SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,634 $635K 0.03% +641 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 2,630 $634K 0.05% 0 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 2,630 $634K 0.12% -50 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 2,629 $634K 0.05% -3 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 2,625 $633K 0.06% +275 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 2,623 $633K 0.02% +15 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 2,614 $630K 0.34% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,612 $630K 0.02% +153 13F-HR Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,608 $629K 0.02% +125 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 2,605 $628K 0.25% 0 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 2,600 $627K 0.29% 0 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 2,582 $623K 0.22% -568 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 2,577 $621K 0.07% +1,720 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 2,576 $621K 0.3% +69 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 2,575 $621K 0.04% new 13F-HR Timeline Group Fosun International Ltd More: the full row for Fosun International Ltd 2,566 $619K 0.14% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,563 $618K 0.02% -92 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 2,563 $618K 0.03% +18 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,561 $618K 0.06% +54 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 2,560 $617K 0.03% -6 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 2,560 $617K 0.59% 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 2,560 $617K 0.09% +369 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,554 $616K 0.04% +42 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 2,544 $613K 0.08% +42 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 2,540 $613K 0.34% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 2,534 $611K 0.03% +27 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 2,534 $611K 0.07% +6 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 2,530 $610K 0.13% -328 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 2,530 $610K 0.05% -117 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 2,527 $609K 0.48% -14 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 2,520 $608K 0.09% +2 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,517 $607K 0.06% +220 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 2,201 $605K 0.23% -63 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 2,500 $603K 0.43% 0 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 2,500 $603K 0.51% -405 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 2,493 $601K 0.05% +170 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 2,491 $601K 0.4% +2,051 13F-HR Timeline Capstone Capital Management Ltd More: the full row for Capstone Capital Management Ltd 2,485 $599K 0.58% 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 2,480 $598K 0.09% -770 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 2,479 $598K 0.18% 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 2,472 $596K 0.02% +788 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 2,466 $595K 0.22% +322 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,460 $593K 0.04% +1,639 13F-HR/A Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 2,457 $593K 0.16% -69 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 2,457 $593K 0.12% -9 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 2,434 $587K 0.15% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,429 $586K 0.3% -2,277 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,426 $585K 0.02% -58 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 2,426 $585K 0.15% +35 13F-HR Timeline CCM INVESTMENT ADVISERS LLC More: the full row for CCM INVESTMENT ADVISERS LLC 2,425 $585K 0.06% 0 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 2,424 $585K 0.07% 0 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 2,422 $584K 0.17% +783 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,419 $583K 0.13% +11 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 2,419 $583K 0.1% +869 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 2,416 $583K 0.18% 0 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 2,416 $583K 0.16% -44 13F-HR/A Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 2,410 $581K 0.25% 0 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 2,392 $577K 0.11% +38 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 2,391 $577K 0.27% -50 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,379 $574K 0.08% +307 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 2,379 $574K 0.21% -5 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 2,376 $573K 0.06% -3 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 2,371 $572K 0.04% -3,779 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 2,366 $571K 0.11% new 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 2,350 $567K 0.07% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Partners in Financial Planning More: the full row for Partners in Financial Planning 2,350 $567K 0.1% 0 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 2,349 $566K 0.02% 0 13F-HR Timeline Group KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,338 $564K 0.08% -6 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,328 $561K 0.05% -8 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 1,971 $561K 0.25% -202 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 2,320 $559K 0.39% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,297 $556K 0.18% +217 13F-HR Timeline Guardian Capital, LLC More: the full row for Guardian Capital, LLC 2,302 $555K 0.5% 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 2,293 $553K 0.16% 0 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 2,293 $553K 0.07% +6 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 2,235 $552K 0.11% -45 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 2,283 $551K 0.03% +750 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,282 $550K 0.03% -25 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,281 $550K 0.06% +50 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 2,281 $550K 0.08% -189 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 2,239 $548K 0.29% -10 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 2,266 $546K 0.02% -6 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 2,264 $546K 0.39% +44 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 2,254 $544K 0.21% +1 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,251 $543K 0.03% -384 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 2,250 $543K 0.24% 0 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 2,247 $542K 0.47% +381 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 2,233 $539K 0.08% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 2,232 $538K 0.06% -736 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 2,202 $531K 0.15% -27 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 2,199 $530K 0.07% -389 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 2,196 $530K 0.23% 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 2,193 $529K 0.12% -13 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,193 $529K 0.19% -520 13F-HR Timeline Group FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 2,189 $528K 0.16% 0 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 2,186 $527K 0.05% +1 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 2,180 $526K 0.05% +128 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 2,176 $525K 0.01% 0 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 2,174 $524K 0.16% -61 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 2,170 $523K 0.15% 0 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 2,156 $520K 0.05% +88 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 8,280 $520K 0.15% +5 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 2,155 $520K 0.05% +140 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 2,154 $520K 0.16% +107 13F-HR Timeline Financial Planning Hawaii, Inc. 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Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 2,093 $505K 0.3% -268 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,091 $504K 0.03% +79 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 2,090 $504K 0.2% 0 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 2,077 $501K <0.01% -49 13F-HR Timeline Group Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 2,076 $501K 0.11% +8 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 2,067 $498K 0.07% 0 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,066 $498K 0.04% new 13F-HR Timeline Blue Fin Capital, Inc. 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More: the full row for Mullaney, Keating & Wright, Inc. 2,000 $482K 0.25% 0 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 1,998 $482K 0.03% +4 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,734 $481K 0.02% -116 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 1,994 $481K 0.14% -325 13F-HR Timeline Saratoga Research & Investment Manageme… More: the full row for Saratoga Research & Investment Management 1,992 $480K 0.03% new 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 1,989 $480K 0.07% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,987 $479K 0.05% +97 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 1,975 $476K 0.08% 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 1,975 $476K 0.53% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 1,975 $476K 0.02% -26 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,971 $475K 0.06% -675 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 1,970 $475K 0.16% +70 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,970 $475K 0.11% 0 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 1,969 $475K 0.06% -7,110 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,969 $475K 0.07% +12 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,967 $474K 0.04% +141 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,965 $474K 0.16% 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 1,963 $473K 0.39% +9 13F-HR Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 1,962 $473K 0.19% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,960 $473K 0.04% 0 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 1,958 $472K 0.11% 0 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 1,957 $472K 0.08% new 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 1,957 $472K 0.02% 0 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 1,956 $472K 0.55% 0 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 1,951 $471K 0.13% -10 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 1,949 $470K 0.18% -10 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 1,948 $470K 0.29% 0 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 1,948 $470K 0.36% +2 13F-HR Timeline Capital Developers, LLC More: the full row for Capital Developers, LLC 1,945 $469K 0.42% 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,943 $469K 0.01% +621 13F-HR Timeline Group Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 1,939 $468K 0.27% -44 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,937 $467K 0.03% -102 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 1,929 $465K 0.04% 0 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 1,926 $464K 0.03% -5,711 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 1,925 $464K 0.02% +890 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 1,925 $464K 0.13% -50 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 1,922 $464K 0.12% -169 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 1,915 $462K 0.13% 0 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 1,910 $461K 0.17% +24 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 1,909 $460K 0.07% -95 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 1,906 $460K 0.14% -946 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 1,903 $459K 0.05% -1,566 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 1,903 $458K 0.07% -68 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 1,897 $458K 0.22% 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 1,892 $456K 0.08% +11 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 1,891 $456K 0.16% -289 13F-HR Timeline Stockman Wealth Management, Inc. 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