ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 395 $223K 0.1% new 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 396 $223K 0.07% new 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 395 $223K 0.21% -49 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 394 $222K 0.17% new 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 394 $222K 0.24% 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 394 $222K 0.13% new 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 392 $221K 0.16% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 392 $221K 0.12% -26 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 391 $220K 0.02% new 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 390 $220K 0.11% new 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 389 $219K 0.04% new 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 353 $218K 0.08% new 13F-HR Timeline LAVELLE CAPITAL LP More: the full row for LAVELLE CAPITAL LP 387 $218K 0.14% new 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 387 $218K 0.04% new 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 370 $218K 0.21% new 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 385 $217K 0.04% -66 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 385 $217K 0.03% new 13F-HR Timeline Guardian Capital, LLC More: the full row for Guardian Capital, LLC 385 $217K 0.21% -101 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 385 $216K 0.25% new 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 384 $216K 0.1% new 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 383 $216K 0.08% new 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 383 $216K 0.02% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 381 $215K 0.05% +14 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 381 $215K 0.05% new 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 380 $214K 0.05% new 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 380 $214K 0.05% new 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 380 $214K 0.07% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 379 $213K 0.01% -286 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 379 $213K 0.78% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 379 $213K 0.01% -7 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 378 $213K 0.01% -210 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 378 $213K 0.04% new 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 378 $213K 0.03% new 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 378 $213K 0.15% new 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 377 $212K 0.06% new 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 376 $212K 0.05% new 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 377 $212K 0.15% new 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 375 $211K 0.02% new 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 375 $211K 0.11% new 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 375 $211K 0.05% new 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 374 $211K 0.06% new 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 372 $210K 0.1% -135 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 372 $210K 0.08% new 13F-HR Timeline TrustWell Financial Advisors, LLC More: the full row for TrustWell Financial Advisors, LLC 372 $210K 0.2% new 13F-HR Timeline Dala Group, LLC More: the full row for Dala Group, LLC 388 $209K 0.17% new 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 371 $209K 0.04% new 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 371 $209K 0.05% -196 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 369 $209K 0.06% new 13F-HR Timeline Capital Asset Managemnet, LLC More: the full row for Capital Asset Managemnet, LLC 370 $208K 0.23% new 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 367 $207K 0.03% new 13F-HR Timeline QVR LLC More: the full row for QVR LLC 367 $207K 0.1% new 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 367 $207K 0.05% new 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 367 $207K 0.01% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 366 $206K 0.02% +16 13F-HR Timeline Group Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 365 $206K 0.02% new 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 365 $206K 0.04% new 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 364 $205K 0.16% new 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 364 $205K 0.05% new 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 363 $204K 0.03% new 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 363 $204K 0.11% new 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 363 $204K 0.1% new 13F-HR Timeline KENNEDY CAPITAL MANAGEMENT LLC More: the full row for KENNEDY CAPITAL MANAGEMENT LLC 362 $204K <0.01% new 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 362 $204K 0.17% new 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 361 $204K 0.05% new 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 361 $203K 0.42% new 13F-HR/A Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 361 $203K 0.04% new 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 360 $203K 0.08% new 13F-HR Timeline Glass Wealth Management Co LLC More: the full row for Glass Wealth Management Co LLC 360 $203K 0.08% new 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 359 $202K 0.04% new 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 358 $202K 0.03% new 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 356 $201K 0.16% new 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 356 $201K 0.05% new 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 350 $197K 0.12% -75 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 350 $197K 0.1% 0 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 344 $194K 0.19% -12 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 341 $192K 0.01% -50 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 340 $191K 0.04% 0 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 336 $189K 0.12% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 329 $185K 0.13% 0 13F-HR Timeline Navera Investment Management Ltd. More: the full row for Navera Investment Management Ltd. 325 $183K <0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 318 $179K 0.02% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 317 $179K 0.09% -101 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 317 $179K 0.04% new 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 315 $177K 0.09% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 315 $177K 0.06% +25 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 315 $177K 0.01% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 314 $177K 0.06% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 310 $175K 0.1% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 305 $172K 0.06% +1 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 301 $170K 0.02% +2 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 297 $167K 0.06% 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 294 $166K 0.09% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 286 $161K 0.08% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 285 $161K 0.09% +17 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 284 $160K 0.06% +52 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 277 $156K 0.02% -182 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 273 $154K 0.03% 0 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 273 $154K 0.14% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 272 $153K 0.06% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 266 $150K 0.03% +67 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 264 $149K 0.02% +2 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 262 $148K 0.01% -26 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 262 $148K 0.01% 0 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 260 $147K 0.11% 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 260 $146K 0.02% +11 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 254 $143K 0.05% 0 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 250 $141K 0.08% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 245 $138K 0.05% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 244 $137K 0.06% -11 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 240 $135K 0.02% -2 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 235 $132K 0.08% new 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 233 $131K 0.04% 0 13F-HR/A Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 225 $127K 0.03% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 222 $127K 0.03% +23 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 222 $125K 0.09% +1 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 221 $124K 0.03% +166 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 221 $124K 0.08% -23 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 219 $123K 0.03% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 216 $122K 0.04% -27 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 208 $117K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 201 $116K 0.01% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 203 $114K 0.1% 0 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 202 $114K 0.05% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 200 $113K 0.02% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 200 $113K 0.06% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 199 $112K 0.02% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 194 $110K 0.07% +3 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 192 $109K 0.01% -126 13F-HR Timeline Group Godfrey Financial Associates, Inc. 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More: the full row for DAGCO, INC. 173 $97.6K 0.02% -6 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 159 $89.6K 0.01% -3,534 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 153 $88.9K 0.07% 0 13F-HR Timeline Magnolia Wealth Management, LLC More: the full row for Magnolia Wealth Management, LLC 157 $88.2K 0.05% new 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 156 $88.1K 0.08% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 150 $85.7K 0.04% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 150 $84.7K 0.04% 0 13F-HR/A Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 150 $84.5K 0.02% new 13F-HR Timeline Legend Capital Advisors LLC More: the full row for Legend Capital Advisors LLC 150 $84.5K 0.05% new 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 150 $84K <0.01% new 13F-HR Timeline Group MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 149 $84K 0.04% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 149 $83.9K 0.07% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 148 $83.3K 0.02% +1 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 147 $82.8K 0.03% -4 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 145 $81.7K <0.01% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 143 $80.6K 0.03% 0 13F-HR/A Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 140 $79K 0.02% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 136 $76.6K 0.02% +48 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 134 $75.5K 0.04% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 133 $74.9K 0.07% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 133 $74.9K 0.02% 0 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 131 $74.1K 0.03% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 131 $73.8K 0.03% +22 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 130 $73.2K 0.05% 0 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 126 $70.9K 0.05% -23 13F-HR Timeline TOBAM More: the full row for TOBAM 124 $70K 0.02% -198 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 123 $69K 0.02% -4 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 122 $68.7K 0.01% -1 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 120 $67.6K 0.05% 0 13F-HR Timeline Ashurst Perkins Coie Trust Co More: the full row for Ashurst Perkins Coie Trust Co 119 $67K 0.01% -10 13F-HR Timeline Physician Wealth Advisors, Inc. 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More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 100 $56.3K 0.01% 0 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 100 $56.3K <0.01% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 100 $56.3K 0.16% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 100 $56.3K 0.04% 0 13F-HR Timeline Lynch Asset Management, Inc. 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More: the full row for Bernard Wealth Management Corp. 90 $50.7K 0.02% new 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 88 $49.6K 0.01% -12 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 88 $49.6K 0.02% new 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 88 $49.5K 0.05% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 87 $49K 0.01% 0 13F-HR/A Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 85 $47.9K 0.01% +35 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 83 $46.8K 0.01% +72 13F-HR Timeline Group