FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 6,490 $309K 0.05% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 6,488 $309K 0.01% -116 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 6,474 $308K <0.01% new 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 6,465 $308K <0.01% +1,373 13F-HR Timeline Group HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 6,451 $307K 0.11% -1,199 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 6,382 $306K 0.01% +1,675 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 6,396 $305K 0.04% 0 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 6,308 $300K 0.16% 0 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 6,270 $299K 0.21% 0 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 6,383 $297K 0.01% 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 6,216 $296K 0.01% -269 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 6,198 $295K 0.04% -1,535 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 6,150 $293K 0.09% 0 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 6,125 $292K 0.09% 0 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 6,096 $290K 0.2% +171 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 6,086 $290K 0.03% +2 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 6,059 $289K 0.05% 0 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 6,044 $288K 0.03% -4,056 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 6,038 $288K <0.01% +434 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 6,024 $287K 0.16% +315 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 5,861 $279K 0.02% +14 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,817 $277K <0.01% +1,394 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 5,825 $277K 0.1% +7 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 5,691 $271K 0.02% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 5,566 $266K 0.01% -67 13F-HR/A Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 5,567 $265K 0.01% -902 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 5,562 $265K 0.01% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 5,510 $262K <0.01% -29 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 5,495 $262K 0.06% new 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 5,481 $261K 0.01% -1,904 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 5,463 $260K 0.1% +29 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 5,452 $260K <0.01% +37 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 5,401 $257K 0.02% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 5,400 $257K 0.03% 0 13F-HR Timeline Group IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 5,366 $256K 0.17% -32 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 5,360 $255K 0.06% +10 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 5,223 $249K 0.01% +1,117 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 5,200 $248K 0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 5,170 $246K 0.12% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 5,118 $244K 0.01% new 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 5,099 $243K 0.09% new 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 5,082 $242K 0.03% -137 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 5,018 $239K 0.11% +384 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 5,015 $239K 0.11% 0 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 5,006 $238K 0.09% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 5,001 $238K 0.01% +101 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 5,000 $238K <0.01% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 4,986 $238K 0.03% +105 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 4,980 $237K 0.03% -75 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 4,974 $237K 0.01% +363 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 4,872 $232K 0.01% -1,519 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 4,811 $229K 0.03% -140 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 4,800 $229K 0.05% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 4,796 $228K 0.01% 0 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 4,784 $228K 0.15% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 4,775 $227K 0.02% new 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 4,745 $226K 0.06% +9 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 4,743 $226K 0.05% +120 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 4,722 $225K 0.12% 0 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 4,668 $224K 0.16% new 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 4,702 $224K 0.02% new 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 4,691 $223K 0.17% new 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 4,670 $222K 0.02% new 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 4,655 $222K 0.01% 0 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 4,600 $219K 0.16% new 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 4,570 $218K 0.08% -700 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 4,565 $217K 0.18% -3,765 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 4,534 $216K 0.02% new 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 4,500 $214K <0.01% -1,700 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 4,497 $214K 0.03% new 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 4,486 $214K 0.01% -1,422 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 4,481 $213K 0.01% new 13F-HR Timeline Group City Center Advisors, LLC More: the full row for City Center Advisors, LLC 4,476 $213K 0.21% new 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 4,470 $213K 0.01% new 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 4,429 $211K 0.13% -200 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 4,424 $211K <0.01% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 4,420 $211K 0.02% new 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 4,330 $206K 0.03% new 13F-HR Timeline Envision Financial LLC More: the full row for Envision Financial LLC 4,325 $206K 0.12% -8,393 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 4,231 $202K 0.01% new 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 4,224 $201K 0.14% new 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 4,000 $191K 0.06% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 4,000 $191K 0.15% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,752 $179K 0.01% +555 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 3,749 $179K 0.06% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 3,700 $176K 0.03% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 3,465 $165K 0.05% -273 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 3,400 $162K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,328 $159K 0.02% -295 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,237 $154K 0.01% -2,689 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 3,026 $145K 0.02% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,033 $144K <0.01% -131 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 3,000 $143K <0.01% 0 13F-HR/A Timeline Group FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 2,996 $143K 0.04% -895 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,995 $143K <0.01% -132 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,811 $134K <0.01% -348 13F-HR Timeline Group EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 2,785 $133K <0.01% 0 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 