Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 342 $158K 0.01% -139 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 334 $155K 0.03% -40 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 328 $152K 0.01% -37 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 323 $150K <0.01% 0 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 307 $142K 0.01% new 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 305 $141K 0.14% -349 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 300 $139K 0.04% +214 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 300 $139K 0.04% -23 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 300 $139K <0.01% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 300 $139K <0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 300 $139K 0.05% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 290 $134K 0.07% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 279 $129K 0.05% +1 13F-HR Timeline PROTECTIVE LIFE CORP More: the full row for PROTECTIVE LIFE CORP 277 $128K 0.43% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 273 $126K 0.04% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 256 $119K <0.01% +1 13F-HR Timeline Group Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 254 $118K 0.05% +1 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 250 $116K 0.03% 0 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 250 $116K 0.03% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 246 $114K 0.08% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 237 $110K <0.01% +100 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 236 $109K 0.06% -50 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 236 $109K 0.05% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 233 $108K 0.03% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 230 $107K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 221 $102K 0.02% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 216 $100K 0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 215 $99.7K 0.01% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 212 $98.2K 0.1% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 209 $96.6K 0.01% +1 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 206 $95.4K 0.05% +9 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 206 $95.2K 0.04% +1 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 194 $89.9K 0.01% new 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 192 $89K 0.03% +50 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 187 $86.6K 0.03% -132 13F-HR Timeline Group RETIREMITTEN FINANCIAL LLC More: the full row for RETIREMITTEN FINANCIAL LLC 184 $85.2K 0.04% 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 181 $84K 0.03% +1 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 173 $79.8K 0.08% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 169 $78.4K 0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 164 $76K 0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 163 $75.5K 0.04% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 163 $75.5K 0.01% +1 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 162 $75K <0.01% -653 13F-HR Timeline Group Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 159 $73.6K 0.04% +28 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 153 $70.9K 0.02% -22 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 150 $69.5K 0.02% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 150 $69.5K 0.04% 0 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 144 $66.7K 0.04% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 143 $66.2K 0.03% 0 13F-HR Timeline Group Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 142 $65K <0.01% 0 13F-HR Timeline Group United Community Bank in group United Community Bank More: the full row for United Community Bank 140 $64.8K 0.02% 0 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 134 $62.1K <0.01% -52 13F-HR Timeline Security National Bank More: the full row for Security National Bank 130 $60.2K 0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 125 $57.9K 0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 122 $56.3K 0.02% +1 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 120 $55.6K 0.04% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 119 $55K 0.03% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 110 $51.1K 0.04% 0 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 110 $51K 0.01% 0 13F-HR Timeline Group BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 108 $50K 0.01% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 108 $50K 0.01% new 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 106 $49.1K 0.03% -6 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 106 $49.1K 0.01% 0 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 105 $48.6K 0.04% 0 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 103 $47.7K <0.01% 0 13F-HR Timeline Group Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 102 $47K <0.01% -1 13F-HR Timeline Group Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 100 $46.3K 0.04% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 100 $46.3K 0.01% new 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 94 $43.5K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 91 $42.2K 0.02% +50 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 90 $41.7K 0.04% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 89 $41.2K <0.01% +9 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 87 $40.6K 0.03% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 84 $38.9K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 80 $37.1K <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 80 $37.1K 0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 80 $37.1K 0.03% 0 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 79 $36.6K 0.02% new 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 79 $36.5K <0.01% 0 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 75 $35.9K 0.03% 0 13F-HR Timeline Pioneer Family Office, LLC More: the full row for Pioneer Family Office, LLC 75 $34.7K 0.02% 0 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 70 $32.5K 0.02% new 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 70 $32.4K 0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 68 $31.7K 0.01% +12 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 68 $31.6K 0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 66 $30.4K 0.01% +1 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 63 $29.2K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 62 $28.7K <0.01% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 61 $28.3K 0.01% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 61 $28.3K <0.01% 0 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 58 $26.9K <0.01% -10 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 57 $26K 0.01% 0 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 56 $25.9K 0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 51 $24.9K 0.02% +1 13F-HR/A Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 53 $24.7K <0.01% +1 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 53 $24.5K <0.01% 0 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 53 $24.5K 0.02% new 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 52 $24.1K 0.01% new 13F-HR/A Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 50 $23.3K <0.01% new 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 43 $22.5K 0.01% new 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 47 $21.8K 0.03% 0 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 46 $21.3K 0.02% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 46 $21.2K 0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 45 $20.9K <0.01% 0 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 45 $20.8K 0.01% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 44 $20.4K <0.01% 0 13F-HR/A Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 42 $19.5K <0.01% +10 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 42 $19.5K 0.01% +20 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 40 $18.6K 0.03% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 40 $18.5K 0.01% 0 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 39 $18.1K 0.08% -2,186 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 33 $15.3K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 33 $15.3K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 32 $14.8K 0.01% 0 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 32 $14.8K 0.01% +7 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 30 $13.9K 0.01% -10 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 24 $11.3K 0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 24 $11K <0.01% 0 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 22 $10.2K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 21 $9.77K 0.01% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 18 $8.41K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 17 $7.87K <0.01% 0 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 15 $6.95K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 14 $6.48K <0.01% -2 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 11 $5.09K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 10 $5K <0.01% 0 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 10 $4.81K <0.01% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 10 $4.74K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 10 $4.63K <0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 10 $4.63K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 10 $4.63K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 9 $4.18K <0.01% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 9 $4.17K <0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 8 $3.72K <0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 8 $3.71K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 7 $3.08K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 6 $2.78K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 5 $2.32K <0.01% new 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 5 $2.15K <0.01% new 13F-HR Timeline Group HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 5 $2.09K <0.01% +1 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 5 $2K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 4 $1.85K <0.01% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 3 $1.39K <0.01% new 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 3 $1.39K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 3 $1.39K <0.01% 0 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 3 $1.39K <0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 3 $1K <0.01% 0 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 2 $926 <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1 $464 <0.01% -79 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1 $463 <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1 $463 <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 0 $73 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 1 $4 <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 0 $4 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. LM Advisors LLC More: the full row for LM Advisors LLC 16,828 $36.3K -714 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.