ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 10,079 $608K 0.05% new 13F-HR/A Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 10,035 $605K 0.04% +875 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 9,981 $602K 0.11% -2,977 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 9,849 $600K 0.04% -44 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 9,903 $597K 0.06% +193 13F-HR Timeline Group Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 9,885 $596K 0.05% -3,544 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 9,820 $592K 0.03% -2,311 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 9,803 $591K 0.06% +1,830 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 9,789 $590K 0.19% -191 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 9,749 $588K 0.1% +4,965 13F-HR Timeline CX Institutional More: the full row for CX Institutional 9,744 $588K 0.02% +787 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 9,720 $586K 0.12% +4,067 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 9,642 $582K 0.34% +143 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 9,617 $580K 0.63% -41 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 9,560 $577K 0.29% -338 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 9,493 $573K 0.21% +420 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 9,482 $572K 0.05% new 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 9,464 $571K 0.07% -39,848 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 9,380 $570K 0.06% +3,348 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 9,450 $570K 0.09% new 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 9,444 $570K 0.17% new 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 9,427 $569K 0.07% -3,535 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 9,426 $569K 0.05% +2,143 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 9,396 $567K 0.05% -1,360 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 9,298 $561K 0.05% -2,002 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 9,291 $560K 0.08% -5,060 13F-HR/A Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 9,188 $558K 0.05% -103 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 9,235 $557K 0.11% new 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 9,215 $556K 0.26% -3,393 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 9,200 $555K 0.36% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 9,159 $552K 0.11% -1,142 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 9,151 $552K 0.32% -13 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 9,137 $551K 0.01% -1,654 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 8,378 $550K 0.09% new 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 9,068 $547K 0.06% +502 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 9,016 $544K 0.58% 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 9,000 $543K 0.21% new 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 8,996 $543K 0.14% -3,000 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 8,985 $542K 0.12% +29 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 8,955 $540K 0.26% +530 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 8,950 $540K 0.16% +5,130 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 8,945 $540K 0.23% -1,485 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 8,935 $539K 0.35% -40 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 8,898 $537K 0.16% -476 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 8,778 $529K 0.21% -7,262 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 7,222 $527K 0.03% +16 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 8,735 $527K 0.32% 0 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 8,730 $527K 0.47% -160 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 8,634 $521K 0.16% +1,411 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 8,585 $518K 0.03% -11,117 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 8,578 $517K 0.04% -13,757 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 7,622 $513K 0.05% +1,902 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 8,500 $513K 0.52% -600 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 8,474 $511K 0.03% -3,191 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 8,469 $511K 0.17% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 8,412 $507K 0.03% -1,465 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 8,405 $507K 0.08% -147 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 8,369 $505K 0.18% +118 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 8,339 $503K 0.07% -270 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 8,334 $503K 0.27% -1,572 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 8,325 $502K 0.3% -150 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 7,449 $499K 0.15% +525 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 8,274 $499K 0.01% -4,103 13F-HR Timeline Regal Partners Ltd in group Regal Partners Ltd More: the full row for Regal Partners Ltd 8,272 $499K 0.05% new 13F-HR Timeline Group Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 8,236 $497K 0.02% -4,307 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 8,230 $496K 0.06% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 8,228 $496K 0.11% +3,503 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 8,117 $490K 0.17% new 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 8,086 $488K 0.03% -29 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 8,009 $483K 0.03% -20 13F-HR Timeline Artemis Wealth Advisors, LLC More: the full row for Artemis Wealth Advisors, LLC 8,000 $483K 0.09% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 7,955 $480K 0.01% +4,149 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 7,897 $476K 0.03% -4,648 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 7,887 $476K 0.09% -141 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 7,864 $474K <0.01% -2,657 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 7,838 $473K 0.37% +2,440 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 7,826 $472K 0.1% -162 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 7,823 $472K 0.02% -1,571 13F-HR Timeline PALO ALTO WEALTH ADVISORS, LLC More: the full row for PALO ALTO WEALTH ADVISORS, LLC 7,820 $472K 0.17% +20 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 7,800 $470K 0.12% +2,800 13F-HR Timeline Audent Global Asset Management, LLC More: the full row for Audent Global Asset Management, LLC 7,787 $470K 0.31% new 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 7,771 $469K 0.02% +4,946 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 7,770 $469K 0.02% +3,809 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 7,750 $467K 0.3% -5,495 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 7,748 $467K 0.02% -212,382 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 7,745 $467K 0.19% -6 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 7,741 $467K 0.05% +1,512 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 7,725 $466K 0.41% 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 7,720 $466K 0.28% +1,640 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 7,713 $465K 0.07% +373 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 7,698 $464K 0.03% +266 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 7,679 $463K <0.01% -58 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 7,670 $463K 0.04% -109 13F-HR Timeline Unison Asset Management LLC More: the full row for Unison Asset Management LLC 7,650 $461K 0.23% -46,066 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 7,627 $460K 0.33% +955 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 7,600 $458K 0.05% 0 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 7,573 $457K 0.38% -47 13F-HR Timeline Peninsula Wealth, LLC More: the full row for Peninsula Wealth, LLC 7,534 $454K 0.08% -417 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 7,519 $454K 0.19% new 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 7,509 $453K 0.3% 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 