2,692 $128K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,562 $122K 0.01% -350 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 2,545 $121K 0.04% 0 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 2,500 $119K 0.03% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 2,443 $116K 0.02% -480 13F-HR Timeline Group EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 2,443 $116K 0.12% 0 13F-HR/A Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2,320 $111K 0.02% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 2,205 $105K 0.02% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,095 $99.8K <0.01% +202 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,042 $97.3K 0.01% +707 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1,943 $92.5K 0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,911 $91K 0.01% +550 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 1,880 $89.5K 0.02% 0 13F-HR Timeline Group Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 1,841 $87.7K 0.03% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,825 $87K 0.01% -28 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,692 $80.6K <0.01% -887 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,671 $79.6K 0.01% +1,000 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,632 $77.7K <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 1,617 $77K 0.04% -124,780 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 1,565 $74.5K 0.02% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 1,500 $71.4K 0.04% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,400 $66.7K 0.03% +600 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 1,313 $62.5K 0.02% 0 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 1,300 $61.9K <0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,221 $58.2K 0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,197 $57K 0.02% +3 13F-HR/A Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,182 $56.3K 0.02% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,157 $55K <0.01% 0 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,133 $54K <0.01% +624 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,094 $52.1K <0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,014 $48.3K 0.01% +837 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 959 $45.7K 0.01% 0 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 940 $45K 0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 891 $42.4K 0.02% 0 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 858 $41K <0.01% -581 13F-HR Timeline Group Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 850 $40.5K 0.01% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 833 $39.7K <0.01% +183 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 827 $39K <0.01% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 810 $38.6K 0.02% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 800 $38.1K <0.01% -3,604 13F-HR/A Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 800 $38.1K 0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 800 $38.1K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 767 $36.8K <0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 769 $36.6K <0.01% -4,073 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 768 $36.6K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 762 $36.3K 0.01% -65 13F-HR Timeline MOTCO More: the full row for MOTCO 716 $34.1K <0.01% new 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 700 $33.3K 0.03% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 675 $32.1K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 670 $31.9K <0.01% -53 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 610 $29.1K 0.01% -739 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 572 $27.3K <0.01% -30 13F-HR Timeline Group Operose Advisors LLC More: the full row for Operose Advisors LLC 545 $26K 0.01% 0 13F-HR Timeline MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 545 $26K 0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 538 $25.6K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 532 $25.3K <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 516 $24.6K 0.01% +1 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 515 $24.5K 0.01% +2 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 507 $24.1K <0.01% new 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 500 $23.8K 0.07% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 462 $22K 0.02% +3 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 446 $21.2K 0.01% +1 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 432 $20.6K <0.01% -48 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 429 $20.4K 0.01% -137 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 420 $20K <0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 411 $19.3K 0.03% 13F-HR/A Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 334 $15.9K <0.01% 0 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 325 $15.5K <0.01% +315 13F-HR Timeline Group Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 323 $15.4K <0.01% +1 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 280 $13.3K <0.01% +24 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 275 $13.1K <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 273 $13K <0.01% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 248 $11.8K <0.01% +68 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 240 $11.4K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 235 $11.2K 0.01% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 228 $10.9K <0.01% -245 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 219 $10.4K 0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 210 $10K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 204 $9.76K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 203 $9.67K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 200 $9.55K <0.01% new 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 200 $9.53K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 195 $9.29K <0.01% 0 13F-HR/A Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 191 $9K <0.01% +169 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 174 $8.29K <0.01% +68 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 154 $7.31K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 150 $7.17K <0.01% -80 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 150 $7.14K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PFS Partners, LLC More: the full row for PFS Partners, LLC 145 $6.91K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 100 $4.76K <0.01% -329 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 95 $4.53K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 88 $4.19K <0.01% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 83 $3.95K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 76 $3.62K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 76 $3.62K <0.01% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 67 $3.19K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 62 $2.95K <0.01% 0 13F-HR Timeline Group BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 59 $2.81K <0.01% -241 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 56 $2.66K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 50 $2.38K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 50 $2.38K <0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 43 $2.05K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 41 $1.95K <0.01% 0 13F-HR Timeline