MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,938 $258K <0.01% -551 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,936 $258K 0.03% new 13F-HR Timeline Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 1,932 $257K 0.02% new 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,931 $257K <0.01% -3,997 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,924 $256K <0.01% -18 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 1,920 $255K 0.01% 0 13F-HR Timeline Group UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 1,914 $255K 0.07% new 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 1,910 $254K 0.07% +50 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 1,902 $253K 0.02% -105 13F-HR/A Timeline Group Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 1,899 $253K 0.02% +7 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 1,898 $252K 0.05% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,897 $252K 0.02% -903 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 1,897 $252K 0.18% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,893 $252K 0.03% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,886 $251K <0.01% new 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,877 $250K <0.01% -1,060 13F-HR Timeline Group Better Money Decisions, LLC More: the full row for Better Money Decisions, LLC 1,872 $249K 0.15% 0 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,867 $248K 0.02% -116 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,043 $248K 0.01% +14 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,858 $247K <0.01% +41 13F-HR/A Timeline Group Lynx Investment Advisory More: the full row for Lynx Investment Advisory 1,853 $247K 0.16% -32 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 1,850 $246K 0.04% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,836 $244K 0.02% new 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 1,836 $244K 0.05% new 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 1,831 $244K 0.21% -93 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,828 $243K 0.01% +1,405 13F-HR Timeline Group Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 1,821 $242K 0.05% 0 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 1,815 $241K 0.02% new 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 1,806 $240K 0.04% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,803 $240K 0.01% +4 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,802 $240K 0.01% -1,660 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 1,800 $239K 0.02% 0 13F-HR Timeline WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC More: the full row for WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 1,794 $239K <0.01% -67 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 1,790 $238K 0.19% 0 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 1,789 $238K 0.01% +1 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,786 $238K 0.01% -296 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 1,778 $237K 0.06% 0 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 1,777 $236K 0.09% -122 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,773 $236K 0.17% +40 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 1,764 $235K 0.01% -107 13F-HR Timeline FJ Capital Management LLC More: the full row for FJ Capital Management LLC 1,761 $234K 0.02% -5,663 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 1,750 $233K <0.01% -250 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 1,739 $231K 0.09% new 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 1,730 $230K 0.08% -229 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,727 $230K 0.02% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,726 $230K 0.01% -54 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 1,723 $229K 0.02% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,723 $229K 0.02% +391 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 1,720 $229K 0.15% new 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,716 $228K <0.01% new 13F-HR Timeline Alpha Wealth Funds, LLC More: the full row for Alpha Wealth Funds, LLC 1,700 $228K 0.21% new 13F-HR/A Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,713 $228K 0.01% -789 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 1,710 $227K 0.01% new 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 1,699 $226K 0.18% new 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 1,680 $223K 0.05% -10,132 13F-HR Timeline Unison Asset Management LLC More: the full row for Unison Asset Management LLC 1,668 $222K 0.11% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,665 $222K 0.01% new 13F-HR/A Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 1,666 $222K 0.03% new 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 1,652 $220K 0.15% new 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 1,651 $220K 0.04% new 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 1,640 $218K 0.11% +2 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,635 $218K <0.01% 0 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 1,627 $216K 0.05% -307 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,625 $216K 0.02% new 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 1,612 $214K 0.03% -1,073 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 1,611 $214K 0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,611 $214K 0.03% +1,042 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,604 $213K 0.01% -82 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 1,600 $213K <0.01% -260 13F-HR Timeline Group Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 1,600 $213K <0.01% new 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 1,597 $212K 0.02% new 13F-HR Timeline Group Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 1,595 $212K 0.08% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,584 $211K 0.01% new 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 1,577 $210K 0.02% new 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 1,577 $210K 0.06% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,563 $208K 0.01% new 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 1,562 $208K 0.14% new 13F-HR Timeline GARRISON BRADFORD & ASSOCIATES INC More: the full row for GARRISON BRADFORD & ASSOCIATES INC 1,561 $208K 0.23% -100 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 1,560 $208K 0.01% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 1,503 $207K 0.02% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,554 $207K 0.1% new 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 1,553 $207K 0.13% new 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 1,548 $206K 0.06% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,548 $206K 0.01% -3,471 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 1,543 $205K 0.07% new 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 1,542 $205K <0.01% new 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 1,537 $204K 0.03% new 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 1,524 $203K 0.01% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,517 $202K 0.02% new 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 1,517 $202K 0.05% new 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 1,513 $201K 0.03% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,513 $201K 0.02% new 13F-HR/A Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,500 $200K 0.01% -1,519 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 1,408 $187K 0.03% -5 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,393 $185K 0.02% -50 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,305 $174K 0.02% -469 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 1,275 $170K 0.08% +402 