EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 3,568 $339K 0.17% -429 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 3,507 $333K 0.12% +3,500 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 3,500 $332K 0.07% -2,250 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 3,445 $327K 0.02% +33 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 3,429 $326K 0.06% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,351 $318K 0.03% +239 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 3,306 $314K 0.03% +1,003 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 3,299 $313K 0.06% +916 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,279 $311K 0.02% +94 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 3,258 $309K 0.05% +3,148 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 3,414 $309K 0.03% -868 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 3,250 $309K 0.2% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,237 $307K 0.03% -243 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 3,228 $305K 0.35% -400 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,203 $304K 0.01% +700 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,200 $304K 0.03% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 3,176 $301K 0.01% -73 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 3,176 $301K 0.01% +6 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 3,170 $301K -10,414 Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,170 $301K <0.01% +211 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 3,150 $299K 0.01% 0 13F-HR Timeline Catalyst Investment Management LLC More: the full row for Catalyst Investment Management LLC 3,149 $299K 0.27% 0 13F-HR Timeline SPROTT INC. More: the full row for SPROTT INC. 3,147 $299K 0.01% -200 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 3,139 $298K 0.03% +190 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,130 $297K <0.01% -267 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,129 $297K 0.03% +89 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 3,116 $296K 0.04% +747 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 3,098 $294K 0.01% new 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 3,090 $293K 0.04% +3 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 3,059 $290K 0.06% -5,841 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,020 $287K 0.01% +580 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 3,010 $286K 0.04% +117 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 3,006 $285K 0.03% -109 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 3,000 $285K <0.01% 0 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 3,000 $285K <0.01% 0 13F-HR Timeline Group VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 3,000 $285K 0.03% -1,000 13F-HR Timeline Solitude Financial Services More: the full row for Solitude Financial Services 3,000 $285K 0.08% -1,100 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 2,935 $279K 0.01% -1,247 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 2,916 $277K 0.08% -223 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 2,910 $276K <0.01% new 13F-HR Timeline Group WILLIAM JOHN SEMPOLINSKI More: the full row for WILLIAM JOHN SEMPOLINSKI 2,901 $275K 0.11% 0 13F-HR Timeline BLUEFIN CAPITAL MANAGEMENT, LLC More: the full row for BLUEFIN CAPITAL MANAGEMENT, LLC 2,900 $275K 0.08% -7,400 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 2,900 $275K 0.05% 0 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 2,889 $274K 0.15% +6 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,882 $274K <0.01% new 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 2,878 $273K 0.03% +266 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 2,880 $273K 0.1% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,875 $273K 0.02% 0 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 2,874 $273K 0.04% +9 13F-HR Timeline Samara Investment Management, LLC More: the full row for Samara Investment Management, LLC 2,850 $271K 0.25% -44 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,845 $270K 0.02% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,839 $270K 0.04% +19 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 3,500 $268K 0.1% 0 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 2,800 $266K 0.02% -150 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 2,798 $266K 0.01% +514 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,787 $265K 0.01% new 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 2,767 $263K 0.03% -2 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 2,764 $262K 0.03% +61 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 2,750 $261K 0.05% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,742 $260K 0.01% +695 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 2,741 $260K 0.01% -1,214 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 2,724 $259K 0.17% +65 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 2,720 $258K 0.04% +127 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 2,709 $257K <0.01% 0 13F-HR Timeline Group National Philanthropic Trust More: the full row for National Philanthropic Trust 2,700 $256K <0.01% 0 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 2,677 $254K 0.05% -41 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 2,655 $252K 0.05% +100 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,654 $252K <0.01% +2,398 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 2,650 $252K 0.05% new 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 2,625 $249K 0.02% 0 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,624 $249K <0.01% +420 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 2,618 $249K 0.13% new 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 2,614 $248K 0.07% +365 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 2,610 $248K 0.11% +1 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 2,602 $247K 0.02% +32 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 2,600 $247K 0.1% 0 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 2,596 $246K <0.01% 0 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 2,586 $245K 0.05% +35 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 2,586 $245K 0.1% -12 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 2,665 $244K 0.02% +422 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 2,530 $240K 0.01% -11 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 2,528 $240K 0.04% -95 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 2,898 $239K <0.01% 0 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 2,502 $238K 0.12% +26 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 2,500 $237K 0.01% +81 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 2,457 $233K <0.01% +10 13F-HR Timeline Group XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 2,456 $233K 0.11% +224 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 2,452 $233K 0.08% new 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,428 $230K <0.01% new 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 2,443 $230K 0.01% -104 13F-HR Timeline Group RMR Wealth Builders More: the full row for RMR Wealth Builders 2,422 $230K 0.01% +37 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 2,418 $230K 0.05% +53 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 2,410 $229K <0.01% 0 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 2,405 $228K 0.04% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,405 $228K 0.01% -918 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,400 $228K 0.02% 0 13F-HR Timeline Group Capital International Investors in group Capital International Investo… More: the full row for Capital International Investors 2,410 $227K <0.01% -2,201 13F-HR Timeline Group Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 2,392 $227K 