Arlington Partners LLC in group Arlington Trust Co LLC More: the full row for Arlington Partners LLC 3,052 $235K 0.47% new 13F-HR Timeline Group Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 3,030 $234K 0.03% +618 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 3,029 $233K 0.14% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 3,025 $233K 0.01% +4 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,016 $232K 0.01% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,008 $232K 0.01% +276 13F-HR Timeline SYSTEMATIC FINANCIAL MANAGEMENT LP More: the full row for SYSTEMATIC FINANCIAL MANAGEMENT LP 3,000 $231K 0.01% 0 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 3,000 $231K 0.03% 0 13F-HR Timeline Bleichroeder LP More: the full row for Bleichroeder LP 3,000 $231K 0.04% 0 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 2,999 $231K 0.09% +50 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,000 $231K 0.07% -12 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 2,991 $231K 0.01% -11 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 2,967 $229K 0.02% +25 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,864 $229K <0.01% -350 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,958 $228K 0.02% -7 13F-HR Timeline Group ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 2,921 $225K 0.01% -123 13F-HR Timeline Group Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 2,910 $224K 0.11% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,892 $223K <0.01% -455 13F-HR Timeline Group JM2 Capital Inc. More: the full row for JM2 Capital Inc. 2,888 $223K 0.18% -14 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 2,879 $222K 0.03% +74 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 2,859 $220K 0.08% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,850 $220K 0.04% +280 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 2,840 $219K 0.25% -321 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 2,820 $217K 0.08% +1 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,814 $217K 0.01% -174 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 2,806 $216K 0.02% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 2,800 $216K 0.01% -2,319 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 2,798 $216K 0.04% +83 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,792 $215K 0.01% -2,479 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 2,787 $215K 0.18% -286 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 2,783 $214K <0.01% +6 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 2,774 $214K 0.02% -59 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 2,770 $214K 0.1% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,767 $213K <0.01% +1,701 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 2,767 $213K 0.11% -50 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 2,765 $213K 0.15% 0 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 2,758 $213K <0.01% +237 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 2,759 $213K 0.01% +447 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 2,746 $212K 0 Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 2,742 $211K 0.06% 0 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 2,717 $209K 0.03% new 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 2,710 $209K 0.15% 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 2,698 $208K 0.17% -666 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,692 $207K 0.01% -3 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,686 $207K 0.03% +1,632 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 2,685 $207K 0.19% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,684 $207K <0.01% -361 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 2,670 $206K 0.1% 0 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 2,666 $205K 0.08% 13F-HR/A Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,663 $205K <0.01% -360 13F-HR Timeline Group Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 2,654 $205K 0.02% -30 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 2,650 $204K 0.02% -262 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 2,650 $204K 0.04% 0 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 2,649 $204K 0.06% 0 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 2,640 $203K 0.03% 0 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 2,639 $203K 0.07% -53 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 2,639 $203K 0.06% -1,661 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 2,627 $202K <0.01% 0 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 2,623 $202K 0.11% -14,841 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,618 $202K 0.01% -2,288 13F-HR/A Timeline Group Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 2,617 $202K 0.12% 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 2,609 $201K 0.13% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,555 $197K <0.01% -726 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 2,533 $195K 0.05% -104 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 2,438 $188K 0.02% -473 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 2,377 $183K 0.01% +77 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 2,370 $183K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,276 $175K <0.01% -454 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 2,272 $175K 0.02% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 2,268 $175K <0.01% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 2,230 $172K <0.01% -53,265 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 2,237 $171K <0.01% +69 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,128 $162K 0.01% -167 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 2,080 $160K 0.04% new 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 1,822 $159K 0.12% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,048 $159K 0.01% -113 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,969 $152K 0.01% -114 13F-HR Timeline Ninety One North America, Inc. More: the full row for Ninety One North America, Inc. 1,969 $152K 0.01% -1,153 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,991 $151K <0.01% +313 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,953 $151K 0.01% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,896 $146K 0.01% +101 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1,850 $143K <0.01% 0 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,816 $140K 0.01% +451 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,777 $137K <0.01% new 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 1,713 $133K 0.1% +80 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,712 $132K 0.01% +680 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,712 $132K 0.15% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,660 $128K 0.01% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 1,652 $127K <0.01% +1,243 13F-HR Timeline Trust Co More: the full row for Trust Co 1,625 $125K 0.01% 0 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,611 $124K 0.01% new 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 1,610 $124K 0.02% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,605 $124K 0.01% +254 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,591 $123K 0.01% -237 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,584 $122K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,578 $122K 0.03% -12 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,541 $119K 0.04% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 