OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,754 $451K <0.01% +190 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,747 $450K 0.01% +282 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 3,720 $447K 0.35% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 3,708 $445K <0.01% +66 13F-HR Timeline Corton Capital Inc. More: the full row for Corton Capital Inc. 3,673 $441K 1.08% -6,399 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 3,652 $438K <0.01% -25 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,638 $437K 0.01% -283 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 3,620 $435K 0.11% +280 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,585 $430K 0.03% -668 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 3,583 $430K 0.01% +107 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 3,568 $428K 0.14% -330 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 3,557 $427K 0.05% +44 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 3,543 $425K 0.11% new 13F-HR Timeline Group Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 3,572 $424K 0.05% new 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 3,506 $421K 0.02% +6 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 2,571 $421K 0.19% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 3,500 $420K 0.02% new 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 3,473 $417K 0.07% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 3,411 $410K 0.01% new 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,384 $406K 0.04% -2,367 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,377 $406K 0.06% -102 13F-HR Timeline Group GERBER, LLC More: the full row for GERBER, LLC 3,381 $406K 0.26% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,379 $406K 0.03% -81 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 3,348 $402K 0.01% +8 13F-HR/A Timeline TORTOISE CAPITAL ADVISORS, L.L.C. More: the full row for TORTOISE CAPITAL ADVISORS, L.L.C. 3,326 $399K 0.01% new 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 3,309 $397K -1,348 Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 3,297 $396K 0.02% new 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 3,296 $396K 0.07% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,264 $392K 0.02% new 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 3,262 $392K 0.04% -2,374 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 3,229 $388K 0.09% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,185 $382K 0.01% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,185 $382K 0.02% new 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 3,179 $382K 0.05% -10 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,110 $373K 0.04% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,188 $372K 0.02% +1,896 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,093 $371K <0.01% -677 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 3,088 $371K 0.01% new 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 3,086 $371K 0.15% new 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 3,075 $369K 0.03% -739 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 3,070 $369K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,062 $368K 0.05% +938 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 3,051 $366K 0.21% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,043 $365K 0.03% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,018 $362K 0.02% new 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 3,006 $361K 0.04% -994 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,000 $360K 0.03% -172 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,968 $356K 0.01% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,968 $356K 0.01% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,964 $356K 0.02% new 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 2,944 $353K 0.01% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,942 $353K 0.06% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,924 $351K 0.01% new 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 2,924 $351K <0.01% -13,942 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,906 $349K 0.02% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,892 $347K 0.05% -1,918 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,879 $346K 0.02% -618 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 2,879 $346K 0.04% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,846 $342K 0.01% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,830 $340K 0.06% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,827 $339K <0.01% new 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 2,824 $339K 0.13% new 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 2,787 $335K 0.07% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,786 $334K 0.02% new 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 2,749 $333K 0.03% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,770 $333K 0.01% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,760 $331K 0.01% -400 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 2,743 $329K 0.06% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,714 $326K <0.01% +238 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 2,681 $322K <0.01% new 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,669 $320K 0.03% new 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 2,642 $317K 0.05% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,644 $317K <0.01% +178 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,633 $316K <0.01% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,594 $311K 0.01% new 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,591 $311K 0.01% new 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 2,591 $311K <0.01% +337 13F-HR Timeline Group Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 2,519 $302K 0.03% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,514 $302K 0.05% +90 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 2,506 $301K 0.12% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,464 $296K 0.02% new 13F-HR Timeline Group Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 2,431 $292K 0.16% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 2,421 $291K 0.01% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,386 $286K 0.01% new 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 2,452 $286K <0.01% +722 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 2,369 $284K 0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,344 $281K <0.01% new 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 2,333 $280K 0.04% new 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 2,330 $280K <0.01% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,324 $279K <0.01% new 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 2,323 $279K 0.04% -3,361 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 2,308 $277K 0.18% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,292 $275K <0.01% +302 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,288 $275K 0.01% +978 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 2,280 $274K 0.07% new 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 2,261 $271K 0.06% new 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 2,234 $268K 0.2% new 13F-HR/A Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 2,231 $268K <0.01% +253 13F-HR/A Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 2,192 $263K 0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,185 $262K 0.01% +18 