OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 1,000 $33.5K 0.01% -968 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 1,000 $33.5K <0.01% -8 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 1,000 $33.5K 0.01% new 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 986 $33.1K 0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 986 $33.1K <0.01% -647 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 1,041 $32.5K 0.01% new 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 969 $32.5K 0.02% +166 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 963 $32.3K 0.02% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 946 $31.7K <0.01% +446 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 939 $31.5K 0.02% +5 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 913 $30.6K 0.01% -266 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 900 $30.2K 0.01% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 899 $30.1K 0.03% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 880 $29.5K 0.01% -923 13F-HR Timeline MOTCO More: the full row for MOTCO 878 $29.5K <0.01% 0 13F-HR Timeline Corundum Trust Company, INC More: the full row for Corundum Trust Company, INC 872 $29.3K 0.06% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 837 $28.1K 0.02% +1 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 832 $27.9K 0.01% +327 13F-HR Timeline Group First Pacific Financial More: the full row for First Pacific Financial 822 $27.6K <0.01% -735 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 800 $26.8K 0.01% -1,600 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 785 $26.3K 0.01% +115 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. 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More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 500 $16.8K 0.05% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 500 $16.8K 0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 500 $16.8K 0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 500 $16.8K 0.01% +297 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 498 $16.7K 0.01% new 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 486 $16.3K 0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 479 $16.1K <0.01% -24 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 472 $15.8K <0.01% -260 13F-HR Timeline Group POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 470 $15.8K 0.01% new 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 468 $15.7K 0.01% new 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 450 $15.1K 0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 378 $14.5K <0.01% -49 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 429 $14.4K 0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 424 $14.2K 0.01% -426 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 419 $14.1K 0.01% -381 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 410 $14K <0.01% 0 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 403 $13.5K 0.01% 0 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 400 $13.4K 0.01% -4,085 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 365 $12.2K 0.01% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 395 $12K 0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 354 $11.9K <0.01% -2,504 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 350 $11.7K 0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 350 $11.7K 0.01% new 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 344 $11.5K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 335 $11.2K <0.01% 0 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 335 $11.2K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 324 $10.9K <0.01% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 319 $10.7K <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 313 $10.5K <0.01% +5 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 297 $9.98K 0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 278 $9.33K <0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 275 $9.23K <0.01% -1,497 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 259 $9.2K <0.01% 0 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 274 $9.19K 0.01% +174 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 271 $9.08K 0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 266 $8.93K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 266 $8.92K <0.01% +148 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 241 $8.9K 0.01% +5 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 259 $8.68K 0.01% new 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 258 $8.66K <0.01% +34 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 253 $8.48K <0.01% -531 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 250 $8.39K <0.01% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 249 $8.35K <0.01% -232 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 236 $7.92K <0.01% +30 13F-HR Timeline Group IFS Advisors, LLC More: the full row for IFS Advisors, LLC 235 $7.88K <0.01% 0 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 220 $7.38K <0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 219 $7.35K <0.01% -719 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 212 $7.11K 0.01% +18 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 205 $6.88K <0.01% 0 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 200 $6.71K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 200 $6.71K <0.01% new 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 200 $6.71K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 198 $6.64K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 196 $6.58K <0.01% new 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 187 $6.27K <0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 184 $6.17K <0.01% -1,061 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 181 $6.07K <0.01% -60 13F-HR Timeline TANAKA CAPITAL MANAGEMENT INC More: the full row for TANAKA CAPITAL MANAGEMENT INC 180 $6K 0.01% 13F-HR Timeline WORMSER FRERES GESTION More: the full row for WORMSER FRERES GESTION 175 $5.87K <0.01% 0 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 174 $5.84K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 168 $5.64K <0.01% +130 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 166 $5.57K <0.01% +13 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 165 $5.54K <0.01% 0 13F-HR Timeline Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 160 $5.37K <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 157 $5.27K <0.01% 13F-HR Timeline Sagard Holdings Management Inc. More: the full row for Sagard Holdings Management Inc. 155 $5.2K 0.03% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 154 $5.17K <0.01% -34 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 151 $5.07K <0.01% new 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 148 $4.96K 0.01% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 132 $4.77K <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 142 $4.76K <0.01% 0 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 136 $4.56K <0.01% -11 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 135 $4.53K <0.01% -100 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 132 $4.43K <0.01% +30 13F-HR Timeline Group WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 125 $4.25K <0.01% -75 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 125 $4.19K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 119 $4.01K <0.01% new 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 119 $3.98K <0.01% 0 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 118 $3.96K <0.01% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 116 $3.9K <0.01% new 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 112 $3.76K <0.01% new 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 100 $3.75K <0.01% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 109 $3.66K <0.01% 0 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 101 $3.38K <0.01% 0 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 100 $3.35K <0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 100 $3.35K <0.01% -65 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 100 $3.35K <0.01% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 100 $3.35K <0.01% new 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 100 $3.35K <0.01% new 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 90 $3.02K <0.01% -710 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 90 $3.02K <0.01% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 86 $2.88K <0.01% new 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 85 $2.85K <0.01% -600 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 83 $2.79K <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 81 $2.72K <0.01% +15 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 80 $2.68K <0.01% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 79 $2.66K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 71 $2.4K 0.09% -36 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 69 $2.31K <0.01% +50 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 66 $2.23K <0.01% 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 65 $2.18K <0.01% 0 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 60 $2.01K <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 47 $1.58K <0.01% -66 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 45 $1.51K <0.01% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 44 $1.48K <0.01% -36 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 36 $1.21K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 30 $1.01K <0.01% -50 13F-HR/A Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 27 $912 <0.01% +27 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 24 $806 <0.01% new 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 18 $604 <0.01% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 11 $369 <0.01% -2 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 7 $235 <0.01% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 5 $168 <0.01% 0 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 495 $166 0.01% -800 13F-HR Timeline Avenir Tech Ltd More: the full row for Avenir Tech Ltd 2 $67 <0.01% 0 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 1 $22 <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 0 $8 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.