0.02% -106 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 2,389 $227K 0.01% new 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 2,368 $225K 0.04% 0 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 2,362 $224K 0.13% +109 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 2,355 $224K 0.02% 0 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 2,355 $224K <0.01% new 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 2,345 $223K 0.06% new 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 2,330 $221K 0.04% -36 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 2,313 $220K 0.06% +24 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 2,300 $218K 0.08% 0 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 2,296 $218K 0.07% new 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 2,284 $217K 0.01% 0 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 2,274 $216K 0.02% new 13F-HR Timeline Group FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 2,238 $212K <0.01% 0 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 2,228 $211K 0.02% -7 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,218 $211K <0.01% +3 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 2,300 $208K 0.01% -380 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 2,183 $207K <0.01% -9,636 13F-HR Timeline Corecam Pte. Ltd. More: the full row for Corecam Pte. Ltd. 2,180 $207K 0.08% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 2,177 $207K 0.02% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,127 $202K 0.01% -218 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 2,247 $202K 0.09% +2 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 2,107 $200K 0.06% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,961 $186K 0.04% +27 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 1,950 $185K 0.09% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,918 $182K 0.02% +273 13F-HR Timeline Group Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 1,864 $177K 0.12% -8,609 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,842 $175K 0.03% +570 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,824 $173K 0.01% +48 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,820 $173K 0.01% -93 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,802 $171K 0.04% 0 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 1,800 $171K 0.11% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,651 $157K 0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,650 $157K <0.01% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,626 $154K 0.05% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,601 $152K 0.05% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 1,581 $150K 0.09% +5 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 1,527 $145K <0.01% +230 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,500 $142K 0.04% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,436 $136K -873 Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,387 $132K 0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,372 $130K 0.08% -290 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 1,343 $127K 0.03% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,340 $127K 0.05% +467 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,332 $126K <0.01% -666 13F-HR/A Timeline State of Wyoming More: the full row for State of Wyoming 1,308 $124K 0.01% -250 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,295 $123K <0.01% +110 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,292 $123K 0.02% -166 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 1,200 $114K 0.04% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,200 $114K 0.01% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 1,325 $111K <0.01% +460 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,146 $109K 0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 1,133 $108K 0.08% +51 13F-HR/A Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,121 $106K <0.01% +61 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 1,117 $106K 0.03% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,113 $106K 0.01% -4 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,030 $97.8K 0.01% -319 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 1,000 $94.9K 0.07% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 981 $93.1K <0.01% -125 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 970 $92.1K <0.01% +5 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 956 $90.8K 0.01% -14 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 928 $88.1K <0.01% -311 13F-HR Timeline Group Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 922 $87.6K 0.02% new 13F-HR Timeline Zurcher Kantonalbank (Zurich Cantonalba… More: the full row for Zurcher Kantonalbank (Zurich Cantonalbank) 909 $86.3K <0.01% -19 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 900 $85.4K <0.01% 0 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 801 $76K 0.01% -1,500 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 794 $74.1K 0.01% -179 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 754 $71.6K 0.02% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 749 $71.1K <0.01% -4 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 746 $70K <0.01% +91 13F-HR Timeline Group Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 733 $69.6K 0.02% +251 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 713 $67.7K 0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 695 $66K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BFSG, LLC More: the full row for BFSG, LLC 658 $62.5K 0.01% -15 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 655 $62.2K 0.01% -72 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 638 $61K 0.02% +9 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 630 $59.8K 0.01% +4 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 628 $59.6K 0.03% new 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 627 $59.5K 0.01% +400 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 615 $58.4K 0.01% -2 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 600 $57K 0.02% 0 13F-HR Timeline BAILLIE GIFFORD & CO in group BAILLIE GIFFORD & CO More: the full row for BAILLIE GIFFORD & CO 524 $49.7K <0.01% -66 13F-HR Timeline Group Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 524 $49.7K 0.03% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 510 $48.4K 0.01% +57 13F-HR Timeline NANO CAP NEW MILLENNIUM GROWTH FUND L P More: the full row for NANO CAP NEW MILLENNIUM GROWTH FUND L P 500 $47.5K 0.04% -1,750 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 500 $47.5K 0.01% new 13F-HR/A Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 500 $47.5K 0.18% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 500 $47.5K 0.03% 0 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 477 $45.3K 0.02% new 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 465 $44.2K 0.01% +84 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 460 $43.7K <0.01% 0 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 460 $43.7K 0.01% -155 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 454 $43.1K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 453 $43K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 452 $42.9K <0.01% +158 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 449 $42.6K 0.01% +6 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 429 $40.7K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 425 $40.3K 0.01% +421 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 416 $39.5K 0.02% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 400 $38K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 400 $38K 0.01% 0 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 400 $38K 0.02% new 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 400 $38K 0.01% new 13F-HR Timeline