Capital Square, LLC More: the full row for Capital Square, LLC 6,057 $284K 0.13% 0 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 5,783 $283K 0.14% -27 13F-HR Timeline Group DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 5,692 $279K 0.05% 0 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 5,687 $279K 0.03% 0 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 5,668 $277K 0.02% -1,162 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 5,646 $277K 0.02% -20 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 5,643 $277K 0.1% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 5,639 $276K 0.04% +19 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 5,621 $276K 0.02% new 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 5,600 $275K 0.01% +4,889 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 5,587 $274K 0.11% -186 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 5,579 $273K 0.01% +18 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 5,549 $272K 0.1% 0 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 5,527 $271K 0.01% +247 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 5,515 $270K 0.08% +11 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 5,489 $269K 0.02% +19 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 5,457 $267K 0.06% +6 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 5,455 $267K 0.03% +369 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 5,452 $267K <0.01% +404 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 5,443 $267K 0.05% +479 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 5,431 $266K 0.11% -79 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 5,424 $266K <0.01% -2,271 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,410 $265K <0.01% +443 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Apella Capital, LLC More: the full row for Apella Capital, LLC 5,639 $265K <0.01% +1,041 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 5,405 $265K 0.01% -2,349 13F-HR Timeline Group Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 5,377 $264K 0.01% +433 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 5,370 $263K 0.01% new 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 5,362 $263K 0.12% 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 5,355 $263K 0.08% 0 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 5,324 $261K 0.1% -271 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 5,297 $260K 0.01% new 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 5,292 $259K <0.01% -27,233 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 5,265 $258K 0.01% -69 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 5,242 $257K 0.14% -246 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 5,244 $257K 0.01% +127 13F-HR Timeline BTS Asset Management, Inc. More: the full row for BTS Asset Management, Inc. 5,233 $257K 0.99% -393 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 5,210 $255K 0.04% -143 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 5,209 $255K 0.01% new 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 5,209 $255K <0.01% new 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 5,190 $254K 0.01% -148 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 5,184 $254K 0.03% +3 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 5,180 $254K 0.02% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 5,743 $254K 0.03% -228 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 5,160 $253K 0.01% -15 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 5,440 $253K 0.01% -12,519 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 5,116 $253K 0.01% -4,429 13F-HR/A Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 5,151 $252K 0.04% -1,137 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 5,150 $252K 0.11% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 5,148 $252K 0.08% 0 13F-HR Timeline Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 5,134 $252K 0.09% +199 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 5,126 $251K 0.07% -70 13F-HR/A Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 5,115 $251K 0.02% new 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 5,112 $251K 0.05% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 5,085 $249K 0.02% +3 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 5,072 $249K 0.05% +128 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 5,064 $248K <0.01% -18,804 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 5,043 $247K 0.02% 0 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 5,024 $246K 0.01% 0 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 5,000 $245K 0.03% 0 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 4,950 $243K 0.12% 0 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 4,945 $242K 0.03% +140 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 4,941 $242K 0.09% new 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 4,887 $242K 0.21% +15 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 4,919 $241K 0.03% +30 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 4,890 $240K 0.02% -702 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 4,880 $239K 0.12% 0 13F-HR Timeline Group TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 4,877 $239K 0.03% 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 4,835 $237K 0.03% +221 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 4,849 $237K 0.01% 0 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 4,815 $236K 0.08% +40 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 4,765 $234K 0.01% -98 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 4,761 $233K <0.01% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 4,761 $233K 0.11% -29 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 4,731 $232K 0.06% new 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 4,676 $229K 0.01% 0 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 4,645 $228K 0.04% -18 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 4,630 $227K 0.2% 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 4,875 $226K 0.01% new 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 4,600 $225K 0.05% 0 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 4,600 $225K 0.07% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 4,598 $225K 0.05% +1 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 4,584 $225K 0.01% -680 13F-HR Timeline Group Newton One Investments LLC More: the full row for Newton One Investments LLC 4,578 $224K 0.06% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 4,575 $224K <0.01% +1,038 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 4,565 $224K 0.02% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,544 $223K 0.01% -950 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 4,538 $222K 0.02% new 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 4,537 $222K 0.02% new 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 4,536 $222K 0.03% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 4,519 $222K 0.01% new 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 4,508 $221K 0.04% -738 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 4,500 $221K 0.02% new 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 4,474 $219K 0.05% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 4,464 $219K 0.01% -12 13F-HR Timeline Group FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 4,451 $218K 0.03% new 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 4,424 $217K 0.01% -181 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 4,420 $217K 0.11% new 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 4,414 $216K 