Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 51,437 $1.25M 0.06% new 13F-HR Timeline Group Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 50,203 $1.22M 0.14% -789 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 49,937 $1.21M <0.01% +11,055 13F-HR Timeline Group Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 49,557 $1.2M 0.08% new 13F-HR Timeline BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 49,428 $1.2M 0.57% -991 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 49,254 $1.19M 0.01% -22,606 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 48,942 $1.19M <0.01% +157 13F-HR Timeline Group MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 48,515 $1.18M 0.12% +26,133 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 48,074 $1.17M 0.03% -5,903 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 47,931 $1.16M +889 Timeline Farmers National Bank More: the full row for Farmers National Bank 47,203 $1.14M 0.25% +206 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 47,020 $1.14M 0.05% +289 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 46,823 $1.13M 0.38% +2,344 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 46,641 $1.13M 0.06% +4,980 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 46,618 $1.13M 0.64% +5,656 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 45,104 $1.09M 0.05% +14,192 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 44,677 $1.08M 0.16% -1,862 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 43,340 $1.05M 0.08% -12,118 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 42,347 $1.03M 0.12% 0 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 42,175 $1.02M 0.45% +8,000 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 41,128 $997K 0.11% +4,776 13F-HR Timeline Walleye Partners, LLC More: the full row for Walleye Partners, LLC 39,844 $966K 1.19% -3,432 13F-HR Timeline Gilbert Capital Group, Inc. More: the full row for Gilbert Capital Group, Inc. 39,412 $955K 0.74% -2,802 13F-HR Timeline Twin Cities Retirement Group LLC More: the full row for Twin Cities Retirement Group LLC 39,151 $949K 0.87% +198 13F-HR Timeline Timber Creek Capital Management LLC More: the full row for Timber Creek Capital Management LLC 38,940 $944K 0.23% +14 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 38,294 $928K 0.01% +1,862 13F-HR Timeline Group Weaver Consulting Group More: the full row for Weaver Consulting Group 38,124 $924K 0.22% -8,079 13F-HR Timeline DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 37,063 $898K 0.85% 0 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 36,654 $888K 0.67% +1,081 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 36,556 $886K 0.06% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 36,074 $874K <0.01% -2,229 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 35,211 $854K 0.05% 0 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 34,856 $845K 0.1% +242 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 34,727 $839K 0.01% +4,537 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 34,323 $832K 0.02% +867 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 34,156 $829K 0.08% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 34,170 $828K 0.01% +24,127 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 34,137 $827K 0.23% +8,430 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 34,120 $827K 0.26% +467 13F-HR Timeline RIVER'S EDGE WEALTH MANAGEMENT, LLC More: the full row for RIVER'S EDGE WEALTH MANAGEMENT, LLC 34,024 $825K 0.77% +972 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 34,010 $824K 0.18% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 33,745 $818K 0.01% 0 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 33,489 $812K 0.55% +6,096 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 33,124 $803K 0.15% +9,680 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 32,280 $782K 0.01% -347 13F-HR Timeline Group Bank of New Hampshire More: the full row for Bank of New Hampshire 32,275 $782K 0.18% +700 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 32,000 $776K 0.18% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 31,643 $767K 0.04% new 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 31,613 $766K 0.15% -210 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 31,385 $761K 0.01% -7,888 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 31,214 $757K 0.01% new 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 30,869 $748K 0.08% 0 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 30,344 $736K <0.01% +5,118 13F-HR Timeline Group TABLEAUX LLC More: the full row for TABLEAUX LLC 30,306 $735K 0.36% +10,271 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 29,808 $723K 0.47% +692 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 29,655 $719K 0.32% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 29,524 $716K 0.01% -5,462 13F-HR Timeline ADG Wealth Management Group, LLC More: the full row for ADG Wealth Management Group, LLC 29,322 $711K 0.49% +5,600 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 28,946 $702K 0.01% +1,814 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 28,715 $696K 0.04% +833 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 28,357 $687K <0.01% 0 13F-HR Timeline Group Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 27,779 $673K 0.15% 0 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 27,597 $669K 0.25% +30 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 27,128 $657K 0.26% +17,423 