Old Peak Finance LLC More: the full row for Old Peak Finance LLC 2,242 $203K 0.1% new 13F-HR Timeline Schiavi & Co LLC More: the full row for Schiavi & Co LLC 2,220 $201K 0.05% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,197 $199K 0.06% +220 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,099 $190K 0.09% +194 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,029 $184K 0.03% 0 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 2,015 $182K 0.02% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,953 $177K 0.01% +531 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 1,878 $170K <0.01% -27,345 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,854 $168K 0.01% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 1,835 $166K 0.03% -15 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,833 $166K <0.01% +4 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 1,800 $163K 0.03% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,788 $162K <0.01% +401 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 1,758 $159K 0.08% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,738 $157K 0.01% -61 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,682 $152K 0.01% -271 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 1,676 $152K 0.09% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,650 $149K 0.01% 0 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 1,574 $142K 0.01% +83 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,568 $142K 0.08% -28 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,527 $138K 0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,524 $138K 0.04% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,518 $137K 0.01% +508 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,475 $133K 0.06% -2,863 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 1,434 $130K 0.06% 0 13F-HR Timeline Munich Reinsurance Co Stock Corp in Mun… More: the full row for Munich Reinsurance Co Stock Corp in Munich 1,407 $127K <0.01% -589 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,406 $127K 0.05% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,393 $126K <0.01% -17 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 1,346 $122K 0.01% new 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,295 $117K 0.01% -8 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1,278 $116K 0.06% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 1,245 $113K 0.02% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,218 $110K 0.01% +1,177 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 1,200 $109K 0.09% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 1,200 $109K 0.07% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 1,200 $109K 0.08% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,145 $104K <0.01% new 13F-HR/A Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,100 $99.5K 0.02% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,067 $96.5K 0.02% -845 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 1,037 $93.8K 0.03% -246 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 1,024 $92.6K 0.02% +24 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 1,010 $91.4K <0.01% new 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 1,009 $91.3K 0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 989 $89.5K 0.03% -74 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 964 $87.2K 0.03% -32 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. 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More: the full row for First Command Advisory Services, Inc. 743 $67.2K <0.01% +680 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 738 $66.8K 0.02% new 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 721 $65.2K 0.01% -2 13F-HR Timeline Kroeger Financial Partners More: the full row for Kroeger Financial Partners 720 $65.1K 0.06% 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 702 $63.5K 0.01% 0 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 697 $63.1K 0.26% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 695 $62.9K 0.01% +5 13F-HR Timeline Harborfront Financial Group LLC More: the full row for Harborfront Financial Group LLC 690 $62.4K 0.24% 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 653 $59.1K 0.04% 0 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 649 $58.7K 0.02% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 641 $58K 0.01% -62 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 640 $57.9K 0.05% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 624 $56.4K 0.02% +530 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 618 $56K 0.01% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 615 $56K 0.04% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 619 $56K 0.02% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 600 $54.3K 0.02% +200 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 600 $54.3K 0.02% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 581 $52.6K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. 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More: the full row for Greykasell Wealth Strategies, Inc. 240 $21.7K 0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 236 $21.3K <0.01% -54 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 236 $21.3K <0.01% +140 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 223 $20.2K 0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 214 $19.4K 0.01% -13 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 211 $19.1K 0.01% -17,760 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 216 $19K <0.01% +59 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 208 $18.8K 0.02% -1 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 206 $18.6K <0.01% -256 13F-HR Timeline Physician Wealth Advisors, Inc. 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