AE Wealth Management LLC More: the full row for AE Wealth Management LLC 10,531 $1.35M 0.01% +452 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 10,394 $1.33M 0.01% +2,643 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 10,350 $1.33M 0.1% -1,353 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 10,317 $1.32M 0.01% +3,942 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 10,302 $1.32M 0.11% +989 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 10,256 $1.32M 0.03% +8,792 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 10,230 $1.31M 0.05% +3,834 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 10,181 $1.31M 0.43% +3,387 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 10,059 $1.29M 0.62% +1,242 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 10,018 $1.29M 0.06% new 13F-HR Timeline LDR Capital Management LLC More: the full row for LDR Capital Management LLC 10,016 $1.29M 1.66% -3,494 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 10,009 $1.29M 0.41% +229 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 10,000 $1.28M 0.03% +5,000 13F-HR Timeline Carmignac Gestion More: the full row for Carmignac Gestion 10,000 $1.28M 0.02% new 13F-HR Timeline KP Management LLC More: the full row for KP Management LLC 10,000 $1.28M 0.52% -17,171 13F-HR/A Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 9,960 $1.28M 0.19% +560 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 9,850 $1.26M 0.03% 0 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 9,844 $1.26M 0.06% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 9,831 $1.26M 0.06% -3,216 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 9,168 $1.26M 0.03% +704 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 9,614 $1.23M 0.08% -749 13F-HR/A Timeline Group PLATINUM INVESTMENT MANAGEMENT LTD More: the full row for PLATINUM INVESTMENT MANAGEMENT LTD 9,539 $1.22M 0.08% new 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 9,491 $1.22M 0.08% new 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 9,450 $1.21M 0.13% -3,381 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 9,446 $1.21M 0.02% -4,001 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 9,393 $1.21M 0.01% -92,548 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 9,342 $1.2M 0.55% +511 13F-HR Timeline MIZUHO FINANCIAL GROUP INC group of 3 filers holding More: the full row for MIZUHO FINANCIAL GROUP INC 9,302 $1.19M -10,530 Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 9,262 $1.19M 0.05% +485 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 9,225 $1.18M 0.05% 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 9,147 $1.18M 0.02% +5,173 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 3,103 $1.17M 0.81% new 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 9,080 $1.17M 0.43% -1,503 13F-HR Timeline Group Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 9,058 $1.16M 0.38% +2,320 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 9,000 $1.16M 0.4% 0 13F-HR Timeline Oasis Management Co Ltd. in group Oasis Management Co Ltd. More: the full row for Oasis Management Co Ltd. 9,000 $1.16M 0.27% new 13F-HR Timeline Group NICOLA WEALTH MANAGEMENT LTD. More: the full row for NICOLA WEALTH MANAGEMENT LTD. 9,000 $1.16M 0.11% -7,000 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 8,914 $1.14M 0.02% +213 13F-HR Timeline Group Investment Management Corp of Ontario More: the full row for Investment Management Corp of Ontario 8,900 $1.14M 0.02% -1,200 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 8,867 $1.14M 0.99% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 8,804 $1.13M 0.41% +79 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 8,800 $1.13M 0.14% +4,000 13F-HR Timeline Caldwell Investment Management Ltd. More: the full row for Caldwell Investment Management Ltd. 8,700 $1.12M 0.97% new 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 8,674 $1.11M 0.01% -48 13F-HR Timeline EMERALD ADVISERS, LLC in group EMERALD ADVISERS, LLC More: the full row for EMERALD ADVISERS, LLC 8,635 $1.11M 0.04% +661 13F-HR Timeline Group StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 8,619 $1.11M 0.53% +834 13F-HR Timeline SoundStone Italy S.r.l. More: the full row for SoundStone Italy S.r.l. 8,500 $1.09M 0.54% new 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 8,375 $1.08M 0.23% -545 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 8,349 $1.07M 0.01% -2,266 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 8,308 $1.07M 0.08% +1,475 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 8,222 $1.06M 0.13% 0 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 8,191 $1.05M 0.09% -75 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 8,187 $1.05M <0.01% -615 13F-HR Timeline Group Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 8,114 $1.05M 0.64% +364 13F-HR Timeline JACOBS LEVY EQUITY MANAGEMENT, INC More: the full row for JACOBS LEVY EQUITY MANAGEMENT, INC 8,047 $1.03M <0.01% new 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 8,024 $1.03M 0.01% +3,989 13F-HR Timeline Group WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 8,000 $1.03M 0.45% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 7,981 $1.02M 0.03% +809 13F-HR Timeline GUARDIAN CAPITAL LP in group GUARDIAN CAPITAL LP More: the full row for GUARDIAN CAPITAL LP 7,832 $1.01M 0.04% +768 13F-HR Timeline Group VIRGINIA RETIREMENT SYSTEMS ET Al More: the full row for VIRGINIA RETIREMENT