United Bank More: the full row for United Bank 2,184 $247K 0.08% 0 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 2,182 $247K 0.02% new 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 2,174 $246K 0.12% -678 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 2,172 $246K 0.02% -121 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 2,167 $245K 0.02% 0 13F-HR Timeline Presper Financial Architects, LLC More: the full row for Presper Financial Architects, LLC 2,152 $244K 0.14% +54 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 2,150 $243K 0.05% -300 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 2,149 $243K 0.05% 0 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 2,146 $243K 0.01% -28,966 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 2,147 $243K 0.03% new 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 2,137 $242K 0.09% 0 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 2,137 $242K 0.11% 0 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 2,124 $240K 0.06% 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,123 $240K 0.02% +1,931 13F-HR Timeline Group LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2,120 $240K 0.02% -2,874 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 2,118 $240K <0.01% 0 13F-HR/A Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 2,114 $239K 0.03% 0 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 2,111 $239K 0.12% 0 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 2,106 $238K 0.02% +46 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 2,102 $238K 0.02% new 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 2,089 $236K 0.1% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 2,079 $235K 0.01% -203 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 2,066 $234K 0.07% 0 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 2,057 $233K 0.03% -1,026 13F-HR/A Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 2,050 $232K 0.02% +14 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 2,037 $231K 0.19% +4 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 2,035 $230K 0.03% 0 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 2,035 $230K 0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,034 $230K 0.01% -1 13F-HR Timeline Group Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 2,018 $228K 0.04% new 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 2,018 $228K 0.05% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,000 $228K 0.01% +8 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 2,000 $226K 0.06% new 13F-HR Timeline Andra AP-fonden More: the full row for Andra AP-fonden 2,000 $226K <0.01% -84,400 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 2,000 $226K 0.04% new 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 2,000 $226K 0.1% new 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 2,000 $226K 0.13% new 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 2,000 $226K 0.09% new 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 2,000 $226K 0.06% new 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 2,000 $226K 0.03% new 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 1,994 $226K 0.01% new 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 1,989 $225K 0.03% new 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,988 $225K 0.03% new 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 1,987 $225K 0.08% new 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 1,986 $225K 0.19% new 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 1,981 $224K 0.05% new 13F-HR Timeline Boston Common Asset Management, LLC More: the full row for Boston Common Asset Management, LLC 1,970 $223K 0.01% -127 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 1,968 $223K 0.04% -136 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 1,960 $222K 0.01% new 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,955 $221K <0.01% new 13F-HR Timeline Group FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 2,200 $221K 0.09% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 1,947 $220K 0.02% new 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,947 $220K 0.02% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,938 $219K <0.01% new 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 1,932 $219K 0.12% new 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,927 $218K 0.01% new 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 1,923 $218K 0.02% new 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 1,991 $217K 0.03% -61 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,918 $217K <0.01% -105 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,911 $216K 0.02% -112 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 1,907 $216K 0.03% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,901 $215K 0.01% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,895 $214K 0.02% new 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 1,888 $214K 0.04% -2,763 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,887 $214K 0.01% -13,384 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 1,884 $213K 0.11% new 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 1,880 $213K 0.04% new 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 1,875 $212K 0.06% new 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 1,873 $212K 0.05% 0 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 1,864 $211K 0.05% new 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,860 $211K 0.1% new 13F-HR Timeline Group Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 2,106 $210K 0.15% 0 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 1,850 $209K 0.02% 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 1,849 $209K 0.01% +26 13F-HR Timeline Group ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 1,848 $209K 0.09% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,848 $209K 0.03% +4 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 1,847 $209K 0.13% new 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 1,840 $208K 0.09% new 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 1,839 $208K 0.01% new 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 1,833 $207K 0.13% 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 1,825 $207K 0.04% new 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 1,825 $207K 0.01% new 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 1,822 $206K 0.03% new 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 1,813 $205K 0.01% new 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 1,807 $205K <0.01% new 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 1,800 $204K 0.04% new 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 1,788 $202K 0.02% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,784 $202K 0.02% new 13F-HR Timeline Providence Financial Advisors, LLC More: the full row for Providence Financial Advisors, LLC 1,779 $201K 0.11% new 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 1,779 $201K 0.01% new 13F-HR Timeline Group Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 1,779 $201K 0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,752 $198K <0.01% -164 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,728 $196K 0.03% -100 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,679 $190K 0.01% +164 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,636 $185K 0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,592 $180K 0.04% -86 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,577 $179K 0.03% +6 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,564 $177K <0.01% -98 