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 26,805 $647K <0.01% +1,465 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 26,619 $644K 0.03% +3,337 13F-HR Timeline Group Atwater Malick LLC More: the full row for Atwater Malick LLC 26,265 $637K 0.17% +1,363 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 26,000 $630K 0.03% 0 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 25,823 $626K 0.03% +752 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 24,597 $596K 0.04% +2,364 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 24,210 $587K 0.13% +1,536 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 24,186 $586K 0.09% 0 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 24,136 $585K 0.4% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 23,798 $577K 0.04% +12,493 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 23,751 $576K 0.31% +54 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 23,486 $569K 0.07% -3,089 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 22,769 $552K 0.02% +21,365 13F-HR Timeline Group American Trust More: the full row for American Trust 22,553 $547K 0.05% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 22,478 $545K 0.02% +2,001 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 22,027 $534K 0.06% -2,060 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 21,896 $531K 0.14% +886 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 21,712 $526K 0.05% 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 20,757 $503K 0.02% +8,807 13F-HR/A Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 20,472 $496K 0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 19,600 $475K 0.01% +1 13F-HR Timeline Group Lee Financial Co More: the full row for Lee Financial Co 19,430 $471K 0.07% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 18,872 $457K <0.01% -2,653 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 18,691 $453K 0.04% +5,144 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 18,649 $452K 0.29% new 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 18,500 $448K 0.37% +3,500 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 18,490 $448K 0.09% new 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 18,172 $440K 0.03% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 18,143 $440K 0.07% +333 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 17,797 $431K 0.07% +2 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 17,570 $426K 0.04% 0 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 17,380 $421K 0.07% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 17,061 $414K 0.02% 0 13F-HR Timeline Kastel Capital Advisors, LLC More: the full row for Kastel Capital Advisors, LLC 16,929 $411K 0.25% 0 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 16,750 $406K 0.07% -4,000 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 16,645 $403K 0.05% -6,165 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 16,381 $397K <0.01% -7,586 13F-HR Timeline Group Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 16,306 $395K 0.08% +2 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 16,185 $392K 0.01% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 15,980 $387K <0.01% new 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 15,941 $386K 0.15% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 15,632 $379K 0.01% +115 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 15,382 $373K 0.02% new 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 15,200 $368K 0.27% +500 13F-HR Timeline Financial Advisory Corp More: the full row for Financial Advisory Corp 15,178 $368K 0.05% +105 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 15,138 $367K 0.01% +2,954 13F-HR Timeline CFO CAPITAL MANAGEMENT LLC More: the full row for CFO CAPITAL MANAGEMENT LLC 15,048 $364K 0.3% +3,156 13F-HR Timeline Trust Co of Kansas More: the full row for Trust Co of Kansas 15,015 $364K 0.2% -656 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 14,890 $361K 0.07% -789 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 14,646 $355K 0.04% +73 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 14,522 $352K 0.02% 0 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 14,390 $349K 0.29% new 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 14,360 $348K 0.05% +1,540 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 14,274 $346K 0.03% -2,022 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 13,765 $334K 0.1% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 13,663 $331K <0.01% +1,380 13F-HR Timeline Group Ledyard National Bank More: the full row for Ledyard National Bank 13,640 $331K 0.03% 0 13F-HR Timeline Ferguson Johnson Wealth Management Inc More: the full row for Ferguson Johnson Wealth Management Inc 13,452 $326K 0.26% 0 13F-HR Timeline Fortune Financial Group, Inc. More: the full row for Fortune Financial Group, Inc. 13,404 $325K 0.29% new 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 13,330 $323K 0.03% +4,127 13F-HR Timeline Evergreen Wealth Partners LLC More: the full row for Evergreen Wealth Partners LLC 13,123 $318K 0.24% -45 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 13,020 $316K 0.08% 0 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 12,811 $311K 0.09% -17,922 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 12,800 $310K <0.01% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 12,686 $306K 0.02% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 12,580 $305K 0.1% new 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 