Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 8,517 $1.21M 0.05% -322 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 8,510 $1.21M 0.02% -744 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 8,500 $1.21M 0.88% new 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 8,492 $1.21M 0.49% -162 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 8,463 $1.2M 0.14% -1,163 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 8,451 $1.2M 0.14% +1,836 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 8,418 $1.19M 0.12% +3,276 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 8,414 $1.19M 0.04% -1,805 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 7,168 $1.19M 0.45% -2,220 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 8,399 $1.19M 0.06% -175 13F-HR Timeline Cavalier Investments, LLC More: the full row for Cavalier Investments, LLC 8,395 $1.19M 0.36% -161 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 8,360 $1.19M 0.21% -36 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 8,343 $1.18M 0.15% +1,292 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 8,331 $1.18M 0.33% +4 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 8,319 $1.18M 0.53% -465 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 8,305 $1.18M 0.28% +714 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 8,269 $1.17M 0.08% -569 13F-HR/A Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 8,239 $1.17M 0.09% +613 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 8,232 $1.17M 0.27% -375 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 8,174 $1.16M 0.82% +2,934 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 8,160 $1.16M 0.1% +962 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 8,142 $1.16M 0.01% +858 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 8,136 $1.15M 0.37% -167 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 8,134 $1.15M 0.12% -177 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 8,101 $1.15M 0.33% +1,274 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 8,092 $1.15M 0.41% 0 13F-HR Timeline Group Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 8,091 $1.15M 0.09% +4,725 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 8,088 $1.15M 0.09% +2,018 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 8,069 $1.14M 0.26% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 6,683 $1.14M 0.93% +477 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 8,050 $1.14M 0.24% +2,101 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 8,039 $1.14M 0.1% +103 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 8,034 $1.14M 0.58% +125 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 8,031 $1.14M 0.12% +379 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 8,028 $1.14M 0.34% -1,059 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 7,983 $1.13M 0.33% -1,405 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 7,964 $1.13M 0.5% +261 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 7,946 $1.13M 0.52% +510 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 7,877 $1.12M 0.02% +1,134 13F-HR Timeline Group MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 7,896 $1.12M 0.28% +104 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 7,890 $1.12M <0.01% -653 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 8,013 $1.12M -2,527 Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 7,851 $1.11M 0.06% -299 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 7,836 $1.11M 0.44% -683 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 7,835 $1.11M 0.08% -173 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 7,834 $1.11M 0.1% -1,626 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 7,807 $1.11M 0.02% +1,793 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 7,782 $1.1M 0.35% +1,828 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 7,727 $1.1M <0.01% -52 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 7,695 $1.09M 0.5% +1,845 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 7,684 $1.09M 0.2% -779 13F-HR Timeline STONEBRIDGE CAPITAL MANAGEMENT INC More: the full row for STONEBRIDGE CAPITAL MANAGEMENT INC 7,679 $1.09M 0.43% 0 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 6,214 $1.09M 0.19% +557 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 7,655 $1.09M 0.57% +320 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 10,553 $1.08M 0.3% 0 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 7,625 $1.08M 0.02% +2,850 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 7,616 $1.08M 0.07% +871 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 7,582 $1.08M 0.08% +2,670 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 7,575 $1.07M 0.08% +748 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 7,567 $1.07M 0.26% -25,064 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 7,552 $1.07M 0.5% -621 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 7,550 $1.07M 0.22% 0 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 7,541 $1.07M 0.14% -572 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 7,490 $1.06M 0.08% -861 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 7,480 $1.06M 0.12% +5,913 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 7,463 $1.06M 0.1% +1,784 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 7,435 $1.05M 0.03% +511 13F-HR Timeline SYSTEMATIC FINANCIAL MANAGEMENT LP More: the full row for SYSTEMATIC FINANCIAL MANAGEMENT LP 7,410 $1.05M 0.03% 0 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 7,380 $1.05M 0.19% -677 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 7,380 $1.05M 0.39% +1,301 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 7,292 $1.03M 0.39% +230 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 7,282 $1.03M 0.37% +895 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 7,274 $1.03M 0.77% -5,482 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 7,185 $1.03M 0.43% +519 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 7,236 $1.03M 0.17% +300 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 7,219 $1.02M 0.89% +3,545 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 7,203 $1.02M 0.16% +1,392 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 7,177 $1.02M 0.02% new 13F-HR Timeline Group Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 7,174 $1.02M 0.02% -700 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 7,171 $1.02M 0.13% -1,216 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 7,165 $1.02M 0.14% +142 13F-HR Timeline Group GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 7,163 $1.02M 0.07% -164 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 7,160 $1.02M 0.42% +155 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 7,132 $1.01M 0.3% +3,428 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 7,130 $1.01M 0.15% +194 13F-HR Timeline