FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 10,202 $274K 0.04% -990 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 10,192 $274K 0.1% new 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 10,125 $272K 0.07% -358 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 9,989 $268K 0.36% new 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 9,913 $266K <0.01% new 13F-HR Timeline Group Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 9,737 $261K 0.11% new 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 9,625 $258K 0.15% -2,410 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 9,301 $250K 0.25% -263 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 9,195 $247K 0.01% -134 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 9,167 $246K 0.01% -2,320 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 9,037 $243K 0.06% +9,003 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 9,024 $242K 0.02% +2 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 8,774 $235K 0.01% new 13F-HR Timeline Group Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 8,505 $228K 0.07% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 8,502 $227K <0.01% -8,678 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 8,401 $225K 0.03% new 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 8,325 $223K 0.16% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 8,320 $223K 0.02% +713 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 8,284 $222K 0.1% -6,265 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 8,143 $219K <0.01% -291 13F-HR/A Timeline Group BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 8,058 $216K 0.06% 0 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 7,788 $209K 0.02% new 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 7,743 $208K 0.05% -621 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 7,635 $205K 0.02% -13 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 7,396 $199K 0.07% -19,394 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 7,197 $193K 0.01% new 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 5,999 $161K 0.1% -28 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,574 $150K <0.01% +2,086 13F-HR Timeline Group Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 5,500 $148K 0.11% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 4,832 $130K 0.03% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 4,195 $113K <0.01% +2,283 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 4,112 $110K 0.01% +3,997 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,985 $107K <0.01% new 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 3,800 $102K 0.01% new 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 3,277 $88K 0.02% new 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 3,131 $84K -634 Timeline EASTERN BANK More: the full row for EASTERN BANK 2,511 $67.4K <0.01% 0 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 2,500 $67.1K 0.03% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,394 $64.3K 0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 2,265 $60.8K 0.02% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 2,203 $59.1K 0.01% -795 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,000 $53.7K <0.01% -3,771 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 1,908 $51.2K 0.05% -26 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 1,500 $40.3K 0.02% -501 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 1,349 $36.2K 0.01% 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,177 $31.6K <0.01% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,134 $30.4K 0.01% -478 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 783 $21K 0.01% new 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 696 $18.7K <0.01% +1 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 670 $18K <0.01% +652 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 641 $17.2K <0.01% -789 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 585 $15.7K 0.01% -481 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 578 $15.5K <0.01% +7 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 483 $13K <0.01% 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 479 $12.9K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 458 $12.3K <0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 393 $10.5K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 392 $10.5K <0.01% -15 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 200 $5.37K <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 126 $3.38K <0.01% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 86 $2.31K <0.01% new 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 75 $2.01K <0.01% -10 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 65 $1.75K <0.01% new 13F-HR Timeline Group MOTCO More: the full row for MOTCO 52 $1.4K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 23 $617 <0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 20 $537 <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 12 $322 <0.01% 0 13F-HR Timeline