AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,927 $498K 0.01% -51 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,901 $491K 0.01% +32 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 1,900 $491K 0.01% 0 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,884 $487K 0.01% -395 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,880 $486K 0.04% +1,155 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,880 $486K <0.01% +27 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 1,874 $484K 0.03% 0 13F-HR Timeline CONWAY CAPITAL MANAGEMENT, INC. More: the full row for CONWAY CAPITAL MANAGEMENT, INC. 1,860 $481K 0.2% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,853 $479K <0.01% new 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 1,850 $478K 0.01% 0 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,822 $471K 0.02% +19 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,810 $468K 0.01% -63 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 1,800 $465K 0.39% +500 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 1,786 $461K 0.04% -610 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,784 $461K 0.05% +97 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 1,808 $461K 0.01% +295 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,782 $460K 0.07% 0 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,774 $458K <0.01% +155 13F-HR/A Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,739 $449K 0.02% -20 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 1,737 $449K 0.02% +3 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 1,731 $447K 0.02% -25,588 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,720 $444K 0.02% +227 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 1,698 $439K 0.07% -3,680 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 1,669 $431K 0.01% +292 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,669 $431K 0.01% -30 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,660 $429K 0.03% new 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 1,656 $428K 0.01% new 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 1,653 $427K 0.21% -36 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 2,988 $419K 0.04% new 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 1,623 $419K 0.06% -4,667 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,616 $417K 0.02% +383 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,612 $416K 0.1% -189 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,599 $413K 0.01% -169 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Adams Wealth Management More: the full row for Adams Wealth Management 1,581 $407K 0.09% 0 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 1,581 $407K 0.08% 0 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 1,575 $407K 0.15% +750 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 1,575 $407K 0.09% +3 13F-HR Timeline ING GROEP NV More: the full row for ING GROEP NV 1,569 $405K <0.01% -29,072 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,558 $403K 0.02% -211 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 1,718 $401K 0.01% 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 1,550 $400K 0.18% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,539 $398K 0.03% -295 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,539 $397K 0.08% +18 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,525 $394K 0.01% +54 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 1,525 $393K 0.07% -2 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,517 $392K 0.01% -28 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 1,500 $388K 0.07% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,484 $383K <0.01% +39 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 1,466 $379K 0.24% new 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,440 $372K 0.02% +104 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,409 $364K 0.01% +835 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,405 $363K <0.01% +126 13F-HR/A Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,403 $363K 0.01% new 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,396 $361K 0.02% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,381 $357K 0.01% -21 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 1,372 $354K 0.11% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,368 $353K 0.05% +5 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 1,364 $352K 0.02% -1,002 13F-HR Timeline Group BSW Wealth Partners More: the full row for BSW Wealth Partners 1,359 $351K 0.04% +186 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 1,340 $346K <0.01% 0 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 1,332 $344K 0.11% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,330 $344K 0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,329 $343K 0.01% -8,732 13F-HR/A Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 1,312 $339K 0.05% new 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,285 $332K 0.01% -50 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,283 $331K 0.01% +330 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,278 $330K <0.01% +166 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 1,251 $323K 0.02% -92 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,241 $321K 0.04% +13 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,222 $316K 0.01% -65 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,218 $315K 0.07% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,215 $314K 0.01% new 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,212 $313K <0.01% +36 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 1,225 $313K 0.03% -950 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,198 $310K 0.04% -3 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,193 $308K 0.02% +7 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 1,190 $307K 0.21% -1,400 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,168 $302K 0.11% +650 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,165 $301K 0.01% +238 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 1,164 $301K 0.02% -293 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,155 $298K 0.12% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 1,150 $297K 0.02% -2,825 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,145 $296K 0.03% +116 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,225 $296K 0.04% -44 13F-HR/A Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 1,140 $295K 0.17% -173 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 1,145 $293K 0.01% -971 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,129 $292K 0.01% +182 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,128 $291K 0.03% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,127 $291K 0.01% +1 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,123 $290K 0.01% -1,128 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,121 $290K <0.01% -1,146 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,119 $289K 0.14% 0 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 1,108 $286K 0.02% 0 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 1,100 $284K 0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,099 $284K 0.01% +160 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 1,097 $284K 0.18% -25 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,063 $275K <0.01% +174 13F-HR Timeline Group Covenant Partners, LLC More: the full row for Covenant Partners, LLC 1,050 $271K 0.08% 0 13F-HR Timeline Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 1,046 $270K 0.06% -3 13F-HR Timeline Group True North Advisors, LLC More: the full