Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 101 $202K 0.13% new 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 101 $201K 0.12% new 13F-HR Timeline Winter & Associates, Inc. More: the full row for Winter & Associates, Inc. 101 $201K 0.15% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 101 $201K 0.01% -21 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 101 $201K 0.01% new 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 101 $201K 0.03% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Alteri Wealth LLC More: the full row for Alteri Wealth LLC 101 $201K 0.06% new 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 100 $199K 0.02% new 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 100 $199K 0.04% -200 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 100 $198K 0.02% 0 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 98 $195K 0.13% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 97 $193K 0.05% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 93 $185K 0.02% +40 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 92 $183K 0.09% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 90 $179K 0.06% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 90 $179K 0.04% new 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 90 $179K 0.08% -1 13F-HR/A Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 89 $177K 0.01% +72 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 86 $171K 0.02% -27 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 86 $171K 0.02% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 85 $170K 0.08% +37 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 85 $168K 0.02% 0 13F-HR/A Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 84 $167K 0.08% 0 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 82 $163K 0.12% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 80 $159K 0.02% +2 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 76 $151K 0.03% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 75 $149K 0.05% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 73 $145K 0.07% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 73 $145K 0.03% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 73 $145K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 72 $143K 0.01% 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 72 $143K 0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 71 $141K <0.01% +8 13F-HR Timeline Group Community Bank, N.A. More: the full row for Community Bank, N.A. 71 $141K 0.02% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 71 $141K 0.04% +3 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 70 $139K 0.02% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 68 $136K 0.01% -17 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 68 $135K 0.01% 0 13F-HR Timeline Group FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 68 $135K 0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 67 $133K 0.03% +2 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 66 $131K 0.06% -134 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 64 $127K 0.08% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 64 $127K 0.04% +63 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 63 $126K 0.02% +12 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 62 $123K 0.03% new 13F-HR Timeline J. Stern & Co. LLP More: the full row for J. Stern & Co. LLP 62 $123K 0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 60 $119K 0.01% 0 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 60 $119K 0.05% 0 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 60 $119K 0.07% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 59 $117K 0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 58 $115K 0.04% +37 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 56 $111K 0.03% -10 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 55 $109K 0.01% 0 13F-HR/A Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 54 $108K 0.02% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 54 $107K 0.01% +50 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 54 $107K 0.05% +1 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 52 $103K 0.06% 0 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 51 $101K <0.01% -848 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 50 $99.5K 0.02% -10 13F-HR Timeline Compound Global Advisors, LLC More: the full row for Compound Global Advisors, LLC 50 $99.5K 2.46% new 13F-HR Timeline 180 GPS Investments IC Ltd More: the full row for 180 GPS Investments IC Ltd 50 $99.5K 0.07% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 49 $97.5K 0.01% +4 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 49 $97.2K <0.01% +4 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 48 $95.5K 0.08% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 48 $95.5K 0.08% -2 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 48 $94.5K 0.02% -174 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 47 $93.5K 0.04% 0 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 46 $91.5K 0.07% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 45 $89.5K 0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 45 $89.5K 0.07% +19 13F-HR/A Timeline Archer Investment Corp More: the full row for Archer Investment Corp 44 $87.9K 0.02% 0 13F-HR/A Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 44 $87.5K 0.02% +22 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 65 $85.9K 0.03% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 43 $85.5K 0.02% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 43 $85.5K 0.02% +7 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 42 $83.6K 0.02% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 41 $81.6K <0.01% new 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 41 $81.6K 0.02% new 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 40 $79.6K 0.06% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 40 $79.6K 0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 40 $79.6K 0.02% 0 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 39 $77.7K 0.06% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 39 $77.6K 0.05% +1 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 38 $75.6K 0.01% -27 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 37 $73.6K 0.02% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 37 $73.6K 0.01% +15 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 37 $73K 0.02% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 36 $71.6K 0.04% +26 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 35 $69.6K 0.01% -4 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 35 $69.6K 0.01% +20 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 35 $69.6K 0.05% +6 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 35 $69.6K 0.03% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 35 $69.6K 0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 33 $65.9K 0.01% -18 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 33 $65.7K <0.01% +19 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 33 $65.7K 0.01% 0 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 60 $64.2K 0.02% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 32 $63.7K <0.01% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 