Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 25,081 $1.95M 0.17% -349 13F-HR Timeline MOTCO More: the full row for MOTCO 24,946 $1.94M 0.18% +691 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 24,731 $1.93M 0.02% +4,747 13F-HR Timeline Group UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 24,737 $1.93M 0.41% +15,485 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 24,642 $1.92M 1.18% 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 24,414 $1.9M 0.08% -3,913 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 24,354 $1.9M 0.77% -1,834 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 23,976 $1.87M 0.72% +1,861 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 23,913 $1.86M 1.24% +2,932 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 23,598 $1.84M 0.03% +704 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 23,511 $1.83M 0.09% -2,253 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 23,247 $1.81M 1.09% -183 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 23,246 $1.81M 0.39% 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 23,005 $1.79M 0.67% -280 13F-HR Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 22,965 $1.79M 0.17% -2,350 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 22,249 $1.73M 0.23% 0 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 22,133 $1.73M 0.66% +8,523 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 21,970 $1.71M 0.51% +182 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 21,534 $1.68M 1.25% +21,144 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 21,444 $1.67M 0.12% -270 13F-HR/A Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 21,349 $1.66M 0.16% +738 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 20,976 $1.63M 0.44% +4,964 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 20,904 $1.63M 1.25% -672 13F-HR Timeline Kampmann Melissa S. More: the full row for Kampmann Melissa S. 20,254 $1.57M 1.16% +500 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 20,164 $1.57M 0.98% 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 20,103 $1.57M 0.25% +298 13F-HR Timeline Calder Financial LLC More: the full row for Calder Financial LLC 20,022 $1.56M 1.53% 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 19,959 $1.55M 0.28% -397 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 19,626 $1.53M 0.41% +2,618 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 19,624 $1.53M 0.12% +338 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 19,513 $1.52M 0.05% -128 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 19,429 $1.51M 0.03% +1,567 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 19,289 $1.5M 1.55% 13F-HR Timeline Shade Tree Advisors LLC More: the full row for Shade Tree Advisors LLC 19,256 $1.5M 1.14% 0 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 18,965 $1.48M 1.07% -35 13F-HR Timeline Busey Bank More: the full row for Busey Bank 18,685 $1.46M 0.04% +700 13F-HR Timeline Mengis Capital Management, Inc. 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More: the full row for Focus Financial Network, Inc. 17,706 $1.38M 0.05% +11,229 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 17,653 $1.37M 0.49% -287 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 17,645 $1.37M 0.02% -612 13F-HR Timeline KRM WEALTH MANAGEMENT L.L.C. More: the full row for KRM WEALTH MANAGEMENT L.L.C. 17,520 $1.36M 0.75% 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 17,480 $1.36M 0.07% +55 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 17,443 $1.36M 0.04% +439 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 17,429 $1.36M 1.17% +15,274 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 17,313 $1.35M 0.01% +1,109 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 17,304 $1.35M 0.12% +2,196 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 17,196 $1.34M 0.64% +1,887 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 16,959 $1.32M 0.04% -7,849 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 16,909 $1.32M 0.05% -2,351 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 16,863 $1.31M 0.05% new 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 16,811 $1.31M 1.04% +10,058 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 16,765 $1.31M 0.8% 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 16,762 $1.31M 0.17% -1,213 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 16,700 $1.3M 0.09% +1,327 13F-HR Timeline Group SPRING CAPITAL MANAGEMENT, LLC More: the full row for SPRING CAPITAL MANAGEMENT, LLC 16,733 $1.3M 0.66% +209 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 16,508 $1.29M <0.01% +1,826 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 16,379 $1.28M 0.08% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 16,310 $1.27M 0.11% 0 13F-HR Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 16,257 $1.27M 1.06% +12 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 16,218 $1.26M 0.91% -2,659 13F-HR Timeline FinDec Wealth Services, Inc. More: the full row for FinDec Wealth Services, Inc. 16,071 $1.25M 1.34% +40 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 15,998 $1.25M 0.25% -550 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 15,746 $1.23M 1.04% -2,474 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 15,728 $1.22M 0.65% +12,695 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 15,608 $1.22M 0.31% 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 15,558 $1.21M 0.03% +337 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 15,496 $1.21M 0.1% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 15,394 $1.2M 0.04% new 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 15,322 $1.19M 0.18% +1,540 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 15,312 $1.19M 0.02% +1,497 13F-HR Timeline Lighthouse Wealth Management Inc. More: the full row for Lighthouse Wealth Management Inc. 15,274 $1.19M 0.81% -319 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 15,134 $1.18M 0.02% -161 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 15,125 $1.18M 1.26% 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 15,113 $1.18M 0.23% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 15,101 $1.18M <0.01% +9,161 13F-HR Timeline Group Pearl Planning LLC More: the full row for Pearl Planning LLC 15,069 $1.17M 0.72% 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 15,036 $1.17M 0.43% +3,431 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 15,026 $1.17M 0.02% +1,752 13F-HR Timeline Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 15,011 $1.17M 1% 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 14,964 $1.17M 0.16% -61 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 14,887 $1.16M 0.13% -694 13F-HR Timeline TCI Wealth Advisors, Inc. 