0.03% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 4,389 $215K 0.01% new 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 4,382 $215K 0.01% -4,685 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 4,370 $214K 0.19% new 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 4,366 $214K 3.7% new 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 4,365 $214K 0.01% new 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 4,343 $213K 0.01% new 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 4,332 $212K 0.02% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 4,318 $212K 0.02% +218 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,310 $211K 0.01% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 4,306 $211K 0.02% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 4,270 $209K <0.01% new 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 4,269 $209K <0.01% +2,289 13F-HR Timeline Group High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 4,260 $209K 0.2% +6 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 4,260 $209K 0.01% new 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 4,254 $209K 0.05% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 4,709 $208K 0.02% +205 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 4,226 $207K 0.11% -730 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 4,225 $207K 0.1% new 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 4,209 $207K 0.18% new 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 4,216 $207K <0.01% new 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,210 $206K 0.01% new 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 4,207 $206K 0.03% new 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 4,174 $205K 0.1% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 4,163 $204K 0.01% new 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 4,157 $204K 0.2% 0 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 4,154 $204K 0.1% new 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 4,141 $203K 0.12% +1 13F-HR/A Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 4,130 $202K <0.01% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,115 $202K 0.01% new 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 4,085 $200K 0.06% new 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 4,080 $200K 0.02% new 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 3,991 $196K 0.05% +257 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,969 $195K <0.01% -572 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3,960 $194K 0.04% +323 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,844 $188K 0.01% -1,378 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 3,805 $187K 0.08% +1,901 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,802 $186K 0.02% +27 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,764 $185K 0.04% -159 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 3,688 $181K 0.06% -1,378 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 3,678 $180K 0.06% +1,634 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 3,620 $177K 0.01% new 13F-HR/A Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3,577 $175K 0.02% -55 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 3,553 $174K 0.13% +1,500 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 3,507 $172K 0.05% +14 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 3,454 $169K 0.26% -117 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 3,430 $168K 0.17% +1,190 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 3,424 $168K 0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,413 $167K 0.02% -70 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 3,398 $167K 0.01% +1,456 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 3,348 $164K 0.01% -142 13F-HR Timeline Group Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 3,274 $160K 0.02% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 3,260 $160K 0.1% +100 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,141 $154K <0.01% -221 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3,124 $153K 0.06% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 3,083 $151K <0.01% -391 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,896 $142K 0.1% -232 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,858 $140K 0.04% +226 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 2,850 $140K 0.02% -1,000 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,780 $136K 0.09% -63 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,761 $135K 0.08% -8 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 2,714 $133K 0.05% +20 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 2,673 $131K 0.01% -13,713 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2,669 $131K 0.03% +6 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 2,641 $129K 0.08% new 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 2,635 $129K 0.03% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,490 $122K new Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 2,464 $121K 0.01% +237 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 2,372 $116K 0.04% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,337 $115K <0.01% +607 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,333 $114K 0.01% +628 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,275 $112K <0.01% -505 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 2,183 $107K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,172 $106K 0.03% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,127 $104K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,118 $104K <0.01% -260 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,100 $103K 0.01% +508 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 2,091 $103K 0.04% +232 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 2,069 $101K 0.01% -93 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 2,046 $100K 0.01% -40 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,031 $99.6K 0.01% -50 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 2,005 $98.3K 0.02% -75 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,953 $95.7K 0.03% +43 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 1,883 $92K 0.02% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,822 $89.3K 0.1% -2,074 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 1,788 $87.7K 0.05% 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 1,778 $87.2K <0.01% -36 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,772 $86.9K 0.01% 0 13F-HR Timeline Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 1,770 $86.8K 0.05% new 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 1,692 $83K 0.06% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,683 $82.5K <0.01% -673 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 1,650 $80.9K 0.01% 0 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 1,650 $80.9K 0.02% new 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 1,650 $80.9K 0.07% -700 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,636 $80.7K 0.01% +429 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 1,622 $79.5K <0.01% 0 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,602 $78.5K 0.02% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,591 $78K 0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 1,574 $77.2K 0.01% +69 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 1,545 $75.7K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,539 $75.4K <0.01% +400 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,499 $73.5K 0.02% 0 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 1,499 $73.5K 0.04% new 13F-HR Timeline