32 $63.7K 0.05% 0 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 32 $63.7K 0.04% +1 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 31 $62.4K <0.01% 0 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 31 $61.7K 0.02% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 31 $61.7K <0.01% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 31 $61.7K 0.01% +25 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 30 $59.7K 0.03% -19 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 30 $59.7K 0.03% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 30 $59.7K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 30 $59.7K 0.03% +4 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 32 $59K 0.03% 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 29 $58.4K 0.02% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 29 $58K 0.02% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 29 $57.7K 0.03% -2 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 32 $57.5K 0.51% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 29 $57.2K <0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 28 $55.7K <0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 28 $55.7K 0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 28 $55.7K <0.01% +5 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 28 $55.7K 0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 27 $54K 0.03% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 27 $53.7K 0.01% -35 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 27 $53.7K 0.02% +17 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 26 $51.7K 0.02% +4 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 26 $51.7K <0.01% +3 13F-HR Timeline Kroeger Financial Partners More: the full row for Kroeger Financial Partners 26 $51.7K 0.05% 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 25 $49.7K 0.01% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 25 $49.7K 0.02% +5 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 24 $48K 0.03% -11 13F-HR/A Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 24 $47.7K 0.02% 0 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 23 $45.8K 0.02% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 22 $44K 0.01% new 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 22 $43.8K 0.02% new 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 22 $43.8K <0.01% +2 13F-HR/A Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 21 $41.8K 0.01% +5 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 21 $41.8K 0.02% 0 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 23 $41.1K 0.03% +1 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 20 $39.8K 0.03% 0 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 20 $39.8K <0.01% 0 13F-HR Timeline Group Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 20 $39.8K 0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 20 $39.8K 0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 20 $39.8K 0.01% 0 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 19 $37.8K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 19 $37.8K 0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 19 $37.8K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 20 $37.2K 0.01% +8 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 20 $36K 0.01% new 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 18 $35.8K <0.01% +2 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 18 $35.8K 0.02% -14 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 17 $33.8K <0.01% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 17 $33.5K 0.01% -9 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 16 $31.8K 0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 16 $31.8K <0.01% new 13F-HR Timeline Group Crews Bank & Trust More: the full row for Crews Bank & Trust 16 $31.8K <0.01% +10 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 15 $29.9K 0.01% +6 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 15 $29.9K 0.01% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 15 $29.8K 0.01% new 13F-HR/A Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 15 $29.8K 0.02% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 15 $29.8K 0.02% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 15 $29.8K 0.02% new 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 14 $28K 0.01% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 14 $27.9K 0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 14 $27.9K 0.01% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 14 $27.9K 0.02% new 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 13 $26K 0.02% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 13 $25.9K 0.01% 0 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 13 $25.9K 0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 13 $25.9K 0.01% +2 13F-HR Timeline NBH Bank More: the full row for NBH Bank 13 $25.9K 0.01% 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 13 $24K <0.01% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 12 $23.9K <0.01% 0 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 12 $23.9K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 11 $21.9K <0.01% +9 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 11 $21.9K <0.01% new 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 11 $21.9K <0.01% -1 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 11 $21.9K <0.01% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 11 $21.9K <0.01% -4 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 11 $21.9K 0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 11 $21.9K 0.01% +1 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 10 $19.9K <0.01% +4 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 10 $19.9K <0.01% +3 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 10 $19.9K 0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 10 $19.9K 0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 10 $19.9K <0.01% +2 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 10 $19.9K 0.01% 0 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 10 $19.9K 0.01% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 10 $19.9K 0.01% +2 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 10 $19.9K 0.02% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 10 $18.1K <0.01% -16 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 8 $16K 0.01% -18 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 8 $15.9K <0.01% new 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 8 $15.9K 0.01% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 8 $15.9K 0.01% new 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 8 $15.9K 0.01% 0 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 8 $15.9K <0.01% 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 8 $14.7K <0.01% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 7 $13.9K <0.01% 0 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 7 $13.9K <0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 7 $13.9K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 7 $13.9K <0.01% 0 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 7 $13.9K 0.01% 0 13F-HR/A Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 7 $13.9K 0.01% +2 13F-HR Timeline