Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 5,567 $424K 0.02% +1,968 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,563 $424K <0.01% -553 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 5,522 $421K 0.02% +35 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 5,520 $421K 0.12% +499 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 5,518 $421K <0.01% +5,293 13F-HR Timeline Group Clarus Group, Inc. More: the full row for Clarus Group, Inc. 5,500 $419K 0.15% +2,500 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 5,486 $418K 0.13% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 5,481 $418K 0.02% -22 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,471 $417K 0.02% +1,040 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 5,469 $417K 0.08% -7,420 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 5,450 $415K 0.01% +700 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 5,327 $415K 0.01% -3,188 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 5,444 $415K 0.1% +129 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 5,438 $415K <0.01% -674 13F-HR Timeline Group McMill Wealth Management More: the full row for McMill Wealth Management 5,378 $410K 0.12% +3,103 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 5,341 $407K 0.07% +209 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 5,253 $400K 0.02% +1,536 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 5,239 $399K 0.04% +2,163 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 5,207 $397K 0.02% -3,384 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 5,205 $397K 0.01% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 5,133 $391K 0.04% +104 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 5,129 $391K 0.05% -342 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 5,127 $391K 0.08% +2,110 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 5,124 $391K <0.01% +680 13F-HR Timeline Group Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 5,072 $387K 0.12% +2,498 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 5,076 $387K 0.02% +395 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 5,057 $385K 0.17% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 5,046 $385K 0.2% -100 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 5,036 $384K 0.07% +767 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 4,916 $375K 0.03% -279 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 4,902 $374K 0.01% +1,283 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 4,802 $366K 0.02% -777 13F-HR Timeline Group BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 4,780 $364K 0.01% 0 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 4,768 $363K 0.03% +355 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,749 $362K 0.01% -31,956 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 0 $360K 0.22% 13F-HR Timeline Amount filed as zero, left out of ratios. Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 4,712 $359K 0.04% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 4,707 $359K 0.07% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,695 $358K 0.02% -2,360 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 4,678 $357K 0.01% 0 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 4,658 $355K 0.08% +663 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 4,648 $354K <0.01% new 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 4,641 $354K 0.09% +1,976 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 4,605 $351K <0.01% 0 13F-HR Timeline Group ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 4,589 $350K 0.1% +507 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 4,579 $349K 0.02% 0 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 4,577 $349K 0.01% new 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 4,534 $346K 0.02% +213 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 4,535 $346K 0.02% +2 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 4,523 $345K 0.06% +1,188 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,497 $343K 0.01% +2,800 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 4,494 $343K 0.01% +704 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 4,413 $336K 0.01% new 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 4,409 $336K <0.01% +2,793 13F-HR Timeline Group HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 4,337 $331K 0.02% +575 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 4,282 $326K 0.02% -6 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 4,246 $324K 0.05% +1,779 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 4,238 $323K 0.06% -610 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 4,000 $322K <0.01% -2,000 13F-HR Timeline Markin Asset Management, LP in group Markin Asset Management, LP More: the full row for Markin Asset Management, LP 4,215 $321K 0.35% 13F-HR Timeline Group BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 4,133 $315K 0.08% +242 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 4,125 $314K 0.03% +25 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 4,034 $308K 0.09% +1,000 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,025 $307K 0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 3,996 $305K <0.01% +3,149 13F-HR Timeline Group Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 3,996 $305K 0.08% +583 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 3,963 $302K 0.22% 13F-HR Timeline Connective Capital Management, LLC More: the full row for Connective Capital Management, LLC 3,960 $302K 0.18% +763 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 3,925 $299K 0.02% -367 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 3,894 $297K 0.04% -1,392 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,836 $292K 0.02% 0 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 3,762 $287K 0.03% new 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 3,746 $286K 0.19% +1,094 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 3,720 $284K 0.13% 0 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 3,709 $283K 0.2% 0 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 3,696 $282K 0.04% +976 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 3,670 $280K 0.03% new 13F-HR Timeline LEGACY CAPITAL WEALTH MANAGEMENT, LLC More: the full row for LEGACY CAPITAL WEALTH MANAGEMENT, LLC 3,649 $278K 0.17% 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 3,637 $277K 0.07% +789 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,614 $275K <0.01% +2,135 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 3,600 $274K 0.01% 0 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 3,581 $273K 0.15% +75 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 3,575 $273K 0.02% +148 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 3,510 $268K 0.1% -800 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 3,505 $267K 0.03% 0 13F-HR Timeline Group BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 3,500 $267K 0.01% 0 13F-HR/A Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 3,492 $266K 0.08% -119 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 3,466 $265K <0.01% +411 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 3,466 $264K <0.01% +21 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 3,427 $261K 0.03% new 13F-HR/A Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 3,416 $260K 0.01% -1,378 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 3,408 $260K 0.11% +6 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 3,404 $260K 0.02% -523 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,390 $258K 0.07% 0 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 3,223 $257K 0.04% +353 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 3,361 $256K 0.02% new 13F-HR Timeline Shade Tree Advisors LLC More: the full row for Shade Tree Advisors LLC 3,357 $256K 0.19% +942 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 3,350 $255K 0.07% -33,958 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 $253K <0.01% 0 