Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 2,950 $201K 0.12% 0 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 2,943 $201K 0.08% 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 2,940 $201K 0.05% -22 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 2,940 $201K 0.07% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 2,920 $199K 0.05% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,918 $199K 0.02% -90 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 2,863 $195K 0.11% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,818 $192K 0.01% -238 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 2,801 $191K 0.09% +19 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 2,797 $191K 0.03% -1,839 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 2,728 $186K 0.02% +2,700 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 2,708 $185K 0.08% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 2,680 $183K 0.15% 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,581 $177K 0.1% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 2,572 $176K 0.03% +150 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 2,523 $172K 0.06% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2,411 $165K 0.04% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,408 $164K 0.01% +149 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 2,405 $164K 0.03% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,402 $164K 0.01% +35 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 2,354 $161K 0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2,322 $158K 0.02% +2 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 2,304 $158K 0.01% -16 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 2,279 $156K 0.02% +39 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 2,259 $154K 0.02% -7,689 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,258 $154K 0.02% -10 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 2,250 $154K 0.07% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,232 $152K 0.02% +105 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 2,225 $152K 0.01% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 2,225 $152K 0.16% 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 2,184 $150K 0.08% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,135 $146K 0.02% +248 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,130 $145K 0.01% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 2,116 $144K 0.09% +5 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,097 $143K 0.01% +127 13F-HR Timeline Group Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 2,084 $142K 0.09% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 2,075 $142K 0.04% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,050 $140K 0.06% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,049 $140K 0.03% -133 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 2,025 $138K 0.06% 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 2,000 $137K 2.6% 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 1,974 $135K 0.04% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 1,952 $133K 0.02% 0 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 1,851 $126K <0.01% -249,375 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,834 $126K 0.08% -140 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,827 $125K <0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,790 $122K 0.02% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,715 $117K 0.01% -51 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,705 $116K 0.06% +3 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 1,679 $115K 0.07% -549 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,667 $114K 0.03% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,644 $112K 0.01% -1,545 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 1,628 $111K 0.08% 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,623 $111K 0.02% +404 13F-HR Timeline Navera Investment Management Ltd. More: the full row for Navera Investment Management Ltd. 1,600 $109K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,584 $108K 0.02% +407 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 1,548 $106K 0.04% +3 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,533 $105K 0.05% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,506 $103K 0.04% +1,034 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 1,500 $102K 0.03% -1,100 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 1,500 $102K 0.02% new 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 1,500 $102K 0.04% +1,439 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 1,472 $100K 0.07% +122 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 1,432 $97.7K 0.05% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,431 $97.7K <0.01% 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 1,431 $97.7K 0.04% +32 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 1,425 $97.3K 0.07% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,423 $97.1K <0.01% -133 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 1,420 $96.9K 0.02% -380 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 1,420 $96.9K 0.06% 13F-HR Timeline OAKMONT Corp More: the full row for OAKMONT Corp 1,413 $96.5K 0.02% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 1,393 $95.1K 0.05% 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,388 $94K 0.06% -2,463 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,376 $93.9K 0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,357 $92.6K 0.05% -30 13F-HR Timeline City State Bank More: the full row for City State Bank 1,353 $92.4K 0.03% -254 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,350 $92.2K 0.01% +55 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 1,350 $92.2K 0.08% 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 1,340 $91.5K 0.06% 0 13F-HR/A Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,331 $90.9K 0.08% 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 1,300 $88.7K 0.03% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,259 $85.9K <0.01% +72 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 1,210 $82.6K 0.09% -900 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 1,201 $82K 0.07% +12 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 1,200 $81.9K 0.05% 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 1,184 $80.8K 0.06% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,181 $80.6K 0.02% +692 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,155 $78.8K 0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,138 $77.7K 0.02% +29 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,124 $76.7K 0.04% 0 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 1,117 $76.2K <0.01% -346 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,089 $74.3K 0.03% +89 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,083 $74.2K 0.02% -39 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 1,085 $74.1K 0.03% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,071 $73.1K 0.01% -33 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 1,025 $70K 0.04% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 1,023 $69.8K 0.02% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,017 $69.4K 0.02% +44 13F-HR Timeline Firsthand Capital Management, Inc. More: the full row for Firsthand Capital Management, Inc. 1,000 $68.3K 