Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 2,398 $225K 0.13% +42 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 2,388 $224K 0.04% -3,028 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,380 $224K <0.01% -72 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 2,366 $222K 0.01% +265 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 2,366 $222K 0.08% +59 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 2,362 $222K <0.01% +9 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 2,348 $221K 0.06% 0 13F-HR Timeline Group Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 2,336 $219K 0.05% -2,671 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,306 $217K 0.01% -740 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,298 $216K 0.02% +10 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 2,291 $215K 0.1% +180 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 2,277 $214K 0.09% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,257 $212K <0.01% +952 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 2,241 $210K 0.03% 0 13F-HR Timeline Group Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 2,239 $210K 0.17% new 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 2,229 $209K <0.01% -289 13F-HR Timeline Forum Finance Group S.A. 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A. 678 $63.7K 0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 667 $62.7K 0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 664 $62.4K 0.03% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 590 $55.4K 0.01% 0 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 588 $55.2K <0.01% new 13F-HR Timeline Group Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 576 $54.1K 0.03% 0 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 550 $51.7K 0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 543 $51K 0.01% new 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 506 $48K 0.03% 0 13F-HR Timeline Pinnacle Bancorp, Inc. 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WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 190 $18.1K <0.01% -130 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 192 $18K 0.01% -60 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 187 $17.6K 0.01% -63 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 187 $17.6K 0.01% +73 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 181 $17K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 170 $16K <0.01% -2 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 163 $15.3K <0.01% -39 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 158 $14.9K 0 Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 158 $14.8K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 156 $14.7K <0.01% +1 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 151 $14.2K <0.01% -37 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 142 $13.3K <0.01% -34 13F-HR Timeline Group BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 141 $13.3K 0.01% -11 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 142 $13K <0.01% 0 13F-HR Timeline Group Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 136 $12.8K 0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 130 $12.2K <0.01% 0 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 130 $12.2K 0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 133 $12K <0.01% +10 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 126 $11.8K <0.01% +30 13F-HR Timeline Group Silver Grove Financial Group, Inc. 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