Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 2,267 $235K 0.03% -267 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 2,260 $234K 0.18% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,257 $234K 0.02% +400 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 2,254 $234K 0.11% -162 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 2,253 $234K 0.02% 0 13F-HR/A Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 2,249 $233K 0.02% -140 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 2,244 $233K 0.02% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 2,240 $232K 0.01% +257 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 2,240 $232K 0.06% 0 13F-HR Timeline Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 2,240 $232K 0.03% 0 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 2,236 $232K 0.1% +7 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 2,230 $231K 0.07% +63 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,215 $230K <0.01% +150 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 2,212 $230K 0.04% 0 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 2,201 $228K 0.01% +39 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 2,197 $228K <0.01% +145 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 2,196 $228K 0.03% +8 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 2,184 $227K <0.01% new 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 2,183 $226K 0.02% -105 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 2,175 $226K 0.04% 0 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 2,174 $226K 0.04% 0 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 2,172 $225K 0.15% +4 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 2,169 $225K 0.01% -116 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 2,165 $225K 0.03% -192 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 2,144 $225K 0.02% -105 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,164 $225K 0.03% +27 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,160 $224K 0.01% -66 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 2,158 $224K <0.01% -199 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 2,157 $224K 0.21% +194 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 2,154 $223K 0.01% -315 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 2,140 $223K 0.08% 0 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 2,145 $223K 0.07% +26 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 2,144 $222K 0.04% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,139 $222K 0.02% -106 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 1,957 $221K 0.1% +8 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 2,130 $221K 0.07% -72 13F-HR Timeline NBW CAPITAL LLC More: the full row for NBW CAPITAL LLC 2,125 $220K 0.05% new 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 2,123 $220K 0.08% +14 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,121 $220K 0.07% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 2,117 $220K 0.02% new 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 2,117 $220K 0.02% -19 13F-HR Timeline Rockbridge Asset Management LLC More: the full row for Rockbridge Asset Management LLC 2,116 $220K 0.12% 0 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 2,112 $219K 0.02% +1 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 2,109 $219K 0.05% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 2,106 $219K 0.17% +15 13F-HR Timeline Econ Financial Services Corp More: the full row for Econ Financial Services Corp 2,106 $219K 0.11% 0 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 2,105 $218K 0.09% +274 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 2,099 $218K 0.04% -27 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 2,093 $217K 0.03% +116 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 2,090 $217K 0.02% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,077 $216K 0.03% -1 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 2,064 $214K 0.02% -521 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,063 $214K 0.05% new 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 2,060 $214K 0.12% 0 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 2,052 $213K 0.04% 0 13F-HR Timeline BENDER ROBERT & ASSOCIATES More: the full row for BENDER ROBERT & ASSOCIATES 2,050 $213K 0.05% 0 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 2,050 $213K 0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 2,049 $213K 0.08% -297 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 2,048 $212K 0.11% -10 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,040 $212K 0.01% new 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 2,039 $212K 0.02% -2,846 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 2,039 $212K 0.11% +47 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 2,032 $211K 0.07% +1 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,026 $210K 0.01% -278 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 2,022 $210K 0.18% -8 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 2,015 $209K 0.02% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 2,000 $208K 0.06% 0 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 2,000 $208K 0.05% 0 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 2,000 $208K 0.08% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,009 $207K 0.02% 0 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 1,999 $207K 0.01% -8,527 13F-HR Timeline Group Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,999 $207K 0.03% -50 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 1,995 $207K 0.01% 0 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 1,983 $206K 0.06% -44 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 1,979 $205K 0.05% -44 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 1,977 $205K 0.13% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,974 $205K 0.02% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,970 $204K 0.03% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,969 $204K 0.04% -130 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 1,962 $204K 0.14% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,962 $204K 0.01% +40 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 1,961 $203K <0.01% new 13F-HR Timeline Group Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 1,950 $202K 0.03% +26 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,947 $202K 0.03% 0 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 1,939 $201K 0.08% -48 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 1,937 $201K 0.03% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,935 $201K 0.02% new 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 1,930 $200K 0.04% -500 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 1,929 $200K 0.02% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,925 $200K 0.08% -13 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,855 $193K 0.08% -633 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 1,825 $189K 0.05% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 1,794 $186K 0.09% -50 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,789 $186K <0.01% -30,225 13F-HR/A Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,776 $184K 0.01% +776 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,761 $183K 0.01% 0 13F-HR Timeline Group Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,748 $181K 0.01% 0 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,746 $181K 0.02% +332 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,731 $180K 0.11% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,722 $179K 0.01% 0 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 1,700 $176K 0 Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,682 $175K 0.03% +56 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,658 $172K 0.09% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,632 $169K 0.01% -1,814 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,609 $167K 0.02% +1,130 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,600 $166K 0.03% +178 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 1,571 $163K 0.01% new 13F-HR/A Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1,450 $150K <0.01% -2,946 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,437 $149K 0.03% +180 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,433 $149K 0.03% -922 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,430 $148K 0.07% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 1,430 $148K 0.1% +253 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,385 $144K 0.02% +4 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,382 $143K 0.03% +3 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 1,375 $143K <0.01% -144,016 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 1,367 $142K 0.03% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 1,379 $141K 0.01% +126 13F-HR Timeline Group CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,358 $141K 0.1% new 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 1,353 $140K 0.03% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 1,350 $140K 0.03% 0 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 1,333 $138K 0.62% +146 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 1,322 $137K 0.08% +575 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,293 $134K 0.01% +36 13F-HR Timeline Security National Bank More: the full row for Security National Bank 1,267 $131K 0.02% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,261 $131K 0.03% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 1,260 $131K 0.07% 0 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 1,243 $129K 0.03% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,238 $128K <0.01% -225 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 1,224 $127K 0.04% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,221 $127K 0.09% -55 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,200 $125K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1,193 $124K 0.03% +643 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,177 $123K 0.03% -2 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,160 $120K 0.02% +347 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,127 $117K 0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,126 $117K 0.05% -92 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,111 $115K 0.01% 0 13F-HR Timeline Group CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 1,110 $115K 0.06% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,108 $115K 0.05% -156 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1,011 $115K 0.02% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,093 $113K 0.01% new 13F-HR/A Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,046 $109K 0.01% -19 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 1,040 $108K 0.02% 0 13F-HR Timeline AFFINITY WEALTH LLC More: the full row for AFFINITY WEALTH LLC 1,034 $107K 0.09% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 1,020 $106K 0.02% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 1,010 $105K 0.02% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 1,000 $104K 0.03% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 984 $102K 0.26% +6 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 978 $101K 0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 965 $100K 0.01% +265 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 941 $97.6K <0.01% -1,041 13F-HR Timeline Group DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 941 $97.6K 0.02% 0 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 928 $96.3K 0.07% +5 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 911 $94.5K <0.01% -10,545 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 905 $93.9K 0.02% +14 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 893 $92.7K 0.04% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 846 $87.8K 0.05% +2 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 839 $87.1K 0.01% +8 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 838 $87K 0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 831 $86.2K 0.01% -1,760 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 828 $85.9K 0.09% -150 13F-HR/A Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 820 $85.1K 0.01% -59 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 800 $83K 0.03% 0 13F-HR/A Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 804 $83K 0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 794 $82.4K 0.03% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 781 $81K <0.01% +71 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 781 $81K <0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 758 $78.7K 0.03% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 757 $78.6K 0.03% +1 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 741 $76.9K 0.01% 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 737 $76K 0.01% +6 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 731 $75.8K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. WFA Asset Management Corp More: the full row for WFA Asset Management Corp 862 $75.6K 0.04% +9 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 737 $75K <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 700 $72.6K 0.05% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 697 $72.4K 0.01% -192 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 696 $72.2K 0.01% -21 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 687 $71.3K 0.06% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 655 $68K 0.03% -574 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 650 $67.4K <0.01% -19 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 634 $65.8K 0.04% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 579 $65.6K 0.01% -93 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 629 $65.3K 0.01% -186 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 622 $64.6K 0.02% +500 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 614 $63.7K 0.01% -12 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 600 $62.3K 0.03% -101 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 600 $62.3K 0.01% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 600 $62.3K 0.03% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 593 $61.5K 0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 582 $60.4K 0.02% +76 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 580 $60.2K 0.01% -1,210 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 576 $60K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. IFS Advisors, LLC More: the full row for IFS Advisors, LLC 571 $59.2K 0.04% -300 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 556 $57.7K <0.01% -7,513 13F-HR Timeline Group Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 551 $57.2K 0.04% +500 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 550 $57.1K 0.03% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 544 $56.4K <0.01% +65 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 541 $56.1K 0.02% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 540 $56K 0.02% +300 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 508 $55K 0.05% 0 13F-HR Timeline