Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 4,000 $235K 0.07% 0 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 3,893 $230K 0.01% -507 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 3,845 $227K 0.03% new 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 3,829 $226K 0.01% new 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 3,817 $225K 0.11% new 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 3,926 $225K <0.01% new 13F-HR Timeline Group Garde Capital, Inc. More: the full row for Garde Capital, Inc. 3,800 $224K 0.01% new 13F-HR Timeline BEACON HILL WEALTH MANAGEMENT LTD. More: the full row for BEACON HILL WEALTH MANAGEMENT LTD. 3,800 $224K 0.16% 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,794 $224K <0.01% -175 13F-HR Timeline Security National Bank More: the full row for Security National Bank 3,790 $223K 0.03% 0 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 3,782 $223K 0.01% new 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 3,769 $222K 0.04% -45 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 3,750 $221K 0.07% 0 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 3,715 $219K 0.03% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,712 $219K 0.03% -375 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 3,700 $218K 0.03% new 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 3,838 $218K 0.03% new 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 3,665 $216K 0.03% new 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 3,665 $216K <0.01% new 13F-HR Timeline Group Peoples Bank/KS More: the full row for Peoples Bank/KS 3,655 $215K 0.21% -395 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 3,639 $214K 0.02% new 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 3,621 $214K 0.04% new 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 3,625 $214K 0.13% -1,374 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 3,620 $213K 0.04% new 13F-HR Timeline Three Cord True Wealth Management, LLC More: the full row for Three Cord True Wealth Management, LLC 3,568 $210K 0.1% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 3,510 $207K 0.14% new 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 3,657 $206K 0.03% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 3,490 $206K 0.02% new 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 3,488 $206K <0.01% new 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 3,488 $205K 0.04% new 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 3,475 $205K 0.07% new 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 3,596 $204K 0.07% new 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 3,434 $202K <0.01% new 13F-HR Timeline Group Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 3,651 $201K 0.01% new 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 3,403 $201K 0.02% new 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 3,397 $200K 0.03% new 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 3,400 $200K 0.02% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 3,375 $199K 0.04% +110 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 3,000 $177K 0.01% 0 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 2,684 $158K 0.06% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 2,618 $154K 0.02% new 13F-HR Timeline Group FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 2,545 $150K 0.03% 0 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 2,504 $148K 0.09% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 2,500 $147K <0.01% -2,534 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 2,500 $147K 0.04% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 2,468 $145K 0.09% +25 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,450 $144K 0.01% -550 13F-HR Timeline Anchor Bay Capital, Inc. More: the full row for Anchor Bay Capital, Inc. 2,352 $137K 0.07% 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2,290 $135K 0.02% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,250 $133K 0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2,244 $132K 0.02% -126 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 2,205 $130K 0.02% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 2,052 $121K 0.02% +236 13F-HR Timeline REICON WEALTH ADVISORS, LLC More: the full row for REICON WEALTH ADVISORS, LLC 1,950 $115K 0.07% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1,943 $114K 0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,884 $111K <0.01% 0 13F-HR Timeline Group BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 1,880 $111K 0.03% 0 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,874 $110K <0.01% +1,203 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 1,849 $109K 0.11% new 13F-HR Timeline 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 1,844 $109K <0.01% +1,834 13F-HR Timeline Group Markowski Investments More: the full row for Markowski Investments 1,750 $103K 0.02% 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,718 $101K 0.02% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,692 $99.7K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,617 $95.3K <0.01% 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,600 $94.3K 0.03% +1,300 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,585 $93.4K <0.01% -35 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 1,565 $92.2K 0.03% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,290 $76K 0.01% -367 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 1,270 $74.8K 0.02% -10,801 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,221 $71.9K 0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,205 $71K 0.02% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,156 $68.1K 0.03% +49 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,157 $68K <0.01% 0 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,098 $64.7K <0.01% 0 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 1,056 $62.2K 0.04% +500 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 1,093 $61.3K 0.04% 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,019 $60K 0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,014 $59.7K 0.01% -65 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,007 $59.3K 0.02% -175 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 1,005 $59.2K 0.02% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,000 $58.9K <0.01% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 984 $58K 0.01% -29 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 951 $56K 0.01% +875 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 925 $54.5K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 891 $52.5K 0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 891 $52.5K 0.02% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 865 $51K 0.04% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 807 $47.6K <0.01% +235 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 800 $47.1K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 800 $47.1K 0.02% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 800 $47.1K 0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 787 $46.4K 0.04% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 776 $45.7K 0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 767 $45.2K 0.01% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 759 $44.7K 0.03% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 758 $44.7K <0.01% new 13F-HR Timeline NBH Bank More: the full