M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 2,656 $619K 0.14% +240 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 2,657 $619K 0.29% -848 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 2,653 $619K 0.12% +1,100 13F-HR Timeline Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 2,650 $618K 0.06% -12,202 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 2,644 $617K 0.15% 0 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 2,643 $617K 0.06% -30 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,642 $616K 0.01% +655 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 2,629 $613K 0.09% -28,117 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 2,621 $611K 0.3% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,616 $610K 0.05% +84 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 2,607 $608K 0.11% -33 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,607 $608K 0.09% +37 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 2,608 $608K 0.23% +6 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 2,604 $607K 0.07% new 13F-HR Timeline Group D. SCOTT NEAL, INC. More: the full row for D. SCOTT NEAL, INC. 2,600 $606K 0.34% 0 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 2,595 $605K 0.13% +1,427 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 2,582 $602K 0.05% -3,964 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 2,580 $602K 0.1% -129 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 2,572 $599K 0.14% -100 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 2,566 $599K 0.09% 0 13F-HR Timeline Fosun International Ltd More: the full row for Fosun International Ltd 2,566 $598K 0.17% 0 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 2,559 $597K 0.1% +235 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 2,557 $596K 0.18% +160 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 2,555 $596K 0.27% +432 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 2,553 $595K 0.39% +61 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 2,541 $593K 0.05% +741 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 2,541 $593K 0.56% -36 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 2,540 $592K 0.4% 0 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 2,540 $592K 0.59% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 2,530 $590K 0.2% -552 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,529 $590K 0.02% -127 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 2,526 $589K 0.09% +359 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 2,517 $587K 0.36% -617 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 2,513 $586K 0.16% -46 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 2,509 $585K 0.08% +34 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,500 $583K 0.04% 0 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 2,500 $583K 0.47% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 2,493 $581K 0.04% 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 2,476 $577K 0.01% new 13F-HR Timeline Group CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 2,469 $576K 0.13% -2 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 2,466 $575K 0.14% -24 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 2,466 $575K 0.12% +58 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 2,459 $574K 0.15% -11 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 2,450 $571K 0.17% 0 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 2,445 $570K 0.23% +1,243 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 2,438 $569K 0.04% +30 13F-HR Timeline CCM INVESTMENT ADVISERS LLC More: the full row for CCM INVESTMENT ADVISERS LLC 2,430 $567K 0.07% -235 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 2,425 $565K 0.19% -102,189 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 2,424 $565K 0.09% +4 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 2,422 $565K 0.08% -38 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 2,414 $563K 0.25% +552 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 2,410 $562K 0.31% 0 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 2,410 $562K 0.46% -11 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 2,407 $561K 0.12% +2 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 2,407 $561K 0.43% +122 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 2,404 $561K 0.14% +51 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 2,201 $561K 0.09% 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,403 $560K 0.12% +202 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 2,396 $559K 0.2% -68 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 2,396 $559K 0.51% +401 13F-HR/A Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 2,388 $557K 0.55% new 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 2,383 $556K 0.02% +378 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,380 $555K 0.06% -138 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 2,360 $550K 0.26% +677 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,214 $549K 0.05% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,351 $548K 0.02% -958 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 2,350 $548K 0.08% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 2,349 $548K 0.02% -6 13F-HR Timeline Group Partners in Financial Planning More: the full row for Partners in Financial Planning 2,348 $548K 0.11% 0 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. 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More: the full row for Essential Planning, LLC. 2,183 $509K 0.21% -158,240 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 2,180 $508K 0.05% +4 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 2,174 $507K 0.21% +600 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 2,051 $506K 0.17% 0 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 2,046 $505K 0.16% 0 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 2,162 $504K 0.1% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 2,159 $503K 0.08% -40 13F-HR Timeline Claro Advisors Inc. 