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,174 $261K 0.02% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,174 $261K 0.01% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 2,162 $260K 0.12% new 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 2,147 $258K 0.03% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,116 $254K 0.02% new 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 2,097 $252K 0.01% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,088 $251K 0.01% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,074 $249K <0.01% new 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 2,057 $247K 0.02% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,048 $246K 0.01% +1,719 13F-HR Timeline Group LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 2,045 $246K 0.05% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,040 $245K 0.01% -1,563 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 2,030 $244K 0.01% new 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 2,024 $243K 0.19% +1,931 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2,021 $243K 0.05% +1,969 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2,021 $243K 0.08% +582 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,005 $241K 0.01% new 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 2,005 $241K 0.01% new 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 2,000 $240K 0.12% new 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 2,000 $240K 0.11% new 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,993 $239K <0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,984 $238K 0.01% +1,958 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 1,971 $237K <0.01% new 13F-HR Timeline Group LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 1,970 $237K 0.05% +1,870 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,966 $236K 0.03% new 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,965 $236K 0.07% new 13F-HR Timeline Group BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 1,952 $234K 0.1% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,952 $234K 0.05% new 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 1,944 $233K 0.08% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,931 $232K 0.02% new 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,927 $231K 0.02% new 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,924 $231K 0.02% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,922 $231K 0.01% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,916 $230K <0.01% new 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 1,915 $230K 0.04% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,911 $229K 0.02% new 13F-HR Timeline Monolith Management Ltd More: the full row for Monolith Management Ltd 1,900 $228K 0.1% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,391 $228K 0.02% new 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 1,885 $226K 0.01% -24,683 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 1,876 $225K 0.02% new 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 1,869 $224K 0.02% new 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 1,426 $224K 0.1% new 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 1,854 $223K 0.02% new 13F-HR Timeline Group Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 1,843 $221K 0.09% new 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 1,808 $217K 0.02% new 13F-HR Timeline Group Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 1,800 $216K 0.01% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,784 $214K 0.01% new 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 1,764 $212K 0.02% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,672 $212K 0.01% new 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 1,756 $211K <0.01% new 13F-HR/A Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,750 $210K <0.01% new 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 1,750 $210K 0.12% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,745 $210K <0.01% +908 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 1,735 $208K 0.01% new 13F-HR Timeline Group NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 1,734 $208K 0.03% new 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,698 $204K 0.05% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,689 $203K 0.11% -1,210 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,614 $203K <0.01% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,676 $201K 0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,644 $197K 0.01% +1,109 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,548 $186K 0.01% -1,492 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,538 $185K <0.01% -20,283 13F-HR/A Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,294 $170K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,405 $169K <0.01% +928 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 1,350 $162K 0.09% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,281 $154K 0.04% +85 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,200 $144K 0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,136 $136K 0.07% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,115 $134K 0.07% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,055 $127K 0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 904 $109K 0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 874 $105K 0.04% -143 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 863 $104K <0.01% +462 13F-HR Timeline Capco Asset Management, LLC More: the full row for Capco Asset Management, LLC 860 $103K 0.02% -390 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 860 $103K 0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 860 $103K 0.02% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 829 $99.5K 0.06% +30 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 801 $96.1K 0.07% new 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 783 $95K 0.06% new 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 865 $94.3K <0.01% +722 13F-HR Timeline Group Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 750 $90K 0.04% 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 617 $74.1K 0.03% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 599 $71.9K 0.02% +364 13F-HR Timeline TOBAM More: the full row for TOBAM 592 $71K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Larson Financial Group LLC More: the full row for Larson Financial Group LLC 575 $69K <0.01% +114 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 558 $67K <0.01% -12 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 548 $65.8K <0.01% -69 13F-HR Timeline Group MOTCO More: the full row for MOTCO 516 $62K 0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 500 $60K <0.01% new 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 500 $60K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 454 $59.6K <0.01% +334 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 440 $52.8K 0.15% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 439 $52.7K 0.01% -138 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 433 $52K <0.01% new 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 429 $51.5K <0.01% +289 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 400 $48K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 399 $47.9K 0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 391 $46.9K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 385 $46.2K 0.01% +219 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 355 $42.6K 0.03% +1 13F-HR Timeline