Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,700 $158K 0.03% 0 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 2,670 $156K 0.05% +1,450 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 2,665 $156K 0.08% 0 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 2,656 $155K 0.07% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 2,635 $154K 0.07% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 2,623 $153K 0.03% 13F-HR Timeline Group Elgethun Capital Management More: the full row for Elgethun Capital Management 2,615 $153K 0.03% +4 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 2,564 $150K <0.01% -190 13F-HR/A Timeline Aristotle Capital Boston, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Capital Boston, LLC 2,506 $146K 0.01% -1,090 13F-HR Timeline Group Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 2,500 $146K 0.02% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 2,463 $144K 0.05% +236 13F-HR Timeline Ashurst Perkins Coie Trust Co More: the full row for Ashurst Perkins Coie Trust Co 2,450 $143K 0.03% -495 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 2,420 $141K 0.09% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 2,410 $141K 0.04% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,405 $140K 0.01% 0 13F-HR Timeline Group BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 2,385 $139K 0.06% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 2,375 $139K 0.03% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 2,360 $138K 0.03% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,352 $137K <0.01% -80 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,342 $137K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Copia Wealth Management More: the full row for Copia Wealth Management 2,324 $136K 0.13% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 2,317 $135K 0.07% -1,457 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 2,300 $134K 0.05% -275 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 2,285 $133K 0.1% 0 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 2,269 $132K 0.07% +994 13F-HR Timeline Collier Financial More: the full row for Collier Financial 2,256 $132K 0.11% +979 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 2,254 $132K 0.02% +5 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 2,250 $131K 0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,210 $129K 0.01% +962 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2,309 $128K 0.03% +6 13F-HR Timeline Trust Co More: the full row for Trust Co 2,200 $128K 0.02% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,170 $127K 0.01% -1,425 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 2,157 $127K 0.02% new 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 2,156 $126K 0.09% +853 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 2,155 $126K 0.09% 0 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 2,158 $125K 0.09% 0 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 2,125 $124K 0.11% 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,100 $123K 0.01% -235 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 2,097 $122K 0.07% +8 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 2,081 $121K 0.01% +844 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 2,055 $120K 0.02% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 2,050 $120K 0.08% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 2,035 $119K 0.05% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,030 $118K 0.01% 0 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 2,011 $117K 0.04% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 2,000 $117K 0.05% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,980 $116K 0.07% 0 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 1,965 $115K 0.1% 0 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,947 $114K 0.03% new 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 1,925 $112K 0.02% +954 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,892 $110K 0.05% 0 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 1,081 $109K 0.07% new 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 1,845 $108K 0.01% 0 13F-HR Timeline Group Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1,775 $103K <0.01% 0 13F-HR Timeline Group TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 1,764 $103K 0.03% +354 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 1,750 $102K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,744 $102K 0.05% +415 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 1,725 $101K 0.04% +134 13F-HR Timeline HWG Holdings LP More: the full row for HWG Holdings LP 1,717 $100K 0.04% new 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 1,700 $99.2K 0.01% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 1,700 $99.2K 0.06% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 1,695 $98.9K 0.05% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,658 $96.7K 0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,655 $96.6K 0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 1,639 $95.7K 0.04% -736 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 1,635 $95.4K 0.03% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,575 $91.9K 0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 1,571 $91.7K 0.03% 0 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 1,496 $90.9K 0.05% +72 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 1,543 $90K 0.02% +481 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 1,532 $89.4K 0.03% +1,073 13F-HR Timeline Group First PREMIER Bank More: the full row for First PREMIER Bank 1,507 $88K 0.02% +222 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 1,475 $86.1K 0.09% -5,133 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 1,400 $81.7K 0.07% +7 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 1,361 $79.4K 0.03% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,327 $77.5K 0.02% -100 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 1,306 $76.2K 0.03% new 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 1,279 $74.6K 0.05% +1 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 1,277 $74K 0.02% +17 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 1,255 $73.2K 0.04% -163 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 