13F-HR Timeline Group THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 3,315 $253K 0.15% -350 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 3,311 $252K 0.01% -50 13F-HR Timeline Group Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 3,120 $247K 0.08% 0 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 3,240 $247K 0.06% -436 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 3,224 $246K 0.01% new 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 3,174 $242K <0.01% 13F-HR/A Timeline Group HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 3,162 $241K 0.02% +226 13F-HR Timeline QUANTIFY CHAOS ADVISORS, LLC More: the full row for QUANTIFY CHAOS ADVISORS, LLC 3,157 $241K 0.73% 13F-HR Timeline Dedeker Financial LLC More: the full row for Dedeker Financial LLC 3,155 $240K 0.22% 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 3,136 $239K 0.14% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,113 $237K <0.01% new 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 3,103 $237K 0.05% 0 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 3,014 $236K 0.3% 0 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 3,088 $235K 0.04% new 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,043 $232K <0.01% +908 13F-HR Timeline Group Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 3,043 $232K 0.02% new 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 3,042 $232K 0.16% +150 13F-HR Timeline Kastel Capital Advisors, LLC More: the full row for Kastel Capital Advisors, LLC 3,015 $230K 0.14% 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,011 $230K <0.01% +12 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 3,007 $229K 0.22% 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 3,005 $229K 0.13% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,000 $229K 0.01% -5,000 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 2,998 $229K 0.01% -182 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,996 $228K 0.01% new 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 2,981 $227K 0.02% new 13F-HR Timeline BURRUS FINANCIAL SERVICES, INC. More: the full row for BURRUS FINANCIAL SERVICES, INC. 4,692 $227K 0.13% new 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 2,970 $226K 0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 2,970 $226K <0.01% -500 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 2,872 $225K 0.11% new 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 2,821 $225K 0.05% +501 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,938 $224K <0.01% 0 13F-HR Timeline Group OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 2,934 $224K 0.13% -535 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 2,927 $223K 0.06% 0 13F-HR Timeline Group Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 2,910 $222K 0.2% +1,513 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 2,900 $221K 0.19% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 2,869 $219K <0.01% +310 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 2,868 $219K 0.01% -1,313 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 2,866 $218K 0.1% +416 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 2,862 $218K <0.01% +754 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 2,813 $214K <0.01% +10 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 2,812 $214K new Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 2,812 $214K 0.03% +146 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,807 $214K 0.01% +274 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 2,781 $212K 0.02% +366 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 2,779 $212K 0.07% +154 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,771 $211K 0.02% -278 13F-HR Timeline Broussard Financial Group LLC More: the full row for Broussard Financial Group LLC 2,752 $210K 0.17% 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 2,740 $209K 0.15% -70 13F-HR Timeline SB Capital Management Inc More: the full row for SB Capital Management Inc 2,730 $208K 0.08% 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 2,722 $207K 0.06% new 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 2,704 $206K 0.09% 0 13F-HR Timeline Palatine Hill Wealth Management, LLC More: the full row for Palatine Hill Wealth Management, LLC 2,704 $206K 0.17% 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 2,653 $202K 0.06% +200 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,638 $201K 0.02% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,625 $200K 0.01% +305 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 2,625 $200K 0.04% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,415 $184K 0.05% +25 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,398 $183K <0.01% -2,607 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 2,356 $180K 0.05% +10 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,219 $169K 0.04% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 2,085 $159K 0.08% +1,115 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 2,074 $158K 0.1% -111 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 2,072 $158K 0.06% new 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 2,062 $157K 0.01% 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,020 $154K 0.01% +1,926 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 1,955 $149K 0.01% +205 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,780 $143K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,857 $142K <0.01% +582 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,830 $140K 0.03% +91 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,785 $136K 0.01% +189 13F-HR Timeline Group Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 1,718 $131K 0.08% 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,497 $114K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,483 $113K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,452 $111K 0.02% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,435 $109K <0.01% +46 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,290 $98.3K 0.02% +650 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 1,272 $97K 0.21% 0 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 1,220 $93K 0.05% -131 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 1,212 $92.4K 0.06% new 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 1,201 $91.6K 0.06% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,174 $89.5K 0.01% +30 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 1,106 $84.3K <0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,034 $79K <0.01% +114 13F-HR/A Timeline Group TEACHERS INSURANCE & ANNUITY ASSOCIATIO… in group TIAA More: the full row for TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA 935 $71.3K 0.08% 0 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 887 $67.6K 0.02% +440 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 877 $66.9K 0.03% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 830 $63.2K <0.01% +13 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 810 $61.8K 0.03% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 779 $59.4K 0.01% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 766 $58.4K <0.01% new 13F-HR Timeline Group Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 758 $57.8K 0.03% +121 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 750 $57.2K 0.04% 0 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 715 $54.5K 0.01% +65 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 680 $51.8K 0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 670 $51.1K 0.03% 0 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 667 $50.9K 0.02% 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 647 $49.3K 0.01% +451 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 646 $49.2K 0.01% +17 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 593 $45.2K 0.02% 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 579 $44K 0.02% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 573 $43.7K 0.01% +14 13F-HR Timeline