OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 1,691 $34.3K 0.02% -3,370 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,610 $32.6K <0.01% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,566 $31.7K <0.01% -4,799 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,549 $31.4K <0.01% -66 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 1,512 $30.6K 0.03% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1,482 $30K <0.01% new 13F-HR Timeline Group BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,469 $29.8K 0.01% +19 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,449 $29.4K 0.02% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,434 $29.1K <0.01% -31 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,422 $28.8K <0.01% +4 13F-HR Timeline Mizuho Bank, Ltd. in group MIZUHO FINANCIAL GROUP INC More: the full row for Mizuho Bank, Ltd. 1,400 $28.4K 0.01% new 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 1,330 $27K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,307 $26.5K 0.01% +18 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,217 $24.7K <0.01% +59 13F-HR Timeline Group MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,200 $24.3K 0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,103 $22.4K 0.02% 13F-HR/A Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,098 $22.3K <0.01% +748 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,093 $22.2K 0.01% 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,069 $21.7K <0.01% -26 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,061 $21.5K <0.01% -2 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 1,000 $20.3K <0.01% new 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 1,000 $20.3K 0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 992 $20.1K 0.01% +7 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 966 $20K <0.01% -2,087 13F-HR Timeline Group REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 961 $19.5K <0.01% +268 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 915 $18.5K <0.01% 0 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 906 $18.4K <0.01% +840 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 879 $17.8K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 873 $17.7K 0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 866 $17.5K 0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 851 $17.2K <0.01% +678 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 849 $17.2K <0.01% +153 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 810 $16.4K <0.01% 0 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 800 $16.2K 0.01% 0 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 800 $16.2K 0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 791 $16K <0.01% -3 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 800 $16K 0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 769 $15.6K <0.01% +25 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 762 $15.4K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 755 $15.3K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 678 $13.7K <0.01% +10 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 661 $13.4K <0.01% -140 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 636 $13K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 629 $12.8K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 604 $12.2K <0.01% new 13F-HR Timeline Group WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 600 $12.2K <0.01% new 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 575 $11.7K 0.01% -545 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 574 $11.6K <0.01% +438 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 471 $10.8K <0.01% new 13F-HR Timeline Group SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 525 $10.6K 0.01% 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 518 $10.5K <0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 500 $10.1K <0.01% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 500 $10.1K <0.01% 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 468 $9.49K <0.01% new 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 465 $9.43K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 450 $9.12K <0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 450 $9.12K 0.01% 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 439 $8.88K <0.01% +140 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 435 $8.82K <0.01% -2 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 421 $8.53K 0.01% 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 400 $8.11K <0.01% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 400 $8K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 407 $8K 0.01% 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 389 $7.88K 0.01% 13F-HR Timeline Kiely Wealth Advisory Group, Inc. More: the full row for Kiely Wealth Advisory Group, Inc. 400 $7.84K 0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 371 $7.52K <0.01% -1,050 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 363 $7.36K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 355 $7.2K <0.01% -35 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 350 $7.09K <0.01% new 13F-HR Timeline City State Bank More: the full row for City State Bank 345 $6.99K <0.01% -200 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 300 $6.08K <0.01% 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 332 $6K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 321 $6K <0.01% +5 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 296 $6K <0.01% 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 287 $5.82K <0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 284 $5.76K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 277 $5.62K <0.01% +49 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 265 $5.37K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 250 $5.07K <0.01% +49 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 256 $5K <0.01% -18 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 246 $4.99K <0.01% +139 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 243 $4.93K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 240 $4.87K <0.01% -190 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 231 $4.68K <0.01% 0 13F-HR Timeline Group Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 230 $4.66K <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 210 $4.26K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 207 $4.2K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 204 $4.14K <0.01% -31 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 200 $4.05K <0.01% 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 200 $4.05K <0.01% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 200 $4.05K <0.01% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 175 $3.55K <0.01% +3 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 170 $3.45K <0.01% 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 167 $3.38K <0.01% new 13F-HR/A Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 152 $3.08K <0.01% 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 150 $3.04K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 133 $3K <0.01% -24 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 136 $2.76K <0.01% 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 135 $2.74K <0.01% -35 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 131 $2.66K <0.01% 0 13F-HR/A Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 126 $2.56K <0.01% +29 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 126 $2.55K <0.01% new 13F-HR Timeline Group WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 119 $2.41K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 115 $2.33K <0.01% new 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 114 $2.31K <0.01% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 114 $2.24K <0.01% -287 13F-HR Timeline Group St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 110 $2.23K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 104 $2.21K <0.01% +35 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 100 $2.03K <0.01% 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 86 $1.74K <0.01% 0 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 79 $1.6K <0.01% +8 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 78 $1.58K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 75 $1.52K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 67 $1.36K <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 65 $1.32K <0.01% 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 64 $1.31K <0.01% new 13F-HR/A Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 62 $1.26K <0.01% -8 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 58 $1.18K <0.01% 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 50 $1.01K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 83 $1K <0.01% +25 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 54 $1K <0.01% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 45 $913 <0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 44 $891 <0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 38 $776 <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 38 $771 <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 32 $649 <0.01% 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 32 $645 <0.01% new 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 30 $609 <0.01% -15 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 27 $547 <0.01% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 26 $519 <0.01% +13 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 24 $486 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 21 $426 <0.01% 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 17 $345 <0.01% +14 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 15 $308 <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 15 $304 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 14 $276 <0.01% +1 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 10 $203 <0.01% new 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 10 $203 <0.01% new 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 10 $202 <0.01% new 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 7 $134 <0.01% 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 6 $119 <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3 $62 0.01% -3,076 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2 $41 <0.01% -55 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 0 $7 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 6 $0 0% 13F-HR Timeline Value filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% new 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.