Ellevest, Inc. More: the full row for Ellevest, Inc. 1,855 $1.62M 0.23% +1 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,854 $1.62M 0.17% +25 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 1,851 $1.62M 1% +768 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 1,849 $1.61M 0.35% -131 13F-HR Timeline TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 1,848 $1.61M +947 Timeline Parkwood LLC More: the full row for Parkwood LLC 1,838 $1.6M 0.14% -340 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,837 $1.6M 0.45% -975 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,834 $1.6M 0.04% -42 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 1,834 $1.6M 0.2% new 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 1,825 $1.59M 0.74% 0 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 1,825 $1.59M 0.1% -131 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 1,821 $1.59M 0.39% -78 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,820 $1.59M 0.11% +196 13F-HR Timeline Buckland Partners Management Co LLC More: the full row for Buckland Partners Management Co LLC 1,812 $1.58M 0.96% 0 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 1,811 $1.58M 0.69% +1 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 1,806 $1.58M 0.22% 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 1,807 $1.58M 0.05% +30 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 1,806 $1.58M 0.8% -50 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 1,572 $1.58M 0.2% -50 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 1,805 $1.58M 0.3% new 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 1,802 $1.57M 0.28% +32 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 1,801 $1.57M 0.19% +1,366 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 1,801 $1.57M 1.02% -250 13F-HR Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 1,800 $1.57M 0.17% 0 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 1,799 $1.57M 0.06% +365 13F-HR Timeline Group Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 1,798 $1.57M 0.31% -97 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 1,794 $1.57M 1.07% -243 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,789 $1.56M 0.07% -6,083 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 1,786 $1.56M 0.13% -2 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 1,784 $1.56M 1.59% 0 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 1,783 $1.56M 0.43% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,780 $1.55M 0.12% -356 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 1,777 $1.55M 0.19% -84 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 1,775 $1.55M 0.16% +983 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,774 $1.55M 0.16% +10 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 1,760 $1.54M 0.17% -72 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,757 $1.53M 0.07% +134 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,752 $1.53M 0.14% -120 13F-HR Timeline Group Breakwater Capital Group More: the full row for Breakwater Capital Group 1,747 $1.52M 0.2% -10 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,742 $1.52M 0.11% +486 13F-HR Timeline Group FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 1,785 $1.51M 0.05% -78 13F-HR Timeline Group Braeburn Wealth Management LLC More: the full row for Braeburn Wealth Management LLC 1,729 $1.51M 0.86% -89 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,419 $1.51M 0.15% +97 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,727 $1.51M 0.09% +175 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,725 $1.51M 0.12% -3,282 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,715 $1.5M 0.02% -1,457 13F-HR Timeline Group TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 1,707 $1.49M 0.3% -155 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 1,704 $1.49M 0.32% -173 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 1,702 $1.49M 0.53% +69 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 1,701 $1.48M 0.15% -44 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 1,697 $1.48M 0.74% 0 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 1,696 $1.48M 0.59% +12 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 1,654 $1.48M 0.26% +190 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 1,694 $1.48M 0.07% +350 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,688 $1.47M 0.18% +1 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 1,681 $1.47M 0.98% -123 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 1,678 $1.47M 0.34% +68 13F-HR Timeline FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 1,679 $1.47M 0.17% 0 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 1,677 $1.46M 1.38% +954 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,677 $1.46M 0.32% +274 13F-HR Timeline OSSIAM More: the full row for OSSIAM 1,671 $1.46M 0.03% +1,500 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,667 $1.46M 0.13% +320 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,664 $1.45M 0.15% +2 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 1,664 $1.45M 0.89% -98 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,654 $1.44M 0.1% +331 13F-HR Timeline Group Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,654 $1.44M 0.1% +47 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,653 $1.44M 0.05% +2 