CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,162 $97.8K 0.02% +226 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 1,150 $96.8K 0.02% -1,550 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,116 $93.9K 0.07% +10 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,063 $89.5K <0.01% -297 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,040 $87.5K 0.02% -251 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,026 $86K 0.02% +44 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,018 $85.7K 0.03% +2 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 1,000 $84.2K 0.06% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 1,000 $84.2K 0.05% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,000 $84.2K 0.03% 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 966 $81.4K 0.05% +9 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 965 $81.2K <0.01% -65 13F-HR Timeline Group Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 52,212 $80.1K 0.03% new 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 909 $76.5K 0.03% 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 800 $76K 0.08% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 865 $72.8K -47 Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 826 $69.5K 0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 821 $69.1K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 808 $68K 0.02% +81 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 800 $67.3K 0.03% new 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 788 $67.2K 0.01% +149 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 768 $64.7K 0.05% 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. 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Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 603 $50.7K 0.04% -331 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 600 $50.5K 0.03% +100 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 600 $50.5K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 593 $50K 0.03% +33 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 578 $48.6K 0.01% new 13F-HR/A Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 562 $47.3K 0.03% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 545 $45.9K 0.01% 0 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 520 $43.8K 0.03% 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 500 $42.1K 0.01% 13F-HR Timeline Bernard Wealth Management Corp. 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More: the full row for Zions Bancorporation, N.A. 470 $39.6K <0.01% +19 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 463 $39K 0.02% +8 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 454 $38K 0.04% 13F-HR Timeline Raleigh Capital Management Inc. 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More: the full row for Financial Management Professionals, Inc. 396 $33.4K <0.01% +19 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 390 $32.8K 0.01% 0 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 389 $32.7K 0.02% 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 372 $32.5K 0.01% -30 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 384 $32.3K 0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 376 $31.6K 0.01% +30 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 374 $31.5K <0.01% +200 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. 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More: the full row for GABLES CAPITAL MANAGEMENT INC. 300 $25.2K 0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 300 $25.2K 0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 298 $25.1K 0.01% +43 13F-HR Timeline SOA Wealth Advisors, LLC. 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More: the full row for Sanctuary Wealth Management, L.L.C. 235 $19.8K 0.01% +20 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 231 $19.5K 0.01% -163 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 230 $19.4K <0.01% new 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 223 $18.8K <0.01% +1 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 223 $18.8K <0.01% +65 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 220 $18.5K 0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 220 $18.5K <0.01% 0 13F-HR Timeline Group DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 220 $18.5K 0.01% 0 13F-HR Timeline GLYNN CAPITAL MANAGEMENT LLC More: the full row for GLYNN CAPITAL MANAGEMENT LLC 219 $18.4K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. 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More: the full row for Pacific Capital Wealth Advisors, Inc. 195 $16.4K <0.01% 0 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 200 $16K 0.01% new 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 188 $15.8K 0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 180 $15.1K 0.01% new 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 142 $15K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 176 $14.8K <0.01% +16 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 175 $14.8K <0.01% -12 13F-HR Timeline Grayhawk Investment Strategies Inc. 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LLC 128 $11K <0.01% +31 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 117 $10.8K 0.01% -7 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 117 $10.8K 0.01% -7 13F-HR Timeline Group DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 125 $10.5K <0.01% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 125 $10.5K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 125 $10.5K <0.01% -1,260 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 120 $10.1K <0.01% +100 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 118 $9.93K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 115 $9.68K <0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 98 $9.6K 0.01% 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 113 $9.51K <0.01% +70 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 103 $8.65K <0.01% 0 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 102 $8.55K <0.01% -129 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 100 $8.43K 0.01% 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. 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Inc. 87 $7.42K <0.01% +21 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 87 $7.32K <0.01% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 87 $7.32K <0.01% 0 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 80 $7K <0.01% new 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 82 $6.9K <0.01% 0 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 65 $6.85K <0.01% 0 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 79 $6.65K <0.01% -268,250 13F-HR/A Timeline Group Main Street Group, LTD More: the full row for Main Street Group, LTD 79 $6.65K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. 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