Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 72,744 $6.02M 0.27% +847 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 73,025 $5.96M 0.39% -6,315 13F-HR Timeline Mn Services Vermogensbeheer B.V. More: the full row for Mn Services Vermogensbeheer B.V. 68,307 $5.58M 0.04% 0 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 66,303 $5.32M 0.32% -915 13F-HR Timeline Group Czech National Bank More: the full row for Czech National Bank 63,866 $5.22M 0.03% -2,316 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 46,948 $3.83M 0.07% -858 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 37,530 $3.07M 0.61% +272 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 35,889 $2.97M <0.01% +3,270 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 33,260 $2.72M 0.06% 0 13F-HR Timeline Seven Hills Financial, LLC More: the full row for Seven Hills Financial, LLC 29,435 $2.4M 1.45% 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 24,586 $2.01M 0.03% -20,979 13F-HR Timeline Group Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 21,690 $1.77M 0.63% -1,385 13F-HR Timeline Systrade AG More: the full row for Systrade AG 20,000 $1.63M 0.83% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 11,750 $973K 0.02% +368 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 11,018 $900K 0.16% -261 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 9,804 $801K 0.01% +5,198 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 8,436 $689K 0.1% 0 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 6,581 $537K 0.02% +14 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,457 $446K 0.02% +1,238 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 5,165 $422K 0.02% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,589 $375K 0.01% +1,487 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 4,174 $341K 0.06% new 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 3,668 $300K 0.06% new 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 3,660 $299K 0.02% -400 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,325 $272K <0.01% +1,518 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,109 $254K 0.01% -334 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,095 $253K 0.01% new 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 3,071 $251K 0.18% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,966 $242K 0.01% +32 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 2,940 $240K 0.04% -16 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 2,534 $207K 0.17% -245 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,390 $195K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GK Wealth Management LLC More: the full row for GK Wealth Management LLC 2,176 $178K 0.1% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,936 $158K 0.01% +26 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 319 $26.1K 0.01% +10 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 232 $18.9K <0.01% +157 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 227 $18.5K <0.01% -27 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 200 $16.3K 0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 194 $15.8K 0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 160 $13.1K <0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 108 $8.82K <0.01% +106 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 85 $6.94K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 58 $4.74K <0.01% -8 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 57 $4.66K <0.01% -76 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 56 $4.59K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 36 $2.94K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 17 $1.39K <0.01% new 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 16 $1.31K <0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 14 $1.14K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 9 $736 <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 7 $572 <0.01% +3 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 5 $408 <0.01% +3 13F-HR Timeline