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 1,651 $1.44M 0.44% -125 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,644 $1.44M 0.08% +441 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 1,644 $1.44M 0.31% +86 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 1,637 $1.43M 0.22% +55 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 1,632 $1.43M 0.21% new 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 1,631 $1.42M 0.59% 0 13F-HR Timeline Nippon Life Global Investors Americas, … More: the full row for Nippon Life Global Investors Americas, Inc. 1,630 $1.42M 0.06% new 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,433 $1.42M 0.09% +111 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 1,619 $1.41M 0.27% +90 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 1,727 $1.41M 0.25% new 13F-HR Timeline Wesleyan Assurance Society More: the full row for Wesleyan Assurance Society 1,613 $1.41M 0.08% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,612 $1.41M 0.09% -1,751 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,610 $1.41M 0.12% -17 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 1,610 $1.41M 0.16% -1 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 1,608 $1.4M 0.18% -67 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 1,607 $1.4M 1.38% +123 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,606 $1.4M 0.08% +360 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 1,603 $1.4M 1.85% new 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 1,600 $1.4M 1.08% 0 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 1,598 $1.39M 0.34% +10 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,591 $1.39M 0.1% +259 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 1,584 $1.38M 0.12% 0 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 1,580 $1.38M 0.81% -790 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 1,579 $1.38M 1.39% +148 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 1,575 $1.37M 0.4% 0 13F-HR Timeline Lansforsakringar Fondforvaltning AB (pu… More: the full row for Lansforsakringar Fondforvaltning AB (publ) 1,569 $1.37M 0.01% new 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 1,567 $1.37M 0.31% +80 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,566 $1.37M 0.06% +79 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,559 $1.36M 0.11% +709 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 1,560 $1.36M 0.18% +59 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 1,554 $1.36M 0.98% -10 13F-HR Timeline Crystal Rock Capital Management More: the full row for Crystal Rock Capital Management 1,550 $1.35M 0.8% 0 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 1,549 $1.35M 0.08% -218 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 1,545 $1.35M 1.26% +225 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 1,545 $1.35M 0.42% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 1,540 $1.34M 1.28% +27 13F-HR Timeline Guardian Partners Inc. in group GUARDIAN CAPITAL LP More: the full row for Guardian Partners Inc. 1,532 $1.34M 0.11% +1 13F-HR Timeline Group Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 1,536 $1.34M 0.04% +987 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 1,536 $1.34M 0.07% +305 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 1,535 $1.34M 0.03% +70 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,532 $1.34M 0.42% -15 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 1,531 $1.34M 0.47% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,531 $1.34M 0.1% +440 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 1,531 $1.34M 0.21% -3 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,257 $1.34M 0.08% +64 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,531 $1.34M 0.06% +72 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 1,530 $1.34M 0.21% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,528 $1.33M 0.05% -1,190 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,523 $1.33M 0.04% +13 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 1,522 $1.33M 0.01% -17,670 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 1,520 $1.33M -133 Timeline XML Financial, LLC More: the full row for XML Financial, LLC 1,518 $1.33M 0.11% -42 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 1,516 $1.32M 0.11% +41 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,423 $1.32M 0.32% -61 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 1,507 $1.32M 0.02% -78 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,505 $1.31M 0.17% -89 13F-HR Timeline PATHWAY WEALTH MANAGEMENT LLC More: the full row for PATHWAY WEALTH MANAGEMENT LLC 1,505 $1.31M 1.24% -10 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 1,505 $1.31M 0.31% +1,013 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 1,503 $1.31M 1.04% +169 13F-HR Timeline PORTLAND INVESTMENT COUNSEL INC. More: the full row for PORTLAND INVESTMENT COUNSEL INC. 1,500 $1.31M 0.42% 0 13F-HR Timeline Consolidated Investment Group LLC More: the full row for Consolidated Investment Group LLC 1,500 $1.31M 0.14% new 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 1,500 $1.31M 0.69% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,498 $1.31M 0.03% -38 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,490 $1.3M 0.07% +37 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,489 $1.3M 0.09% +128 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 