Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 3,255 $298K 0.16% +187 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 3,254 $298K 0.03% -108 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 3,205 $297K <0.01% +528 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 3,242 $297K 0.06% -20 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 3,227 $296K 0.19% new 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 3,225 $296K 0.02% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,225 $296K 0.01% -31 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 3,220 $295K 0.03% 0 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 3,218 $295K 0.02% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 3,214 $295K 0.05% +18 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 3,200 $293K 0.04% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 3,200 $293K 0.02% 0 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 3,200 $293K 0.07% +3 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 3,194 $293K 0.01% -6 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,186 $292K 0.01% +427 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,184 $292K 0.02% -64 13F-HR Timeline Group Guardian Wealth Management, LLC More: the full row for Guardian Wealth Management, LLC 3,174 $291K 0.08% new 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 3,168 $290K 0.01% +71 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,159 $290K 0.03% -61 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 3,157 $290K 0.01% -182 13F-HR Timeline Group Sunpointe, LLC More: the full row for Sunpointe, LLC 3,133 $287K 0.08% +77 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 3,131 $287K 0.18% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 3,121 $286K 0.02% -582 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 3,111 $285K 0.07% +175 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 3,108 $285K 0.07% +55 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 3,101 $284K 0.13% +458 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 3,089 $283K 0.09% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 3,081 $282K 0.12% 0 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 3,077 $282K 0.1% -157 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 3,077 $282K 0.1% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 3,076 $282K 0.09% -109 13F-HR Timeline Group Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 3,054 $280K 0.2% +290 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 3,052 $280K 0.01% new 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 3,051 $280K 0.02% 0 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 3,050 $280K 0.02% +50 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 3,049 $280K <0.01% -129 13F-HR Timeline Vancity Investment Management Ltd More: the full row for Vancity Investment Management Ltd 3,047 $279K 0.04% +400 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 3,043 $279K 0.04% -419 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 3,042 $279K 0.08% -423 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 3,041 $279K 0.09% -679 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 3,036 $278K 0.01% 0 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 3,035 $278K 0.07% -21 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 3,035 $278K 0.01% +76 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 3,034 $278K 0.03% 0 13F-HR Timeline Vigil Wealth Management, LLC More: the full row for Vigil Wealth Management, LLC 3,024 $277K 0.2% 0 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 3,022 $277K 0.05% +402 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 3,019 $277K 0.08% -56 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 3,016 $277K 0.04% -158 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 3,011 $276K 0.03% new 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,988 $275K 0.03% +291 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 3,000 $275K 0.04% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 3,000 $275K 0.09% 0 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 3,000 $275K 0.05% 0 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 2,984 $274K 0.09% 0 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 2,984 $274K 0.02% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 2,983 $273K 0.04% -233 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 2,980 $273K 0.08% new 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 2,978 $273K 0.05% +12 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 2,978 $273K <0.01% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 2,975 $273K 0.01% +161 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 2,971 $272K 0.07% +139 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 2,968 $272K 0.01% 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 2,956 $271K 0.02% -660 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 2,948 $270K 0.03% +136 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,947 $270K 0.02% +114 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 2,942 $270K 0.06% +2 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 2,940 $270K <0.01% new 13F-HR Timeline Group United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,919 $268K 0.03% +158 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 2,911 $267K 0.02% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 2,869 $266K 0.02% -2 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,906 $266K 0.01% +29 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 2,900 $266K 0.13% -50 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 2,900 $266K 0.06% 0 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 2,898 $266K 0.05% +550 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 2,894 $265K 0.12% 0 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 2,891 $265K 0.05% 0 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 2,889 $265K 0.07% -63 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,887 $265K 0.01% +5 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 2,886 $265K 0.04% 0 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 2,884 $264K 0.01% new 13F-HR Timeline Group McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 2,880 $264K 0.01% 0 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 2,880 $264K 0.03% 0 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 2,877 $264K 0.04% +76 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,875 $264K 0.01% new 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 2,873 $263K 0.04% new 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 2,800 $263K 0.06% 0 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 2,867 $263K 0.06% new 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 2,852 $261K 0.08% -300 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 2,853 $261K <0.01% -71 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 2,850 $261K 0.01% -112 13F-HR Timeline BROOKTREE CAPITAL MANAGEMENT More: the full row for BROOKTREE CAPITAL MANAGEMENT 2,850 $261K 0.17% 0 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 2,850 $261K 0.09% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 2,843 $261K 0.01% +31 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 2,841 $260K 0.08% +5 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 2,835 $260K 0.05% -582 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 2,827 $259K 0.03% 0 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 2,826 $259K 0.2% new 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 2,823 $259K 0.01% -53 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 2,817 $258K 0.05% +389 