Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 4,550 $240K 0.05% -2,394 13F-HR/A Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 4,548 $240K <0.01% -5,251 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 4,534 $239K 0.02% -235 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 4,529 $239K 0.03% new 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 4,513 $238K 0.03% -1,640 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 4,504 $238K 0.02% -917 13F-HR Timeline Group BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 4,500 $238K 0.05% 0 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 4,500 $238K 0.21% -65 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 4,500 $238K 0.01% new 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 4,500 $238K 0.04% 0 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 4,498 $238K 0.08% -246 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,493 $237K 0.01% +523 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 4,449 $235K 0.05% -225 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 4,440 $235K 0.03% 0 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 4,431 $234K 0.01% new 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 4,415 $233K 0.06% -230 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 4,412 $233K 0.08% 0 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 4,405 $233K 0.04% -347 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 4,373 $231K 0.05% -449 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 4,365 $231K 0.3% +2 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 4,361 $230K <0.01% -420 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 5,228 $230K 0.01% -278 13F-HR/A Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 4,353 $230K 0.01% -126 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 4,351 $230K 0.01% +60 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 4,344 $229K 0.01% -515 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 4,342 $229K 0.02% 0 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 4,322 $228K 0.02% new 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 4,314 $228K 0.02% -1,857 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 4,311 $228K 0.02% -536 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 4,291 $227K 0.01% 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 4,273 $226K 0.06% 0 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 4,271 $226K 0.02% -2,096 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 4,266 $225K 0.02% new 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 4,257 $225K 0.07% 0 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 4,251 $225K 0.03% -280 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 4,224 $223K 0.18% 0 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 4,188 $223K 0.03% +19 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 4,203 $222K 0.01% +279 13F-HR Timeline Lynch Asset Management, Inc. More: the full row for Lynch Asset Management, Inc. 4,200 $222K 0.07% 0 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 4,171 $220K 0.13% -89 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 4,164 $220K 0.03% -50 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 4,158 $220K 0.09% new 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 4,801 $218K 0.14% -117 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 4,124 $218K 0.01% +561 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,101 $217K 0.02% +30 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 4,106 $216K 0.01% +19 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 4,084 $216K 0.01% +111 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 4,076 $215K 0.07% +36 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 4,071 $215K +1,124 Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 4,065 $215K 0.15% -6,269 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 4,061 $215K 0.08% -315 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 4,047 $214K 0.07% -638 13F-HR/A Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 4,040 $213K 0.08% -136 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 4,039 $213K 0.03% new 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 4,038 $213K 0.02% -112 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 4,037 $213K 0.16% -405 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 4,030 $213K 0.03% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 4,009 $212K 0.02% -305 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 4,003 $211K 0.03% -508 13F-HR Timeline Aristotle Atlantic Partners, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Atlantic Partners, LLC 4,000 $211K 0.01% new 13F-HR Timeline Group One68 Global Capital, LLC More: the full row for One68 Global Capital, LLC 4,000 $211K 0.68% +600 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 4,000 $211K 0.12% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,998 $211K 0.01% -1,215 13F-HR Timeline Group WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 3,980 $210K 0.07% new 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 3,949 $210K 0.05% +32 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 3,960 $209K 0.16% +75 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 3,957 $209K <0.01% 0 13F-HR Timeline Group Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 3,956 $209K 0.04% -1,760 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 3,956 $209K 0.03% -455 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 3,954 $209K 0.03% -1,136 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 3,947 $208K 0.03% -154 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 3,939 $208K 0.14% -507 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 3,935 $208K 0.03% -41 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 3,934 $208K 0.08% -200 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,902 $206K <0.01% new 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 3,890 $205K <0.01% new 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 3,868 $204K 0.03% +331 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 3,840 $203K 0.02% -800 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 3,838 $203K 0.01% -3,105 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 3,825 $202K <0.01% -3,795 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 3,820 $202K 0.07% 0 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,818 $202K 0.04% +155 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 3,809 $201K 0.02% +17 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 3,798 $201K 0.04% 0 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 3,791 $200K 0.01% new 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 3,850 $198K 0.01% -1,970 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,745 $198K 0.01% -140 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 3,741 $198K 0.01% -297 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 3,556 $188K 0.02% +400 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 3,519 $186K 0.06% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,444 $182K 0.01% +716 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,415 $180K 0.01% +182 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 3,367 $178K 0.09% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 3,362 $178K 0.02% new 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 3,321 $177K 0.04% +2,971 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 3,310 $173K 0.13% +3,060 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,227 $170K 0.05% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 3,225 $170K 0.07% -850 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 3,191 $169K 0.03% -17 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 3,049 $161K 0.03% +81 13F-HR Timeline City State Bank