1,526 $118K 0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,475 $114K 0.01% -71 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,468 $113K 0.03% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,452 $112K 0.02% +2 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,366 $105K 0.01% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 1,357 $105K 0.03% -50 13F-HR/A Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 1,350 $104K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,323 $102K 0.01% -145 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,293 $99.7K 0.06% +8 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 1,290 $99K 0.01% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 1,261 $97.2K 0.03% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,254 $96.7K <0.01% +926 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,214 $93.6K 0.01% +1 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,208 $93.1K 0.01% -25 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,146 $88.3K 0.01% -357 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,141 $87.9K 0.04% -125 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,135 $87.5K 0.01% -125 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,122 $86.5K 0.01% -316 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 1,112 $85.7K 0.06% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 1,108 $85K 0.07% -5 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,101 $84.9K 0.01% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,071 $82.9K 0.05% -94 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 1,062 $81.9K 0.03% +25 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 1,041 $80.2K 0.02% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,025 $79K 0.02% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1,011 $77.9K 0.02% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 1,008 $77.7K 0.08% -1 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 989 $77K <0.01% 0 13F-HR Timeline Group Estabrook Capital Management More: the full row for Estabrook Capital Management 982 $75.7K 0.01% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 972 $74.9K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 912 $70.3K <0.01% -543 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 903 $69.6K 0.01% -55 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 901 $69.5K 0.01% -336 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 895 $69K 0.01% -10 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 855 $65.9K <0.01% -577 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 847 $65K 0.01% -150 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 822 $64K 0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 822 $63.4K 0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 822 $63.4K 0.04% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 820 $63.2K 0.02% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 805 $62.1K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 778 $60K <0.01% +73 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 771 $59.7K 0.01% +692 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 760 $58.6K <0.01% +33 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 760 $58.6K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 750 $57.8K 0.02% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 750 $57.8K 0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 741 $57.1K 0.02% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 733 $56.5K 0.02% +5 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 726 $56K 0.04% -716 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 716 $55.2K 0.03% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 710 $54.8K <0.01% -588 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 724 $54.7K 0.03% 0 13F-HR Timeline OAKMONT Corp More: the full row for OAKMONT Corp 705 $54.3K 0.01% 0 13F-HR/A Timeline Financial Life Planners More: the full row for Financial Life Planners 703 $54.2K 0.04% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 702 $54.1K 0.02% -67 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 678 $52.3K <0.01% -34 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 676 $52.1K 0.02% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 668 $51.5K <0.01% -7 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 650 $50.1K 0.02% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 648 $49.9K 0.01% +28 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 635 $48.9K 0.01% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 635 $48.9K 0.01% +260 13F-HR Timeline City State Bank More: the full row for City State Bank 624 $48.1K 0.01% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 622 $47.9K 0.03% +21 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 620 $47.8K 0.02% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 620 $47.8K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 619 $47.7K 0.02% new 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 600 $46.2K 0.01% -500 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 597 $46K <0.01% +29 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 595 $45.9K 0.02% 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 579 $44.6K 0.01% -1,000 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 578 $44.6K 0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 575 $44.3K <0.01% +90 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 550 $42.4K 0.03% -200 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 550 $42.4K 0.01% -3 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 536 $41.5K 0.01% new 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 538 $41.5K 0.02% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 528 $40.9K 0.02% -10 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 520 $40.1K 0.03% -75 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 511 $39.4K 0.01% +9 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 500 $38.5K <0.01% -335 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 500 $38.5K 0.04% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 500 $38.5K 0.01% -18 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 492 $37.9K <0.01% +204 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 484 $37.3K <0.01% +139 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 477 $36.8K <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 475 $36.6K 0.02% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 473 $36.5K 0.02% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 368 $36.4K 0.02% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 462 $36K <0.01% -8 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 466 $35.9K 0.01% +2 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 421 $32.5K <0.01% -142 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 408 $31.4K 0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 401 $30.9K <0.01% -410 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 400 $30.8K 0.03% -14 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 400 $30.8K 0.03% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 396 $30.5K 0.05% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 396 $30.5K <0.01% +1 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 387 $29.8K <0.01% -10 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 377 $29.1K 0.01% -51 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 375 $28.9K 0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 374 $28.8K <0.01% -25 13F-HR Timeline