Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,078 $410K 0.03% +1,257 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,075 $410K 0.14% +201 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,060 $407K 0.02% -2,596 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,050 $405K 0.03% +320 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 2,041 $403K 0.12% 0 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 2,033 $402K 0.07% +35 13F-HR/A Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,002 $395K 0.01% +760 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 2,000 $395K 0.34% +400 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 1,985 $392K 0.04% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,919 $380K <0.01% -128 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 1,922 $380K 0.03% -39 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,911 $377K 0.02% +257 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 1,900 $375K 0.01% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,890 $373K 0.01% -1,040 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,883 $372K 0.02% +664 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 1,869 $369K <0.01% -2,144 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,863 $368K 0.02% -993 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 1,853 $366K <0.01% -9,242 13F-HR Timeline Group TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 1,850 $365K 0.01% -6 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,849 $365K 0.01% +256 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,847 $365K <0.01% -963 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 1,844 $364K 0.03% +342 13F-HR Timeline Group Trust Asset Management LLC More: the full row for Trust Asset Management LLC 1,818 $359K 0.03% 0 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 1,809 $357K <0.01% -4,543 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,809 $357K 0.01% -578 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 1,808 $357K 0.08% +530 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 1,802 $356K 0.02% +44 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,785 $352K 0.07% -198 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 1,781 $352K 0.01% +532 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,779 $351K 0.01% -46 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,757 $347K 0.01% -433 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,755 $347K 0.05% 0 13F-HR Timeline Group WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,754 $346K 0.02% new 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 1,748 $345K 0.05% 0 13F-HR Timeline III Capital Management More: the full row for III Capital Management 1,743 $344K 0.14% new 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 1,606 $343K 0.05% +10 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 1,733 $342K 0.01% -2,096 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,726 $341K 0.01% -4,332 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,719 $340K <0.01% +526 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,708 $337K 0.03% -808 13F-HR Timeline Group Oak Thistle LLC More: the full row for Oak Thistle LLC 1,698 $335K 0.03% new 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,678 $331K 0.01% -138 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,656 $327K 0.01% -22 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 1,651 $326K 0.02% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,650 $326K 0.01% -422 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,646 $325K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 1,637 $323K 0.07% +43 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 1,636 $323K 0.14% +1 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,613 $319K 0.04% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,610 $318K 0.01% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,608 $318K 0.01% -1,310 13F-HR/A Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,602 $316K 0.03% +678 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,585 $313K 0.01% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,579 $312K 0.03% -242 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,578 $312K 0.01% -157 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,543 $305K 0.02% new 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 1,530 $302K <0.01% -10,708 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,519 $300K 0.01% +118 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,515 $299K 0.01% +444 13F-HR/A Timeline Group Intesa Sanpaolo S.p.A. in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo S.p.A. 1,505 $296K 0.02% -1,420 13F-HR Timeline Group Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 1,500 $296K 0.06% 0 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 1,486 $293K 0.01% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,469 $290K 0.05% -22,531 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,466 $290K 0.01% +20 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 1,466 $290K 0.12% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,464 $289K <0.01% +189 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 1,450 $286K 0.06% -90 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,445 $285K 0.01% -154 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,410 $278K <0.01% new 13F-HR Timeline Group EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 1,406 $278K 0.01% +511 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 1,397 $276K 0.02% -2 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,393 $275K 0.02% +59 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,385 $274K <0.01% +50 13F-HR Timeline Group Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,364 $269K 0.03% +48 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 1,359 $268K 0.08% +5 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,353 $267K <0.01% -9,998 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,352 $267K 0.01% +23 13F-HR Timeline T3 Companies, LLC in group T3 Companies, LLC More: the full row for T3 Companies, LLC 1,350 $267K 0.36% new 13F-HR Timeline Group Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 1,348 $266K 0.02% new 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 1,348 $266K 0.03% +447 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,333 $263K <0.01% -227 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,330 $263K 0.01% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,323 $261K <0.01% -40 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,322 $261K <0.01% -330 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,321 $261K <0.01% -668 13F-HR Timeline Group Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,318 $260K 0.03% -100 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,306 $258K 0.03% -217 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,306 $258K <0.01% -530 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 1,295 $256K 0.01% new 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 1,283 $253K <0.01% -2,669 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,277 $252K 0.02% new 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,272 $251K 0.01% -58 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 1,259 $249K 0.02% +353 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,245 $246K +582 Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 1,242 $245K 0.06% new 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 1,229 $243K 0.04% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,221 $241K <0.01% +725 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,200 $237K <0.01% +145 13F-HR Timeline PDT