Trek Financial, LLC More: the full row for Trek Financial, LLC 4,533 $452K 0.03% -947 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 4,444 $444K <0.01% +593 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 4,431 $442K 0.02% -92 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 4,413 $440K 0.04% +1,345 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 4,321 $431K 0.03% +1,094 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 4,310 $430K 0.17% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 4,304 $430K 0.03% +2,429 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 4,292 $428K 0.04% +270 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 4,288 $428K 0.03% +3 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 4,269 $426K 0.08% 0 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 4,192 $418K 0.04% +998 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 4,181 $417K 0.03% +119 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 4,100 $409K 0.05% +193 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 4,082 $407K 0.11% +976 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 4,039 $403K 0.07% -1 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,025 $402K 0.02% +171 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 3,995 $399K 0.09% new 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 3,927 $392K 0.03% -302 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 3,891 $388K 0.1% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,836 $383K 0.02% 0 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 3,825 $382K 0.29% -29 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 3,797 $379K 0.01% -5,248 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 3,790 $378K 0.01% +50 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 3,770 $376K 0.1% +1,190 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 3,762 $375K 0.02% +2,281 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 3,756 $375K <0.01% new 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 3,720 $371K 0.18% 0 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 3,717 $371K 0.02% +184 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 3,709 $370K 0.26% +50 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 3,676 $367K 0.08% +220 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 3,665 $366K 0.23% +300 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 3,611 $360K 0.12% +7 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 3,600 $359K 0.02% +856 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,599 $359K 0.01% new 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 3,506 $350K 0.22% -2 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 3,505 $350K 0.04% new 13F-HR Timeline Group Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 3,500 $349K 0.11% +496 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 3,500 $349K 0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 3,470 $346K <0.01% +200 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 3,469 $346K 0.21% new 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 3,458 $345K 0.1% +536 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 3,445 $344K <0.01% +681 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 3,427 $342K 0.03% +316 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 3,619 $342K 0.01% 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 3,413 $341K 0.09% +1,050 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 3,402 $340K 0.14% +280 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,390 $338K 0.1% 0 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 3,361 $335K 0.01% 0 13F-HR Timeline Group Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 3,120 $334K 0.12% 0 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 3,335 $333K 0.05% +9 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 3,306 $331K 0.02% +123 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 3,316 $331K 0.04% -50 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 3,312 $331K 0.01% 0 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 3,300 $329K <0.01% -61,700 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 3,221 $321K 0.07% +910 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 3,213 $321K 0.03% 0 13F-HR Timeline Connective Capital Management, LLC More: the full row for Connective Capital Management, LLC 3,197 $319K 0.29% new 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 3,180 $317K 0.02% 0 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 3,160 $315K 0.06% +50 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 3,103 $310K 0.07% new 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 3,083 $308K 0.1% 0 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,076 $307K 0.03% +935 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 3,055 $305K <0.01% -365 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,049 $304K 0.02% +437 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 3,040 $303K 0.04% -3,484 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 2,870 $303K 0.05% +185 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 3,034 $303K 0.1% 0 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 3,017 $301K 0.07% +574 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 3,014 $301K 0.46% new 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 3,000 $299K 0.1% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,999 $299K 0.01% new 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 2,973 $297K 0.02% +633 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 2,951 $295K 0.04% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,938 $293K <0.01% 0 13F-HR Timeline Group HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 2,936 $293K 0.03% +625 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 2,927 $292K 0.08% 0 13F-HR Timeline Group Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 2,900 $289K 0.26% +150 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 2,892 $289K 0.21% -157 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 2,848 $284K 0.08% 0 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 2,812 $281K 0.03% 0 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 2,810 $280K 0.21% -250 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 2,803 $280K <0.01% +22 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 2,776 $277K 0.02% +291 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 2,720 $271K 0.04% +341 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 2,704 $270K 0.12% 0 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,695 $269K <0.01% +20 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 2,666 $266K 0.04% +558 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 2,665 $266K 0.07% new 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 2,652 $265K 0.18% new 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 2,650 $264K 0.06% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,002 $264K 0.02% 0 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 2,628 $262K 0.05% 0 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 2,625 $262K 0.09% new 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 2,625 $262K 0.08% -1,875 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,625 $262K 0.04% new 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,616 $261K 0.01% +213 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 2,591 $259K 0.06% +46 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,588 $258K 0.01% -432 13F-HR Timeline Group Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 2,580 $258K 0.07% +80 13F-HR/A Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 2,574 $257K 0.08% 0 13F-HR Timeline SMI Advisory Services, LLC More: the full row for SMI Advisory Services, LLC 2,390 $256K 0.05% -180 13F-HR Timeline Guardian Partners Inc. More: the full row for Guardian Partners Inc. 2,498 $256K 0.02% new 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 2,559 $255K <0.01% +373 13F-HR Timeline Group Cutler Capital Management, LLC More: the full row for Cutler Capital Management, LLC 2,555 $255K 0.08% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,551 $255K 0.05% -938 13F-HR Timeline Regency Capital Management Inc.