row for True North Advisors, LLC 1,043 $269K 0.04% +161 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,043 $269K 0.01% +1 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,037 $268K 0.01% +50 13F-HR Timeline First International Bank of Israel Ltd. in group First International Bank of I… More: the full row for First International Bank of Israel Ltd. 1,036 $268K 0.15% +104 13F-HR Timeline Group WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 1,026 $265K 0.15% -124 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 1,020 $264K 0.01% +19 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,020 $264K 0.02% -88 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 1,020 $264K 0.1% +105 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 1,019 $263K 0.05% 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,017 $263K <0.01% -160 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,014 $262K <0.01% -23 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 1,007 $260K 0.01% +50 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 1,003 $259K 0.03% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,003 $259K <0.01% -45 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 996 $257K 0.18% +1 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 966 $250K 0.13% -661 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 963 $249K 0.02% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 961 $248K <0.01% +97 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 953 $246K 0.17% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 944 $244K <0.01% +281 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 916 $237K 0.01% -15,574 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. 913 $236K 0.01% new 13F-HR Timeline Group Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 900 $233K 0.08% 0 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 900 $233K 0.38% 0 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 894 $231K 0.01% new 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 893 $231K 0.04% 0 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 882 $228K 0.05% -2,391 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 878 $227K 0.01% new 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 876 $226K 0.02% -212 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 873 $226K 0.01% +5 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 873 $226K 0.01% +19 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 868 $224K 0.03% -158 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 861 $222K 0.07% 0 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 853 $220K <0.01% +2 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 850 $220K 0.13% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 849 $219K 0.01% -39 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 847 $219K <0.01% -8 13F-HR/A Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 841 $217K 0.02% new 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 839 $217K 0.03% new 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 838 $217K 0.47% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 838 $217K 0.03% -132 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 829 $214K 0.01% new 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 828 $214K 0.03% new 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 822 $212K 0.02% new 13F-HR/A Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 819 $212K <0.01% new 13F-HR Timeline Group KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 810 $209K 0.13% new 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 807 $206K 0.01% new 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 795 $205K <0.01% new 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 792 $205K 0.01% -332 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 790 $204K <0.01% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 785 $203K <0.01% -236 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 777 $201K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 769 $199K 0.01% -44 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 739 $190K <0.01% +217 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 730 $189K 0.06% 0 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 729 $188K 0.01% 0 13F-HR/A Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 685 $178K 0.01% +270 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 688 $178K 0.01% -855 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 686 $177K 0.04% +394 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 619 $160K <0.01% +210 13F-HR/A Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 600 $155K 0.06% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 593 $153K <0.01% -190 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 547 $141K 0.01% -179 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 527 $136K 0.01% +36 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 527 $136K <0.01% -392 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 526 $135K 0.02% +48 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 497 $128K 0.07% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 488 $126K 0.07% new 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 481 $124K 0.02% -7 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 478 $123K <0.01% +279 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 476 $123K <0.01% +21 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 471 $122K 0.06% new 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 538 $118K <0.01% new 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 456 $118K <0.01% -10 13F-HR Timeline Group Lavaca Capital LLC More: the full row for Lavaca Capital LLC 440 $114K 0.02% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 430 $111K 0.02% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 430 $111K 0.07% +19 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 401 $104K 0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 400 $103K 0.02% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 399 $103K 0.07% -58 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 391 $101K 0.01% 0 13F-HR Timeline Uniplan Investment Counsel, Inc. More: the full row for Uniplan Investment Counsel, Inc. 380 $98.2K 0.01% +140 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 378 $97.7K 0.03% 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 373 $96.4K 0.05% new 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 363 $94K <0.01% -1,961 13F-HR Timeline Group VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 341 $88K 0.01% +94 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 340 $87.8K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 339 $87.6K 0.01% +2 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 334 $86.3K <0.01% +150 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 327 $84.5K <0.01% -131 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 317 $81.9K 0.02% 0 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 300 $77.5K 0.02% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 300 $77.5K 0.03% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 300 $77.5K 0.02% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 292 $75.4K 0.01% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 285 $73.6K 0.01% -334 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 275 $71K 0.04% 0 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 272 $70.3K 0.02% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 246 $63.6K 0.01% +166 13F-HR Timeline TOBAM More: the full row for TOBAM 244 $63K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 238 $61.5K 0.01% 0 13F-HR Timeline