CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 6,851 $1.59M 1.05% -33 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 6,849 $1.59M 0.62% +281 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 6,848 $1.59M 0.5% +37 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 6,845 $1.58M 1.32% -20 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 6,839 $1.58M 0.86% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 6,809 $1.58M 0.85% +1,771 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 6,808 $1.58M 0.17% 0 13F-HR Timeline Somerset Group LLC More: the full row for Somerset Group LLC 6,803 $1.58M 1.25% 0 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 6,798 $1.57M 0.55% -423 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 6,790 $1.57M 0.18% -341 13F-HR/A Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 6,789 $1.57M 0.13% +2,055 13F-HR Timeline Group International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 6,784 $1.57M 0.99% +2,998 13F-HR Timeline CROBAN More: the full row for CROBAN 6,784 $1.57M 1.05% -88 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 6,770 $1.57M 0.29% -744 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 3,372 $1.56M 0.7% +41 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 6,726 $1.56M 0.1% -254 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 6,725 $1.56M 0.29% +250 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 6,687 $1.55M 0.41% -57 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 6,664 $1.54M 0.26% +686 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 6,655 $1.54M 0.35% -25 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 6,647 $1.54M 0.17% +224 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 6,646 $1.54M 0.24% +1,432 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 6,640 $1.54M 0.26% +238 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 6,629 $1.53M 0.3% +1,987 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 6,620 $1.53M 0.26% +393 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 6,596 $1.53M 0.06% -235 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 6,588 $1.53M 0.38% -4,931 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 6,581 $1.52M 0.05% -519 13F-HR Timeline STEINBERG ASSET MANAGEMENT LLC More: the full row for STEINBERG ASSET MANAGEMENT LLC 6,575 $1.52M 1.09% -1 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 6,570 $1.52M 0.11% -360 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 6,568 $1.52M 0.51% -65 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 6,566 $1.52M 1.16% -50 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 6,561 $1.52M 1.35% -104 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 6,534 $1.51M 0.47% +180 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 6,532 $1.51M 0.47% +440 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 6,511 $1.51M 0.88% -369 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 6,500 $1.5M 0.46% 0 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 6,498 $1.5M 0.36% +492 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 6,496 $1.5M 0.53% +5 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 6,516 $1.5M 0.08% -22,677 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 6,489 $1.5M 0.28% +131 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 6,488 $1.5M 0.32% +74 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 6,484 $1.5M 0.16% +192 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 6,474 $1.5M 0.07% +2 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 6,474 $1.5M 0.21% 0 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 6,467 $1.5M 1.16% +1,471 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 6,465 $1.5M 0.18% -78 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 6,556 $1.5M 0.13% +1,473 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 6,454 $1.49M <0.01% -338 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 6,431 $1.49M 0.46% -1,399 13F-HR Timeline MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 6,431 $1.49M 1.12% new 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 6,449 $1.49M 1.4% +2 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 6,425 $1.49M 0.5% +57 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 6,423 $1.49M 0.17% -146 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 6,408 $1.48M 0.37% +279 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 6,389 $1.48M 0.4% -151 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 6,381 $1.48M 0.04% +338 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 6,361 $1.47M 0.2% +426 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 6,359 $1.47M 0.27% -12,664 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 6,354 $1.47M 0.29% 0 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 6,352 $1.47M 0.74% +6 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 6,351 $1.47M 0.42% 0 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 6,348 $1.47M 0.21% -104 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 6,337 $1.47M 1.14% -3 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 6,156 $1.46M 0.27% -62 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 6,310 $1.46M 0.29% -16 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 6,303 $1.46M 0.13% 0 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 6,300 $1.46M 0.22% new 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 6,294 $1.46M 0.43% -546 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 6,281 $1.45M 0.26% -185 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 6,279 $1.45M 0.33% 0 13F-HR Timeline BLI - Banque de Luxembourg Investments More: the full row for BLI - Banque de Luxembourg Investments 6,499 $1.45M 0.04% -3,500 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 6,260 $1.45M 0.11% -350 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 6,254 $1.45M 0.78% -250 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 6,235 $1.44M 0.36% -534 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 6,229 $1.44M 0.95% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 6,217 $1.44M 0.9% +372 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 6,216 $1.44M 0.75% -52 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 6,211 $1.44M 0.36% -310 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 6,172 $1.43M 1.04% new 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 6,172 $1.43M 0.68% -1,767 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 6,170 $1.43M 0.53% -151 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 6,167 $1.43M 0.73% +152 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 6,154 $1.42M 0.52% -647 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 6,150 $1.42M 0.41% -256 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 6,150 $1.42M 0.21% +130 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 5,818 $1.42M 0.22% +269 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 6,139 $1.42M 0.28% +2 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 6,134 $1.42M 0.22% +1 13F-HR Timeline Orion Investment Co More: the full row for Orion Investment Co 6,116 $1.42M 0.45% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 6,115 $1.42M 0.29% +1,185 13F-HR Timeline S&CO INC More: the full row for S&CO INC 6,092 $1.41M 0.09% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 6,083 $1.41M 0.08% -99 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 6,508 $1.41M 0.49% -175 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 6,057 $1.4M 0.9% 0 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 6,054 $1.4M 0.11% -375 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 5,732 $1.4M 0.23% -793 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 6,028 $1.4M 1.07% +199 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 6,027 $1.4M 0.29% -11,075 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 6,025 $1.4M 0.05% +4,318 