Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,117 $584K 0.01% +157 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1,103 $577K 0.12% -14 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 1,103 $577K 0.07% -84 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,103 $576K 0.01% +640 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 1,100 $575K 0.02% 0 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 1,098 $574K 0.35% +170 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 1,076 $562K 0.02% +18 13F-HR Timeline Group Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,038 $560K 0.12% +91 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 1,071 $560K 0.22% -40 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 1,067 $558K 0.11% +7 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 1,055 $551K 0.11% -25 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 1,054 $551K <0.01% -103 13F-HR Timeline Group RMR Wealth Builders More: the full row for RMR Wealth Builders 1,053 $550K 0.04% +17 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 1,048 $548K 0.17% +7 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,047 $547K <0.01% +265 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,081 $546K 0.02% +292 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 1,026 $536K 0.01% +391 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 1,006 $533K +525 Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 1,016 $531K 0.16% +305 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 986 $525K 0.02% +72 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,004 $525K 0.06% -2 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 1,002 $524K 0.1% 0 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 1,000 $523K 0.34% 0 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 981 $513K 0.03% +503 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 981 $513K 0.02% -6,705 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 948 $510K 0.01% -75 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 956 $500K 0.15% -6 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 955 $499K 0.03% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 951 $497K 0.02% +60 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 950 $496K 0.04% +102 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 927 $485K 0.03% +36 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 926 $484K <0.01% +30 13F-HR Timeline Group Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 921 $482K 0.02% -114 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 915 $476K <0.01% 0 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 907 $474K 0.15% -12 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Atom Investors LP More: the full row for Atom Investors LP 899 $470K 0.03% new 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 892 $466K 0.03% -224 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 891 $466K 0.03% +52 13F-HR Timeline Group NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 891 $466K 0.02% -215 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 886 $463K 0.02% +500 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 881 $461K 0.01% -70 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 881 $461K 0.03% +254 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 880 $460K 0.04% +48 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 879 $459K 0.07% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 876 $458K 0.02% -41 13F-HR Timeline Group JACOBS LEVY EQUITY MANAGEMENT, INC More: the full row for JACOBS LEVY EQUITY MANAGEMENT, INC 869 $454K <0.01% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 867 $453K <0.01% +187 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 860 $450K 0.02% 0 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 859 $449K 0.17% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 877 $447K 0.03% -54 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 852 $445K 0.01% +472 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 847 $443K 0.02% +31 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 844 $441K 0.01% +322 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 843 $440K 0.02% +54 13F-HR Timeline DoubleLine ETF Adviser LP More: the full row for DoubleLine ETF Adviser LP 831 $434K 0.17% -141 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 828 $433K <0.01% -21 13F-HR Timeline Group Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 817 $427K 0.1% -71 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 809 $423K 0.02% +25 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 809 $423K 0.16% new 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 807 $422K 0.06% +2 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 802 $419K 0.11% 0 13F-HR Timeline Group Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 797 $416K 0.37% -6 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 788 $412K 0.08% 0 13F-HR Timeline COOPER CREEK PARTNERS MANAGEMENT LLC More: the full row for COOPER CREEK PARTNERS MANAGEMENT LLC 782 $409K 0.02% 0 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 780 $408K 0.01% -6 13F-HR Timeline Group ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 777 $406K 0.01% -38 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 710 $406K 0.11% +152 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 776 $406K <0.01% +221 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 770 $402K 0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 768 $402K 0.01% +61 13F-HR/A Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 768 $401K <0.01% -281 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 767 $401K 0.03% -1 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 766 $400K <0.01% -8 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 765 $400K 0.12% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 763 $399K 0.04% +17 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 762 $398K 0.01% +15 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 752 $393K 0.01% -134 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 752 $393K 0.03% -228 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 750 $392K 0.01% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 735 $384K 0.01% -544 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 728 $381K 0.08% +85 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 726 $379K 0.06% -2 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 726 $379K 0.13% new 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 722 $377K <0.01% +20 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 720 $376K 0.13% +291 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 715 $374K 0.03% +30 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 710 $371K 0.07% -227 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 709 $371K 0.03% -9 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 705 $369K <0.01% -120 13F-HR Timeline Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 702 $367K 0.36% +90 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 696 $364K 0.01% +58 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 693 $362K 0.11% new 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 690 $361K 0.04% +143 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 687 $359K 0.06% +106 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 702 $358K 0.06% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 685 $358K <0.01% +91 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 680 $355K 0.03% +661 13F-HR Timeline Group Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 670 $350K 0.12% +6 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 664 $347K 0.01% +107 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 657 $343K <0.01% -341 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 657 $343K 0.01% +85 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 656 $343K 0.04% new 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 654 $342K 0.04% new 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 651 $340K 0.07% +171 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 643 $336K 0.2% -407 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 595 $336K 0.06% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 640 $334K 0.03% +32 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 639 $334K 0.33% -163 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 636 $332K 0.01% +18 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 626 $327K 0.01% +177 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 624 $326K <0.01% -491 13F-HR Timeline Group Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 639 $326K <0.01% 0 13F-HR Timeline Group Claro Advisors Inc. More: the full row for Claro Advisors Inc. 617 $323K 0.04% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 609 $318K 0.01% +115 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 608 $318K 0.02% -264 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 606 $317K 0.07% new 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 605 $316K <0.01% -1,205 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 602 $315K 0.02% +266 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 599 $313K <0.01% -246 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 597 $312K 0.02% +107 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 595 $311K 0.02% +87 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 595 $311K 0.05% -3,049 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 587 $307K 0.01% -103 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 534 $304K 0.02% -10 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 581 $304K 0.01% -43 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 579 $303K <0.01% -10 13F-HR Timeline Group Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 573 $300K 0.04% 0 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 571 $299K 0.17% -204 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 569 $297K 0.15% -123 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 566 $296K <0.01% +118 13F-HR Timeline Group PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 560 $293K 0.02% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 556 $290K 0.02% new 13F-HR Timeline Group PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 554 $290K 0.05% new 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 553 $289K 0.01% new 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 552 $289K 0.02% +33 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 549 $287K 0.07% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 546 $285K 0.03% +15 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 540 $282K 0.1% -45 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 540 $282K 0.08% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 537 $281K 0.03% 0 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 530 $277K 0.2% 0 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 529 $277K 0.11% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Trust Asset Management LLC More: the full row for Trust Asset Management LLC 525 $274K 0.02% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 524 $274K 0.02% +30 13F-HR Timeline Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 519 $271K 0.23% -523 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 511 $267K 0.14% -14 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 510 $267K 0.02% +113 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 508 $266K 0.02% 0 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 504 $263K 0.04% new 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 504 $263K <0.01% -11 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 504 $263K 0.1% -398 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 485 $263K <0.01% -32 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 503 $263K 0.01% -181 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 502 $262K 0.04% -3 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 502 $262K 0.09% -40 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 501 $262K 0.04% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 500 $261K 0.03% +11 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 499 $261K 0.06% 0 13F-HR Timeline FRONTIER CAPITAL MANAGEMENT CO LLC More: the full row for FRONTIER CAPITAL MANAGEMENT CO LLC 497 $260K <0.01% +55 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 494 $258K 0.01% +72 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 492 $257K 0.05% 0 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 485 $254K <0.01% -478,172 13F-HR Timeline Group OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 558 $253K <0.01% +80 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 484 $253K 0.23% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 481 $251K 0.02% -5 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 481 $251K 0.01% +22 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 492 $251K 0.01% +53 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 480 $251K 0.24% -17 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 478 $250K <0.01% new 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 470 $246K 0.01% +14 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 470 $246K 0.02% new 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 465 $243K 0.19% 0 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 464 $243K 0.02% 0 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 460 $240K 0.08% -534 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 458 $239K 0.05% +2 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 450 $235K 0.09% new 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 447 $234K 0.08% +85 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $234K 0.1% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 446 $233K 0.02% -137 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 441 $231K 0.09% new 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 440 $230K 0.01% -227 13F-HR Timeline Group SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 440 $230K <0.01% -352 13F-HR/A Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 438 $229K 0.04% 0 13F-HR Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 438 $229K <0.01% 0 13F-HR Timeline Group Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 434 $227K 0.08% -38 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 431 $225K 0.03% 0 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 427 $223K 0.05% -271 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 426 $223K 0.03% -570 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 426 $223K <0.01% new 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 425 $222K <0.01% +3 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 423 $221K <0.01% -2 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 420 $220K 0.01% +7 13F-HR/A Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 418 $218K <0.01% +10 13F-HR Timeline Group Altar Rock LLC More: the full row for Altar Rock LLC 418 $218K 0.26% +78 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 417 $218K 0.01% +2 13F-HR Timeline Belfer Management LLC More: the full row for Belfer Management LLC 416 $217K 3.64% +15 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 359 $217K 0.02% +17 13F-HR Timeline Group LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 411 $215K 0.08% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 410 $214K 0.02% -99 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 408 $213K 0.03% -8 13F-HR Timeline