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More: the full row for Wealth Management Associates, Inc. 2,150 $501K 0.21% +1 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 2,144 $500K 0.04% +11 13F-HR Timeline TAURUS ASSET MANAGEMENT, LLC More: the full row for TAURUS ASSET MANAGEMENT, LLC 2,140 $499K 0.05% 0 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 2,135 $498K 0.19% -45 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,134 $498K 0.04% +49 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 2,235 $497K 0.12% 0 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 2,128 $496K 0.01% +306 13F-HR Timeline Group FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 2,125 $496K 0.24% -73 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 2,123 $495K 0.04% +5 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 2,209 $495K 0.11% -6 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,122 $495K 0.19% +6 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 2,122 $495K 0.08% +221 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 2,117 $494K <0.01% -52,918 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,117 $494K 0.01% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 2,112 $493K 0.07% -1 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 2,111 $492K 0.1% -10 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,109 $492K 0.21% -54 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 2,105 $491K 0.08% -5 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 2,103 $490K 0.1% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 2,100 $490K 0.16% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 2,093 $488K 0.13% +15 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 2,093 $488K 0.04% 0 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 2,090 $487K 0.26% 0 13F-HR Timeline Horan Capital Advisors, LLC. More: the full row for Horan Capital Advisors, LLC. 2,079 $485K 0.16% 0 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 2,070 $483K 0.05% -12 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 2,062 $481K 0.04% +194 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 2,061 $481K 0.01% -62 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 2,058 $480K 0.06% +10 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,053 $479K 0.05% -363 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,051 $478K 0.19% +231 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 2,048 $478K 0.13% -293 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 2,043 $476K 0.2% 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 2,035 $475K 0.16% 0 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 2,029 $473K 0.12% +29 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,023 $472K 0.02% +548 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 2,109 $471K 0.41% -766 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 2,010 $469K 0.12% new 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 2,009 $469K 0.31% 0 13F-HR Timeline R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC More: the full row for R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC 2,000 $466K 0.28% 0 13F-HR Timeline Cohen Capital Management, Inc. 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More: the full row for Mullaney, Keating & Wright, Inc. 2,000 $466K 0.31% 0 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 1,996 $466K 0.47% +1 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 1,994 $465K 0.03% 0 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 1,990 $464K 0.17% -10 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 1,986 $463K 0.32% +204 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 1,977 $461K 0.01% +100 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 1,973 $460K 0.27% -79 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,971 $460K 0.03% +398 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 1,968 $459K 0.28% +20 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,076 $459K 0.2% +1,170 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,961 $457K 0.1% +10 13F-HR/A Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 1,961 $457K 0.15% -45 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,960 $457K 0.04% 0 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 1,960 $457K 0.66% -109 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 1,959 $457K 0.23% 0 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 1,958 $457K 0.11% 0 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 1,957 $457K 0.07% +268 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 1,957 $456K 0.02% -20 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,948 $454K 0.01% +110 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 1,938 $452K 0.25% -147 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 1,933 $451K 0.04% -82 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 1,929 $450K 0.03% +10 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 1,926 $449K 0.02% +207 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 1,920 $448K 0.24% +8 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 1,919 $448K 0.15% new 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 1,915 $447K 0.07% 0 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 1,915 $447K 0.19% +5 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1,909 $445K 0.01% -61,908 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,898 $443K 0.02% -230 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 1,897 $442K 0.06% +73 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 1,894 $442K 0.07% +22 13F-HR Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 2,000 $441K 0.27% 0 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 1,890 $441K 0.11% 0 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 1,889 $440K 0.11% -41 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,884 $439K 0.1% -92 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,883 $439K 0.1% +27 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 1,881 $439K 0.02% +120 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 1,871 $436K 0.5% -13 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,768 $436K 0.03% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,879 $433K 0.03% +568 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 1,856 $433K 0.05% -47 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 1,854 $432K 0.04% +197 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 1,853 $432K 0.38% -25 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 1,848 $431K 0.05% new 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 1,848 $431K 0.1% +1 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,847 $431K 0.22% -557 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 1,843 $430K 0.06% +52 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 1,839 $429K 0.24% +6 13F-HR Timeline