CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 11,348 $112K <0.01% -657 13F-HR Timeline Group Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 11,329 $112K <0.01% 0 13F-HR Timeline Clarity Capital Partners LLC More: the full row for Clarity Capital Partners LLC 11,279 $112K 0.06% -8,833 13F-HR Timeline Prairie Sky Financial Group LLC More: the full row for Prairie Sky Financial Group LLC 11,268 $112K 0.07% -1,240 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 11,257 $111K <0.01% -20,869 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 11,255 $111K 0.01% +686 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 11,250 $111K 0.05% -3,300 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 11,237 $111K 0.04% +126 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 11,192 $111K 0.01% -215 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 11,169 $111K 0.01% +490 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 11,166 $111K 0.04% +22 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 11,119 $110K 0.01% +103 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 11,106 $110K 0.05% +93 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 11,089 $110K 0.02% -8,055 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 11,085 $110K 0.02% -661 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 11,081 $110K 0.08% 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 11,046 $109K 0.05% new 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 11,037 $109K 0.03% -1,689 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 11,030 $109K 0.03% -599 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 11,027 $109K 0.04% -606 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 11,016 $109K <0.01% +291 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 10,962 $109K 0.07% new 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 11,001 $109K 0.03% +137 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 11,451 $109K 0.04% 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 10,963 $109K 0.01% new 13F-HR Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 10,960 $109K 0.01% -4,178 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 10,916 $108K <0.01% -21,009 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 10,869 $108K 0.01% +78 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 10,857 $107K 0.09% 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 10,829 $107K <0.01% +548 13F-HR Timeline Group Walker Financial Services, Inc. More: the full row for Walker Financial Services, Inc. 10,800 $107K 0.06% new 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 10,734 $106K 0.01% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 10,739 $106K 0.01% -1,883 13F-HR Timeline Kolinsky Wealth Management, LLC More: the full row for Kolinsky Wealth Management, LLC 10,716 $106K 0.06% new 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 10,678 $106K 0.01% -12,497 13F-HR Timeline Gray Wealth Management Inc. More: the full row for Gray Wealth Management Inc. 10,676 $106K 0.04% +522 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 10,661 $106K <0.01% -5 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 10,645 $105K 0.1% 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 10,640 $105K 0.08% 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 10,624 $105K 0.1% 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 10,548 $104K <0.01% -59,884 13F-HR Timeline JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 10,529 $104K 0.09% 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 10,508 $104K 0.04% new 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 10,504 $104K 0.07% -1,364 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 10,500 $104K 0.01% 0 13F-HR Timeline Group Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 10,488 $104K 0.05% 13F-HR/A Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 10,486 $104K 0.03% -5,880 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 10,435 $103K 0.01% +316 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 10,428 $103K 0.03% -351 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 10,426 $103K 0.04% -253 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 10,400 $103K 0.06% -14,101 13F-HR Timeline Bray Capital Advisors More: the full row for Bray Capital Advisors 10,399 $103K 0.03% 0 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 10,350 $102K 0.08% +350 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 10,339 $102K 0.09% 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 10,310 $102K <0.01% new 13F-HR Timeline Group CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 10,284 $102K 0.1% +83 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 10,281 $102K 0.05% new 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 10,280 $102K 0.07% -392 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 10,273 $102K 0.01% -3,019 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 10,250 $101K 0.03% 0 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 10,234 $101K 0.15% 13F-HR/A Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 10,210 $101K 0.03% +15 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 10,209 $101K 0.09% 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 10,208 $101K 0.01% new 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 10,188 $101K 0.01% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 10,169 $101K <0.01% -4,060 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 10,141 $100K <0.01% +54 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 10,130 $100K 0.01% new 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 10,117 $100K 0.01% -1,150 13F-HR Timeline Group Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 10,113 $100K 0.02% -4,732 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 10,111 $100K 0.01% -774 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 10,216 $100K <0.01% +9,886 13F-HR Timeline Group VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 10,062 $100K 0.01% +44 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 10,090 $99.9K 0.06% -436 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 10,031 $99.3K 0.04% -63 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 10,005 $99K 0.07% -459 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 9,765 $96.7K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 9,331 $92.4K 0.01% -1,002 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 9,272 $91.8K 0.01% -4,936 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 9,263 $91.7K <0.01% -33,665 13F-HR Timeline Group OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 9,169 $90.8K 0.04% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 9,040 $89.3K 0.06% -1,750 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 8,916 $88.3K 0.01% new 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 8,902 $88.1K 0.04% -3,662 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 8,634 $85.5K <0.01% -7,000 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 8,394 $83.1K 0.01% -410 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 8,387 $83K 0.01% -5,003 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 8,375 $82.9K 0.01% -249 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 8,260 $81.8K 0.06% 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 8,343 $80.5K 0.04% -295 13F-HR/A Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 8,115 $80.3K 0.01% -805 13F-HR Timeline Group SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 7,991 $79.1K 0.06% 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 7,800 $77.2K 0.02% -3,494 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 7,712 $76.3K 0.02% -39,011 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 7,622 $75.5K 0.06% 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 7,585 $75.1K 0.07% -315 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 7,463 $73.9K 