Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 4,160 $252K 0.12% 0 13F-HR Timeline Group Breakwater Capital Group More: the full row for Breakwater Capital Group 4,158 $252K 0.03% new 13F-HR Timeline Skandinaviska Enskilda Banken AB (publ) More: the full row for Skandinaviska Enskilda Banken AB (publ) 4,142 $251K 0.01% -3,991,313 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 4,141 $251K 0.14% +4,006 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 4,129 $250K 0.06% +278 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 4,126 $250K 0.05% -3 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 4,117 $250K 0.06% +99 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 4,114 $250K 0.01% +310 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 4,113 $249K <0.01% -10,682 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 4,112 $249K 0.15% new 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 4,106 $249K 0.01% -80 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 4,165 $249K 0.01% -131 13F-HR Timeline Group Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 4,101 $249K 0.03% new 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 4,100 $249K 0.07% 0 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 4,094 $248K 0.09% -263 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 4,090 $248K 0.12% 0 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 4,080 $247K 0.02% -764 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 4,282 $247K 0.02% new 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 4,057 $246K 0.01% +227 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 4,070 $246K 0.14% +2 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 4,048 $246K <0.01% -728 13F-HR Timeline Group Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 3,976 $245K 0.12% +455 13F-HR Timeline Sidoxia Capital Management, LLC More: the full row for Sidoxia Capital Management, LLC 4,041 $245K 0.21% 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 4,037 $245K 0.08% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 4,034 $245K 0.14% +147 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 4,029 $244K 0.01% -181 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 4,026 $244K 0.05% 0 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 4,021 $244K 0.1% +225 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 4,008 $243K 0.21% -202 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 4,002 $243K 0.06% -134 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 4,001 $243K 0.1% -45 13F-HR Timeline SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 4,001 $243K 0.23% -114 13F-HR Timeline CARDEROCK CAPITAL MANAGEMENT INC More: the full row for CARDEROCK CAPITAL MANAGEMENT INC 4,000 $243K 0.06% new 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 4,000 $243K 0.04% 0 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 3,996 $242K 0.17% -1,347 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 3,995 $242K 0.06% new 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 3,988 $242K 0.04% -256 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 3,984 $242K 0.06% new 13F-HR Timeline Arlington Partners LLC in group Arlington Trust Co LLC More: the full row for Arlington Partners LLC 3,977 $241K 0.48% new 13F-HR Timeline Group HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 3,967 $241K 0.03% -1,475 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 3,965 $240K 0.12% -80 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 3,958 $240K 0.08% +7 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 3,957 $240K 0.19% +7 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 3,954 $240K 0.18% +646 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 3,953 $240K 0.11% -88 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 3,933 $239K 0.03% -622 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 3,929 $238K 0.05% +2,579 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 3,918 $238K 0.16% new 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 3,915 $237K 0.07% 0 13F-HR/A Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 3,915 $237K 0.03% new 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 3,894 $236K 0.05% -469 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 3,889 $236K 0.03% -200 13F-HR/A Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 3,875 $235K 0.06% 0 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 3,874 $235K 0.15% new 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 3,869 $235K 0.11% 0 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 3,850 $233K 0.09% -53 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 3,845 $233K 0.03% new 13F-HR Timeline JUPITER ASSET MANAGEMENT LTD in group JUPITER ASSET MANAGEMENT LTD More: the full row for JUPITER ASSET MANAGEMENT LTD 3,838 $233K <0.01% new 13F-HR Timeline Group Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 3,830 $232K 0.04% new 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 3,829 $232K 0.12% 0 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 3,838 $232K 0.06% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 3,823 $232K 0.23% +595 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,817 $232K 0.04% +5 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 3,803 $231K 0.05% -641 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 3,800 $230K 0.04% 0 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 3,789 $230K 0.02% +25 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 3,784 $230K 0.11% +22 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 3,781 $229K 0.09% new 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 3,771 $229K 0.19% 0 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 3,770 $229K 0.03% new 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 3,756 $228K 0.07% new 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 3,750 $227K 0.04% 0 13F-HR Timeline PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 3,737 $227K 0.06% 0 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 3,733 $226K 0.13% new 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 3,729 $226K 0.09% -227 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 3,725 $226K 0.11% new 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 3,721 $226K 0.2% -6,203 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 3,744 $225K 0.1% +19 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 3,712 $225K <0.01% 0 13F-HR Timeline Group Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 3,710 $225K 0.14% new 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 3,707 $225K 0.09% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 3,705 $225K 0.09% -170 13F-HR Timeline SKBA CAPITAL MANAGEMENT LLC More: the full row for SKBA CAPITAL MANAGEMENT LLC 3,700 $224K 0.03% new 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 3,700 $224K 0.05% new 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 3,695 $224K 0.18% new 13F-HR Timeline American Trust Investment Advisors, LLC More: the full row for American Trust Investment Advisors, LLC 3,693 $224K 0.12% new 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 3,691 $224K 0.1% new 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 3,689 $224K 0.01% -15,997 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 3,670 $223K 0.1% new 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 3,667 $222K 0.08% +51 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 3,646 $221K 0.15% new 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 3,636 $220K 0.04% new 13F-HR Timeline HBE Wealth Management, LLC More: the full row for HBE Wealth Management, LLC 3,633 $220K 0.19% new 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 3,627 $220K 0.07% new 13F-HR Timeline HAMEL ASSOCIATES, INC. More: the full row for HAMEL ASSOCIATES, INC. 3,622 $220K 0.06% new 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 3,619 $219K 0.12% -993 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 3,618 $219K 0.04% new 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 3,612 $219K 0.01% new 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 3,607 $219K 0.07% new 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 3,584 $217K 0.05% new 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 3,580 $217K 0.02% new 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 3,656 $217K 0.01% new 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 3,575 $217K 0.12% -996 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 3,569 $216K 0.04% new 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 3,569 $216K 0.06% new 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 3,562 $216K 0.04% -250 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 3,561 $216K 0.16% new 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 3,538 $215K 0.03% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 3,528 $214K 0.08% new 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 3,516 $213K 0.07% -3,050 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 3,500 $212K 0.08% new 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 3,495 $212K 0.05% new 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 3,491 $212K 0.02% new 13F-HR Timeline Collar Capital Management, LLC More: the full row for Collar Capital Management, LLC 3,485 $211K 0.14% new 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 3,479 $211K 0.07% new 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 3,700 $211K 0.11% -200 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 3,432 $211K 0.02% new 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 3,469 $210K 0.11% new 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 3,458 $210K 0.2% new 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 3,455 $210K 0.01% 0 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 3,449 $209K 0.03% new 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 3,436 $208K 0.05% new 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 3,435 $208K 0.07% -809 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 3,417 $207K 0.02% new 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 3,416 $207K 0.09% new 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 3,408 $207K 0.05% -15,966 13F-HR Timeline Mason & Associates, LLC More: the full row for Mason & Associates, LLC 3,403 $206K 0.05% new 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 3,395 $206K 0.04% +125 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 3,392 $206K 0.05% new 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 3,391 $206K 0.03% new 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 3,390 $206K 0.06% new 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 3,388 $205K 0.06% new 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 3,387 $205K 0.03% new 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 3,385 $205K 0.18% 0 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 3,374 $205K 0.06% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 3,369 $204K 0.03% +5 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 3,369 $204K 0.02% new 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 3,366 $204K 0.01% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 3,365 $204K 0.02% -5,020 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 3,364 $204K 0.05% new 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 3,353 $203K 0.01% new 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 3,352 $203K 0.08% new 13F-HR Timeline CPWA, LLC More: the full row for CPWA, LLC 3,615 $201K 0.24% 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 3,315 $201K 0.05% new 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 3,313 $201K 0.06% new 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 3,312 $201K 0.06% new 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 3,299 $200K 0.08% new 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 3,300 $200K 0.1% +598 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 3,134 $190K 0.09% -82,290 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 3,127 $190K 0.05% +25 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 3,122 $189K 0.06% +11 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 3,103 $188K 0.04% -171 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 3,100 $188K 0.05% -100 13F-HR/A Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 3,094 $188K 0.13% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,069 $186K 0.01% -54 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 3,049 $185K <0.01% +531 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 3,045 $185K 0.13% -347 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 3,041 $184K 0.03% -11,153 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,036 $184K 0.02% +9 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 2,978 $181K 0.03% new 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 2,974 $180K 0.1% 0 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 2,849 $173K 0.16% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2,845 $173K 0.02% +739 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 2,820 $171K 0.07% 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 2,811 $170K 0.09% +26 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 2,780 $169K 0.01% +51 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 2,757 $167K 0.04% 0 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 2,751 $167K 0.13% +1,193 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 2,750 $167K 0.04% -98 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2,737 $166K 0.06% +34 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 2,680 $163K 0.05% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 2,669 $162K 0.02% -47 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,648 $161K 0.11% -3,116 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 2,648 $161K 0.09% -83 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 2,599 $158K 0.02% -19,698 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,566 $156K 0.01% -419 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 2,543 $154K 0.13% +147 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 2,534 $154K 0.13% +5 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 3,260 $152K 0.04% +500 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,467 $152K 0.01% -605 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 2,423 $147K 0.02% -14 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,420 $147K 0.05% +65 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2,397 $145K 0.06% +29 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,384 $145K 0.01% -213 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 2,383 $145K 0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 2,324 $141K 0.01% -69 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,307 $140K 0.01% -143 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,289 $139K 0.04% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,269 $138K 0.02% +20 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 2,266 $137K 0.12% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,300 $137K 0.01% -72 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,250 $136K 0.01% -271 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 2,197 $133K 0.09% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2,156 $131K 0.02% +536 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 2,146 $130K 0.01% +384 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2,142 $130K 0.03% +153 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 2,136 $130K 0.03% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 2,125 $129K 0.01% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 2,031 $123K 0.03% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 2,009 $122K 0.03% +21 13F-HR Timeline