row for NBH Bank 750 $44.2K 0.02% 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 740 $43.6K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 744 $42.9K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 717 $42.2K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 707 $41.7K 0.01% new 13F-HR Timeline MOTCO More: the full row for MOTCO 696 $41K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 693 $40.8K 0.01% +173 13F-HR/A Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 688 $40.5K 0.02% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 619 $36.5K 0.01% new 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 619 $36.4K <0.01% +81 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 618 $36.4K 0.02% +100 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 607 $35.8K 0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 604 $35.6K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 600 $35.4K <0.01% new 13F-HR Timeline Regatta Research & Money Management More: the full row for Regatta Research & Money Management 592 $34.9K 0.03% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 588 $34.6K <0.01% -63 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 570 $33.6K <0.01% 0 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 570 $33.6K 0.01% new 13F-HR Timeline MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 545 $32.2K 0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 545 $32.1K 0.01% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 537 $32K <0.01% 0 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 650 $31K 0.01% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 509 $30K <0.01% -624 13F-HR Timeline Group CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 500 $29.5K 0.07% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 486 $28.6K <0.01% 0 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 472 $27.7K <0.01% 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 470 $27.7K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 466 $27.5K <0.01% +172 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 450 $26.5K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 448 $26.4K 0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 420 $24.8K <0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 414 $24.4K 0.03% -200 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 400 $23.6K <0.01% -271 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 357 $21K 0.02% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 348 $20.5K 0.01% +19 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 334 $19.7K 0.01% 0 13F-HR Timeline Burnham & Co LLC More: the full row for Burnham & Co LLC 300 $17.7K 0.01% 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 298 $17.6K <0.01% +3 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 294 $17.4K 0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 273 $16.1K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 271 $16K <0.01% -4 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 262 $15.4K 0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 252 $14.9K <0.01% -176 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 250 $14.7K <0.01% 0 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 248 $14.6K <0.01% +13 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 235 $13.8K <0.01% +10 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 227 $13.4K <0.01% new 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 226 $13.3K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 219 $12.9K 0.01% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 215 $12.7K 0.01% new 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 209 $12.3K 0.01% 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 206 $12.1K 0.01% 0 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 206 $12.1K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 203 $12K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 203 $12K <0.01% -5 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 206 $11.9K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 202 $11.9K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 200 $11.8K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 200 $11.8K <0.01% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 200 $11.8K 0.01% +100 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 199 $11.7K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 206 $11.7K <0.01% -28 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 195 $11.5K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 189 $11.2K <0.01% +139 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 182 $10.7K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 154 $9.07K <0.01% new 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 155 $9.06K <0.01% new 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 150 $8.84K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 144 $8K <0.01% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 140 $8K <0.01% new 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 120 $7.07K <0.01% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 119 $7.01K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 120 $7K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 110 $6.48K <0.01% 0 13F-HR/A Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 106 $6.25K <0.01% new 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 105 $6.19K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 100 $5.89K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 95 $5.6K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 94 $5.54K <0.01% new 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 89 $5.24K <0.01% new 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 88 $5.18K <0.01% -88 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 80 $4.71K <0.01% 0 13F-HR Timeline Harborfront Financial Group LLC More: the full row for Harborfront Financial Group LLC 79 $4.66K 0.02% 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 76 $4.49K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 76 $4.48K <0.01% 0 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 70 $4.12K <0.01% new 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 70 $4.12K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 68 $4.01K <0.01% +5 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 63 $3.71K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 55 $3.24K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 53 $3.12K <0.01% new 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 50 $2.95K <0.01% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 44 $2.59K <0.01% -44 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 43 $2.53K <0.01% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 35 $2.06K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 30 $1.77K <0.01% -30 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 26 $1.53K <0.01% 0 13F-HR/A Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 25 $1.47K <0.01% new 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 24 $1.41K <0.01% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 23 $1.36K <0.01% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 23 $1.36K <0.01% -158 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 20 $1.17K <0.01% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 18 $1.05K <0.01% new 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 15 $884 <0.01% new 13F-HR Timeline