COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 2,400 $190K <0.01% 0 13F-HR Timeline Group Asset Planning,Inc More: the full row for Asset Planning,Inc 2,389 $189K 0.14% -205 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 2,383 $189K 0.06% +207 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,357 $187K 0.07% -120 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 2,330 $184K 0.04% +30 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 2,295 $184K 0.15% -18 13F-HR Timeline MEMBERS CAPITAL ADVISORS INC More: the full row for MEMBERS CAPITAL ADVISORS INC 2,283 $181K 0.21% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 2,267 $179K 0.05% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 2,240 $177K 0.08% +14 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 2,225 $176K 0.22% -8,431 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 2,207 $175K 0.01% -3,695 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 2,203 $174K 0.16% +1,670 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2,198 $174K 0.06% new 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 2,034 $170K 0.03% -284 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 2,130 $169K 0.03% -220 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 2,004 $164K 0.03% -464 13F-HR Timeline Security National Bank More: the full row for Security National Bank 2,060 $163K 0.03% -26,965 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 2,056 $163K 0.02% +527 13F-HR Timeline Group Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 2,050 $162K 0.12% -534 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 2,059 $162K 0.05% -9 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 2,014 $159K 0.12% +177 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 2,000 $158K 0.03% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 1,982 $157K 0.1% +820 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 15,468 $156K 0.02% -1,201 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 1,971 $156K 0.02% new 13F-HR Timeline Sherman Asset Management, Inc. 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More: the full row for Semmax Financial Advisors Inc. 1,596 $129K 0.03% +395 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 1,624 $129K 0.05% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 1,602 $127K 0.06% -92 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,603 $126K 0.03% -499 13F-HR/A Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 1,575 $125K 0.1% 0 13F-HR Timeline Reyes Financial Architecture, Inc. 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More: the full row for RICHARDSON FINANCIAL SERVICES INC. 893 $73K 0.05% +185 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 665 $72.5K 0.81% +115 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 885 $70K 0.06% +52 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 883 $69.9K 0.02% +708 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 875 $69.3K 0.05% -75 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 874 $69.2K 0.03% +872 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 870 $68.9K 0.01% -34 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 865 $68.5K 0.04% +77 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 849 $67K 0.02% -136 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 842 $66.7K 0.05% -42 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 838 $66.3K <0.01% -313 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 808 $65.2K 0.04% +127 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 816 $64.6K 0.01% -57 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 813 $64.4K 0.03% +113 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 813 $64.4K 0.01% new 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 811 $64.2K 0.05% -34 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 809 $64K 0.05% 0 13F-HR Timeline CARDEROCK CAPITAL MANAGEMENT INC More: the full row for CARDEROCK CAPITAL MANAGEMENT INC 800 $63.3K 0.02% new 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 790 $63.2K 0.05% -123 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 770 $61K 0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 748 $59.2K <0.01% +469 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 747 $59.1K 0.04% +5 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 730 $58K <0.01% 0 13F-HR Timeline Group ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 730 $57.8K <0.01% 0 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 718 $57.4K 0.03% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 724 $57.3K 0.09% -36 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 709 $56.2K 0.03% +34 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 683 $54.1K 0.01% -400 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 682 $54K 0.04% +49 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 669 $53K 0.04% -119 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 639 $50.6K 0.05% -3 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 639 $50.6K 0.02% -498 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 636 $50.4K 0.01% +6 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 601 $47.6K <0.01% 0 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 600 $47.5K <0.01% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 600 $47.5K 0.01% -14,666 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 597 $47.3K 0.01% -467 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 597 $47.3K 0.04% -279 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 593 $46.9K 0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 583 $46.2K 0.06% +47 13F-HR/A Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 573 $45.4K 0.05% new 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 564 $44.6K 0.68% +190 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 563 $44.6K 0.03% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 563 $44.6K 0.03% -10,185 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 554 $43.8K 0.02% new 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 553 $43.8K 0.03% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 551 $43.6K 0.02% -2,290 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 550 $43.5K 0.02% +200 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 547 $43.3K 0.04% new 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 546 $43.2K 0.02% new 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 541 $42.8K 0.03% +45 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 539 $42.7K <0.01% -3,215 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 542 $42.6K <0.01% -589 13F-HR Timeline Group Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 509 $40.3K 0.01% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 505 $40K 0.01% -72 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 500 $39.6K 0.03% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 465 $37K <0.01% -760 13F-HR/A Timeline Group Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 465 $36.8K <0.01% 0 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 460 $36.4K 0.03% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 454 $35.9K 0.02% -61 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 453 $35.9K 0.03% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 451 $35.7K 0.02% +22 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 449 $35.6K 0.02% +2 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 443 $35.1K 0.03% 0 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 431 $34.1K <0.01% -4 13F-HR Timeline Group Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 420 $33.6K 0.01% 0 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 407 $32K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PARK CIRCLE Co More: the full row for PARK CIRCLE Co 400 $31.7K 0.03% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 400 $31.7K 0.01% 0 13F-HR Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 400 $31.7K <0.01% new 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 397 $31.4K 0.02% +3 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 396 $31.4K 0.04% 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 391 $31K <0.01% -14,412 13F-HR Timeline Group VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 390 $30.9K 0.01% -338 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 386 $30.6K 0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 378 $30.2K 0.01% 0 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 371 $29.4K 0.02% -32 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 370 $29.3K <0.01% -1,290 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 366 $29K 0.01% +125 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 362 $28.6K 0.01% +2 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 359 $28.4K 0.04% 0 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 357 $28.3K 0.01% -45 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 347 $27.5K <0.01% -30 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 346 $27.4K 0.04% +124 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 342 $27.1K 0.01% new 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 342 $27K 0.02% -1,559 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 335 $26.8K 0.03% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 332 $26.5K 0.01% -38 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 329 $26K 0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 321 $25.4K 0.01% +35 13F-HR Timeline Group Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 310 $24.6K 0.02% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 306 $24.3K 0.02% -150 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 305 $24.1K 0.02% 0 13F-HR/A Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 302 $23.9K 0.02% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 293 $23.2K <0.01% -3,969 13F-HR/A Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 285 $22.6K 0.02% 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 285 $22.5K <0.01% -371,442 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 269 $22K <0.01% -6,284 13F-HR Timeline Group Putney Financial Group LLC More: the full row for Putney Financial Group LLC 275 $21.8K 0.02% +270 13F-HR/A Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 267 $21.1K 0.01% +11 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 265 $21K 0.01% -100 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 263 $20.9K 0.02% -129 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 261 $20.7K 0.01% 0 13F-HR Timeline