Challenger Wealth Management More: the full row for Challenger Wealth Management 3,247 $1.15M 0.84% -216 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 3,244 $1.14M 0.76% +248 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 3,242 $1.14M 0.29% new 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 3,237 $1.14M 0.22% +1,835 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 3,235 $1.14M 0.28% -244 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 3,234 $1.14M 0.17% +2,210 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 3,216 $1.13M 0.9% +75 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 3,211 $1.13M 0.32% -202 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 3,208 $1.13M 0.54% +14 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 3,207 $1.13M 0.25% -77 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 3,194 $1.13M 0.03% +609 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 3,193 $1.13M 0.86% new 13F-HR/A Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 3,191 $1.13M 0.23% -342 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 3,394 $1.12M 0.14% -40 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 3,189 $1.12M 0.79% +335 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 3,185 $1.12M 0.47% new 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 3,179 $1.12M 0.05% -67 13F-HR Timeline Meixler Investment Management, Ltd. More: the full row for Meixler Investment Management, Ltd. 3,178 $1.12M 0.62% -10 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 3,176 $1.12M 0.11% -2,391 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 3,175 $1.12M 0.34% 0 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 3,175 $1.12M 0.12% +22 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 3,170 $1.12M 0.23% -237 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 3,162 $1.12M 0.3% -438 13F-HR Timeline Orographic Financial Advisors, LLC More: the full row for Orographic Financial Advisors, LLC 3,228 $1.11M 0.73% -277 13F-HR Timeline SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 3,140 $1.11M 0.53% +20 13F-HR Timeline PATHWAY WEALTH MANAGEMENT LLC More: the full row for PATHWAY WEALTH MANAGEMENT LLC 3,140 $1.11M 0.77% -530 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 3,138 $1.11M 0.21% +426 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 3,133 $1.11M 0.56% -95 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 3,130 $1.1M 0.23% +31 13F-HR Timeline PCB Capital LLC More: the full row for PCB Capital LLC 3,263 $1.1M 1.34% +2,642 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 3,128 $1.1M 0.15% +772 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 16,880 $1.1M 0.19% -7,147 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 3,124 $1.1M 0.75% -1,180 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 3,120 $1.1M 1.07% -185 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 3,115 $1.1M 0.1% -97 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 3,114 $1.1M 0.15% -288 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 3,114 $1.1M 0.44% 0 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 3,113 $1.1M 0.13% -599 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 3,113 $1.1M 0.75% -897 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 3,113 $1.1M 0.39% +144 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 3,110 $1.1M 0.72% -130 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 3,104 $1.09M 1.01% -125 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 3,100 $1.09M 0.13% -464 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 3,094 $1.09M 0.13% -5 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 3,090 $1.09M 0.19% -177 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 3,088 $1.09M 0.42% -268 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 3,085 $1.09M 0.07% +1,864 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 3,076 $1.08M 0.25% +10 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 3,075 $1.08M 0.44% -130 13F-HR Timeline Taylor Frigon Capital Management LLC More: the full row for Taylor Frigon Capital Management LLC 3,069 $1.08M 0.51% +20 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 3,066 $1.08M 0.1% -29 13F-HR/A Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 3,064 $1.08M 0.13% -401 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3,054 $1.08M 0.41% -18 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 3,053 $1.08M 0.4% -166 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 3,051 $1.08M 0.61% -53 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,047 $1.07M 0.48% +194 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 3,043 $1.07M 0.79% +720 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 3,042 $1.07M 0.02% -6,485 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 3,042 $1.07M 0.55% -357 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 3,041 $1.07M 0.14% -109 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 3,041 $1.07M 0.5% 0 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 3,038 $1.07M 0.03% -1,200 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 3,036 $1.07M 0.54% -219 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 3,034 $1.07M 0.64% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 3,030 $1.07M 0.68% -153 13F-HR Timeline SFM, LLC More: the full row for SFM, LLC 3,029 $1.07M 0.55% -688 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 2,983 $1.07M 0.79% +312 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 3,020 $1.07M 0.22% +15 13F-HR Timeline DOCK STREET ASSET MANAGEMENT INC More: the full row for DOCK STREET ASSET MANAGEMENT INC 3,020 $1.07M 0.1% +12 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 3,020 $1.07M 0.37% +78 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 3,018 $1.06M 0.39% -67 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 3,017 $1.06M 0.13% -82 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 3,006 $1.06M 0.36% +35 