55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 6,253 $227K 0.06% 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 6,240 $226K 0.08% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 6,211 $225K 0.02% +206 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 6,191 $224K 0.06% 0 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 6,188 $224K <0.01% -700 13F-HR Timeline Group VeraBank, N.A. More: the full row for VeraBank, N.A. 6,186 $224K 0.04% 0 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 6,171 $224K 0.02% +1,540 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 6,156 $223K 0.05% new 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 6,144 $223K 0.05% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 6,139 $223K 0.01% +280 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 6,135 $222K 0.03% -1,777 13F-HR Timeline RD Lewis Holdings, Inc. 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More: the full row for Braun-Bostich & Associates Inc. 6,094 $221K 0.14% -2 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 6,072 $220K 0.17% 0 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 6,059 $220K 0.03% 0 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 6,042 $219K 0.06% 0 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 6,014 $218K 0.05% +301 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 6,007 $218K 0.01% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 6,006 $218K 0.02% new 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 6,000 $218K 0.01% -1,080 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 6,000 $218K 0.08% 0 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 6,000 $218K 0.15% -750 13F-HR Timeline Fullerton Fund Management Co Ltd. 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CERTUITY, LLC More: the full row for CERTUITY, LLC 5,525 $200K 0.01% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 5,509 $200K 0.12% +292 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 5,320 $193K 0.12% -908 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 5,310 $192K 0.04% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 5,284 $192K 0.1% 13F-HR/A Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 5,282 $191K 0.05% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 5,268 $191K 0.03% +13 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. 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More: the full row for RICHARDSON FINANCIAL SERVICES INC. 3,995 $145K 0.05% +78 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 3,904 $142K 0.14% 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 3,850 $140K 0.03% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 3,800 $138K 0.06% 13F-HR Timeline TFC Financial Management, Inc. 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More: the full row for Washington Trust Advisors, Inc. 3,526 $128K 0.01% +766 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 3,520 $128K 0.07% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 3,440 $125K 0.01% -20 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,410 $124K 0.07% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 3,400 $123K 0.13% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 3,239 $117K 0.01% +2,250 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 3,162 $115K 0.08% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,162 $115K <0.01% -46 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3,020 $114K <0.01% -1,315 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 3,099 $112K 0.01% 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 111,914 $112K 0.02% +23,072 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 3,067 $111K 0.09% 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 3,015 $109K 0.02% 0 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 2,685 $109K 0.04% 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 3,000 $109K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2,978 $108K 0.02% +225 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 2,976 $108K 0.01% +3 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 2,925 $106K 0.06% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 2,842 $103K 0.02% -72 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 2,816 $102K 0.02% +285 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 2,527 $101K 0.14% +8 13F-HR/A Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 2,781 $101K 0.01% 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 2,757 $99.9K 0.07% -70 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,676 $97K 0.01% 0 13F-HR Timeline Gleason Group, Inc. 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A. 2,527 $91.6K 0.01% -553 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2,502 $90.7K 0.01% -24 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 2,490 $90.3K 0.05% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 2,484 $90K 0.01% 0 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 2,402 $87.1K 0.03% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 2,352 $85.3K 0.01% 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 2,350 $85.2K 0.07% -3,972 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,332 $84.5K 0.01% -52 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,341 $84.1K 0.01% +337 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 2,298 $83.3K 0.05% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 2,291 $83K <0.01% -1,491 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 2,286 $82.9K 0.03% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,269 $82.3K 0.01% -4,536 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 2,252 $81.7K 0.03% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 2,224 $81K <0.01% +125 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 2,226 $80.7K 0.04% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2,134 $79.8K 0.01% -336 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 2,199 $79.7K <0.01% 0 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 2,190 $79K 0.07% 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 2,148 $77.9K 0.04% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 2,100 $76.1K 0.01% -117 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 2,096 $76K 0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,080 $75.4K 0.02% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 2,043 $74.1K 0.02% -4,087 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 2,041 $74K 0.02% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 2,019 $73.2K 0.07% 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,989 $72.1K 0.02% -645 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 1,950 $70.7K 0.02% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 1,945 $70.5K 0.04% +1,645 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,925 $69.8K 0.01% +130 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. 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More: the full row for Sunbelt Securities, Inc. 1,848 $67K <0.01% -52 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 1,800 $65.2K 0.02% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 1,800 $65.2K 0.02% -77 13F-HR Timeline Trust Co More: the full row for Trust Co 1,780 $64.5K 0.01% +1,192 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,743 $63.2K 0.02% +1,569 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,701 $61.7K 0.02% +5 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,683 $61K 0.01% +53 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,654 $60K 0.03% +3 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,623 $58.8K 0.01% +479 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 1,620 $58.7K 0.01% -120 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,606 $58.2K 0.02% +1,374 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,600 $58K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,569 $56.9K 0.01% +25 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,541 $55.9K 0.02% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,527 $55.4K 0.02% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,496 $54.2K <0.01% -3,892 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 1,490 $54K 0.05% 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 1,500 $54K 0.02% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 1,485 $53.8K 0.04% -4,320 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 1,469 $53.3K <0.01% +2 13F-HR Timeline Pinnacle Bancorp, Inc. 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