Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 3,904 $234K 0.01% new 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3,900 $234K 0.04% +1 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 3,900 $234K 0.09% 0 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 3,897 $234K 0.15% +4 13F-HR Timeline KEATING INVESTMENT COUNSELORS INC More: the full row for KEATING INVESTMENT COUNSELORS INC 3,897 $234K 0.07% -50 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 3,893 $234K 0.05% -500 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 3,889 $233K 0.09% -216 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 4,449 $233K 0.15% 0 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 3,862 $232K 0.25% 0 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 3,858 $232K 0.06% new 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 3,858 $232K 0.05% +19 13F-HR/A Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 3,792 $231K 0.09% -16 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 3,846 $231K 0.08% -350 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 3,780 $231K 0.02% new 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 3,832 $230K 0.02% -138 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 3,831 $230K 0.1% new 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 3,825 $230K 0.05% -10 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 3,819 $229K 0.07% -978 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 3,819 $229K 0.02% new 13F-HR/A Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 3,819 $229K 0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,807 $229K 0.03% +167 13F-HR Timeline Paradigm, Strategies in Wealth Manageme… More: the full row for Paradigm, Strategies in Wealth Management, LLC 3,813 $229K 0.15% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,769 $226K 0.02% new 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 3,768 $226K 0.09% new 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 3,752 $225K 0.06% new 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 3,744 $225K 0.05% new 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 3,722 $223K 0.03% new 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 3,719 $223K 0.02% new 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 3,718 $223K 0.02% new 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 3,712 $223K 0.11% new 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 3,866 $222K 0.09% +38 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 3,703 $222K 0.1% -24 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 3,695 $222K 0.01% -1,642 13F-HR Timeline ELLERSON GROUP INC /ADV More: the full row for ELLERSON GROUP INC /ADV 3,695 $222K 0.18% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 3,691 $222K 0.04% new 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 3,690 $221K 0.25% +1,625 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 3,625 $221K 0.02% new 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 3,684 $221K 0.16% new 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 3,681 $221K 0.12% +32 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 3,681 $221K 0.05% -900 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 3,677 $221K 0.23% new 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 3,675 $221K 0.14% new 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 3,671 $220K 0.08% new 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 3,666 $220K 0.05% new 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 3,665 $220K 0.18% new 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 3,665 $220K 0.22% new 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 3,650 $219K 0.03% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 3,650 $219K 0.05% 0 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 3,831 $219K 0.05% -8,172 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 3,707 $219K 0.1% -226 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 3,637 $218K 0.11% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,635 $218K 0.03% new 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 3,811 $218K 0.11% -68 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 3,617 $217K 0.02% -124 13F-HR Timeline Group TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 3,616 $217K 0.03% new 13F-HR Timeline M. Kraus & Co More: the full row for M. Kraus & Co 3,600 $216K 0.07% new 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 3,537 $216K 0.05% new 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 3,586 $215K 0.02% new 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 3,584 $215K 0.07% new 13F-HR Timeline Gulf International Bank (UK) Ltd More: the full row for Gulf International Bank (UK) Ltd 3,583 $215K 0.01% 0 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 3,581 $215K 0.06% -249 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 3,581 $215K 0.11% -6,410 13F-HR Timeline Group ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 3,580 $215K 0.08% 0 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 3,570 $214K 0.14% new 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 3,570 $214K 0.1% new 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 3,566 $214K 0.07% new 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 3,563 $214K 0.04% new 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 3,500 $214K 0.02% 0 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 3,557 $213K 0.02% new 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 3,550 $213K 0.08% +150 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 3,550 $213K 0.08% new 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 3,547 $213K 0.19% 0 13F-HR Timeline Drum Hill Capital, LLC More: the full row for Drum Hill Capital, LLC 3,521 $211K 0.24% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 3,502 $210K 0.04% +331 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 3,489 $210K <0.01% new 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 3,495 $210K 0.07% new 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 3,490 $209K 0.09% new 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 3,490 $209K 0.09% new 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 3,490 $209K 0.16% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,489 $209K 0.02% +1,966 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 3,485 $209K 0.1% new 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 3,480 $209K 0.1% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 3,479 $209K 0.02% 0 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 3,477 $209K 0.2% new 13F-HR Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 3,468 $208K 0.22% new 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 3,530 $208K 0.05% new 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 3,455 $207K 0.05% new 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 3,452 $207K 0.07% 0 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 3,444 $207K 0.12% new 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 3,440 $206K 0.15% 0 13F-HR Timeline NBW CAPITAL LLC More: the full row for NBW CAPITAL LLC 3,437 $206K 0.05% new 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 3,437 $206K 0.02% new 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 3,434 $206K 0.12% new 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 3,425 $206K 0.04% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 3,423 $205K 0.05% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 3,415 $205K 0.1% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 3,414 $205K 0.12% +2,300 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 3,410 $205K 0.08% new 