LRI Investments, LLC More: the full row for LRI Investments, LLC 1,230 $207K 0.02% +381 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 1,226 $206K 0.05% new 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 1,225 $206K 0.01% new 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,217 $204K 0.02% new 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 1,215 $204K 0.04% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,212 $204K <0.01% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 1,207 $203K 0.04% new 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,205 $203K <0.01% new 13F-HR Timeline Group FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 1,204 $202K 0.02% new 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 1,202 $202K 0.16% new 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1,201 $202K 0.01% new 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 1,200 $202K 0.01% new 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,200 $202K 0.01% new 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,196 $201K <0.01% -14,859 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,196 $201K 0.07% new 13F-HR Timeline Group Scott Marsh Financial, LLC More: the full row for Scott Marsh Financial, LLC 1,196 $201K 0.07% 13F-HR Timeline Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 1,188 $200K 0.05% new 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,190 $200K 0.09% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,150 $193K 0.08% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,118 $188K 0.08% +89 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 1,078 $181K 0.01% -16,914 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,074 $181K 0.02% +79 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,049 $176K <0.01% -50 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 1,047 $176K 0.03% new 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 1,037 $174K 0.22% +150 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 989 $166K 0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 946 $159K 0.02% 0 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 939 $158K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 864 $144K 0.01% -571 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 856 $144K 0.09% +23 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 810 $136K 0.01% -56 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 800 $134K 0.2% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 751 $126K 0.01% +150 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 734 $121K 0.07% 0 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 705 $118K 0.01% new 13F-HR/A Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 700 $118K 0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 682 $115K 0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 684 $115K 0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 660 $111K 0.04% +196 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 641 $108K 0.09% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 639 $107K 0.08% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 626 $105K 0.02% -805 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 613 $103K 0.01% -1 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 612 $103K 0.05% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 603 $101K 0.09% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 600 $101K <0.01% 0 13F-HR/A Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 588 $98.8K 0.08% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 535 $89.9K 0.04% +496 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 520 $87.4K 0.05% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 520 $87.4K 0.03% +350 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 501 $84.2K 0.03% -266 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 500 $84K 0.04% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 500 $84K 0.06% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 488 $82K <0.01% new 13F-HR Timeline Group Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 483 $81.1K <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 481 $80.8K 0.02% +383 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 486 $80.5K 0.04% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 472 $79.3K <0.01% new 13F-HR Timeline Group Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 459 $77.1K 0.03% 0 13F-HR/A Timeline Group FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 450 $75.6K 0.03% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 450 $75.6K 0.03% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 437 $73K 0.02% +16 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 431 $72.4K 0.01% +165 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 427 $71.7K 0.02% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 425 $71.4K 0.02% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 422 $70.9K 0.05% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 415 $69.7K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 410 $68K 0.01% +58 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 404 $67.9K 0.01% 0 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 400 $67.2K <0.01% new 13F-HR Timeline Group ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 389 $65.4K <0.01% +142 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 387 $65K 0.05% -71 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 385 $64.6K <0.01% +29 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 380 $63.8K <0.01% +4 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 380 $63.8K <0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 378 $63.6K 0.01% +16 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 373 $62.7K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 366 $61.5K <0.01% +85 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 359 $60.3K 0.01% +1 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 355 $59.6K 0.01% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 350 $58.8K <0.01% +275 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 350 $58.8K 0.02% -10 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 346 $58.1K 0.01% -202 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 350 $55.3K 0.01% +17 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 318 $53.5K 0.01% +4 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 314 $52.8K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 307 $52K <0.01% +95 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 299 $50.2K 0.01% -9,665 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 294 $49.4K 0.05% 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 293 $49.2K 0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 288 $48.4K <0.01% -344 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 280 $47K 0.03% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 280 $47K <0.01% +9 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 271 $45K 0.01% +1 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 257 $43.2K 0.03% 0 13F-HR/A Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 259 $43K 0.01% +38 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 250 $42K 0.02% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 250 $42K 0.02% +44 