Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 2,017 $267K 0.01% +4 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,015 $267K 0.05% -37 13F-HR Timeline Group ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 2,015 $267K <0.01% +11 13F-HR Timeline Group XML Financial, LLC More: the full row for XML Financial, LLC 2,000 $265K 0.02% 0 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 1,988 $263K 0.21% +16 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 1,983 $263K 0.04% +268 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,974 $261K 0.02% -2 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,972 $261K <0.01% +331 13F-HR Timeline Group Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 1,971 $261K 0.07% +62 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 1,958 $259K 0.04% +8 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 1,957 $259K 0.01% new 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 1,858 $258K 0.11% 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,948 $258K <0.01% -170 13F-HR Timeline Group HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 1,948 $258K 0.03% 0 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,934 $256K <0.01% -105 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,925 $254K 0.01% new 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 1,903 $252K 0.03% -428 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 1,891 $250K 0.15% -12 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 1,890 $250K <0.01% -3 13F-HR Timeline Group Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 1,889 $250K 0.07% -100 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 1,887 $250K 0.05% -40 13F-HR Timeline Group Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 1,868 $247K 0.08% -361 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,847 $245K 0.02% -208 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,846 $244K <0.01% +26 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 1,827 $244K 0.07% +3 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 1,829 $242K 0.13% 0 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 1,820 $241K 0.11% new 13F-HR/A Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 1,820 $241K 0.03% -300 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,793 $238K 0.01% new 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,775 $237K 0.01% +60 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 1,788 $237K 0.03% -239 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 1,783 $236K 0.06% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 1,774 $235K 0.04% -352 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,767 $234K <0.01% +86 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 1,763 $234K <0.01% +160 13F-HR Timeline Group COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,754 $233K 0.01% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,739 $230K 0.04% -28 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 1,728 $229K 0.02% 0 13F-HR Timeline Financial Advisory Corp More: the full row for Financial Advisory Corp 1,710 $227K 0.03% 0 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 1,700 $225K 0.01% -100 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,693 $224K 0.03% +28 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,688 $224K 0.02% -67 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 1,680 $223K 0.18% +7 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,675 $222K 0.01% -132 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 1,667 $221K 0.06% -29 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 1,667 $221K <0.01% -4 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 1,666 $221K 0.55% 0 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 1,662 $220K <0.01% -183 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,662 $220K 0.02% +210 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,660 $220K 0.01% +15 13F-HR/A Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,637 $217K 0.01% +161 13F-HR/A Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,634 $216K 0.05% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,629 $216K 0.01% +180 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 1,612 $215K 0.11% -2,046 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 1,620 $215K 0.16% 0 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 1,606 $215K 0.05% +50 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 1,619 $214K 0.03% +18 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 1,613 $214K 0.35% -314 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,611 $213K 0.03% new 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 1,599 $212K 0.02% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,589 $210K 0.03% +530 13F-HR/A Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,577 $209K <0.01% 0 13F-HR Timeline Group Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 1,548 $205K 0.01% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,465 $204K 0.02% new 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,537 $204K 0.02% -117 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 1,534 $203K <0.01% new 13F-HR Timeline Group Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,534 $203K 0.07% new 13F-HR/A Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,509 $202K 0.01% 0 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 1,521 $201K 0.33% new 13F-HR Timeline Corton Capital Inc. More: the full row for Corton Capital Inc. 1,515 $201K 0.23% new 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,510 $200K 0.02% -15 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,425 $189K 0.13% -20 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,409 $187K <0.01% 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,387 $184K <0.01% +41 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,359 $180K 0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,358 $180K 0.05% +6 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,303 $173K <0.01% 0 13F-HR Timeline Group Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 1,271 $168K 0.01% -36 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,258 $167K 0.01% -407 13F-HR Timeline Group ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,200 $159K 0.06% +346 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,171 $155K 0.02% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 1,165 $154K 0.05% -653 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 1,155 $153K 0.06% +9 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,128 $149K 0.01% -61 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,121 $148K 0.01% +238 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,099 $146K 0.04% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,057 $140K 0.02% +15 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 1,053 $139K 0.17% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,040 $138K 0.07% -95 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,000 $132K 0.01% -29 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 995 $132K 0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 994 $132K 0.01% +30 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 976 $129K <0.01% -290 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 974 $129K 0.02% +449 13F-HR Timeline Quarry LP More: the full row for Quarry LP 967 $128K 0.03% +568 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 920 $122K 0.03% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 900 $119K 0.04% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 