WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 767 $189K 0.17% +408 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 761 $188K 0.02% +719 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 743 $183K 0.02% -1,029 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 726 $179K <0.01% +344 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 719 $177K 0.02% -250 13F-HR Timeline Kapitalo Investimentos Ltda More: the full row for Kapitalo Investimentos Ltda 717 $177K 0.12% new 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 715 $176K 0.02% -615 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 693 $171K 0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 688 $170K 0.04% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 672 $166K 0.13% +18 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 671 $166K 0.07% +244 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 669 $165K 0.06% 0 13F-HR Timeline Group TOBAM More: the full row for TOBAM 669 $165K 0.05% -61 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 666 $164K 0.08% +33 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 657 $162K 0.04% +180 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 656 $162K 0.13% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 652 $161K 0.14% 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 639 $158K 0.08% -21 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 638 $157K 0.06% 13F-HR Timeline XY Capital Ltd More: the full row for XY Capital Ltd 636 $157K 0.17% new 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 617 $152K 0.08% +12 13F-HR/A Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 617 $152K 0.14% 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 602 $149K 0.05% +48 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 584 $144K 0.01% +140 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 562 $139K 0.1% 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 557 $137K 0.14% 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 555 $137K 0.03% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 554 $137K 0.07% -487 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 555 $137K 0.05% +75 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 554 $137K 0.05% +150 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 553 $136K 0.01% -4 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 546 $135K 0.09% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 539 $133K 0.02% -216 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 530 $131K 0.06% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 500 $123K 0.05% +30 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 497 $123K 0.02% +4 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 484 $119K 0.06% 0 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 483 $119K 0.03% +46 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 480 $118K 0.09% 0 13F-HR Timeline CRITERION CAPITAL ADVISORS, LLC More: the full row for CRITERION CAPITAL ADVISORS, LLC 524 $116K 0.07% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 467 $115K 0.08% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 465 $115K 0.09% 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 463 $114K 0.1% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 463 $114K 0.03% new 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 460 $114K 0.07% +1 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 461 $113K 0.03% +32 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 457 $113K 0.04% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 451 $111K 0.06% 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 440 $108K 0.05% 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 435 $107K 0.02% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 428 $106K 0.04% +46 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 426 $105K 0.07% -4 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 425 $105K 0.05% 0 13F-HR Timeline Cutler Capital Management, LLC More: the full row for Cutler Capital Management, LLC 420 $104K 0.04% 0 13F-HR/A Timeline BFSG, LLC More: the full row for BFSG, LLC 419 $103K 0.01% 0 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 417 $103K 0.09% 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 417 $103K 0.01% 0 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 416 $103K 0.15% +2 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 412 $102K 0.02% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 413 $101K 0.06% -50 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 407 $100K 0.08% -1 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 405 $100K 0.03% +90 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 404 $99.7K 0.03% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 402 $99K 0.03% +41 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 402 $99K 0.04% 0 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 400 $98.7K 0.04% 13F-HR Timeline MEAG MUNICH ERGO, Kapitalanlagegesellsc… More: the full row for MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 396 $97.7K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 391 $96.5K 0.01% -29 13F-HR/A Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 385 $95K <0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 382 $94.3K 0.06% 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 380 $94K <0.01% +181 13F-HR Timeline Group Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 374 $92.3K 0.02% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 370 $91.3K 0.03% +45 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 361 $89.1K 0.04% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 351 $86.6K 0.04% 0 13F-HR/A Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 349 $86.1K 0.04% 0 13F-HR Timeline HBC Financial Services, PLLC More: the full row for HBC Financial Services, PLLC 350 $86K 0.05% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 335 $82.7K 0.03% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 334 $82.4K 0.02% +2 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 329 $81.2K <0.01% +309 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 324 $80.1K 0.03% +1 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 319 $78.7K 0.02% -189 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 319 $78.7K 0.03% +62 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 318 $78.5K 0.04% +2 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 318 $78K 0.01% +5 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 316 $78K 0.03% -4,718 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 315 $77.7K 0.06% -120 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 313 $77.2K 0.07% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 313 $77.2K 0.03% -10 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 310 $76.5K 0.03% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 306 $75.5K 0.06% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 303 $74.8K 0.03% +3 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 303 $74.7K 0.01% new 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 300 $74K 0.05% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 294 $72.7K 0.01% -8 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 293 $72.3K 0.04% 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 284 $70.6K 0.07% +17 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 280 $69.1K 0.02% 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 279 $68.9K 0.13% -1,083 