Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 10,161 $85.9K 0.03% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 10,111 $85.4K <0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 10,080 $85.2K <0.01% 0 13F-HR Timeline Group Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 10,068 $85.1K 0.01% 0 13F-HR Timeline Group SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 10,000 $84.5K 0.01% new 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 10,000 $84.5K 0.03% 0 13F-HR Timeline Vigil Wealth Management, LLC More: the full row for Vigil Wealth Management, LLC 10,000 $84.5K 0.07% 0 13F-HR Timeline Alpha Wealth Funds, LLC More: the full row for Alpha Wealth Funds, LLC 10,182 $82.6K 0.06% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 9,550 $80.7K 0.01% 0 13F-HR Timeline ELKHORN PARTNERS LIMITED PARTNERSHIP in group ELKHORN PARTNERS LIMITED PART… More: the full row for ELKHORN PARTNERS LIMITED PARTNERSHIP 9,500 $80.3K 0.05% -2,900 13F-HR Timeline Group REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 9,500 $80.3K 0.06% 0 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 9,289 $78.5K <0.01% +3,119 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 8,604 $72.7K <0.01% +152 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 8,000 $67.6K 0.06% -2,500 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,654 $64.7K <0.01% +223 13F-HR/A Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 7,592 $64.2K <0.01% -3,119 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 6,629 $56K 0.01% -27 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 6,449 $54.5K 0.02% +2,963 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 6,075 $51.3K <0.01% -77 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 6,000 $50.7K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 5,896 $49.8K 0.01% new 13F-HR/A Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,745 $48.5K <0.01% -1,863 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 5,620 $47.5K <0.01% -1,252 13F-HR/A Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 5,250 $44.4K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,056 $42.7K <0.01% -3,159 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 4,762 $38.8K <0.01% +1,450 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 4,427 $37.4K 0.02% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 4,070 $34.4K 0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 4,000 $33.8K 0.01% new 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 4,000 $33.8K 0.15% +2,000 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 3,900 $33K 0.02% -1,100 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,674 $31K <0.01% +1,453 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 3,600 $30.4K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 3,322 $28.1K <0.01% +1,805 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 3,200 $27K <0.01% -109 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,172 $26.8K <0.01% -40,322 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 3,100 $26.2K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 3,086 $26.1K <0.01% +46 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 3,000 $25.4K 0.02% new 13F-HR Timeline STOREBRAND ASSET MANAGEMENT AS More: the full row for STOREBRAND ASSET MANAGEMENT AS 2,715 $22.9K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 2,640 $22.3K 0.01% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 2,558 $22K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,512 $21.2K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,362 $20K <0.01% +981 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 2,151 $18.2K <0.01% -351,819 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 2,008 $17K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,000 $16.9K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,990 $16.8K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,968 $16.6K <0.01% -686 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,515 $15.5K <0.01% +15 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 1,478 $12.5K 0.01% +568 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,407 $11.9K <0.01% +148 13F-HR/A Timeline Group Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 1,400 $11.8K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,373 $11.6K <0.01% -548 13F-HR Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,280 $10.8K 0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1,250 $10.6K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,202 $10.2K 0.01% +443 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,200 $10.1K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,172 $9.9K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,048 $8.86K <0.01% +349 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,083 $8.78K <0.01% +2 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 997 $8.43K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 910 $7.69K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 907 $7.66K <0.01% -339 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 841 $7.11K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 763 $6.45K <0.01% -1,282 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 700 $5.92K <0.01% -8,700 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 691 $5.84K <0.01% -308 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 686 $5.8K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 668 $5.64K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 652 $5.39K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 614 $5.19K <0.01% 0 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 600 $5.07K <0.01% 0 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 607 $5K <0.01% -159 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 590 $4.99K <0.01% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 590 $4.99K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 581 $4.91K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 575 $4.86K <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 575 $4.86K <0.01% -40 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 569 $4.81K <0.01% -73 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 542 $4.58K <0.01% +266 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 467 $3.95K <0.01% +224 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 460 $3.89K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 453 $3.83K <0.01% -34 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 445 $3.76K <0.01% 0 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 410 $3.46K <0.01% new 13F-HR/A Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 405 $3.42K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 372 $3.14K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 358 $3.03K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 400 $3K <0.01% 0 13F-HR Timeline Group Bank of New Hampshire More: the full row for Bank of New Hampshire 355 $3K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 350 $2.96K <0.01% -75 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 342 $2.89K <0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 341 $2.88K <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 335 $2.83K <0.01% 0 13F-HR Timeline Group Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 311 $2.63K <0.01% 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 290 $2.45K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 285 $2.41K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 280 $2.37K <0.01% -140 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 280 $2.37K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 273 $2.31K <0.01% +23 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 254 $2.15K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 249 $2.1K <0.01% -443 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 345 $2K <0.01% -45 13F-HR/A Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 218 $1.84K <0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 200 $1.69K <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 185 $1.56K <0.01% +35 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 180 $1.52K <0.01% -1,124 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 159 $1.34K <0.01% -12,721 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 150 $1.27K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 147 $1.24K <0.01% -353 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 137 $1.16K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 132 $1.12K <0.01% -50 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 125 $1.06K <0.01% -3,600 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 124 $1.05K <0.01% -269 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 111 $918 <0.01% new 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 105 $888 <0.01% 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 100 $845 <0.01% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 100 $845 <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 100 $845 <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 100 $845 <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 84 $710 <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 61 $650 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 71 $600 <0.01% -19 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 65 $549 <0.01% +17 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 58 $490 <0.01% +51 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 52 $439 <0.01% new 13F-HR Timeline My Portfolio Guide, LLC More: the full row for My Portfolio Guide, LLC 50 $423 <0.01% 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 48 $406 <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 46 $389 <0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 40 $338 <0.01% -600 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 37 $318 <0.01% +27 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 36 $304 <0.01% -88 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 36 $304 <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 34 $287 <0.01% -54 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 33 $279 <0.01% -1,000 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 26 $220 <0.01% new 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 25 $211 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 21 $177 <0.01% -9 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 17 $144 <0.01% 0 13F-HR Timeline Group Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 16 $135 <0.01% +11 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 15 $127 <0.01% +13 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 14 $122 <0.01% new 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 14 $118 <0.01% -500 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 13 $110 <0.01% 0 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 12 $101 <0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 11 $93 <0.01% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 10 $85 <0.01% 0 13F-HR/A Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 8 $68 <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 3 $26 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 3 $25 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 2 $17 <0.01% new 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 1 $8 <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1 $4 <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 5 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.