Partners, LLC More: the full row for PDT Partners, LLC 1,200 $237K 0.01% new 13F-HR Timeline West Tower Group, LLC More: the full row for West Tower Group, LLC 1,200 $237K 0.74% new 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 1,193 $236K 0.03% +154 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 1,192 $235K <0.01% new 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,176 $232K 0.07% new 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,171 $231K <0.01% +357 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 1,169 $231K <0.01% -60,064 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,168 $231K 0.02% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,159 $229K 0.02% +9 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 1,157 $229K <0.01% +268 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 1,153 $228K 0.13% +71 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,152 $227K 0.03% -160 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,150 $227K 0.01% +8 13F-HR Timeline CONWAY CAPITAL MANAGEMENT, INC. More: the full row for CONWAY CAPITAL MANAGEMENT, INC. 1,145 $226K 0.11% -390 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,140 $225K 0.04% new 13F-HR Timeline Group SUMMITRY LLC More: the full row for SUMMITRY LLC 1,136 $224K 0.01% new 13F-HR/A Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 1,125 $222K 0.01% -873 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,123 $222K 0.1% +4 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,114 $220K 0.07% -2,928 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 1,108 $219K 0.02% 0 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 1,100 $217K 0.01% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,098 $217K 0.01% -122 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,094 $216K 0.02% -547 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 1,050 $215K 0.09% new 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 1,090 $215K 0.12% 0 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 1,080 $213K 0.15% 0 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 1,076 $213K 0.01% +76 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,073 $212K 0.01% +116 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 1,060 $209K 0.03% new 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 1,055 $208K 0.05% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,054 $208K <0.01% -29 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 1,054 $208K 0.06% -4,950 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,053 $208K <0.01% +139 13F-HR Timeline Altar Rock LLC More: the full row for Altar Rock LLC 1,051 $208K 0.24% new 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 $207K 0.05% 0 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 936 $202K 0.01% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,019 $201K <0.01% +136 13F-HR Timeline Group HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 1,017 $201K 0.08% new 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,016 $201K <0.01% +38 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 1,016 $201K 0.06% 0 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 1,015 $200K 0.08% new 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 1,002 $198K 0.01% -7,131 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,000 $198K 0.01% +902 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 932 $184K 0.01% -3,084 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 930 $184K 0.02% -236 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 924 $182K 0.01% -831 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 849 $168K <0.01% +305 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 818 $162K <0.01% -78 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 832 $161K 0.01% -131 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 785 $155K 0.01% -144 13F-HR Timeline Group LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 773 $153K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 748 $148K 0.05% -421 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 705 $140K 0.01% +238 13F-HR Timeline MSA Advisors, LLC More: the full row for MSA Advisors, LLC 706 $139K 0.04% new 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 705 $139K <0.01% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 669 $132K 0.06% +49 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 667 $132K 0.02% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 659 $130K 0.03% +636 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 646 $128K 0.04% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 643 $127K 0.02% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 641 $127K <0.01% +77 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 600 $118K <0.01% -88 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 594 $117K <0.01% 0 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 564 $112K 0.02% +26 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 566 $112K <0.01% +31 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 550 $109K 0.06% +275 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 540 $107K <0.01% +6 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 514 $102K 0.01% 0 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 487 $96.2K 0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 487 $96.2K 0.05% -10 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 477 $94.5K 0.06% +21 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 468 $92K 0.01% +261 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 464 $91.6K 0.04% -22 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 454 $89.7K 0.01% -17 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 453 $89.1K <0.01% -286 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 440 $86.9K 0.02% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 427 $84.4K 0.01% +208 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 420 $83K 0.01% -10 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 401 $79.2K 0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 400 $79K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 355 $70.1K 0.01% +131 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 355 $70.1K 0.01% new 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 354 $69.9K 0.02% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 344 $67.9K <0.01% +142 13F-HR Timeline Group Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 343 $67.7K 0.04% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 340 $67.2K <0.01% 0 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 323 $64K <0.01% -87 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 323 $63.8K 0.02% +181 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 320 $63.2K 0.02% -13 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 319 $63K <0.01% -41 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 314 $62K 0.01% -11 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 300 $59.2K 0.02% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 300 $59.2K 0.02% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 300 $59.2K 0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 297 $58.7K <0.01% -1,172 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 294 $58.1K 0.01% +113 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 292 $57.7K 0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 271 $53.5K <0.01% +8 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 270 $53.3K <0.01% new 13F-HR/A Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 267 $52.7K 0.03% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 254 $50.2K 0.01% -28 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 253 $50K 0.02% 13F-HR Timeline