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 279 $68K 0.02% +1 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 273 $67.5K 0.05% 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 263 $65K 0.03% -861 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 264 $65K 0.02% +1 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 262 $64.7K 0.07% 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 261 $64.4K 0.01% +4 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 270 $64.4K <0.01% 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 260 $64K <0.01% +5 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 257 $63.4K 0.02% -148 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 235 $63.2K 0.02% +4 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 256 $63.2K 0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 253 $62.4K 0.01% 0 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 250 $61.7K 0.17% 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 248 $61.2K 0.05% 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 246 $60.7K <0.01% new 13F-HR Timeline Group Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 237 $58.5K 0.05% -10 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 227 $56K <0.01% -184 13F-HR Timeline Group Menard Financial Group LLC More: the full row for Menard Financial Group LLC 227 $56K 0.03% new 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 224 $55.3K 0.02% 0 13F-HR Timeline Group Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 223 $55K 0.02% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 220 $54.3K 0.03% 0 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 220 $54.3K 0.02% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 215 $53K 0.03% -6 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 213 $52.6K 0.05% 13F-HR/A Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 213 $52.6K 0.05% 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 211 $52.1K 0.01% +29 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 210 $51.8K 0.03% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 207 $51.1K 0.02% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 206 $51K 0.01% 0 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 204 $50.3K 0.04% new 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 200 $49.4K 0.02% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 200 $49.4K 0.03% 0 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 200 $49.4K 0.03% 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 200 $49.4K 0.03% 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 200 $49.4K 1.14% 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 200 $49.4K 0.03% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 200 $49.3K 0.03% +128 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 199 $49.1K 0.04% 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 195 $48.1K <0.01% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 196 $48K <0.01% +125 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 189 $46.6K 0.02% -11 13F-HR Timeline KIECKHEFER GROUP LLC More: the full row for KIECKHEFER GROUP LLC 185 $45.7K 0.03% 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 182 $45.4K 0.04% 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 182 $44.9K 0.03% 13F-HR Timeline Sanctuary Wealth Management, L.L.C. More: the full row for Sanctuary Wealth Management, L.L.C. 178 $43.9K 0.03% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 178 $43.9K 0.03% 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 171 $42.2K 0.05% 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 170 $42K <0.01% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 166 $41K 0.02% -64 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 159 $39.2K 0.01% -5 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 158 $38.9K <0.01% +8 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 152 $37.5K 0.01% +5 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 150 $37K 0.02% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 148 $36.5K 0.01% -8 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 147 $36.3K 0.01% -12 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 147 $36.3K 0.02% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 146 $36K 0.02% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 144 $35.5K 0.02% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 140 $34.6K 0.02% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 133 $32.8K 0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 133 $32.8K 0.01% -75 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 133 $32.8K <0.01% 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 128 $31.6K 0.01% -80 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 125 $30.9K 0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 125 $30.9K 0.02% 0 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 113 $30.6K 0.02% 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 124 $30.6K 0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 122 $30.1K 0.01% +44 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 120 $29.6K 0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 115 $28.4K 0.03% 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 114 $28.1K 0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 113 $27.9K 0.01% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 108 $26.7K <0.01% 0 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 106 $26.2K 0.02% 0 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 106 $26.2K 0.01% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 105 $25.9K <0.01% 0 13F-HR Timeline Group Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 102 $25K 0.01% 13F-HR Timeline Bray Capital Advisors More: the full row for Bray Capital Advisors 100 $24.7K 0.01% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 100 $24.7K 0.02% new 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 100 $24.7K 0.02% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 95 $23.4K 0.02% 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 94 $23.2K 0.01% +4 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 94 $23.2K 0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 93 $23K 0.01% 0 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 88 $22.2K 0.01% -10 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 88 $22.2K 0.01% -10 13F-HR Timeline Group Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 87 $21.5K 0.02% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 83 $20K 0.02% 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 81 $20K <0.01% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 80 $19.7K <0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 79 $19.5K 0.01% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 79 $19.5K 0.01% 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 78 $19.3K <0.01% 0 13F-HR Timeline Cyrus J. Lawrence, LLC More: the full row for Cyrus J. Lawrence, LLC 80 $19K <0.01% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 75 $18.5K 0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 75 $18.5K 0.02% 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 73 $18K <0.01% 13F-HR/A Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 73 $18K 0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 68 $16.8K <0.01% -50 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 68 $16.8K <0.01% new 13F-HR Timeline Group Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 66 $16.3K <0.01% +26 13F-HR Timeline