1,199 $1.3M 0.67% +80 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 1,486 $1.3M 0.03% +503 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,485 $1.3M 0.09% +624 13F-HR Timeline ALGEBRIS (UK) LTD in group ALGEBRIS (UK) LTD More: the full row for ALGEBRIS (UK) LTD 1,486 $1.29M 0.09% new 13F-HR Timeline Group Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 1,482 $1.29M 0.58% +101 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 1,479 $1.29M 0.1% 0 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,478 $1.29M 0.07% +209 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,471 $1.28M 0.18% -231 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 1,468 $1.28M 0.18% +41 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 1,468 $1.28M 0.57% +1,076 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 1,466 $1.28M 0.32% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,464 $1.28M 0.08% +243 13F-HR Timeline ARMISTICE CAPITAL, LLC More: the full row for ARMISTICE CAPITAL, LLC 1,461 $1.28M 0.04% new 13F-HR Timeline PINCUS CAPITAL MANAGEMENT, LP More: the full row for PINCUS CAPITAL MANAGEMENT, LP 1,461 $1.28M 0.89% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,455 $1.27M 0.12% +90 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 1,455 $1.27M 0.29% -9 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 1,453 $1.27M 0.29% 0 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 1,451 $1.27M 0.23% -1,391 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 1,446 $1.26M 0.13% 0 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 1,445 $1.26M 0.36% -10 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,444 $1.26M 0.44% +116 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 1,439 $1.26M 0.01% -4 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 1,434 $1.25M 0.26% -36 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 1,430 $1.25M 0.33% new 13F-HR Timeline MUHLENKAMP & CO INC More: the full row for MUHLENKAMP & CO INC 1,426 $1.24M 0.33% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 1,424 $1.24M 0.16% +161 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 1,421 $1.24M 0.07% +169 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 1,448 $1.24M 0.16% +68 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,417 $1.24M 0.06% +123 13F-HR Timeline Group Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,412 $1.23M 0.02% +451 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 1,405 $1.23M 0.35% +1,055 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,404 $1.23M 0.17% +176 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,402 $1.22M 0.11% +711 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 1,396 $1.22M 0.53% 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 1,394 $1.22M 0.82% new 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 1,389 $1.21M 0.22% +173 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 1,386 $1.21M 0.04% +102 13F-HR Timeline Group BankChampaign, National Association More: the full row for BankChampaign, National Association 1,385 $1.21M 1.2% -81 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,383 $1.21M 0.1% -83 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,382 $1.21M 0.04% +457 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 1,378 $1.2M 0.32% -6,681 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 1,378 $1.2M 0.1% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,374 $1.2M 0.89% +13 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 1,372 $1.2M 0.13% -198 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,370 $1.2M 0.05% +1,165 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 1,366 $1.19M 0.29% -565 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,364 $1.19M 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 1,363 $1.19M 0.21% +373 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 1,353 $1.18M 0.66% +47 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,350 $1.18M 0.07% +365 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,348 $1.18M 0.14% -74 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,345 $1.17M 0.28% +1,285 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 1,340 $1.17M 0.28% +1 13F-HR Timeline Fortune 45 LLC More: the full row for Fortune 45 LLC 1,339 $1.17M 0.57% new 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,339 $1.17M 0.17% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,337 $1.17M 0.11% -4 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 1,336 $1.17M 0.22% 0 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 1,334 $1.16M 0.36% +846 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 1,333 $1.16M 0.78% +292 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,329 $1.16M 0.59% -2 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,327 $1.16M 0.03% +456 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,327 $1.16M 0.08% +178 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,325 $1.16M 0.39% -147 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 1,322 $1.15M 0.18% -57 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,319 $1.15M 0.12% +321 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,315 $1.15M 0.69% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 1,309 $1.14M 0.08% +27 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,309 $1.14M 0.11% +239 13F-HR Timeline