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 3,000 $1.06M 0.4% +706 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 3,000 $1.06M 0.25% 0 13F-HR Timeline Guardian Financial Partners, LLC More: the full row for Guardian Financial Partners, LLC 2,992 $1.06M 0.41% +1 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,990 $1.05M 0.23% -624 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 2,987 $1.05M 0.19% -57 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 2,985 $1.05M 0.72% +13 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 2,981 $1.05M 0.28% -96 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 2,980 $1.05M 0.12% +112 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 2,978 $1.05M 0.24% -6 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 2,972 $1.05M 0.47% -96 13F-HR/A Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 2,967 $1.05M 0.88% 0 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 2,964 $1.05M <0.01% 13F-HR Timeline Group TICINO WEALTH More: the full row for TICINO WEALTH 2,964 $1.05M 0.33% +918 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 2,963 $1.04M 0.35% +160 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 2,961 $1.04M 0.34% -141 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 2,956 $1.04M 0.56% +8 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 2,953 $1.04M 0.48% +304 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 2,952 $1.04M 0.09% -279 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 2,951 $1.04M 0.1% -49 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 2,945 $1.04M 0.64% +26 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,941 $1.04M 0.04% -100 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 2,939 $1.04M 0.23% -455 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 2,934 $1.03M 0.06% -900 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 2,921 $1.03M 0.09% +29 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 2,920 $1.03M 0.22% +20 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 2,920 $1.03M 0.06% +37 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 2,907 $1.03M 0.33% -75 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 2,905 $1.02M 0.25% -349 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 2,902 $1.02M 0.09% +153 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 2,900 $1.02M 0.41% +300 13F-HR Timeline Group NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 2,899 $1.02M 0.39% +85 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 2,896 $1.02M 0.13% -113 13F-HR Timeline Group Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 2,895 $1.02M 0.16% +1,639 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 2,893 $1.02M 0.12% -69 13F-HR Timeline Winning Points Advisors, LLC More: the full row for Winning Points Advisors, LLC 2,891 $1.02M 1.34% +30 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 2,888 $1.02M 0.53% new 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 2,885 $1.02M 0.12% +1,957 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 2,874 $1.01M 0.08% -97 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 2,873 $1.01M 0.25% 0 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 2,872 $1.01M 0.28% +1 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 2,871 $1.01M 0.74% +100 13F-HR Timeline Group Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 2,870 $1.01M 0.25% -360 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 2,867 $1.01M 0.7% 0 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 2,865 $1.01M 0.5% +164 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 2,902 $1.01M 0.2% +774 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 2,863 $1.01M 0.37% -150 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 2,862 $1.01M 0.07% +62 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 2,854 $1.01M 0.18% -563 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 2,852 $1.01M 0.21% -1,114 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 2,848 $1M 0.55% -3 13F-HR Timeline Greykasell Wealth Strategies, Inc. 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More: the full row for CALTON & ASSOCIATES, INC. 2,845 $1M 0.15% -556 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 2,844 $1M 0.23% +702 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 2,831 $998K 0.08% +169 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 2,825 $996K 0.23% -20 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,824 $996K 0.1% +484 13F-HR Timeline Maloon Powers Pitre Higgins & Dennehy, … More: the full row for Maloon Powers Pitre Higgins & Dennehy, LLC 2,820 $995K 0.34% 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 2,818 $994K 0.42% -71 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 2,816 $993K 0.09% -75 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 2,816 $993K 0.27% -18 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,815 $993K 0.13% +1,552 13F-HR Timeline Northwest & Ethical Investments L.P. 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More: the full row for Peregrine Asset Advisers, Inc. 2,681 $946K 0.21% +9 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 2,803 $945K 0.42% -110 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 2,677 $944K 0.75% +550 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 2,673 $943K 0.39% +1,111 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 2,672 $942K 0.55% -14 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 2,672 $942K 0.21% 0 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 2,671 $942K 0.57% -69 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 2,669 $941K 0.61% +23 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 2,667 $941K 0.15% -230 13F-HR Timeline Zinnia Wealth Advisory, LLC More: the full row for Zinnia Wealth Advisory, LLC 2,667 $941K 0.96% +238 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 2,664 $940K 0.11% -90 13F-HR Timeline Nadler Financial Group, Inc. 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