Certified Advisory Corp More: the full row for Certified Advisory Corp 15,001 $155K 0.01% new 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 15,000 $154K 0.02% 0 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 14,952 $154K 0.06% 0 13F-HR Timeline LEGACY FINANCIAL INDEPENDENT ADVISORS L… More: the full row for LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 14,640 $151K 0.08% 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 14,699 $151K <0.01% 0 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 14,655 $150K 0.04% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 14,409 $148K <0.01% +2,334 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 14,223 $146K <0.01% +1,498 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 14,200 $146K <0.01% new 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 13,890 $143K 0.01% 0 13F-HR/A Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 13,800 $142K 0.03% -23,825 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 13,765 $142K 0.08% +267 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 13,727 $141K <0.01% -7,682 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 13,724 $141K 0.01% +205 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 13,685 $141K 0.01% -364 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 13,271 $137K 0.01% +13 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 13,265 $137K 0.06% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 13,164 $136K <0.01% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 12,963 $134K 0.01% +244 13F-HR Timeline TIAA group of 2 filers holding More: the full row for TIAA 12,783 $132K -1,799 Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 12,765 $131K 0.03% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 12,551 $129K 0.02% -1,239 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 12,550 $129K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 12,438 $128K <0.01% +1,199 13F-HR Timeline EDMP, INC. More: the full row for EDMP, INC. 12,267 $126K 0.1% new 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 11,679 $126K 0 Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 12,211 $126K 0.05% +5 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 12,088 $125K <0.01% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 11,831 $123K <0.01% +1,281 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 11,903 $123K 0.01% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 11,732 $121K 0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 11,493 $118K <0.01% 0 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 11,420 $118K 0.03% 0 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 11,248 $116K 0.04% 0 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 11,226 $116K 0.05% +93 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 11,140 $115K 0.01% +214 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 11,082 $114K 0.05% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 11,060 $114K 0.01% +1,569 13F-HR Timeline PMG Family Office LLC More: the full row for PMG Family Office LLC 10,900 $113K 0.13% +5 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 10,856 $112K <0.01% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 10,776 $111K <0.01% new 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 10,693 $110K 0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 10,619 $109K <0.01% 0 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 10,563 $109K <0.01% new 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 10,550 $109K 0.03% 0 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 10,547 $109K 0.01% +134 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 10,051 $108K <0.01% new 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 10,400 $107K <0.01% 0 13F-HR Timeline Group Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 10,000 $103K 0.06% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 9,750 $101K 0.07% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 9,795 $101K <0.01% -1,950 13F-HR/A Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 8,875 $91.4K <0.01% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 8,624 $88.8K 0.01% -2,750 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 7,753 $79.9K 0.01% 0 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 7,690 $79.2K 0.02% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 7,676 $79.1K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 7,636 $78.7K <0.01% -590 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 7,252 $74.7K 0.01% -1,000 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,500 $67K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6,050 $62.3K <0.01% -74 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 6,024 $62K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,735 $59.1K <0.01% +2,335 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,607 $57.8K <0.01% +52 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 5,475 $56.4K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 5,092 $52.4K 0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 4,891 $52.4K 0.03% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 5,063 $52.1K <0.01% 0 13F-HR Timeline RETIREMITTEN FINANCIAL LLC More: the full row for RETIREMITTEN FINANCIAL LLC 5,000 $51.5K 0.02% 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 4,816 $49.6K <0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 4,775 $49.2K 0.03% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 4,422 $45.5K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,252 $43.8K <0.01% +42 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,000 $41.2K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 4,000 $41.2K 0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 4,000 $41.2K 0.01% -22,254 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,964 $40.8K <0.01% -1,427 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 3,911 $40.3K 0.03% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,511 $36K <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 3,431 $35.3K <0.01% +1,449 13F-HR Timeline Group Crews Bank & Trust More: the full row for Crews Bank & Trust 3,338 $34.4K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 3,586 $34K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 3,226 $33.2K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,735 $28.2K <0.01% -461 13F-HR/A Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 2,703 $27.8K 0.01% new 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 2,606 $26.8K <0.01% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 2,500 $25.9K 0.01% +350 13F-HR/A Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 2,456 $25.3K 0.02% 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 2,343 $24.3K <0.01% +44 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 2,350 $24.2K 0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 2,185 $22K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,000 $20.6K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,000 $20.6K <0.01% 0 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 2,000 $20.6K <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 2,000 $20.6K 0.02% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,801 $18.6K 0.01% 0 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 1,600 $16.5K 0.01% new 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,500 $15.4K 0.01% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 1,500 $15.4K <0.01% new 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,500 $15.4K 0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,468 $15.1K <0.01% +1,458 13F-HR Timeline Group Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,324 $13.6K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,312 $13.4K <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,304 $13.3K <0.01% new 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,266 $13K <0.01% -867 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 966 $9.95K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 949 $9.78K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 803 $8.27K <0.01% +15 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 743 $7.65K <0.01% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 644 $6.63K <0.01% +500 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 640 $6.59K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 601 $6.19K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 555 $5.72K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 548 $5.64K <0.01% +10 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 500 $5.15K <0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 401 $4.13K <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 400 $4.12K <0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 316 $3.25K <0.01% -800 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 307 $3.17K <0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 240 $2.47K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 216 $2.23K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 208 $2K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 190 $1.96K <0.01% -3 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 137 $1.41K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 100 $1.03K <0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 15 $154 <0.01% +14 13F-HR Timeline Group Mosley Wealth Management More: the full row for Mosley Wealth Management 1 $10 <0.01% new 13F-HR Timeline