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,269 $169K 0.02% -74 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,245 $166K 0.01% -1,349 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,205 $160K <0.01% +27 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 1,197 $159K 0.15% 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,165 $155K 0.01% new 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,158 $154K <0.01% -58 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,142 $152K 0.02% -306 13F-HR Timeline MOTCO More: the full row for MOTCO 1,030 $151K 0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,120 $149K 0.05% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,119 $149K 0.06% 0 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 1,054 $140K 0.01% new 13F-HR Timeline Group LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 1,051 $140K <0.01% +293 13F-HR Timeline Group Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 1,009 $134K 0.11% 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1,004 $134K 0.06% +2 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,000 $133K 0.01% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,000 $133K 0.02% 0 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 1,000 $133K 0.09% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 928 $132K 0.03% +29 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 993 $132K 0.01% +5 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 984 $131K 0.02% -6 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 981 $130K 0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 949 $126K 0.02% +135 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 939 $125K <0.01% +273 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 935 $124K 0.04% +10 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 860 $114K 0.01% 0 13F-HR Timeline Group TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 860 $114K <0.01% -56 13F-HR Timeline Group HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 853 $113K 0.06% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 723 $106K 0.03% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 799 $106K 0.01% -797 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 765 $102K <0.01% -1,876 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 741 $98.6K <0.01% -1,974 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 732 $97.4K 0.03% +23 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 734 $97K 0.01% +19 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 726 $97K 0.02% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 687 $91.4K 0.01% -638 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 668 $88.9K 0.07% +1 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 662 $88.1K 0.03% +654 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 662 $88.1K <0.01% +399 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 635 $84.5K 0.01% -543 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 634 $84.3K 0.05% -256 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 610 $81.1K 0.01% +469 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 603 $80.2K 0.02% +3 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 601 $80K 0.01% 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 589 $78.4K 0.06% +72 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 586 $78K 0.04% -7 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 575 $76.5K 0.01% 0 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 568 $75.6K 0.01% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 556 $74K 0.03% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 550 $73.2K 0.02% -130 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 510 $72.8K 0.01% -61 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 520 $69.2K <0.01% 0 13F-HR/A Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 517 $68.8K 0.02% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 512 $68.1K 0.01% -8 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 500 $66.5K 0.05% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 499 $66.4K 0.01% -50 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 493 $65.6K 0.02% +122 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 481 $64K 0.04% -35 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 480 $63.8K 0.02% +1 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 461 $61.3K <0.01% -13 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 460 $61.2K <0.01% -31 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 459 $61.1K 0.05% +18 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 455 $60.5K 0.02% new 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 450 $60K <0.01% 0 13F-HR Timeline Group Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 450 $59.9K 0.03% -178 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 450 $59.9K <0.01% +93 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 450 $59K 0.02% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 446 $59K <0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 440 $58.5K 0.02% -157 13F-HR Timeline Group Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 436 $58K 0.07% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 430 $57.2K <0.01% 0 13F-HR Timeline Group Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 430 $57.2K 0.05% +100 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 427 $56.8K 0.01% 0 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 424 $56.4K 0.02% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 395 $52.5K 0.02% +377 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 387 $52K 0.03% -806 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 345 $45.9K 0.01% -15 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 333 $44.3K 0.03% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 331 $44.1K 0.01% -51 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 325 $43.2K 0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 323 $43K 0.02% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 320 $42.6K 0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 314 $41.4K 0.02% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 310 $41.2K 0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 290 $39K <0.01% -70 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 288 $38.3K <0.01% -89 13F-HR Timeline Group Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 287 $38.2K 0.04% -45 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 257 $37.7K 0.03% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 282 $37.5K <0.01% -612 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 276 $36.7K <0.01% +245 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 272 $36.1K 0.01% -2 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 250 $33K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 243 $32.3K <0.01% +34 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 235 $31.3K 0.01% new 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 238 $31K <0.01% -42 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 232 $30.9K <0.01% -107 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 208 $27.7K 0.01% new 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 204 $27.1K <0.01% 0 13F-HR Timeline Group Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 204 $27.1K 0.01% +4 13F-HR Timeline Group Crews Bank & Trust More: the full row for Crews Bank & Trust 204 $27.1K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 199 $26.5K <0.01% -5 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 198 $26.3K 0.01% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 196 $26.1K <0.01% -700 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 190 $25.3K <0.01% -270 13F-HR Timeline