13F-HR Timeline Group VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,554 $176K 0.05% -800 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,474 $167K 0.03% +33 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 1,423 $161K 0.05% -434 13F-HR Timeline Munich Reinsurance Co Stock Corp in Mun… More: the full row for Munich Reinsurance Co Stock Corp in Munich 1,422 $161K <0.01% -699 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,396 $158K 0.02% +500 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 1,400 $158K 0.02% +400 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 1,382 $156K 0.09% 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,375 $156K 0.01% 0 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,367 $155K 0.01% +196 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,300 $147K 0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 1,285 $145K 0.03% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 1,285 $145K 0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,276 $144K <0.01% -281 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,274 $144K 0.05% +551 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,258 $142K 0.02% +61 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,240 $140K 0.03% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,220 $138K 0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,219 $138K 0.01% +23 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,211 $137K 0.01% 0 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 1,205 $136K <0.01% +110 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 1,200 $136K <0.01% -228,427 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,188 $134K 0.02% +7 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 1,185 $134K 0.06% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,173 $133K 0.01% +22 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,155 $131K 0.01% +76 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,117 $126K 0.07% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,114 $126K 0.01% -61 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 1,114 $126K 0.08% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,103 $125K 0.01% +374 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 1,100 $125K 0.01% new 13F-HR/A Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,081 $122K 0.01% +1 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 1,070 $121K <0.01% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,051 $119K 0 Timeline Covestor Ltd More: the full row for Covestor Ltd 1,045 $118K 0.08% -933 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 1,042 $118K 0.07% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,038 $117K <0.01% +148 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 1,015 $115K 0.03% 0 13F-HR Timeline HUSSMAN STRATEGIC ADVISORS, INC. More: the full row for HUSSMAN STRATEGIC ADVISORS, INC. 1,000 $113K 0.02% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 998 $113K 0.01% +176 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 991 $113K 0.07% -9 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 985 $111K 0.01% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 974 $110K 0.05% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 973 $110K 0.02% -60 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 971 $110K 0.02% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 962 $109K <0.01% +486 13F-HR Timeline Group Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 935 $106K 0.03% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 909 $103K <0.01% -102 13F-HR Timeline Group UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 907 $103K 0.04% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 900 $102K 0.01% +433 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 891 $101K 0.03% +287 13F-HR Timeline Group Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 867 $98.1K 0.06% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 845 $95.6K 0.12% -179 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 839 $95K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 819 $92.7K 0.03% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 816 $92.4K 0.01% -96 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 808 $91.4K 0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 788 $89.2K 0.08% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 783 $88.6K <0.01% -7 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 778 $88.1K 0.03% +232 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 767 $86.8K 0.05% +101 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 762 $86.2K <0.01% 0 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 758 $85.8K 0.01% +6 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 757 $85.7K 0.05% +5 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 750 $84.9K 0.05% new 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 739 $83.7K 0.04% +5 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 727 $82.3K <0.01% new 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 750 $82.3K 0.03% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 700 $79.2K 0.06% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 695 $78.7K 0.01% +176 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 686 $77.6K 0.01% -20 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 678 $76.7K 0.05% +4 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 701 $76.4K 0.01% +244 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 674 $76.3K 0.06% 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 665 $75.3K 0.03% +162 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 660 $74.7K 0.01% -59 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 650 $73.6K 0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 615 $69.6K 0.03% +28 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 607 $68.7K 0.02% +67 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 605 $68.5K 0.2% new 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 600 $67.9K 0.01% new 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 596 $67K 0.01% +3 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 586 $66.3K 0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 575 $65.1K 0.02% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 573 $64.9K 0.02% +52 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 572 $64.7K 0.02% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 570 $64K 0.02% +105 13F-HR/A Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 554 $62.7K 0.03% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 532 $60.2K 0.03% 0 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 531 $60.1K 0.04% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 528 $59.8K 0.02% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 521 $59K 0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 502 $56.8K 0.01% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 502 $56.8K 0.03% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 500 $56.6K 0.03% 0 13F-HR/A Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 500 $56.6K 0.04% 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 500 $56.6K 0.03% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 500 $56.6K 0.06% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 489 $55.4K 0.02% +3 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 475 $53.8K <0.01% new 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 472 $53.4K 0.01% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 468 $53K 0.03% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 465 $52.6K 0.01% -1,103 13F-HR Timeline