Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,215 $388K 0.02% +1 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 1,213 $387K 0.09% -39 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,211 $386K 0.06% -1,367 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,210 $386K 0.05% -243 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 1,208 $385K 0.33% new 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 1,207 $385K 0.28% 0 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,191 $384K 0.02% +32 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,203 $384K 0.05% +55 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 1,202 $384K 0.15% +6 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 1,202 $383K 0.18% new 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 1,200 $383K 0.14% 0 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 1,197 $382K 0.25% new 13F-HR Timeline Abacus Planning Group, Inc. 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More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 1,306 $351K 0.2% 0 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 1,101 $351K 0.01% new 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 1,096 $349K 0.23% new 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 1,095 $349K 0.04% new 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 1,095 $349K 0.26% +10 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 1,091 $348K 0.18% +24 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 1,090 $348K 0.13% +15 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 1,088 $347K 0.02% 0 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 1,087 $347K 0.06% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,086 $347K 0.07% -79 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 1,086 $346K 0.03% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 1,084 $346K 0.07% -13 13F-HR Timeline D'Orazio & Associates, Inc. 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More: the full row for Facet Wealth, Inc. 1,128 $338K 0.01% new 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 1,058 $337K 0.25% new 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 1,057 $337K 0.01% -151 13F-HR Timeline Group GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 1,056 $337K 0.03% -20 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 1,054 $336K 0.04% +9 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 1,052 $335K 0.12% +147 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,051 $335K 0.01% -8 13F-HR Timeline Group Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 1,051 $335K 0.03% -25 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 1,046 $334K 0.16% +83 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 1,045 $333K 0.13% -1 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 1,044 $333K 0.11% +291 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 1,047 $333K 0.04% -5,910 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 1,042 $332K 0.31% +15 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 1,042 $332K 0.07% +3 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 1,041 $332K 0.05% +36 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 1,040 $332K 0.02% +2 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 1,039 $331K 0.05% +10 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,036 $331K 0.12% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 1,221 $328K 0.09% 0 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 1,025 $327K 0.31% -48 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 1,025 $327K 0.04% 0 13F-HR Timeline American Trust More: the full row for American Trust 1,024 $327K 0.03% new 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 1,020 $325K 0.22% 0 13F-HR Timeline STONEBRIDGE CAPITAL MANAGEMENT INC More: the full row for STONEBRIDGE CAPITAL MANAGEMENT INC 1,020 $325K 0.13% 0 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 1,016 $324K 0.1% 0 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 1,015 $324K 0.09% 0 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 1,014 $323K 0.01% -414 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 1,013 $323K 0.06% +139 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 1,013 $323K 0.1% 0 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 1,012 $323K 0.21% +123 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,011 $322K 0.02% -21 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 1,010 $322K 0.14% +3 13F-HR Timeline Fullerton Fund Management Co Ltd. 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More: the full row for Navera Investment Management Ltd. 1,000 $319K 0.01% -500 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 997 $318K 0.16% -35 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 996 $318K 0.11% -50 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 990 $316K 0.01% -121 13F-HR Timeline Group Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 989 $315K 0.06% 0 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 985 $314K 0.03% +16 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 981 $313K 0.19% 0 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 980 $313K 0.27% new 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 979 $312K 0.12% +15 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 978 $312K 0.08% -19 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 977 $312K 0.01% +558 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 977 $312K 0.19% new 13F-HR Timeline Marest Capital, LLC More: the full row for Marest Capital, LLC 976 $311K 0.24% +38 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 974 $311K 0.12% -8 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 973 $310K 0.08% +30 13F-HR Timeline Hopwood Financial Services, Inc. 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More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 903 $288K 0.08% 0 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 903 $288K 0.07% +78 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 892 $288K 0.06% -39 13F-HR Timeline Omnitrust Wealth Management, Inc More: the full row for Omnitrust Wealth Management, Inc 850 $288K 0.34% 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 900 $287K 0.06% -100 13F-HR Timeline Talbot Financial, LLC More: the full row for Talbot Financial, LLC 900 $287K 0.03% 0 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 897 $286K 0.03% +46 13F-HR Timeline Defined Financial Planning LLC More: the full row for Defined Financial Planning LLC 921 $286K 0.25% +123 13F-HR Timeline