Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 4,079 $274K 0.08% -384 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 4,071 $274K 0.12% 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 4,054 $273K 0.02% 0 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 4,036 $271K 0.19% -90 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 4,041 $271K 0.12% -35 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 4,019 $270K 0.14% 0 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 4,007 $269K 0.18% 0 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 4,006 $269K <0.01% new 13F-HR Timeline Group Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 3,995 $269K 0.14% -277 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 3,988 $268K 0.12% 0 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 3,987 $268K 0.01% new 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 3,974 $267K 0.16% 0 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 3,952 $266K 0.05% -30 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 3,948 $265K <0.01% +103 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 3,937 $265K 0.13% +55 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 3,934 $264K 0.05% +220 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 3,931 $264K 0.08% -2 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 3,926 $264K 0.07% -19 13F-HR Timeline Financially in Tune, LLC More: the full row for Financially in Tune, LLC 3,904 $262K 0.24% 13F-HR Timeline LAVELLE CAPITAL LP More: the full row for LAVELLE CAPITAL LP 3,900 $262K 0.17% 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 3,856 $259K 0.05% new 13F-HR Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 3,853 $259K 0.07% +7 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 3,837 $258K 0.02% +103 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 3,831 $258K 0.17% +2 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 3,828 $257K 0.02% +444 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 3,822 $257K 0.03% +389 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 3,810 $256K 0.08% 0 13F-HR Timeline Wellment Financial More: the full row for Wellment Financial 3,805 $256K 0.3% -114 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 3,801 $256K 0.09% 0 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 3,801 $256K 0.04% 0 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 3,794 $255K 0.08% +119 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 3,508 $255K 0.03% new 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 3,783 $254K 0.08% new 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 3,781 $254K 0.09% 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 3,780 $254K 0.04% new 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 3,775 $254K 0.19% 0 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 3,769 $253K 0.07% -625 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 3,692 $252K 0.03% -150 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 3,733 $251K 0.05% new 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 3,713 $250K 0.08% 13F-HR Timeline Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 3,709 $249K 0.01% 0 13F-HR Timeline Group CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 3,708 $249K <0.01% +213 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 3,705 $249K 0.01% +131 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 3,693 $248K 0.18% -397 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 3,690 $248K 0.01% -12 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 3,688 $248K 0.04% +44 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 3,680 $247K 0.06% new 13F-HR Timeline Tailwinds Wealth, LLC More: the full row for Tailwinds Wealth, LLC 3,662 $246K 0.27% 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 3,661 $246K 0.05% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 3,635 $244K 0.11% -190 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 3,634 $244K 0.01% +20 13F-HR Timeline MOTCO More: the full row for MOTCO 3,629 $244K 0.02% 0 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 3,625 $244K 0.12% +292 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 3,613 $243K 0.03% new 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 3,605 $242K 0.01% -218 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 3,575 $240K 0.17% new 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 3,571 $240K 0.06% 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 3,549 $239K 0.08% -162 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 3,547 $238K 0.04% new 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,528 $237K <0.01% +45 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 3,526 $237K 0.29% +361 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 3,523 $237K 0.03% new 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 3,522 $237K <0.01% +14 13F-HR/A Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 3,497 $235K 0.09% new 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 3,484 $234K 0.01% -116 13F-HR/A Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 3,481 $234K 0.09% -61 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 3,480 $234K 0.09% +25 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 3,480 $234K 0.02% -21 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 3,479 $234K 0.04% +5 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 3,470 $233K 0.06% -206 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 3,462 $233K 0.03% new 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 3,456 $232K 0.02% -129 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 3,460 $232K 0.03% new 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 3,450 $232K 0.05% 0 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 3,447 $232K 0.04% new 13F-HR Timeline DB&C Advisors, LLC More: the full row for DB&C Advisors, LLC 3,433 $231K 0.29% 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 3,431 $231K 0.23% -274 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 3,425 $230K 0.08% 0 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $230K 0.1% new 13F-HR Timeline Amount filed as zero, left out of ratios. Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 3,385 $228K 0.12% +228 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 3,384 $227K 0.06% -323 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 3,384 $227K 0.06% 0 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 3,331 $224K 0.06% -362 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 3,331 $224K 0.13% -5 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 3,330 $224K 0.05% new 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 3,320 $223K 0.03% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,319 $223K 0.01% +812 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 3,318 $223K 0.05% new 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 3,306 $222K 0.08% -95 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 3,301 $222K 0.04% new 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 3,300 $222K 0.09% 0 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 3,297 $222K 0.07% -398 13F-HR/A Timeline Ethic Inc. More: the full row for Ethic Inc. 3,241 $218K <0.01% new 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 3,121 $218K 0.1% 0 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 2,833 $218K 0.13% -199 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 3,230 $217K 0.02% 0 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 3,230 $217K 0.03% new 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 3,145 $217K 0.06% 0 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 3,219 $216K 0.1% 0 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 2,986 $216K 