Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,967 $458K <0.01% +392 13F-HR Timeline ROYCE & ASSOCIATES LP More: the full row for ROYCE & ASSOCIATES LP 1,943 $453K <0.01% -1,509 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 1,941 $452K <0.01% +29 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,936 $451K 0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,936 $451K 0.08% +229 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 1,925 $449K 0.02% -26 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,910 $445K <0.01% 0 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 1,896 $442K 0.05% -39 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 1,885 $439K 0.09% -15 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,877 $438K 0.01% +5 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 1,876 $437K 0.18% -112 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1,874 $437K 0.07% +3 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,870 $436K 0.01% -316 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 1,868 $435K 0.28% -309 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 1,857 $433K 0.25% 0 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 1,841 $429K 0.04% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 1,835 $428K <0.01% +214 13F-HR Timeline Group FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,831 $427K 0.07% +91 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 1,831 $427K 0.04% -689 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 1,829 $426K 0.12% -1,425 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 1,815 $423K 0.01% +145 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,797 $419K 0.02% -28 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 1,793 $418K +386 Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 1,793 $418K 0.06% -150 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 1,788 $417K 0.06% +6 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,784 $416K 0.15% -93 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 2,245 $414K 0.01% -178 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 1,772 $413K <0.01% new 13F-HR Timeline Group Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 1,749 $408K 0.02% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,745 $407K 0.02% +15 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,715 $400K 0.01% 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,708 $398K 0.01% -4 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 1,707 $398K 0.09% new 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 1,696 $395K <0.01% -55,955 13F-HR Timeline Group J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 1,675 $391K 0.38% +16 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,669 $389K 0.04% -994 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 1,628 $379K 0.06% -2,577 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 1,619 $377K 0.21% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,612 $376K 0.02% +1,604 13F-HR Timeline Group BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 1,602 $373K 0.19% 0 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 1,602 $373K 0.08% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,583 $369K 0.01% +305 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 1,577 $368K 0.05% 0 13F-HR Timeline Andrew Hill Investment Advisors, Inc. More: the full row for Andrew Hill Investment Advisors, Inc. 1,577 $368K 0.27% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,566 $365K 0.01% -316 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 1,564 $365K 0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,558 $363K <0.01% -429 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Creekside Partners More: the full row for Creekside Partners 1,542 $359K 0.13% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,531 $357K 0.01% +102 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 1,512 $352K 0.04% -1,163 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 1,503 $350K 0.06% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,501 $350K <0.01% +116 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 1,500 $350K 0.02% +59 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,492 $348K 0.01% new 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 1,492 $348K 0.02% 0 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,491 $348K 0.01% -6 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 1,490 $347K 0.03% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,490 $347K 0.03% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 1,469 $342K <0.01% -36 13F-HR Timeline Group SPINNAKER TRUST More: the full row for SPINNAKER TRUST 1,464 $341K 0.02% 0 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 1,450 $338K 0.12% -300 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 1,444 $337K 0.02% 0 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 1,444 $337K 0.03% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,440 $336K 0.09% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,391 $334K 0.02% +84 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,414 $330K 0.05% +80 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 1,411 $329K 0.03% +17 13F-HR Timeline Sheridan Capital Management, LLC More: the full row for Sheridan Capital Management, LLC 1,410 $329K 0.16% -1 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 1,400 $326K 0.07% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,399 $326K <0.01% +94 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,397 $326K 0.01% -17 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 1,396 $325K 0.17% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,395 $325K 0.05% -586 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,381 $322K 0.02% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,379 $321K <0.01% -635 13F-HR Timeline Catalyst Investment Management LLC More: the full row for Catalyst Investment Management LLC 1,360 $317K 0.29% -94 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 1,350 $315K 0.06% 0 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 1,348 $314K 0.1% -3,430 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,331 $310K 0.02% +5 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 1,323 $308K 0.17% -70 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 1,321 $308K 0.02% -35 13F-HR/A Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,313 $306K 0.01% 0 13F-HR Timeline Group Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 1,311 $306K 0.08% new 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 1,304 $304K 0.01% 0 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 1,300 $303K 0.52% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,293 $302K 0.01% -47 13F-HR Timeline Group Pflug Koory, LLC More: the full row for Pflug Koory, LLC 1,284 $299K 0.12% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,202 $298K 0.01% +33 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 1,270 $296K 0.01% new 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,270 $296K 0.02% -1,016 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 1,258 $293K 0.04% +5 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 1,244 $290K 0.02% 0 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,230 $287K <0.01% 0 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 1,227 $286K 0.05% -18,810 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 1,214 $283K <0.01% -135 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 1,200 $280K 0.11% new 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 1,200 $280K 0.01% -300 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 1,200 $280K 0.03% 0 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 1,196 $279K 0.05% -63 