SYSTEMS ET Al 7,800 $1M 0.01% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 7,777 $999K 0.05% -717 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 7,774 $998K 0.21% +1,655 13F-HR Timeline GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 2,981 $998K 0.37% -933 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 7,760 $996K 0.49% +252 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 7,712 $990K 0.03% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 7,702 $989K 0.08% -408 13F-HR Timeline Rithm Capital Corp. More: the full row for Rithm Capital Corp. 7,700 $989K 1.98% +3,000 13F-HR/A Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 7,680 $986K 0.01% -4,239 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 7,636 $981K 0.2% +151 13F-HR/A Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 7,628 $980K 0.11% +1,998 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 7,555 $970K 0.43% +750 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 7,544 $969K 0.4% +615 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 7,517 $965K 0.02% +586 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 7,509 $964K 0.05% -4,518 13F-HR/A Timeline Cannon Global Investment Management, LLC More: the full row for Cannon Global Investment Management, LLC 7,500 $963K 2.62% new 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 7,500 $963K 0.27% new 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 7,435 $955K 0.19% -4,584 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 7,409 $951K 0.45% -1,731 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 7,384 $948K 0.83% +3,487 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 7,264 $933K 0.17% -229 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 7,173 $921K 0.01% -585 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 7,168 $920K 0.02% +1,739 13F-HR Timeline Group WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 7,150 $918K 0.34% -1,000 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 7,018 $901K 0.05% new 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 6,991 $898K 0.27% -292 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Peterson Wealth Services More: the full row for Peterson Wealth Services 6,890 $885K 0.24% -1 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 6,885 $884K 0.17% +1,674 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 6,880 $883K 0.06% +1,253 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 6,852 $880K 0.65% 0 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 6,796 $873K 0.22% +219 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 6,733 $865K 0.02% -7,117 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 6,618 $850K 0.48% new 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 6,669 $848K 0.01% +6,669 13F-HR Timeline Group Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 6,582 $845K 0.24% -460 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 6,575 $844K 0.01% -106 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 6,532 $839K 0.03% +1,000 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 6,497 $834K 0.01% -208 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 6,462 $830K 0.01% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 6,457 $829K 0.05% -29,945 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 6,448 $827K 0.06% new 13F-HR Timeline Group Calydon Capital More: the full row for Calydon Capital 6,422 $825K 0.08% -1,419 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 6,440 $823K 0.02% -264 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 6,398 $822K 0.33% 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 6,387 $820K 0.05% +1,225 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 6,376 $819K 0.01% new 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 6,359 $817K 0.13% +981 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 6,321 $812K 0.01% -7,516 13F-HR Timeline Group PARUS FINANCE (UK) Ltd More: the full row for PARUS FINANCE (UK) Ltd 6,287 $807K 0.23% +1,228 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 6,279 $806K 0.01% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 6,249 $802K 0.01% +439 13F-HR Timeline Foresight Group Ltd Liability Partnersh… More: the full row for Foresight Group Ltd Liability Partnership 6,238 $793K 0.11% +1,115 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 6,152 $790K 0.01% +201 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 6,150 $790K -568 Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 6,124 $786K 0.24% -195 13F-HR Timeline UniSuper Management Pty Ltd More: the full row for UniSuper Management Pty Ltd 6,100 $783K 0.01% -700 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,099 $783K 0.07% +1,578 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 6,049 $777K 0.15% +1,321 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 6,025 $774K 0.1% +167 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 6,010 $772K 0.3% +80 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 5,975 $767K 0.14% +70 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 5,916 $760K 0.07% -2,026 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 5,900 $758K 0.43% -880 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 5,875 $754K 0.18% +311 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 5,853 $752K 0.36% -195 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 5,830 $749K 0.09% +297 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 