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 3,403 $204K 0.04% new 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 3,401 $204K 0.05% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,398 $204K 0.05% -1,171 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 3,393 $204K 0.03% new 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 3,369 $202K 0.08% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 3,367 $202K 0.11% +18 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 3,367 $202K 0.03% new 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 3,360 $202K 0.05% new 13F-HR Timeline MARSHALL FINANCIAL GROUP INC /ADV More: the full row for MARSHALL FINANCIAL GROUP INC /ADV 3,358 $202K 0.06% new 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 3,352 $201K 0.21% new 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 3,346 $201K 0.17% new 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 3,338 $200K 0.21% -313 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 3,405 $200K 0.11% +9 13F-HR Timeline AdviceOne Advisory Services, LLC More: the full row for AdviceOne Advisory Services, LLC 3,334 $200K 0.16% new 13F-HR Timeline CNB Bank More: the full row for CNB Bank 3,329 $200K 0.1% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 3,305 $198K 0.21% -1,281 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 3,299 $198K 0.01% -1,070 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 3,258 $196K <0.01% +20 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 3,238 $194K 0.13% +832 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 3,208 $192K 0.1% new 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 3,179 $191K 0.14% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,078 $185K 0.01% +243 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 3,060 $184K 0.14% -200 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 3,050 $183K 0.07% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 2,970 $181K 0.16% -78 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3,007 $180K 0.04% -8 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 3,000 $180K 0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,941 $179K 0.08% +29 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 2,976 $179K 0.17% 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 2,948 $177K 0.05% +2,174 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 2,932 $176K 0.04% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 2,931 $176K 0.08% 0 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 2,900 $174K 0.21% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 2,835 $170K 0.03% +410 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 2,800 $168K 0.01% -17 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 2,779 $167K 0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 2,774 $166K 0.02% +588 13F-HR Timeline MOTCO More: the full row for MOTCO 2,754 $165K 0.02% +595 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 2,713 $163K 0.02% -100 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 2,667 $160K 0.04% -100 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 2,618 $157K 0.06% +45 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 2,600 $156K 0.04% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,566 $154K 0.08% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,550 $153K 0.01% +11 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 2,550 $153K 0.23% -609 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 2,545 $153K 0.02% +125 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 2,532 $152K 0.04% +50 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 2,512 $151K 0.12% -664 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,505 $150K 0.01% +118 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 2,495 $150K 0.04% +175 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 2,450 $147K 0.2% -150 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 2,400 $146K 0.01% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 2,400 $144K 0.05% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 2,382 $143K 0.07% new 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 2,328 $140K 0.07% +500 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2,346 $137K 0.03% +1,066 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 2,207 $132K 0.1% -2,098 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 2,200 $132K 0.08% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 2,267 $132K 0.1% -116 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 2,177 $131K 0.04% -178 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 2,165 $130K 0.01% +17 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 2,127 $128K 0.07% +46 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 2,119 $127K 0.05% +42 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 2,113 $127K 0.02% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 2,100 $126K 0.09% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 2,100 $126K 0.04% 0 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 2,100 $126K <0.01% new 13F-HR Timeline Group Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 2,094 $126K 0.03% +41 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 2,086 $125K 0.09% +2,000 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 2,066 $124K 0.05% +766 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,043 $123K 0.05% -146 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 2,031 $122K 0.02% -454 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 2,000 $120K 0.03% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 1,957 $117K 0.02% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 1,952 $117K 0.01% -1 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,936 $116K 0.01% -824 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 1,915 $115K <0.01% new 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,887 $113K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,840 $110K 0.01% -2,760 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,785 $107K 0.05% new 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 1,739 $104K 0.05% +32 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,998 $104K 0.03% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 1,720 $103K 0.02% -109 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,687 $101K 0.01% -100 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,621 $97.3K 0.01% 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 1,602 $96.2K 0.03% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 1,600 $96K <0.01% 0 13F-HR Timeline Group Hoese & Co LLP More: the full row for Hoese & Co LLP 1,600 $96K 0.08% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,610 $96K 0.01% +133 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,828 $95.6K 0.03% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,590 $95.4K 0.06% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,570 $94.2K 0.03% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 1,565 $93.9K 0.01% +18 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,565 $93.9K 0.05% 0 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 1,564 $93.9K 0.04% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,562 $93.7K 0.04% +27 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,517 $92.6K 0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,528 $92K <0.01% +463 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,524 $91.5K 0.02% +29 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,515 $90.9K 0.03% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,504 $90.3K 0.02% +303 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 1,501 $90.1K 0.06% 0 13F-HR Timeline