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,195 $279K 0.16% -531 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 1,187 $277K 0.11% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,182 $276K <0.01% -7 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 1,181 $275K 0.01% -2 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 1,172 $273K 0.02% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,225 $273K 0.01% +23 13F-HR Timeline STRATEGIC ADVISORY PARTNERS, LLC More: the full row for STRATEGIC ADVISORY PARTNERS, LLC 1,169 $272K 0.19% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 1,152 $269K <0.01% new 13F-HR Timeline Group Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,149 $268K 0.01% -74 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,141 $266K <0.01% -10 13F-HR Timeline Group Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 1,137 $265K 0.01% -216 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 1,134 $264K 0.06% new 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,126 $262K <0.01% new 13F-HR Timeline Group Trajan Wealth LLC More: the full row for Trajan Wealth LLC 1,123 $262K 0.01% -64 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 1,122 $262K 0.12% -12 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 1,114 $260K 0.05% 0 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 1,110 $259K <0.01% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,106 $258K 0.02% +821 13F-HR Timeline KLEIN PAVLIS & PEASLEY FINANCIAL, INC. More: the full row for KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 1,102 $257K 0.13% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,096 $255K 0.03% -58 13F-HR Timeline Group Compass Financial Group, Inc. (Ohio) More: the full row for Compass Financial Group, Inc. (Ohio) 1,089 $254K 0.17% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,069 $249K 0.01% new 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 1,065 $248K 0.05% -85 13F-HR/A Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,061 $247K <0.01% -47 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,058 $247K <0.01% new 13F-HR/A Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,050 $245K <0.01% new 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 1,040 $242K 0.07% new 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,039 $242K 0.02% new 13F-HR/A Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,036 $242K <0.01% +57 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,078 $241K <0.01% -39 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 1,031 $240K 0.04% new 13F-HR/A Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,077 $240K 0.18% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,024 $239K 0.01% new 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,016 $237K 0.03% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,006 $234K 0.01% new 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 1,005 $234K 0.13% -226 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,002 $234K 0.01% new 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 1,000 $233K 0.08% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 1,000 $233K 0.1% 0 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 1,000 $233K 0.08% new 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 1,000 $233K 0.1% new 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 1,000 $233K 0.05% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,000 $233K 0.01% 0 13F-HR Timeline Trust Co of Kansas More: the full row for Trust Co of Kansas 1,000 $233K 0.12% new 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 991 $231K 0.01% new 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 988 $230K 0.01% -149 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 983 $229K <0.01% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 983 $229K 0.01% new 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 980 $228K 0.11% new 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 1,010 $228K 0.13% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,026 $228K <0.01% +7 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 972 $227K 0.04% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 971 $226K 0.01% new 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 966 $225K 0.01% new 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 959 $224K 0.24% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 958 $223K <0.01% -656 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 955 $223K 0.02% new 13F-HR Timeline Turner Financial Group, Inc. More: the full row for Turner Financial Group, Inc. 948 $221K 0.22% 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,048 $221K <0.01% new 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 942 $220K <0.01% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 939 $219K 0.02% -454 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 937 $218K 0.06% new 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 934 $218K 0.01% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 918 $214K 0.01% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 915 $213K <0.01% new 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 913 $213K <0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 912 $213K <0.01% +29 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 911 $212K 0.01% new 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 929 $212K 0.04% new 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 909 $212K 0.09% new 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 901 $210K 0.16% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 898 $209K <0.01% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 896 $209K <0.01% new 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 894 $208K 0.01% new 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 907 $207K 0.03% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 886 $206K 0.03% -54 13F-HR Timeline Group Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 876 $204K 0.02% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 872 $203K <0.01% -62 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 868 $202K 0.01% new 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 868 $202K 0.07% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 863 $201K 0.01% new 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 863 $201K 0.39% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 857 $200K 0.02% +40 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 701 $174K 0.02% 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 737 $172K 0.09% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 694 $162K 0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 680 $159K <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 677 $158K 0.01% +8 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 672 $157K 0.01% -1,231 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 669 $156K 0.03% +274 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 648 $151K <0.01% 0 13F-HR Timeline Group Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 636 $148K 0.03% new 13F-HR/A Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 618 $144K <0.01% -108 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 615 $143K 0.03% -7 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 596 $139K 0.01% -32 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 597 $139K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 583 $136K <0.01% +40 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 578 $135K <0.01% -2 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 571 $133K <0.01% -382 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 547 $127K 0.01% -30 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 536 $125K 0.07% +53 13F-HR Timeline