7,508 $453K 0.03% -45,024 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 7,508 $453K 0.01% -884 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 7,503 $453K 0.13% -119 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 7,490 $452K 0.01% new 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 7,486 $452K 0.11% +2,644 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 7,440 $449K 0.3% -182 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 6,642 $447K 0.04% -328 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 7,409 $447K 0.05% -3,182 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 7,396 $446K 0.16% +4,252 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 7,350 $443K 0.03% +2,397 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 7,326 $442K 0.17% +368 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 7,300 $440K 0.48% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Harbor Advisors LLC More: the full row for Harbor Advisors LLC 7,298 $440K 0.07% 0 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 7,271 $439K 0.23% +902 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 7,231 $436K 0.04% +237 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 7,227 $436K 0.42% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 7,201 $434K 0.03% +478 13F-HR/A Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 7,195 $434K 0.29% +3,720 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 7,177 $433K 0.03% +851 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 7,175 $433K 0.01% 13F-HR Timeline Eos Management, L.P. More: the full row for Eos Management, L.P. 7,142 $431K 0.18% 0 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 7,132 $430K 0.26% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 7,096 $428K 0.08% +1,024 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 7,074 $427K 0.32% new 13F-HR Timeline Group EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 7,017 $423K 0.21% -538 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 7,010 $423K 0.27% +1,110 13F-HR Timeline Group Fernwood Investment Management, LLC More: the full row for Fernwood Investment Management, LLC 7,010 $423K 0.15% -30 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 7,000 $422K 0.26% 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 6,992 $422K 0.03% -826 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 6,385 $421K 0.04% +725 13F-HR Timeline Group Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 6,965 $420K 0.14% 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 6,933 $418K 0.39% 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 6,930 $418K 0.06% -5,379 13F-HR Timeline NINE MASTS CAPITAL Ltd More: the full row for NINE MASTS CAPITAL Ltd 6,924 $418K 0.08% new 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 6,903 $416K 0.01% +3,414 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 6,900 $416K 0.07% -2,100 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 6,884 $415K 0.41% 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 6,881 $415K 0.04% -373 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 6,880 $415K 0.32% 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 6,866 $414K 0.01% +304 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 6,838 $412K 0.02% -5,281 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 6,826 $412K 0.03% +4,000 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 6,802 $410K 0.04% +888 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 6,797 $410K +241 Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 6,744 $410K 0.03% +885 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 6,791 $410K 0.16% +3,658 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 6,786 $409K 0.08% +3,685 13F-HR Timeline Latash Investments, LLC More: the full row for Latash Investments, LLC 6,777 $409K 0.32% 0 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 6,747 $407K 0.03% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 5,932 $407K 0.01% -132 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 6,724 $406K 0.4% 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 6,715 $405K 0.16% +50 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 6,718 $405K 0.07% +244 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 6,682 $403K 0.09% -5 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 6,669 $402K 0.08% +182 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 6,663 $402K 0.2% +2,088 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 6,660 $402K 0.03% +222 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 6,632 $400K 0.01% -25 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 6,617 $399K 0.18% +191 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 6,611 $399K 0.05% +212 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 6,606 $398K 0.05% +155 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 6,562 $396K 0.01% -274 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 6,551 $395K 0.01% new 13F-HR/A Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 6,520 $393K 0.03% -1,106 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 6,495 $392K 0.58% 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 6,478 $391K 0.11% -988 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 6,475 $391K 0.07% -5 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 6,473 $390K 0.03% +643 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 6,465 $390K 0.23% new 13F-HR Timeline Group Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 6,452 $389K 0.01% +1,213 13F-HR Timeline Group Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 6,422 $387K 0.16% -694 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 6,399 $386K 0.11% -103 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 6,365 $384K 0.23% +1,333 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 6,358 $384K 0.02% -276,466 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MBL Wealth, LLC More: the full row for MBL Wealth, LLC 6,288 $379K 0.04% +385 13F-HR Timeline Kolinsky Wealth Management, LLC More: the full row for Kolinsky Wealth Management, LLC 6,275 $379K 0.23% -1,875 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 6,235 $376K 0.06% +1,436 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 6,215 $375K 0.08% 0 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 6,198 $374K 0.05% +180 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 6,195 $374K 0.03% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 6,179 $373K 0.04% +2,863 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 6,170 $372K 0.01% +60 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 6,142 $370K 0.02% new 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 6,130 $370K 0.23% -110 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 6,105 $368K 0.14% +1,071 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 6,100 $367K 0.19% +2,805 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 6,076 $367K 0.08% new 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 6,073 $366K 0.13% 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 6,069 $366K 0.01% +425 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 6,065 $366K 0.03% -299 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 5,453 $365K 0.31% 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 6,010 $362K <0.01% +653 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 6,000 $362K 0.05% +146 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 5,978 $361K 0.01% +445 13F-HR Timeline Kingstone Capital Partners Texas, LLC More: the full row for Kingstone Capital Partners Texas, LLC 5,946 $359K 0.29% 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 5,951 $359K 0.02% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 5,946 $359K 0.21% -367 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 5,901 $356K 0.04% -322 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 5,887 $355K 0.22% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5,797 $350K <0.01% -13,918 13F-HR/A Timeline