Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,180 $168K 0.08% +3 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,246 $167K <0.01% -2,675 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 1,208 $162K 0.06% 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 1,171 $157K 0.01% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 1,166 $156K 0.1% +545 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 1,362 $155K <0.01% -57 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 1,068 $152K 0.09% new 13F-HR Timeline SJS Investment Consulting Inc. 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More: the full row for Kozak & Associates, Inc. 928 $137K 0.03% +2 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 1,021 $137K 0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,000 $134K 0.02% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,000 $134K 0.09% -458 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 980 $131K 0.04% +300 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 979 $131K 0.01% +19 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 926 $124K 0.05% new 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 891 $119K 0.12% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 885 $119K 0.04% -215 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 871 $117K 0.03% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 869 $116K 0.03% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 862 $115K 0.09% +22 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 860 $115K 0.01% 0 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 852 $114K 0.04% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 837 $112K 0.01% -105 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 830 $111K 0.01% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 830 $111K 0.05% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 820 $110K 0.04% +25 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 816 $109K 0.03% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 815 $109K 0.01% +103 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 800 $107K 0.13% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 800 $107K 0.03% +50 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 796 $107K <0.01% 0 13F-HR Timeline Group Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 810 $106K 0.06% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 770 $103K 0.01% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 764 $102K 0.05% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 753 $101K 0.01% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 750 $100K 0.02% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 727 $97.3K 0.03% +300 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 718 $96.1K 0.19% -14,541 13F-HR Timeline Washington Trust Advisors, Inc. 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More: the full row for Quest 10 Wealth Builders, Inc. 626 $83.8K 0.08% +20 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 622 $83K 0.04% new 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 603 $80.7K 0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 518 $78.1K 0.11% 13F-HR/A Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 579 $77.5K 0.02% -2 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 560 $75K 0.05% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 550 $73.6K 0.01% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 550 $73.6K 0.04% -300 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 441 $71.1K 0.01% -20 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 530 $71K 0.02% +30 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 527 $70.6K 0.02% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 526 $70.4K 0.01% +26 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 523 $70K 0.03% new 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 520 $69.6K 0.06% +1 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. 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More: the full row for TFC Financial Management, Inc. 280 $37.5K <0.01% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 272 $36.4K 0.02% -5 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 264 $35.4K 0.02% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 262 $35.1K 0.01% -409 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 257 $34.4K <0.01% +7 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 252 $33.7K 0.02% +13 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 250 $33.5K 0.01% 0 13F-HR/A Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 250 $33.5K <0.01% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 250 $33.5K 0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 250 $33.5K 0.03% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 248 $33.2K 0.01% +36 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 246 $32.9K 0.02% +38 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 245 $32.8K <0.01% -30 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 231 $30.9K 0.07% 0 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 230 $30.8K 0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 170 $29.1K 0.02% +62 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 211 $28.2K 0.01% +1 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 210 $28K <0.01% -1,160 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 200 $27K 0.02% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 389 $26.8K 0.24% -6,692 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 200 $26.8K 0.01% 0 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 200 $26.8K 0.02% 0 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 196 $26.2K 0.01% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 193 $25.8K 0.04% -27 13F-HR Timeline MOTCO More: the full row for MOTCO 192 $25.7K <0.01% +32 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 188 $25.2K 0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 188 $25.2K 0.01% +18 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 184 $24.6K <0.01% +30 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 184 $24.6K 0.01% +14 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 180 $24.1K 0.01% -215 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 170 $22.8K 0.03% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 170 $22.8K 0.01% +60 13F-HR Timeline Group 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 166 $22.2K <0.01% -14 13F-HR Timeline Group CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 152 $20.4K 0.01% +50 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 152 $20.4K 0.01% -13 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 151 $20.2K 0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 150 $20.1K <0.01% 0 13F-HR Timeline Group Binnacle Investments Inc More: the full row for Binnacle Investments Inc 146 $19.5K 0.01% +26 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 142 $19K 0.01% -530 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 138 $18.5K 0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 138 $18.5K <0.01% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 132 $17.7K <0.01% new 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 127 $17K <0.01% 0 13F-HR Timeline Group Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 122 $16.3K 0.01% 0 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 120 $16.1K 0.01% 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 120 $16.1K 0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 95 $15.8K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 117 $15.7K <0.01% -69 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 110 $14.7K <0.01% +1 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 103 $13.8K <0.01% +15 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 102 $13.7K 0.02% +90 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 100 $13.4K 0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 100 $13.4K <0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 100 $13.4K 0.01% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 100 $13.4K 0.01% 0 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 98 $13.1K 0.04% 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 96 $12.8K <0.01% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 94 $12.6K <0.01% new 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 94 $12.6K <0.01% -38 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 92 $12.3K <0.01% new 13F-HR Timeline Security National Bank More: the full row for Security National Bank 90 $12.1K <0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 90 $12.1K 0.01% -100 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 90 $12.1K 0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 87 $11.6K 0.01% -21 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 116 $11.6K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 80 $10.7K <0.01% -32 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 71 $9.51K 0.01% +7 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 70 $9.37K <0.01% new 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 70 $9.37K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 65 $8.7K <0.01% -117 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 61 $8.17K <0.01% +12 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 60 $8.05K <0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 60 $8.03K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 60 $8.03K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 60 $8.03K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 60 $8.03K <0.01% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 60 $8.03K 0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 56 $7.5K <0.01% -45 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 55 $7.37K <0.01% -35 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 55 $7.37K <0.01% +4 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 52 $6.96K <0.01% +10 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 50 $6.7K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hoese & Co LLP More: the full row for Hoese & Co LLP 50 $6.7K 0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 50 $6.7K <0.01% new 13F-HR/A Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 49 $6.56K <0.01% +24 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 42 $5.63K <0.01% new 13F-HR Timeline