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More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 13,925 $1.08M 0.34% -1,371 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 13,853 $1.08M 0.07% +189 13F-HR Timeline Seros Financial, LLC More: the full row for Seros Financial, LLC 13,636 $1.06M 0.62% new 13F-HR Timeline Kovack Advisors, Inc. 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More: the full row for Security Financial Services, INC. 13,476 $1.05M 0.16% +750 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 13,325 $1.04M 0.02% +657 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 13,315 $1.04M 0.06% +1,189 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 13,279 $1.03M 0.54% +1,323 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 13,128 $1.02M 0.02% -2,243 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 13,050 $1.02M 0.76% -56 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 12,889 $1M 0.12% -1,052 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 12,878 $1M 0.06% -316 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 12,838 $1000K <0.01% -200 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. 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More: the full row for Kondo Wealth Advisors, Inc. 11,580 $902K 0.35% -1,144 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 11,570 $901K 0.14% -2,478 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 11,535 $901K 0.03% new 13F-HR Timeline Group Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 11,566 $901K 0.85% 13F-HR Timeline VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 11,486 $895K 0.01% 0 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 11,470 $893K 0.31% -169 13F-HR Timeline LifePlan Investment Advisors, Inc. 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More: the full row for Compound Planning, Inc. 10,298 $802K 0.02% +573 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 10,280 $801K 0.18% 0 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 10,271 $800K 0.06% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 10,198 $794K 0.03% +91 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 10,192 $794K 0.23% -2 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 10,125 $789K 0.07% +156 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 10,119 $788K <0.01% -4,342 13F-HR Timeline Group PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 10,105 $787K 0.44% -1,834 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 10,073 $784K <0.01% -697 13F-HR Timeline Group GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 10,021 $780K 0.16% +894 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 10,002 $779K 0.13% new 13F-HR Timeline Group Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 10,002 $779K 0.21% -2,077 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 9,908 $771K 0.22% +266 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 9,896 $771K <0.01% -2,813 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 9,892 $770K 2.64% +7,695 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 9,845 $767K 0.16% -923 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 9,802 $763K <0.01% +1,119 13F-HR Timeline LCW Services, LLC More: the full row for LCW Services, LLC 9,799 $763K 0.41% 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 9,796 $763K 0.29% +67 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 9,784 $762K <0.01% +3,153 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 9,781 $762K 0.1% +8 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 9,673 $753K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 9,661 $752K 0.22% +2,693 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 9,597 $747K 0.36% 0 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 9,489 $739K 0.6% +2,130 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 9,483 $739K 0.16% 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 9,383 $731K 0.6% 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 9,273 $722K 0.16% +3,238 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 9,250 $720K 0.02% 0 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 9,186 $715K 0.35% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 9,051 $705K 0.13% +329 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 9,050 $705K 0.36% +123 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 9,013 $702K 0.14% new 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 9,005 $701K 0.61% -362 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 8,951 $697K 0.14% +94 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 8,942 $696K 0.06% -6,772 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 8,937 $696K 0.04% new 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 8,779 $684K 0.03% -11 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 8,618 $671K 0.03% -1,000 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 8,546 $666K 0.24% +375 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 8,534 $665K 0.2% +56 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 8,462 $659K 0.13% +4,699 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 8,347 $650K 0.04% +621 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 8,330 $649K 0.08% -78 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 8,250 $642K 0.23% -5 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 8,243 $642K 0.09% -63 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 8,227 $641K 0.04% +347 13F-HR Timeline Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 8,095 $630K 0.31% -247 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 7,998 $623K 0.05% +1,931 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 7,965 $620K 0.01% -217 13F-HR Timeline Group Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 7,908 $616K 0.02% new 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 7,795 $607K 0.16% +4,675 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 7,762 $605K 0.01% -1,075 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Alamar Capital Management, LLC More: the full row for Alamar Capital Management, LLC 7,757 $604K 0.33% 0 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 7,738 $603K 0.07% -241 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 7,692 $599K 0.03% +728 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 7,616 $593K 0.01% -477 13F-HR Timeline Group