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 6,013 $1.39M 0.67% 0 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 6,008 $1.39M 0.62% +124 13F-HR Timeline Provident Investment Management, Inc. More: the full row for Provident Investment Management, Inc. 6,007 $1.39M 0.12% +70 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 6,003 $1.39M 0.25% +13 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 6,003 $1.39M 0.29% +10 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 6,002 $1.39M 0.79% -125 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 5,985 $1.39M 0.05% 0 13F-HR Timeline Long Road Investment Counsel, LLC More: the full row for Long Road Investment Counsel, LLC 5,975 $1.38M 0.49% 0 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 7,003 $1.38M 0.75% +55 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 5,971 $1.38M 0.39% -2 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 5,963 $1.38M 0.41% -6,779 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 5,962 $1.38M 0.14% +655 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 5,954 $1.38M 0.15% +600 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 5,947 $1.38M 1.31% -47 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 5,943 $1.38M 0.74% +1,001 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 5,923 $1.37M 1.01% 0 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 5,916 $1.37M 0.83% 0 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 5,909 $1.37M 0.12% +172 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 5,905 $1.37M 0.86% +16 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 5,845 $1.37M 0.12% +1,063 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 5,902 $1.37M 0.4% 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 5,897 $1.37M 0.25% +663 13F-HR Timeline Group Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 5,888 $1.36M 0.23% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 5,863 $1.36M 0.19% +415 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 5,859 $1.36M 0.31% +2,087 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 5,845 $1.35M 0.09% +2,773 13F-HR Timeline PERKINS CAPITAL MANAGEMENT INC More: the full row for PERKINS CAPITAL MANAGEMENT INC 5,842 $1.35M 1.19% -50 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 5,835 $1.35M 0.84% -1,016 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 5,829 $1.35M 0.27% 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 5,812 $1.35M 0.16% +525 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 5,807 $1.34M 0.25% +4 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 5,806 $1.34M 0.24% -23 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 5,806 $1.34M 0.58% -140 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 5,801 $1.34M 0.3% -1,000 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 5,788 $1.34M 0.11% -9 13F-HR Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 5,780 $1.34M 0.09% -117 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 5,780 $1.34M 0.76% -191 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 5,779 $1.34M 0.24% 0 13F-HR Timeline Group Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 5,769 $1.34M 0.17% -857 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 5,767 $1.34M 0.38% -6 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 5,766 $1.34M 0.92% +140 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 5,759 $1.33M 0.06% -65 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 5,753 $1.33M 0.47% new 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 5,744 $1.33M 0.59% +17 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 5,739 $1.33M 0.06% +141 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 5,734 $1.33M 0.08% -126 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 5,730 $1.33M 0.51% +907 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 5,724 $1.33M 0.14% -27 13F-HR Timeline Group GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 5,707 $1.32M 0.07% 0 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 5,693 $1.32M 0.49% +121 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 5,900 $1.32M 0.63% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 5,680 $1.32M 0.23% +1,547 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 5,679 $1.31M 0.65% -2 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 5,673 $1.31M 0.09% +22 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 5,654 $1.31M 0.27% -86 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 5,653 $1.31M 0.12% -1,454 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 5,647 $1.31M 0.05% +264 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 5,645 $1.31M 0.21% +2,363 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 5,644 $1.31M 0.47% -2 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 5,847 $1.3M 0.15% +729 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 5,634 $1.3M 0.2% +67 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 5,618 $1.3M 0.25% +5 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 5,597 $1.3M 0.58% -253 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 5,615 $1.3M 0.03% -257 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 5,620 $1.3M 0.2% +12 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 5,614 $1.3M 0.15% -101 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 5,600 $1.3M 0.22% -330 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 6,978 $1.3M 0.07% +3,746 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 5,580 $1.29M 0.85% -286 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 5,576 $1.29M 0.17% +3,339 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 5,686 $1.29M 0.86% +296 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 5,566 $1.29M 0.13% +11 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 5,565 $1.29M 0.18% +198 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 5,558 $1.29M 0.41% -438 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 5,556 $1.29M 0.31% -38 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 5,547 $1.28M 0.44% +21 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 5,544 $1.28M 0.35% -386 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 5,543 $1.28M 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 5,530 $1.28M 0.08% -1,698 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 5,529 $1.28M 0.3% -355 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 5,525 $1.28M 0.17% +3 13F-HR Timeline Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 5,517 $1.28M +997 Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 5,517 $1.28M 0.1% -687 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 5,510 $1.28M 0.46% +104 13F-HR/A Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 5,506 $1.27M 0.1% +629 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 5,499 $1.27M 0.7% -356 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 5,486 $1.27M 0.88% 0 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 5,484 $1.27M 0.55% +166 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 5,480 $1.27M 0.1% new 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 5,467 $1.27M 0.25% +87 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 5,440 $1.26M 0.23% -401 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 5,510 $1.26M 0.82% +188 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 5,450 $1.26M 0.7% +158 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 5,443 $1.26M 0.5% +609 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 5,440 $1.26M 0.64% -4,540 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 8,445 $1.26M 0.13% +7,234 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 5,425 $1.26M 0.17% +2,317 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 5,422 $1.26M 0.53% +292 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 5,741 $1.25M 0.19% new 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 5,419 $1.25M 0.54% +225 13F-HR Timeline