LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 10,000 $119K 0.02% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 9,257 $108K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 7,395 $88.2K <0.01% 0 13F-HR/A Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 6,000 $71.6K 0.07% new 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 5,700 $68K 0.03% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,465 $65.2K <0.01% 0 13F-HR Timeline Group Bank of New Hampshire More: the full row for Bank of New Hampshire 5,345 $63.8K 0.02% 0 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 5,302 $63.3K 0.06% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,039 $60.1K 0.01% -21,268 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 5,000 $59.6K 0.01% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 4,431 $52.9K <0.01% new 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 4,000 $47.7K <0.01% 0 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 4,000 $47.7K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,775 $45K <0.01% -3,313 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 3,800 $45K 0.02% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 3,426 $40.6K 0.02% new 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 3,169 $37.8K 0.03% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 3,038 $36.2K 0.01% +728 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 3,003 $35.8K 0.01% 0 13F-HR Timeline Group Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 3,000 $35.8K 0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 2,329 $27.8K 0.02% +28 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,037 $24.3K <0.01% +8 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,925 $23.1K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1,931 $23K 0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,843 $22K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,733 $20.7K 0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,724 $20.6K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 1,700 $20.3K 0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,604 $19.1K <0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,550 $18.5K 0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,523 $18.2K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,497 $17.9K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,468 $17.5K <0.01% new 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,133 $13.5K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,029 $12.3K <0.01% +7 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 974 $11.6K 0.01% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 866 $10.3K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 850 $10K <0.01% -3,947 13F-HR Timeline Group Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 799 $9.53K <0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 768 $9.16K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 760 $9.07K <0.01% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 615 $7.34K <0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 534 $6.41K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 533 $6.36K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 350 $4.18K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 317 $3.79K <0.01% +109 13F-HR Timeline Group Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 299 $3.59K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 270 $3.22K <0.01% +129 13F-HR Timeline CNB Bank More: the full row for CNB Bank 176 $2.1K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 162 $1.95K <0.01% new 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 100 $1.19K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 105 $1K <0.01% +2 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Transce3nd, LLC More: the full row for Transce3nd, LLC 72 $859 <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 21 $251 <0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 20 $239 <0.01% new 13F-HR Timeline Group Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1 $9 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.