1,200 $70K 0.05% new 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 1,195 $69.7K 0.03% 0 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 1,130 $65K 0.01% -275 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 1,105 $64.5K 0.05% -5,020 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 1,093 $63.8K 0.02% -15 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 1,065 $62.1K 0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 1,058 $61K 0.02% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,030 $60.1K 0.03% 0 13F-HR/A Timeline Graney & King, LLC More: the full row for Graney & King, LLC 1,008 $58.8K 0.04% +441 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 1,000 $58.4K 0.04% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 996 $58.1K 0.03% new 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 962 $56.1K 0.05% 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 950 $55.4K 0.05% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 944 $55.1K 0.01% +299 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 940 $54.8K 0.02% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 935 $54.6K 0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 932 $54.4K 0.02% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 898 $52.4K 0.04% +151 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 895 $52.2K 0.02% +880 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 890 $51.9K 0.01% +538 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 875 $51.1K <0.01% +70 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 855 $49.9K 0.02% -3 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 840 $49K 0.01% new 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 776 $48K 0.05% +2 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 791 $46.2K 0.02% +81 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 775 $45.2K 0.03% +135 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 750 $43.8K 0.02% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 750 $43.8K 0.03% new 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 735 $42.9K 0.01% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 725 $42.3K 0.06% 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 735 $42K 0.03% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 710 $41.4K 0.03% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 695 $40.6K 0.03% -1,010 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 677 $39.5K 0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 665 $38.8K <0.01% +210 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 665 $38.8K 0.01% 0 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 650 $37K 0.02% new 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 632 $36.9K 0.02% +93 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 625 $36.5K 0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 607 $35.4K 0.02% +52 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 573 $33.4K 0.04% -646 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 562 $32.8K 0.02% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 555 $32.4K 0.01% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 554 $32.3K <0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 554 $32.3K 0.01% +19 13F-HR Timeline Evolution Advisers, Inc. 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More: the full row for MARYLAND CAPITAL ADVISORS INC. 191 $11.1K <0.01% +56 13F-HR Timeline ZynergyRetirementPlanningLLC More: the full row for ZynergyRetirementPlanningLLC 175 $10.9K 0.01% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 185 $10.8K <0.01% 0 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 180 $10.5K 0.01% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 178 $10.4K <0.01% new 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 175 $10.2K 0.01% -100 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 165 $9.63K <0.01% +140 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 155 $9.04K 0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 153 $8.91K <0.01% +1 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 152 $8.85K <0.01% +1 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 150 $8.75K 0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 147 $8.58K 0.01% +53 13F-HR/A Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 115 $7.17K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 119 $7K <0.01% -10 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 90 $5.25K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 76 $4.45K <0.01% 0 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 74 $4.31K <0.01% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 80 $4K <0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 66 $3.85K <0.01% -107 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 58 $3.38K <0.01% 0 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 57 $3.33K <0.01% 0 13F-HR Timeline Anderson Financial Strategies, LLC More: the full row for Anderson Financial Strategies, LLC 50 $2.92K <0.01% +25 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 41 $2.39K <0.01% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 35 $2.04K <0.01% 0 13F-HR Timeline Ravenstone Capital Management Inc. More: the full row for Ravenstone Capital Management Inc. 30 $1.75K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 25 $1.46K <0.01% 0 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 20 $1.17K <0.01% 0 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 20 $1.11K <0.01% 0 13F-HR Timeline Group Gould Capital, LLC More: the full row for Gould Capital, LLC 16 $934 <0.01% 0 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 16 $934 <0.01% new 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 1,150 $671 0.03% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 10 $584 <0.01% 0 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 5 $293 <0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2 $117 <0.01% new 13F-HR Timeline Group Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 2 $116 <0.01% 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 0 $1 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -70,024 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 868,325 $14.9K -90,875 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.