One Day In July LLC More: the full row for One Day In July LLC 2,600 $233K 0.02% -18 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 2,599 $233K 0.05% -24 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 2,584 $232K 0.04% 0 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 2,583 $232K 0.04% -51 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 2,580 $232K 0.15% +3 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2,580 $232K 0.02% -112 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 2,572 $231K 0.08% +113 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2,567 $230K 0.07% +9 13F-HR/A Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,566 $230K 0.08% -1,270 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 2,559 $230K 0.05% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2,557 $229K 0.02% -688 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 2,554 $229K 0.07% -162 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 2,471 $229K 0.1% -444 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 2,551 $229K 0.12% 0 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 2,545 $228K 0.17% 0 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 2,544 $228K 0.05% -818 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 2,346 $228K 0.18% +21 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 2,533 $227K 0.05% +139 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 2,516 $226K 0.07% +161 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 2,511 $225K 0.01% -307 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 2,510 $225K 0.06% 0 13F-HR Timeline AdviceOne Advisory Services, LLC More: the full row for AdviceOne Advisory Services, LLC 2,509 $225K 0.17% +21 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 2,497 $224K 0.07% -3 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 2,495 $224K 0.04% -292 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 2,494 $224K 0.01% -20,420 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 2,493 $223K 0.04% +552 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 2,482 $223K 0.13% 0 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 2,474 $222K 0.14% +61 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 2,470 $222K <0.01% +24 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 2,465 $222K 0.07% +4 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 2,108 $221K 0.1% 0 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 2,465 $221K 0.11% 0 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 2,462 $221K 0.15% +3 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 2,460 $221K 0.03% new 13F-HR Timeline Group Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 2,455 $220K 0.1% +101 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,454 $220K 0.02% -700 13F-HR Timeline CAMPBELL NEWMAN ASSET MANAGEMENT INC More: the full row for CAMPBELL NEWMAN ASSET MANAGEMENT INC 2,451 $220K 0.02% -40,587 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 2,450 $220K 0.14% -164 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 2,450 $220K 0.06% +58 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 2,437 $219K 0.11% -14 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 2,436 $219K 0.03% -49 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 2,430 $218K 0.01% +199 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 2,428 $218K 0.04% -29 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 2,425 $218K 0.19% 0 13F-HR Timeline Cobler Capital Management, LLC More: the full row for Cobler Capital Management, LLC 2,308 $218K 0.22% 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,413 $217K 0.02% -1,630 13F-HR Timeline Group Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 2,411 $216K 0.16% 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 2,407 $216K 0.04% +1 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 2,407 $216K 0.02% -66 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 2,405 $216K 0.27% -1,498 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,401 $215K 0.05% new 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 2,400 $215K 0.13% 0 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 2,400 $215K 0.17% 0 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 2,398 $215K 0.1% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,392 $215K 0.04% -32 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 2,390 $214K 0.01% 0 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 2,385 $214K 0.03% -85 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 2,385 $214K 0.13% -148 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,377 $213K 0.03% -115 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 2,377 $213K 0.02% +30 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 2,368 $213K 0.01% -247 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 2,367 $212K 0.02% -599 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 2,366 $212K 0.01% -67 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 2,792 $212K <0.01% -5,625 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 2,359 $212K 0.04% -302 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,212 $211K 0.06% -98 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 2,353 $211K 0.05% -54,928 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 2,349 $211K 0.05% -12,194 13F-HR Timeline Kapitalo Investimentos Ltda More: the full row for Kapitalo Investimentos Ltda 2,348 $211K 0.05% new 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 2,345 $210K 0.07% +226 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 2,344 $210K 0.05% +45 13F-HR/A Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 2,340 $210K 0.03% 0 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 2,336 $210K 0.1% +2 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 2,336 $210K 0.17% +2 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 2,333 $209K 0.14% -195 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 2,330 $209K 0.15% 0 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 2,329 $209K 0.16% new 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 2,328 $209K 0.06% +77 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 2,326 $209K 0.07% 0 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 2,324 $209K 0.15% -74 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 2,324 $209K 0.02% 0 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 2,320 $208K 0.01% +25 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 2,315 $208K 0.11% +24 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,307 $207K 0.01% -39 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 2,317 $207K 0.06% +20 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 2,308 $207K 0.21% +385 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 2,305 $207K 0.12% new 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 2,304 $207K 0.14% +2 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 2,254 $206K 0.03% new 13F-HR/A Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 2,297 $206K 0.03% -214 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 2,299 $206K 0.07% -49 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 2,292 $206K 0.15% -175 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 2,287 $205K 0.06% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,286 $205K 0.01% +180 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,285 $205K 0.05% -1,932 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 2,277 $204K 0.05% +173 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 2,275 $204K 0.06% +148 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,262 $203K 0.02% +77 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 2,262 $203K 0.01% 0 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 2,261 $203K 0.02% 0 13F-HR Timeline Wilkinson Global Asset Management