5,829 $748K 0.03% +627 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 5,800 $745K 0.05% -1,222 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 5,799 $745K <0.01% +2,471 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,755 $739K 0.01% -132 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 5,805 $737K 0.07% -1,028 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 5,713 $734K 0.6% +2 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 5,703 $732K 0.03% -2 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 5,696 $731K 0.02% -38 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 5,673 $728K 0.19% new 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 5,652 $726K 0.06% new 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 5,636 $724K 0.01% +206 13F-HR/A Timeline Group Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 5,633 $723K 0.08% +3 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 5,587 $717K 0.04% new 13F-HR/A Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 5,581 $717K 0.08% -218 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 5,580 $717K 0.01% +50 13F-HR Timeline Mosaic Advisors LLC More: the full row for Mosaic Advisors LLC 5,545 $712K 1.05% -3,335 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 5,500 $706K 0.08% 0 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 5,489 $705K 0.23% 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 5,455 $701K 0.26% +765 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 5,450 $700K 1.03% +4,150 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 5,370 $690K 0.02% +167 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 5,366 $689K 0.04% new 13F-HR Timeline Group Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 5,350 $687K -169,174 Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 5,314 $682K 0.13% new 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 5,310 $682K 0.3% +63 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 5,262 $676K 0.26% -2,180 13F-HR/A Timeline Group Plancorp, LLC More: the full row for Plancorp, LLC 5,250 $674K 0.02% -55 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 5,222 $671K 0.12% new 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 4,733 $670K 0.19% +167 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 5,214 $670K 0.01% +200 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,211 $669K 0.02% +1,732 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 5,200 $668K 0.04% -6,930 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 5,200 $668K 0.03% +655 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,189 $666K 0.01% -1,466 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 5,144 $661K 0.04% +997 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 4,707 $660K 0.94% 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 5,095 $654K 0.32% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 5,083 $653K 0.06% +499 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 5,152 $651K 0.11% +1,717 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 4,988 $649K 0.02% +806 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 5,051 $649K 0.34% -152 13F-HR Timeline Central Asset Investments & Management … More: the full row for Central Asset Investments & Management Holdings (HK) Ltd 5,050 $648K 0.55% new 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 5,045 $648K 0.16% +40 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 5,000 $642K 0.11% 0 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 5,000 $642K 0.27% new 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 4,463 $641K 0.02% +1,219 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 4,994 $641K 0.05% -470 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 4,972 $638K 0.04% +17 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 4,925 $632K 0.15% 0 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 4,900 $629K 0.44% +200 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 4,886 $627K 0.07% +1,290 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 4,874 $626K 0.02% +124 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 4,859 $624K 0.01% -35,220 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 4,812 $618K 0.41% -4,572 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 4,800 $616K 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,746 $609K 0.01% +3,263 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 4,741 $609K 0.01% new 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 4,715 $605K 0.02% +295 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 4,713 $605K 0.21% -203 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 4,930 $604K <0.01% -16,220 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 4,695 $603K 0.38% +1 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 4,668 $599K 0.05% +1,672 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 4,641 $596K 0.03% +452 13F-HR Timeline J.P. Marvel Investment Advisors, LLC More: the full row for J.P. Marvel Investment Advisors, LLC 4,600 $591K 0.1% 0 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 4,595 $590K 0.2% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 4,591 $590K 0.05% -8 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 4,575 $587K 0.21% new 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 4,561 $586K 0.01% +15 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. 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