0.02% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 7,392 $73.2K <0.01% +80 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 7,280 $72.1K 0.01% -7,360 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 7,271 $72K 0.01% +388 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 7,100 $70.3K 0.05% -125 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 7,022 $69.5K <0.01% -472 13F-HR Timeline Group CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 7,005 $69.3K 0.04% -300 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 7,000 $69.3K <0.01% 0 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 6,947 $68.8K 0.04% -500 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 6,944 $68.7K 0.02% -6,885 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 6,901 $68.3K 0.02% -279 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 6,878 $68.1K 0.03% -498 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 6,833 $67.7K <0.01% -9,818 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 6,724 $66.6K 0.03% +10 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 6,709 $66.4K 0.04% -500 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 6,525 $64.6K 0.01% -270 13F-HR Timeline Sanctuary Wealth Management, L.L.C. More: the full row for Sanctuary Wealth Management, L.L.C. 6,490 $64.3K 0.04% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 6,447 $63.8K 0.03% +9 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 6,300 $62.4K <0.01% -1,600 13F-HR Timeline Group Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 6,163 $60.9K 0.02% new 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 6,086 $60.3K 0.03% -319 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 6,058 $60K 0.03% 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 6,055 $59.9K 0.03% 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 6,036 $59.8K 0.02% -81 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 5,833 $57.7K <0.01% -17,135 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 5,776 $57.2K 0.02% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,747 $56.9K <0.01% -1,313 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 5,480 $54.3K <0.01% -6,836 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 5,239 $51K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 5,184 $51K 0.01% -4,072 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 5,064 $50.1K 0.03% +38 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 5,010 $49.6K <0.01% -4,330 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 5,005 $49.5K 0.01% 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 5,000 $49.5K 0.01% +600 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 5,000 $49.5K 0.03% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 4,995 $49.5K 0.02% -333 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 4,980 $49.3K 0.05% 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 4,939 $49K <0.01% +390 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 4,939 $48.9K 0.01% -1,090 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 4,919 $48.7K 0.03% 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 4,895 $48.5K 0.01% -2,334 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 4,779 $47.3K 0.02% 0 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 4,725 $47K 0.02% 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 4,746 $47K 0.01% +1,313 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 4,676 $46.3K 0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 4,624 $45.8K <0.01% 0 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 4,602 $45.6K 0.03% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 4,499 $44.5K 0.01% +2,148 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 4,492 $44.5K 0.03% 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 4,264 $42.2K <0.01% -360 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 4,250 $42.1K 0.03% new 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 4,124 $40.8K 0.01% -66 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 4,100 $40.6K 0.01% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 4,095 $40.5K 0.03% +2,095 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 4,025 $39.8K 0.01% +504 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 4,000 $39.6K <0.01% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 3,966 $39.3K 0.01% new 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 3,903 $38.6K <0.01% new 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 4,034 $38.6K <0.01% 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 3,889 $38.5K 0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3,734 $37K 0.01% -34 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 3,717 $36.8K 0.01% +32 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 3,659 $36.2K 0.01% 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,632 $36K <0.01% -489 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 3,600 $35.6K <0.01% +1,000 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 3,573 $35.4K 0.02% +34 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 3,537 $35K 0.02% -43 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 3,503 $34.7K 0.01% -248 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,471 $34.4K 0.01% -1,688 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 3,440 $34.1K 0.01% 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 3,398 $33.6K 0.01% 13F-HR Timeline Group Modus Advisors, LLC More: the full row for Modus Advisors, LLC 3,396 $33.6K 0.01% new 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 3,457 $33.6K 0.03% -21,705 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 3,386 $33.5K 0.01% +16 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 3,346 $33.1K <0.01% -25 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 3,092 $33K 0.03% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 3,300 $32.7K 0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 3,285 $32.5K <0.01% +2,068 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 3,123 $31.5K <0.01% +200 13F-HR Timeline Group Kentucky Trust Co More: the full row for Kentucky Trust Co 3,175 $31.4K 0.02% 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 3,165 $31.3K 0.6% 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3,150 $31.2K 0.01% -2,039 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 3,198 $31K 0.01% 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 3,128 $31K 0.02% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 3,114 $30.8K 0.01% +11 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 3,076 $30.5K <0.01% +44 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 3,075 $30.4K 0.14% +190 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 3,000 $30K <0.01% -424 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 3,018 $29.9K 0.02% 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 3,000 $29.7K 0.01% -198 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 3,000 $29.7K 0.01% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 3,000 $29.7K 0.01% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 3,000 $29.7K 0.02% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 2,941 $29.1K 0.02% 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 2,933 $29K <0.01% -116 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 2,932 $29K 0.02% -12,476 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 2,817 $27.9K 0.02% -681 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 2,760 $27.3K 0.01% +100 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 2,773 $27K 0.01% +212 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 2,708 $26.8K <0.01% -137 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,703 $26.8K <0.01% -1,624 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 2,665 $26.4K 0.02% 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 10,098 $26.3K <0.01% -593,126 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,628 $26K 0.01% 13F-HR Timeline