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 530 $12K <0.01% -26 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 507 $11.5K 0.01% -410 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 505 $11.5K <0.01% 0 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 500 $11.3K <0.01% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 500 $11.3K 0.03% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 500 $11.3K <0.01% -3 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 440 $9.98K <0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 430 $9.76K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 401 $9.1K <0.01% -2,481 13F-HR Timeline Group Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. 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