LLC More: the full row for Wilkinson Global Asset Management LLC 2,250 $202K 0.01% -250 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 2,247 $202K 0.04% -384 13F-HR Timeline Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 2,243 $201K 0.17% -450 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 2,241 $201K 0.07% new 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 2,236 $201K 0.04% -926 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 2,232 $200K 0.12% 0 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 2,094 $200K 0.09% 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 2,229 $200K 0.06% +101 13F-HR/A Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 2,229 $200K 0.19% +123 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 2,215 $199K 0.16% 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 2,211 $198K <0.01% -47,366 13F-HR Timeline Group Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 2,204 $198K 0.03% +68 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 2,197 $197K 0.05% +95 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 2,194 $197K 0.02% -282 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 2,176 $195K 0.04% 0 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 2,183 $195K 0.08% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 2,137 $192K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2,101 $189K 0.02% -25 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 2,099 $188K 0.01% 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 2,094 $188K 0.06% -41 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 2,018 $181K 0.02% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 2,008 $180K 0.03% -12 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,980 $178K 0.04% -1,950 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1,972 $177K 0.04% +981 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,953 $175K 0.02% -60 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1,952 $175K <0.01% -28 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 1,950 $175K 0.02% -8,674 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 1,900 $171K 0.09% 0 13F-HR Timeline Group Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 1,895 $170K 0.09% +1,419 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,886 $169K 0.03% -77 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,831 $164K 0.01% +257 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 1,816 $163K 0.08% +11 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 1,808 $162K 0.08% +1,500 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. 2UniFi Bank More: the full row for 2UniFi Bank 1,802 $162K 0.09% +245 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,788 $160K 0.01% -1,725 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,759 $158K <0.01% +161 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,739 $156K <0.01% +322 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Binnacle Investments Inc More: the full row for Binnacle Investments Inc 1,736 $156K 0.1% -44 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,610 $153K 0.07% -58 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,709 $153K 0.05% -2 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 1,694 $152K 0.07% 0 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 1,686 $151K 0.01% new 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 1,658 $149K 0.03% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,650 $148K <0.01% +128 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,638 $147K 0.02% +269 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,594 $147K 0.03% -69 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 1,607 $144K 0.12% -129 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,541 $138K 0.06% -59 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 1,538 $138K 0.03% -3 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,537 $138K 0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,530 $137K 0.1% +1,493 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,518 $136K 0.02% +1 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,500 $136K 0.03% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 1,509 $135K 0.08% 0 13F-HR Timeline Boit C F David More: the full row for Boit C F David 1,500 $135K 0.06% 0 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 1,500 $135K 0.09% -525 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 1,498 $134K 0.07% -314 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,480 $133K 0.05% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 1,486 $133K 0.1% new 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 1,458 $131K 0.09% +1,182 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,429 $128K 0.04% -95 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,425 $128K 0.05% -38 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 1,412 $127K 0.03% +11 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,406 $126K 0.01% -360 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,393 $125K 0.01% -7,475 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,357 $122K 0.01% -1,653 13F-HR Timeline Livelsberger Financial Advisory More: the full row for Livelsberger Financial Advisory 1,337 $120K 2.32% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,334 $120K 0.01% -77 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,333 $120K 0.01% +516 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,320 $118K 0.09% -68 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 1,302 $117K 0.07% +327 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,300 $117K 0.04% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,297 $116K 0.01% -348 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 1,275 $114K 0.12% -400 13F-HR/A Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,263 $113K 0.03% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,247 $113K 0.06% -324 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,256 $113K 0.01% -30 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 1,251 $112K 0.01% 0 13F-HR/A Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 1,237 $111K 0.05% +4 13F-HR Timeline Security National Bank More: the full row for Security National Bank 1,193 $107K 0.02% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1,192 $107K 0.04% new 13F-HR Timeline MOTCO More: the full row for MOTCO 1,114 $106K 0.01% +200 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 1,183 $106K 0.03% -10 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,178 $106K 0.04% +169 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,173 $105K 0.04% -2,060 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,169 $105K 0.07% -42 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 1,141 $102K 0.03% +6 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 1,122 $101K 0.06% +853 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 1,111 $100K 0.02% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 1,093 $98.1K 0.05% +1,000 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,051 $98K 0.02% -223 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 1,088 $97.6K 0.12% 0 13F-HR/A Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,060 $97.2K 0.02% +636 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 1,050 $94.2K 0.02% 13F-HR Timeline Group DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 1,016 $93.5K 0.02% +16 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,026 $92.1K <0.01% +101 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1,005 $90.2K 0.05% +2 13F-HR Timeline Delaware Ladera Management Company, Inc. More: the full row for Delaware Ladera Management Company, Inc. 1,000 $89.7K 31.42% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 999 $89.7K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 989 $88.8K 0.01% -32 13F-HR Timeline