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 248 $41.7K <0.01% 0 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 245 $41.2K <0.01% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 281 $41.1K 0.01% new 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 240 $40.3K <0.01% -36 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 239 $40.2K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 232 $39K 0.02% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 230 $38.6K <0.01% 0 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 230 $38.6K 0.03% 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 229 $38.5K 0.03% +18 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 228 $38.3K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 222 $37K 0.02% -70 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 215 $36.1K 0.01% +21 13F-HR Timeline Cubist Systematic Strategies, LLC More: the full row for Cubist Systematic Strategies, LLC 214 $36K <0.01% new 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 214 $36K <0.01% +107 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 214 $36K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 210 $35.3K 0.01% +24 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 203 $34.1K 0.11% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 200 $33.6K 0.02% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 200 $33.6K 0.02% +71 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 193 $32.4K <0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 186 $31.2K 0.01% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 186 $31.2K 0.03% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 180 $30.2K 0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 175 $29.4K 0.01% +75 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 164 $27.6K 0.02% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 160 $26.9K <0.01% 0 13F-HR Timeline Group CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 156 $26.1K 0.02% +1 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 150 $25.2K 0.01% -1 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 145 $24.4K 0.01% 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 144 $24.2K <0.01% -250 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 143 $24K <0.01% +17 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 140 $23.5K <0.01% 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 139 $23.4K 0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 133 $22.3K 0.01% +38 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 132 $22.2K 0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 131 $22K 0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 130 $21.8K 0.01% -16 13F-HR/A Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 114 $19.1K <0.01% +11 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 113 $19K 0.02% 0 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 111 $18K 0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 106 $18K <0.01% 0 13F-HR Timeline Group Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 100 $16.8K <0.01% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 100 $16.8K 0.01% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 96 $16K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 84 $14.1K 0.02% -15 13F-HR/A Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 81 $13.6K <0.01% -19 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 111 $13.1K 0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 78 $13.1K <0.01% 0 13F-HR/A Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 77 $12.9K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 76 $12.8K <0.01% -67 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 75 $12.6K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 77 $12K <0.01% +25 13F-HR/A Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 70 $11.8K <0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 68 $11.4K 0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 63 $10.6K <0.01% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 63 $10.6K 0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 61 $10.4K <0.01% -57 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 60 $10.1K <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 55 $9.29K <0.01% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 52 $8.74K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 55 $8.61K <0.01% -13 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 49 $8.23K 0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 49 $8.23K 0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 46 $7.74K <0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 45 $7.59K <0.01% 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 45 $7.56K <0.01% -33 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 46 $7.55K 0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 44 $7.39K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 43 $7.25K 0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 42 $7.07K 0.01% +5 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 41 $6.89K <0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 39 $6.55K <0.01% 0 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 38 $6.38K <0.01% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 38 $6.38K <0.01% 0 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 38 $6.38K <0.01% 0 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 36 $6K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 35 $5.88K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 34 $5.71K <0.01% -25 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 31 $5.21K <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 30 $5.04K <0.01% -40 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 30 $5.04K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 30 $5.04K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 28 $4.7K <0.01% +10 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 27 $4.58K <0.01% -18 13F-HR Timeline MOTCO More: the full row for MOTCO 29 $4.5K <0.01% +14 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 26 $4.37K <0.01% 0 13F-HR Timeline Group Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 25 $4.23K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 22 $3.7K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 22 $3.7K <0.01% +1 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 21 $3.53K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 20 $3.36K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 19 $3.19K <0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 19 $3.12K <0.01% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 21 $3K <0.01% 0 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 17 $2.86K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 17 $2.86K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 17 $2.86K <0.01% +4 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 17 $2.79K <0.01% new 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 16 $2.69K <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. 15 $2.52K <0.01% new 13F-HR Timeline Group WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 15 $2.52K <0.01% +6 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 14 $2.43K <0.01% -45 13F-HR Timeline