BRANDYWINE MANAGERS, LLC in group BRANDYWINE MANAGERS, LLC More: the full row for BRANDYWINE MANAGERS, LLC 7,098 $1.01M 1% -800 13F-HR Timeline Group Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 7,098 $1.01M 0.44% -206 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 7,076 $1M 0.05% +25 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 7,076 $1M 0.19% +286 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 7,056 $1M 0.02% -467 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 7,030 $998K 0.11% -400 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 7,024 $997K 0.11% +274 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 7,021 $996K 0.06% -638 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 7,000 $993K 0.18% 0 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 6,998 $993K 0.21% -1,195 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 6,281 $992K 0.16% -5,435 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 6,988 $992K 0.1% +5,003 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 6,966 $988K 0.53% -546 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 6,952 $986K 0.06% +1,117 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 6,948 $986K 0.02% +1,575 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 1,683 $978K 0.37% -520 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 6,874 $975K 0.07% +2,881 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 6,833 $970K 0.02% +97 13F-HR Timeline Group Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 6,826 $969K 0.24% +3,060 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 6,823 $968K 0.85% new 13F-HR/A Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 6,819 $968K 0.44% +200 13F-HR Timeline DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 6,808 $966K 0.68% 0 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 6,804 $965K 0.02% -614 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 6,803 $965K 1.05% -246 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 6,788 $963K 0.06% +1,929 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 6,753 $958K 0.15% +2,727 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 6,751 $958K 0.4% +29 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 6,739 $956K 0.07% +3,746 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 6,701 $951K 0.04% new 13F-HR/A Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 6,686 $949K 0.02% +948 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 6,685 $949K 0.02% +52 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 6,672 $947K 0.02% +404 13F-HR/A Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 6,671 $947K 0.4% +521 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 6,668 $946K 0.16% -1,000 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 6,666 $946K 0.51% +1,666 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 6,615 $939K 0.01% -7,743 13F-HR Timeline Group Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 6,604 $937K 0.26% 0 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 6,589 $935K 0.28% +4,022 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 6,558 $931K 0.15% +480 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 6,527 $926K 0.34% -14 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 6,506 $923K 0.22% 0 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 6,498 $922K 0.02% +737 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 6,489 $921K 0.13% 0 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 6,429 $912K 0.11% -44 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 6,419 $911K 0.03% +1 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 6,414 $910K 0.37% -13,209 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 6,390 $907K 0.68% 0 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 6,368 $904K 0.57% new 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 6,365 $903K 0.06% -2,263 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 6,356 $902K 0.09% -7,250 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 6,335 $899K 0.31% +831 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 6,334 $899K 0.03% -213 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 6,315 $896K 0.29% +900 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 6,483 $894K 0.32% +288 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 6,298 $894K 0.11% +3,401 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 6,295 $893K 0.19% -126 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 6,281 $891K 0.16% -215 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 6,249 $887K 0.24% -3 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 6,248 $887K 0.19% +904 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 6,212 $881K 0.18% +198 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 6,199 $880K 0.13% 0 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 6,192 $879K 0.03% -1,077 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 6,177 $877K 0.03% -2,336 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 6,174 $876K 0.07% -30 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 6,170 $876K 0.16% -400 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 6,170 $876K 0.07% +1,350 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 6,165 $875K 0.33% -200 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 6,157 $874K 0.11% +2,505 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 6,142 $872K 0.07% +2,010 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 6,138 $871K 0.06% +1,230 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 6,126 $869K 0.1% +538 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,067 $861K 0.08% +163 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 6,067 $861K 0.06% +1,153 13F-HR/A Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 6,061 $860K 0.16% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 6,059 $860K 0.11% -634 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 6,058 $860K 0.05% +439 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 6,054 $859K 0.1% -672 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 6,047 $858K 0.44% -573 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 6,046 $858K 0.13% new 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 6,021 $854K 0.16% -137 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 6,003 $852K 0.07% -1,077 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 6,000 $851K 0.31% -100 13F-HR Timeline Koshinski Asset Management, Inc. 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More: the full row for Cambria Investment Management, L.P. 5,846 $830K 0.06% +604 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 5,821 $826K 0.02% +381 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 5,809 $824K 0.2% new 13F-HR Timeline Legacy Financial Advisors, Inc. 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