0.1% new 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 3,214 $216K 0.05% +127 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 3,204 $215K 0.18% new 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 2,965 $215K 0.02% new 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 3,188 $214K 0.12% new 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 3,180 $214K 0.07% 0 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 3,176 $213K 0.22% +54 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 2,935 $213K 0.03% -111 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 3,168 $213K 0.04% -90 13F-HR/A Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 3,160 $212K 0.05% new 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 3,155 $212K 0.14% +41 13F-HR/A Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 3,129 $210K 0.03% new 13F-HR Timeline WELCH CAPITAL PARTNERS LLC/NY More: the full row for WELCH CAPITAL PARTNERS LLC/NY 3,096 $208K 0.04% 0 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 2,977 $207K 0.11% new 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,071 $206K 0.01% 0 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 3,068 $206K 0.08% 0 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 3,056 $205K 0.05% -486 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 3,041 $204K 0.03% -482 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 3,032 $204K 0.01% new 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 3,028 $204K 0.03% new 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 3,021 $203K 0.04% new 13F-HR Timeline IF Advisors, LLC More: the full row for IF Advisors, LLC 3,009 $202K 0.16% 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 3,000 $202K <0.01% new 13F-HR Timeline Group Regency Capital Management Inc.\DE More: the full row for Regency Capital Management Inc.\DE 3,000 $202K 0.08% new 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,994 $201K 0.07% new 13F-HR Timeline Lazard Freres Gestion S.A.S. More: the full row for Lazard Freres Gestion S.A.S. 3,000 $201K <0.01% new 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 2,990 $201K 0.05% new 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 2,946 $198K 0.05% +2,625 13F-HR Timeline Group Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 2,636 $193K 0.1% +1 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 2,861 $192K 0.05% +4 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,843 $192K 0.06% +114 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 2,833 $190K 0.1% new 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 2,816 $189K 0.05% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 2,770 $186K 0.06% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 2,756 $185K 0.06% -16 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 2,750 $185K 0.07% -27 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 2,671 $180K 0.04% +879 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 2,661 $179K 0.17% 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 2,652 $178K 0.04% -479 13F-HR Timeline BITTERROOT CAPITAL ADVISORS LLC More: the full row for BITTERROOT CAPITAL ADVISORS LLC 2,628 $177K 0.12% 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 2,580 $173K 0.02% +2,487 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 2,432 $163K 0.03% +18 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 2,287 $154K 0.13% +1,086 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,242 $151K <0.01% +2 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 2,217 $149K 0.12% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,209 $148K 0.01% +1,950 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 2,163 $145K 0.05% -414 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 2,101 $141K 0.01% +529 13F-HR Timeline Group Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 2,083 $140K 0.09% new 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 2,036 $137K 0.05% new 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 2,033 $137K 0.01% +35 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,016 $136K 0.07% -832 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 1,978 $133K 0.13% 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 1,964 $132K 0.06% 0 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 1,867 $125K 0.19% -14,984 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 1,782 $120K 0.09% -188 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,757 $118K <0.01% -1,027 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,753 $118K 0.04% 0 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 1,740 $117K 0.12% 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,736 $117K 0.01% +306 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 1,692 $114K <0.01% -9,904 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,678 $113K 0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,673 $112K 0.02% +796 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,656 $111K 0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,641 $110K 0.01% new 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 1,603 $108K 0.05% new 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 1,596 $107K 0.05% +131 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,594 $107K 0.01% 0 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 1,560 $105K 0.02% +22 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,537 $103K 0.01% -67 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,397 $103K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 1,531 $103K 0.01% -300 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,515 $102K 0.02% +43 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,436 $96.5K <0.01% -46 13F-HR Timeline Group BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,418 $95.3K 0.01% +505 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1,415 $95.1K 0.01% +15 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,413 $95K 0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,402 $94.2K 0.01% +72 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,370 $92.1K <0.01% 0 13F-HR Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1,337 $89.9K 0.04% -124 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 1,336 $89.8K 0.01% 0 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 1,330 $89.4K 0.04% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 1,297 $87.2K 0.03% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 1,195 $86.1K 0.12% 0 13F-HR/A Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 1,262 $84.8K 0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 1,259 $84.6K 0.05% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,238 $83.2K 0.05% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,227 $82K 0.04% -137 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 1,201 $80.7K 0.05% -1,039 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 1,200 $80.6K 0.04% +121 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,195 $80.3K 0.04% +29 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,166 $78.4K 0.01% +1,165 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,151 $77.4K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,142 $76.8K 0.02% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1,135 $76K 0.03% new 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 1,128 $75.8K 0.06% +19 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 1,117 $75.1K 0.04% new 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 1,112 $74.7K 0.06% 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,104 $74.2K 0.02% -20 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 1,104 $74.2K 0.03% +479 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 1,084 $72.9K <0.01% new 13F-HR Timeline