12,453 $302K <0.01% +2,249 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 12,200 $296K 0.13% -350 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 12,191 $296K 0.18% +867 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 11,996 $291K 0.08% +44 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 11,928 $289K <0.01% +404 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 11,875 $288K 0.01% new 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 11,615 $282K 0.02% -5,941 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 11,431 $277K 0.02% -25 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 11,383 $276K 0.01% new 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 11,367 $276K 0.14% 0 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 11,277 $273K 0.18% +1,047 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 11,245 $272K 0.17% +118 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 10,729 $260K 0.12% 0 13F-HR Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 10,606 $257K 0.07% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 10,540 $255K 0.01% +111 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 10,530 $255K 0.02% -25 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 10,498 $254K 0.1% -571 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 10,447 $253K 0.01% 0 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 10,316 $250K 0.02% 0 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 10,150 $246K 0.06% +1,650 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 10,073 $244K 0.03% new 13F-HR Timeline Arnold Financial Planning LLC More: the full row for Arnold Financial Planning LLC 10,003 $242K 0.23% new 13F-HR Timeline Briggs Wealth Management, Inc More: the full row for Briggs Wealth Management, Inc 9,937 $241K 0.26% 0 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 9,661 $234K 0.03% +714 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 9,667 $234K <0.01% new 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 9,620 $233K 0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 9,600 $233K 0.01% 0 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 9,574 $232K 0.11% -64,011 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 9,571 $232K 0.02% new 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 9,400 $228K 0.05% new 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 9,342 $226K 0.11% +29 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 9,204 $223K 0.03% -286 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 9,150 $222K 0.14% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 9,126 $221K <0.01% +34 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 9,103 $221K 0.04% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 9,059 $220K 0.01% +4 13F-HR Timeline Group MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 9,056 $220K 0.01% +408 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 9,001 $218K 0.06% +63 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 8,907 $216K <0.01% new 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 8,867 $215K 0.03% 0 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 8,633 $209K 0.04% 0 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 8,632 $209K 0.06% 0 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 8,500 $206K <0.01% new 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 8,500 $206K <0.01% 0 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 8,440 $205K 0.03% +59 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 8,350 $202K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 8,285 $201K 0.01% +2,673 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 7,460 $181K 0.04% +218 13F-HR Timeline Trust Co More: the full row for Trust Co 6,938 $168K 0.02% +24 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 6,825 $165K 0.02% +4,655 13F-HR Timeline Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 6,345 $154K 0.15% 0 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 6,170 $150K 0.04% 0 13F-HR/A Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 6,155 $149K <0.01% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 5,850 $142K 0.05% +1,650 13F-HR Timeline Black Cypress Capital Management, LLC More: the full row for Black Cypress Capital Management, LLC 5,800 $141K 0.1% +2,500 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 5,759 $140K <0.01% -436 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 5,318 $129K 0.02% new 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 5,244 $127K 0.12% 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,793 $116K 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/ 4,553 $110K <0.01% +2,030 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 4,375 $106K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 4,350 $105K <0.01% -35,673 13F-HR Timeline Group Align Financial, LLC More: the full row for Align Financial, LLC 4,282 $104K 0.06% -99,315 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,145 $100K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 3,750 $90.9K 0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 3,706 $89.8K 0.04% -36 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 3,657 $88.6K 0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 3,525 $85.4K 0.04% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 3,500 $84.8K 0.01% new 13F-HR Timeline Group Orion Capital Management LLC More: the full row for Orion Capital Management LLC 3,300 $80K 0.03% new 13F-HR Timeline