COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 4,096 $310K 0.02% -448 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 4,059 $308K 0.01% +177 13F-HR Timeline Group Randolph Co Inc More: the full row for Randolph Co Inc 4,039 $306K 0.03% -142 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,029 $305K 0.01% +62 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 4,021 $305K 0.06% +3 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 4,007 $304K 0.15% +5 13F-HR Timeline Guardian Partners Inc. in group GUARDIAN CAPITAL LP More: the full row for Guardian Partners Inc. 4,000 $303K 0.03% -1 13F-HR Timeline Group Balefire, LLC More: the full row for Balefire, LLC 3,968 $301K 0.05% +16 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 3,880 $300K 0.01% +1 13F-HR Timeline Group Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 3,934 $298K 0.08% 0 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 3,932 $298K 0.04% +16 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 3,899 $296K 0.07% 0 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 3,885 $294K 0.01% new 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 3,869 $293K 0.01% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 3,825 $290K 0.07% new 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 3,824 $290K 0.03% +41 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 3,821 $290K 0.04% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 3,796 $288K 0.05% -500 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 3,781 $287K 0.18% new 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 3,758 $285K 0.22% -121 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 3,752 $284K 0.06% -120 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 3,748 $284K 0.04% +2 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 3,715 $282K 0.04% +105 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,713 $281K 0.02% new 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 3,710 $281K 0.11% -972 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,681 $279K <0.01% +166 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 3,675 $279K 0.09% +482 13F-HR Timeline Group Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 3,651 $278K 0.04% +1,510 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 3,657 $277K 0.12% -28 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 3,651 $277K 0.12% +190 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 3,650 $277K 0.11% +710 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 3,646 $276K 0.13% +639 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 3,646 $276K 0.11% +16 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 3,571 $275K 0.03% new 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 3,630 $275K 0.04% +4 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 3,629 $275K 0.08% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 3,598 $273K 0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 3,591 $272K 0.01% +300 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 3,534 $272K 0.07% 0 13F-HR Timeline Security Financial Services, INC. 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More: the full row for LANARK FINANCIAL, INC. 3,132 $237K 0.02% -15 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 3,132 $237K 0.07% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 3,112 $236K 0.03% +3 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 3,106 $235K 0.01% 0 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 3,098 $235K 0.06% -500 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 3,095 $235K 0.08% +2 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 3,094 $234K 0.02% 0 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 3,076 $233K 0.05% new 13F-HR Timeline Kirkwood Financial Services More: the full row for Kirkwood Financial Services 3,022 $229K 0.07% +13 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 3,000 $227K <0.01% 0 13F-HR Timeline Group Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 2,994 $227K <0.01% -653 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,979 $226K <0.01% -4,094 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 2,976 $226K 0.11% new 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 2,973 $225K 0.11% new 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 2,942 $223K 0.02% -511 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 2,938 $223K <0.01% new 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,937 $223K 0.01% -158 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,924 $222K 0.04% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,921 $221K <0.01% +1,020 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,913 $221K 0.02% new 13F-HR Timeline Liberty Atlantic Advisors LLC More: the full row for Liberty Atlantic Advisors LLC 2,904 $220K 0.16% new 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 2,875 $218K 0.03% -399 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 2,870 $218K 0.05% -81 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 2,857 $217K 0.01% new 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. 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More: the full row for GHP Investment Advisors, Inc. 2,830 $214K 0.01% +97 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 2,830 $214K 0.02% 0 13F-HR Timeline Bellars Harris Wealth Management, LLC More: the full row for Bellars Harris Wealth Management, LLC 2,830 $214K 0.04% 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 2,789 $211K 0.06% -1,698 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 2,786 $211K 0.01% -64,717 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 2,779 $211K 0.11% 13F-HR Timeline Vericrest Private Wealth More: the full row for Vericrest Private Wealth 2,775 $210K 0.19% new 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 2,773 $210K 0.07% new 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 2,768 $210K 0.09% new 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 2,762 $209K 0.04% new 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 2,758 $209K 0.01% new 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 2,755 $209K 0.02% -17,390 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 2,729 $207K 0.08% 0 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 2,700 $205K 0.15% new 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 2,688 $204K <0.01% new 13F-HR Timeline Group BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 2,683 $203K 0.01% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,665 $202K 0.01% new 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 2,652 $201K 0.08% new 13F-HR Timeline Pacific Wealth Management More: the full row for Pacific Wealth Management 2,640 $200K 0.09% new 13F-HR Timeline BARRETT & COMPANY, INC. 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More: the full row for REYL & Cie S.A. 2,037 $143K 0.17% 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1,802 $137K 0.05% +4 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 1,790 $136K 0.03% 0 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 1,776 $135K 0.06% 0 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 1,769 $134K 0.02% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,731 $131K 0.01% -100 13F-HR/A Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,698 $129K 0.07% 0 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 1,698 $129K 0.11% +30 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 1,693 $128K 0.03% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 1,685 $128K 0.1% +8 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,668 $126K 0.06% -80 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 1,653 $125K 0.02% 0 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 1,649 $125K 0.03% new 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 1,603 $121K 0.09% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,600 $121K 0.04% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 1,520 $115K <0.01% 0 13F-HR Timeline Gleason Group, Inc. 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More: the full row for Pinnacle Wealth Planning Services, Inc. 1,260 $95.5K 0.01% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 1,242 $94.2K 0.04% +5 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,217 $92.2K 0.03% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 1,190 $90.2K 0.03% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,163 $88.2K 0.02% +279 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 1,150 $87.2K 0.05% +330 13F-HR Timeline FAS Wealth Partners, Inc. 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More: the full row for Institute for Wealth Management, LLC. 917 $69.5K 0.01% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 917 $69.5K <0.01% -1,696 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 904 $68.5K 0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 896 $67.9K 0.01% 0 13F-HR Timeline