900 $119K 0.01% -25 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 897 $119K 0.02% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 855 $113K 0.05% 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 835 $111K 0.01% +685 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 821 $109K 0.02% 0 13F-HR Timeline Group Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 781 $108K 0.08% +314 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 728 $96.4K 0.02% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 721 $95.5K 0.04% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 710 $94K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 703 $93.1K 0.01% +6 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 693 $92.5K 0.06% +24 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 655 $86.8K 0.02% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 643 $85.2K <0.01% -3,003 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 636 $84.2K 0.02% 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 635 $84.1K 0.02% 0 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 617 $81.7K -3,748 Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 611 $80.9K <0.01% new 13F-HR/A Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 604 $80K <0.01% 0 13F-HR Timeline Group WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 603 $79.9K 0.06% 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 602 $79.7K 0.03% -50 13F-HR Timeline Group INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 600 $79.5K <0.01% new 13F-HR Timeline Group SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 596 $78K 0.04% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 575 $76.2K <0.01% +341 13F-HR Timeline Group Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 553 $73.2K 0.03% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 552 $73.1K 0.04% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 543 $71.9K <0.01% -1 13F-HR Timeline Group DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 543 $71.9K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 537 $71.1K 0.01% +13 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 538 $71K 0.05% new 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 536 $70.9K <0.01% +1 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 531 $70.3K 0.01% +2 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 514 $68.1K 0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 501 $66.4K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 489 $64.8K 0.01% 0 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 472 $62.5K 0.03% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 453 $60K <0.01% -74 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 449 $59.5K 0.05% +93 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 444 $58.8K 0.01% -42 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 419 $55.6K <0.01% -108 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 400 $53K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 400 $53K <0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 400 $53K 0.01% 0 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 400 $53K 0.24% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 399 $52.9K <0.01% new 13F-HR Timeline Group SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 371 $49.1K 0.02% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 355 $47K 0.01% +125 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 350 $46.4K 0.02% 0 13F-HR/A Timeline Group Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 344 $45.6K 0.07% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 339 $44.9K <0.01% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 337 $44.6K 0.01% -2,542 13F-HR Timeline OSSIAM More: the full row for OSSIAM 336 $44.5K <0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 333 $44.1K 0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 325 $43K 0.02% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 300 $39.7K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 300 $39.7K 0.01% 0 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 356 $39.5K 0.02% +4 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 295 $39.1K <0.01% -4 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 293 $38.8K 0.01% 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 284 $37.6K <0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 283 $37.5K 0.02% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 276 $36.6K 0.02% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 272 $36K <0.01% -1,188 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 265 $35.1K 0.02% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 265 $35.1K 0.02% +10 13F-HR Timeline Group Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 260 $34.4K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 262 $34K 0.02% -24 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 250 $33.4K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 250 $33.1K 0.01% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 235 $31.1K 0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 236 $31K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 233 $30.9K 0.01% +1 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 235 $30.7K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 216 $29.9K <0.01% +16 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 225 $29.8K <0.01% +2 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 214 $28.3K 0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 213 $28.3K 0 Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 210 $27.8K <0.01% +3 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 206 $27.3K <0.01% +108 13F-HR Timeline Group DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 199 $26.4K <0.01% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 235 $25.9K 0.29% +231 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 193 $25.8K 0.01% 0 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 185 $24.5K <0.01% -29 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 185 $24.5K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 184 $24.4K <0.01% +69 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 183 $24K <0.01% +20 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 182 $24K 0.01% +2 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 176 $23.3K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 175 $23.2K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 175 $23K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 169 $22.4K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 168 $22.3K 0.01% new 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 164 $21.7K 0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 160 $21.2K <0.01% 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 157 $20.8K 0.01% +146 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 154 $20.4K 0.03% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 152 $20.1K <0.01% new 13F-HR/A Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 146 $19.3K <0.01% +40 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 145 $19.2K 0.01% new 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 145 $19.2K <0.01% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 145 $19K <0.01% +11 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 143 $19K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Rossby Financial, LCC More: the full row for Rossby Financial, LCC 143 $18.9K 0.01% -366 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 142 $18.8K 0.01% 0 13F-HR Timeline