True Wealth Design, LLC More: the full row for True Wealth Design, LLC 103 $29.2K 0.01% +83 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 100 $28.4K <0.01% new 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 100 $28.4K 0.01% new 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 100 $28.4K <0.01% 0 13F-HR Timeline Compound Global Advisors, LLC More: the full row for Compound Global Advisors, LLC 100 $28.4K 0.88% -218 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 98 $27.8K 0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 97 $27.5K <0.01% +22 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 95 $27.1K <0.01% +73 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 91 $25.7K 0.02% new 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 89 $25.3K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 88 $25K 0.02% -39 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 87 $24.7K <0.01% new 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 84 $23.9K <0.01% -75 13F-HR Timeline Group Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 83 $23.6K <0.01% -1 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 83 $23.6K 0.01% -9 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 83 $23.6K 0.01% 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 82 $23.3K <0.01% 0 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 80 $22.7K 0.01% +67 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 82 $22.6K <0.01% +17 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 79 $22.4K 0.01% +47 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 75 $21.3K <0.01% +73 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 75 $21.3K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 75 $21.3K <0.01% +28 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 75 $21.3K 0.01% +30 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 75 $21.3K <0.01% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 72 $20.4K 0.01% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 71 $20.1K 0.09% -2,923 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 70 $19.9K 0.01% -3 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 69 $19.7K <0.01% +1 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 69 $19.5K <0.01% +1 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 68 $19K <0.01% -11 13F-HR Timeline Group Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 65 $18.4K <0.01% -50 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 66 $18.2K <0.01% -6 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 64 $18.2K 0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 64 $18.2K 0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 64 $18.2K <0.01% +5 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 64 $18K <0.01% +58 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 62 $17.6K <0.01% +12 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 60 $17K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 60 $17K 0.01% -2 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 59 $16.7K 0.01% +28 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 58 $16.5K 0.02% -1 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 56 $15.9K <0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 53 $15K 0.01% +45 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 53 $15K 0.01% -2 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 52 $14.8K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 50 $14.2K <0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 50 $14.2K <0.01% 0 13F-HR Timeline Group Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 50 $14.2K 0.01% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 50 $14K <0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 49 $13.8K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 51 $13.7K <0.01% +20 13F-HR Timeline Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 47 $13.5K 0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 47 $13.3K 0.01% new 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 44 $12.5K 0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 42 $11.9K <0.01% +28 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 42 $11.9K 0.01% +30 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 40 $11.4K 0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 40 $11.3K <0.01% +15 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 40 $11.3K <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 40 $11.3K 0.01% +12 13F-HR/A Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 39 $11.1K <0.01% +3 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 37 $10.5K <0.01% +13 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 36 $10.2K <0.01% +34 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 38 $10K <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 32 $9.08K 0.01% new 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 32 $9.08K 0.01% +31 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 31 $8.8K 0.03% new 13F-HR Timeline Trust Co More: the full row for Trust Co 27 $7.68K <0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 27 $7.66K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 26 $7.38K <0.01% +17 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 26 $7.38K <0.01% +1 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 26 $7.38K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 25 $7.09K <0.01% new 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 25 $7.09K 0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 23 $6.53K <0.01% 0 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 23 $6.53K <0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 21 $5.96K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 20 $5.67K <0.01% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 20 $5.67K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 19 $5.39K <0.01% +5 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 18 $5.11K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 18 $5.11K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 18 $5.11K <0.01% +1 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 17 $4.83K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 17 $4.82K <0.01% -19 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 15 $4.26K <0.01% -190 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 15 $4.26K <0.01% new 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 15 $4.26K <0.01% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 13 $3.69K <0.01% -1 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 12 $3.41K <0.01% new 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 12 $3.4K <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 11 $3.12K <0.01% new 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 11 $3.12K <0.01% +9 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 10 $2.84K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 10 $2.84K <0.01% new 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 9 $2.55K <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 8 $2.3K <0.01% -311 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 8 $2.27K <0.01% +2 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 8 $2.27K <0.01% +4 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 7 $1.99K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 7 $1.99K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 6 $1.75K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 6 $1.72K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 6 $1.7K <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 6 $1.7K <0.01% +5 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 6 $1.7K <0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 6 $1.7K <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 5 $1.42K <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 5 $1.42K <0.01% +2 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 4 $1.14K <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 4 $1.14K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 4 $1.14K <0.01% +1 13F-HR Timeline City State Bank More: the full row for City State Bank 4 $1.14K <0.01% new 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 4 $1.14K <0.01% new 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 4 $1.14K <0.01% new 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 3 $1K <0.01% new 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 4 $957 <0.01% -1 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 3 $851 <0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2 $593 <0.01% 0 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 2 $570 <0.01% new 13F-HR Timeline Group CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 2 $568 <0.01% new 13F-HR/A Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 2 $568 <0.01% -23 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2 $568 <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 2 $568 <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 2 $568 <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 2 $568 <0.01% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 2 $568 <0.01% 0 13F-HR Timeline Group TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 2 $568 <0.01% new 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 2 $568 <0.01% 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 1 $355 <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1 $284 <0.01% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1 $283 <0.01% 0 13F-HR Timeline WBI INVESTMENTS, LLC group of 2 filers holding More: the full row for WBI INVESTMENTS, LLC 0 new Timeline MILLINGTON SECURITIES, LLC : 1,449 (0.11%) , in WBI INVESTMENTS, LLC's report, not added 13F-HR WBI INVESTMENTS, LLC : 1,449 (0.11%) , in MILLINGTON SECURITIES, LLC's report, not added 13F-HR