\DE More: the full row for Regency Capital Management Inc.\DE 2,550 $255K 0.12% -10 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,533 $253K 0.02% -161 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,505 $250K 0.01% +87 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,500 $250K 0.01% new 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 2,484 $248K 0.01% new 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 2,467 $246K 0.04% +248 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 2,456 $245K 0.03% new 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 2,453 $245K 0.07% new 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 2,450 $245K 0.12% -3 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 2,415 $241K 0.02% new 13F-HR Timeline Shade Tree Advisors LLC More: the full row for Shade Tree Advisors LLC 2,415 $241K 0.21% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,390 $239K 0.06% 0 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 2,418 $237K 0.07% 0 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 2,378 $237K 0.03% +106 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,361 $236K <0.01% 0 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 2,360 $236K 0.2% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 2,346 $234K 0.06% -29 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 2,345 $234K 0.07% new 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 2,331 $233K 0.08% new 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 2,324 $232K 0.05% new 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 2,320 $232K 0.02% +100 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 2,320 $232K 0.01% -1,571 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,320 $232K 0.02% -585 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 2,320 $232K 0.06% -235 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 2,300 $230K 0.02% 0 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 2,295 $229K 0.02% new 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 2,283 $228K 0.06% 0 13F-HR Timeline McMill Wealth Management More: the full row for McMill Wealth Management 2,275 $227K 0.06% +48 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 2,256 $225K 0.14% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,254 $225K 0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,219 $221K 0.05% 0 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 2,217 $221K 0.06% 0 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 2,215 $221K <0.01% -55 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,213 $221K 0.02% new 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 2,211 $221K <0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 2,185 $218K 0.14% 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 2,183 $218K 0.19% new 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 2,182 $218K 0.11% new 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 2,172 $217K 0.01% new 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 2,146 $214K 0.02% new 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 2,141 $214K 0.04% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,140 $214K <0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,135 $213K <0.01% +179 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,961 $211K 0.02% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 2,108 $210K <0.01% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,106 $210K 0.01% new 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 2,100 $210K 0.05% new 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 2,095 $209K 0.03% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,072 $207K <0.01% +283 13F-HR Timeline Group Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 2,067 $206K 0.1% new 13F-HR Timeline COREPATH WEALTH PARTNERS LLC More: the full row for COREPATH WEALTH PARTNERS LLC 1,877 $205K 0.15% new 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 2,182 $205K 0.03% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,050 $205K <0.01% new 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 2,050 $205K 0.31% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,044 $204K 0.02% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 2,020 $202K <0.01% -1,073 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 2,009 $201K 0.04% new 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 2,007 $200K <0.01% new 13F-HR Timeline New Harbor Financial Group, LLC More: the full row for New Harbor Financial Group, LLC 2,006 $200K 0.04% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,780 $191K <0.01% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 1,752 $175K 0.03% +522 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 1,750 $175K 0.02% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,739 $174K 0.05% +106 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,697 $169K <0.01% 0 13F-HR/A Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 1,623 $162K 0.05% new 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1,616 $161K <0.01% +1,365 13F-HR Timeline Group Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,596 $159K 0.01% +46 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,518 $152K 0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,497 $149K 0.01% -1,024 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,483 $148K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,479 $148K <0.01% +779 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,452 $145K 0.03% +368 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,440 $144K 0.01% +15 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 1,397 $139K 0.13% -249 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,389 $139K <0.01% +10 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 1,351 $135K 0.08% +500 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,275 $127K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 1,272 $127K 0.26% +235 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 1,201 $120K 0.08% 0 13F-HR Timeline HICKS CAPITAL MANAGEMENT LLC More: the full row for HICKS CAPITAL MANAGEMENT LLC 1,200 $120K 0.2% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,144 $114K 0.01% +555 13F-HR Timeline Group Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 1,000 $99.8K 0.08% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 970 $96.8K 0.05% 13F-HR Timeline TEACHERS INSURANCE & ANNUITY ASSOCIATIO… in group TIAA More: the full row for TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA 935 $93.3K 0.11% 0 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 920 $92K <0.01% +246 13F-HR Timeline Group Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 877 $87.5K 0.03% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 847 $84.6K <0.01% -79 13F-HR/A Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 817 $81.5K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 810 $80.9K 0.04% +150 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 790 $78.8K 0.02% -3,007 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 779 $77.8K 0.01% 0 13F-HR Timeline MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 751 $75K 0.03% 0 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 750 $74.9K 0.05% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 702 $70.1K <0.01% +254 13F-HR Timeline Group Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 680 $67.9K 0.01% 0 13F-HR Timeline