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 2,819 $258K 0.11% -100 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 2,810 $258K 0.1% 0 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 2,809 $258K 0.1% -70 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 2,802 $257K 0.01% +201 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 2,800 $257K 0.03% 0 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 2,800 $257K 0.05% 0 13F-HR/A Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 2,800 $257K 0.04% 0 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 2,796 $256K 0.15% +16 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 2,796 $256K 0.01% new 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 2,796 $256K 0.05% 0 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 2,773 $254K 0.02% new 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 2,756 $253K 0.01% 0 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 2,756 $253K <0.01% +7 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 2,750 $252K 0.12% 0 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 2,749 $252K 0.04% new 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 2,749 $252K 0.02% +40 13F-HR/A Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 2,723 $252K 0.01% 0 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 2,729 $250K 0.03% 0 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 2,726 $250K 0.02% +114 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 2,725 $250K 0.03% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,723 $250K 0.02% -1,059 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,715 $249K 0.05% -580 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,714 $249K 0.01% new 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 2,714 $249K 0.01% new 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 2,710 $248K 0.01% 0 13F-HR Timeline American Trust Investment Advisors, LLC More: the full row for American Trust Investment Advisors, LLC 2,690 $247K 0.12% 0 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 2,688 $246K 0.01% new 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 2,687 $246K 0.14% +313 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,687 $246K 0.02% -191 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,670 $245K 0.06% 0 13F-HR Timeline Group Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 2,669 $245K 0.03% new 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 2,659 $244K 0.1% 0 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 2,652 $243K 0.08% -20 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 2,651 $243K 0.02% -766 13F-HR Timeline Group ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 2,650 $243K 0.04% 0 13F-HR Timeline Essex LLC More: the full row for Essex LLC 2,650 $243K 0.04% 0 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 2,647 $243K 0.03% 0 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 2,635 $242K 0.04% +16 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 2,634 $241K 0.02% -28,113 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,634 $241K 0.03% new 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 2,632 $241K 0.11% new 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 2,627 $241K 0.05% -328 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,620 $240K 0.03% new 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 2,618 $240K 0.06% +1 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 2,622 $240K 0.02% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,615 $240K 0.01% -6 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 2,614 $240K 0.05% -2,598 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 2,614 $240K 0.05% -30 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,610 $239K 0.1% 0 13F-HR Timeline Group Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 2,608 $239K 0.1% -45 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 2,607 $239K 0.02% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 2,599 $238K 0.06% -9,140 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,596 $238K 0.01% -34 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 2,593 $238K 0.04% +173 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 2,586 $237K 0.05% +12 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 2,576 $236K 0.04% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,570 $236K 0.01% -15 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 2,566 $235K 0.04% new 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 2,559 $235K 0.1% +15 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 2,540 $233K 0.05% -60 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 2,534 $232K 0.06% 0 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 2,531 $232K 0.07% -44 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,528 $232K 0.04% +745 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 2,527 $232K 0.02% -508 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,515 $231K 0.01% -282 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 2,509 $230K 0.01% -147 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,509 $230K <0.01% -5,212 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 2,505 $230K 0.02% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,502 $229K 0.1% +246 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 2,500 $229K 0.02% 0 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 2,500 $229K 0.01% 0 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 2,499 $229K 0.04% new 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 2,499 $229K 0.05% -34 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 2,500 $229K 0.05% 0 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 2,495 $229K 0.02% new 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 2,494 $229K 0.08% +2 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 2,503 $229K 0.05% -174 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 2,489 $228K 0.01% -5,168 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 2,480 $227K 0.11% -721 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 2,474 $227K 0.01% -129 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 2,471 $227K 0.05% new 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 2,467 $226K 0.04% -793 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 2,464 $226K <0.01% 0 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 2,455 $225K 0.06% -743 13F-HR Timeline GLR Partners, LLC More: the full row for GLR Partners, LLC 2,450 $225K 0.1% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 2,448 $224K 0.07% +457 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 2,445 $224K 0.03% 0 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 2,443 $224K 0.03% new 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 2,441 $224K 0.07% new 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 2,439 $224K 0.03% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 2,434 $223K 0.03% -4 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 2,434 $223K 0.03% new 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 2,431 $223K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 2,414 $223K 0.03% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,428 $223K <0.01% new 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 2,422 $222K 0.02% new 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 2,421 $222K 0.01% -363 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 2,418 $222K 0.03% -10,006 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,370 $221K 0.02% new 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 2,365 $221K 0.03% new 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 2,403 $221K 0.15% +3 13F-HR Timeline