0.14% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,000 $68.3K 0.02% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 989 $67.5K 0.07% 13F-HR/A Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 939 $64.1K 0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 930 $63.5K 0.02% +130 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 921 $62.9K 0.01% +101 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 915 $62.5K 0.01% 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 906 $61.8K 0.01% +1 13F-HR Timeline CNB Bank More: the full row for CNB Bank 903 $61.6K 0.03% 0 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 901 $61.5K 0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 896 $61.2K 0.02% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 890 $60.8K 0.04% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 882 $60.2K 0.12% +742 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 873 $59.7K 0.01% +1 13F-HR/A Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 849 $58K 0.05% 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 847 $57.8K 0.02% +52 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 834 $57K 0.03% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 825 $56.3K 0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 835 $56.3K 0.01% +27 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 715 $55.3K 0.05% 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 804 $55K <0.01% +4 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 803 $54.8K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 802 $54.7K 0.01% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 799 $54.5K 0.03% 0 13F-HR Timeline Group MOTCO More: the full row for MOTCO 798 $54.5K 0.01% -1,000 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 794 $54K <0.01% new 13F-HR Timeline Group FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 786 $53.7K 0.03% 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 779 $53.2K 0.01% +2 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 778 $53.1K 0.01% -70 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 777 $53K <0.01% 0 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 768 $52K 0.01% +51 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 750 $51.2K 0.02% -50 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 750 $51.2K 0.02% new 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 741 $50.6K 0.01% 0 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 733 $50K 0.02% -58,090 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 730 $49.8K 0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 713 $48.7K <0.01% +1 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 711 $48.5K 0.05% 13F-HR Timeline Bray Capital Advisors More: the full row for Bray Capital Advisors 700 $47.8K 0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 685 $46.8K 0.02% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 674 $46K 0.03% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 660 $45.1K 0.04% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 653 $44.6K <0.01% -34 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 649 $44.3K 0.01% -260 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 639 $43.6K 0.02% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 636 $43.4K 0.01% 0 13F-HR/A Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 632 $43.1K -112,969 Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 619 $42.3K <0.01% 0 13F-HR Timeline Group Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 611 $41.7K 0.02% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 595 $41K <0.01% +43 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 600 $41K 0.01% 0 13F-HR Timeline Group United Community Bank in group United Community Bank More: the full row for United Community Bank 600 $41K 0.02% 0 13F-HR Timeline Group Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 600 $41K 0.03% -100 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 598 $40.8K 0.01% +1 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 590 $40.3K 0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 589 $40.2K 0.03% +1 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 588 $40.1K <0.01% +85 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 575 $39.2K 0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 562 $38.4K 0.01% -125 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 556 $37K 0.01% 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 535 $36.5K 0.01% 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 534 $36.5K 0.01% 0 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 450 $36.2K 0.01% new 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 515 $35K 0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 511 $34.9K 0.03% 0 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 500 $34.1K <0.01% 0 13F-HR/A Timeline Group COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 500 $34.1K <0.01% 0 13F-HR Timeline Boit C F David More: the full row for Boit C F David 500 $34.1K 0.01% 0 13F-HR Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 500 $34.1K 0.02% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 486 $33.2K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 484 $33K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 481 $32.8K 0.02% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 467 $31.9K 0.01% -27 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 461 $31.5K <0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 460 $31.4K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 460 $31.4K 0.02% 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 450 $31K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 439 $30K <0.01% -5 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 436 $29K 0.08% 0 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 423 $29K 0.02% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 407 $27.8K 0.02% -35 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 407 $27.8K <0.01% -119 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 404 $27.6K 0.02% 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 403 $27.5K <0.01% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 400 $27.3K 0.02% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 400 $27.3K 0.01% 0 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 390 $26.7K <0.01% -23 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 393 $26K <0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 380 $25.9K 0.01% +180 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 371 $25.4K 0.01% +1 13F-HR/A Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 371 $25.3K 0.02% 0 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 362 $24.7K 0.02% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 360 $24.7K <0.01% +160 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 356 $24.3K <0.01% new 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 353 $24.1K 0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 350 $23.9K <0.01% 0 13F-HR/A Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 350 $23.9K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 346 $23.6K 0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 341 $23.3K <0.01% -135 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 335 $22.9K 0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 327 $22.3K 0.01% -60 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 327 $22.3K 0.01% 0 13F-HR Timeline