More: the full row for City State Bank 3,019 $159K 0.04% +15 13F-HR Timeline Q Fund Management (Hong Kong) Ltd More: the full row for Q Fund Management (Hong Kong) Ltd 3,000 $158K 0.38% 0 13F-HR/A Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 2,992 $158K 0.11% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 2,990 $158K <0.01% -6,890 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 2,897 $153K 0.03% +89 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 3,378 $151K 0.02% +7 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 2,845 $150K 0.02% +2,276 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2,799 $149K 0.03% +586 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 3,270 $147K 0.09% -196 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,771 $146K <0.01% -118 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 2,753 $145K 0.1% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,721 $144K 0.01% +409 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,697 $142K <0.01% -583 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 2,666 $141K 0.05% -750 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 2,595 $137K 0.06% -130 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 2,580 $136K 0.03% -136 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 2,559 $135K 0.08% +855 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,466 $132K 0.07% -1,256 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 2,493 $132K 0.03% -189 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 2,482 $131K 0.05% +80 13F-HR Timeline Unison Asset Management LLC More: the full row for Unison Asset Management LLC 2,469 $130K 0.06% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 2,402 $127K 0.02% -2,942 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,371 $125K 0.01% +5 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,332 $123K 0.02% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,321 $123K 0.03% +1,874 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2,300 $122K 0.01% -129 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 2,295 $121K 0.01% -68 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 2,242 $118K 0.02% 0 13F-HR Timeline PeakShares LLC More: the full row for PeakShares LLC 2,233 $118K 0.11% +102 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,197 $116K 0.01% +807 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 2,176 $115K 0.02% +115 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,133 $113K <0.01% +408 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,081 $111K 0.01% -248 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,444 $109K 0.05% +85 13F-HR Timeline Rule One Partners, LLC More: the full row for Rule One Partners, LLC 2,001 $106K 0.11% -35,000 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 2,002 $106K 0.02% 0 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 2,000 $106K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 1,934 $102K 0.01% -5 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,923 $102K 0.01% +40 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 1,902 $100K 0.05% +44 13F-HR Timeline HIMENSION CAPITAL (SINGAPORE) PTE. LTD. More: the full row for HIMENSION CAPITAL (SINGAPORE) PTE. LTD. 1,892 $99.9K 0.01% new 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 1,877 $99.1K 0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,869 $98.7K 0.01% +51 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,845 $97.5K 0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,825 $96.4K 0.01% -103,896 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 1,800 $95.1K 0.06% -1,678 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,783 $94.2K 0.01% -94 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,777 $93.9K 0.02% +25 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 1,721 $91.6K 0.05% 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 1,693 $89.4K 0.08% 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,998 $89.2K 0.02% +1,205 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,613 $85.2K 0.01% -342 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 1,602 $84.6K 0.01% -285 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 1,600 $84.5K 0.01% -24 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,596 $84K 0.01% -24 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 1,586 $83.8K 0.05% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,553 $82K 0.02% -1,772 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 1,500 $79.2K 0.02% 0 13F-HR Timeline Boit C F David More: the full row for Boit C F David 1,500 $79.2K 0.04% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,485 $78.4K 0.01% +13 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,452 $76.7K 0.05% +511 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,450 $76.6K 0.02% -3,448 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,426 $75.3K 0.01% -818 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,422 $75.1K 0.06% +187 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,410 $75K 0.03% +51 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 1,405 $74.2K <0.01% +505 13F-HR Timeline Group Operose Advisors LLC More: the full row for Operose Advisors LLC 1,358 $71.7K 0.02% +1 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,349 $71.3K 0.01% -4,974 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 1,333 $70.4K 0.05% 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1,311 $69.2K 0.01% +1,000 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,298 $68.5K 0.03% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 1,287 $68K 0.03% -416 13F-HR Timeline Ashurst Perkins Coie Trust Co More: the full row for Ashurst Perkins Coie Trust Co 1,287 $68K 0.01% +210 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 1,286 $67.9K 0.04% -245 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,273 $67.8K <0.01% -69 13F-HR Timeline Group Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,261 $66.6K 0.03% +292 13F-HR/A Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,248 $65.9K 0.01% -168 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,236 $65.3K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,207 $64.2K 0.02% 0 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 1,212 $64K 0.01% new 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,205 $63.6K 0.02% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,175 $62.1K 0.01% 0 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 1,134 $59.9K 0.03% +8 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,128 $59.6K <0.01% -250 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 1,116 $59.4K 0.03% 0 13F-HR/A Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,125 $59K 0.02% -60 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,115 $59K 0.01% -415 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1,115 $58.9K 0.03% +2 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 1,115 $58.9K 0.05% +193 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 1,112 $58.7K 0.02% +6 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 1,100 $58.1K 0.03% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,093 $57.7K <0.01% 0 13F-HR Timeline Legend Capital Advisors LLC More: the full row for Legend Capital Advisors LLC 1,091 $57.6K 0.04% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,080 $57K <0.01% 0 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 1,048 $55.4K <0.01% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 1,048 $55K 0.01% 0 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 1,026 $54.2K 0.03% new 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 1,000 $52.8K 0.02% 0 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 997 $52.7K <0.01% +85 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 994 $52.5K <0.01% -5,201 13F-HR Timeline