Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 5,257 $1.15M 0.57% 0 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 5,215 $1.14M 0.29% 0 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 5,203 $1.14M 0.05% -54,983 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 5,170 $1.13M 0.01% +550 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 5,150 $1.13M 0.06% +46 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 5,144 $1.13M 0.02% -40 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 5,051 $1.11M 0.01% +3 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 5,039 $1.1M 0.02% -57 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 5,025 $1.1M 0.43% -225 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 4,973 $1.09M 0.03% -332 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 4,969 $1.09M 0.19% +397 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 4,908 $1.08M 0.02% -207 13F-HR Timeline Group Rithm Capital Corp. More: the full row for Rithm Capital Corp. 4,800 $1.05M 1.56% +2,300 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 4,791 $1.05M 0.01% new 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 4,758 $1.04M 0.41% -24 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 4,665 $1.02M 1.17% 0 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 4,658 $1.02M <0.01% -321 13F-HR Timeline Group HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 4,600 $1.01M 0.13% -200 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 4,600 $1.01M 0.4% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 4,578 $1M 0.03% +120 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,557 $998K 0.02% +212 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 4,545 $995K 0.02% +1,326 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 4,530 $992K -278 Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,505 $987K 0.02% -10 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,480 $981K 0.03% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,473 $980K 0.14% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 4,438 $972K 0.01% +942 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 4,490 $951K 0.13% +2,220 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 4,301 $942K 0.03% -337 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 4,285 $939K 0.01% +174 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,259 $933K 0.01% -196 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 4,242 $929K 0.28% +2,812 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,239 $929K 0.02% +244 13F-HR/A Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 4,236 $928K 0.18% +1 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 4,230 $926K 0.02% -132 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,177 $926K 0.03% -128 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,198 $919K 0.08% -536 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,177 $915K 0.09% +12 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,176 $915K 0.06% -744 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 4,172 $914K 0.06% -20,408 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 4,189 $907K 0.25% -35 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 4,124 $903K 0.02% +1,947 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 4,425 $901K 0.36% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,109 $900K 0.05% +157 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 4,097 $899K 0.05% +4 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 4,102 $898K 0.03% +1,795 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 4,036 $884K 0.18% +75 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 4,034 $884K 0.1% +98 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 4,012 $879K 0.02% +8 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 4,000 $876K 0.23% -1,500 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 3,957 $867K 0.04% +89 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 3,921 $859K 0.01% +212 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,909 $856K 0.02% -1,109 13F-HR Timeline SL ADVISORS, LLC More: the full row for SL ADVISORS, LLC 3,892 $852K 1.44% -48 13F-HR Timeline RWC Asset Management LLP in group RWC ASSET ADVISORS (US) LLC More: the full row for RWC Asset Management LLP 3,882 $850K 0.04% +1,500 13F-HR Timeline Group Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 3,839 $841K 0.06% +1,082 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,837 $840K 0.01% +44 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,767 $825K 0.01% -420 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 3,733 $818K 0.01% +39 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,730 $817K 0.06% +403 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 3,720 $815K 0.08% 0 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 3,656 $801K 0.33% 0 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 3,617 $792K 0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,613 $791K <0.01% +1,246 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 3,596 $788K 0.52% -68 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,523 $772K 0.05% +63 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,510 $769K 0.04% +2,382 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,460 $758K 0.04% +332 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $754K 0.33% 0 13F-HR Timeline Amount filed as zero, left out of ratios. GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 3,410 $747K 0.01% +1,457 13F-HR Timeline Group FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 3,354 $744K 0.13% +2,038 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 3,387 $742K 0.03% +1,287 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,362 $736K 0.02% +541 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 3,361 $736K 0.57% +74 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 3,357 $735K 0.16% 0 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 3,311 $725K 0.64% -7,126 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 3,305 $724K 0.45% +9 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 3,301 $723K 0.01% -4,553 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 3,300 $723K 0.09% -166 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 3,295 $722K 0.01% +148 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,529 $719K 0.07% -385 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 3,273 $717K 0.36% -5 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 3,264 $715K 0.04% +16 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 3,254 $713K 0.01% -2,740 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 3,252 $712K 0.2% -1,426 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 3,196 $700K 0.04% +484 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 3,367 $694K 0.14% +15 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 3,153 $691K 0.11% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,144 $689K 0.04% +629 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,136 $687K 0.04% -618 13F-HR Timeline TritonPoint Partners, LLC in group TritonPoint Partners, LLC More: the full row for TritonPoint Partners, LLC 3,130 $686K 0.25% -11 13F-HR Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 3,117 $683K <0.01% 0 13F-HR Timeline Group Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 3,095 $678K 0.13% -2,423 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,087 $676K 0.01% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 3,086 $676K 0.02% +2,979 13F-HR Timeline Group Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 3,083 $675K 0.1% -13,598 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 3,065 $671K 0.41% +13 13F-HR Timeline OAK ASSOCIATES LTD /OH/ More: the full row for OAK ASSOCIATES LTD /OH/ 3,048 $668K 0.04% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,047 $667K 0.02% -1,820 13F-HR Timeline Group FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 3,035 $665K 0.22% -770 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,040 $658K 0.02% +111 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 3,003 $658K <0.01% -8 13F-HR Timeline Group Tema ETFs LLC More: the full row for Tema ETFs LLC 2,998 $657K 0.04% +14 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,975 $652K 0.02% +2 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 2,975 $652K 0.04% new 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2,917 $639K 0.01% +1,088 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,914 $638K 0.03% -18 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 2,877 $630K 0.15% -21 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,865 $627K 0.22% -5,194 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,857 $626K 0.02% +899 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 2,836 $621K 0.18% +8 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 2,809 $615K 0.26% -140 13F-HR Timeline Illinois Municipal Retirement Fund More: the full row for Illinois Municipal Retirement Fund 2,799 $613K 0.01% -6,017 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,772 $607K 0.02% +532 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 2,757 $604K 0.01% 0 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 2,757 $604K 0.09% -151 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 2,756 $604K 0.1% +1,165 13F-HR Timeline Group Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 2,754 $603K 0.01% -18 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 2,743 $601K 0.18% +4 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 2,731 $598K 0.15% +125 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 2,650 $580K 0.03% +1,303 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 2,636 $577K 0.06% +364 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 2,635 $577K 0.01% -89 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 2,624 $575K 0.08% -87 13F-HR Timeline Group Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,598 $569K 0.08% +176 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,594 $568K 0.05% -524 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 2,592 $568K 0.39% -95 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 2,577 $564K 0.16% -209 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 2,576 $564K 0.03% +223 13F-HR Timeline Group FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 2,564 $562K 0.22% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,504 $555K 0.04% -345 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 2,508 $549K 0.4% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,467 $540K 0.01% +514 13F-HR Timeline Group Columbia Bank More: the full row for Columbia Bank 2,451 $537K 0.15% +55 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,444 $535K 0.01% -288 13F-HR Timeline Group Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 2,443 $535K 0.04% new 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,434 $533K 0.02% +6 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,393 $524K 0.01% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,392 $524K 0.02% -260 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,391 $524K 0.01% +67 13F-HR Timeline Group FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 2,384 $522K 0.09% +9 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 2,365 $518K 0.07% +12 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,457 $515K 0.02% +1,479 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,596 $515K 0.03% -593 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 2,345 $514K 0.12% new 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 2,337 $512K 0.24% 0 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 2,326 $509K 0.05% new 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 2,313 $507K 0.18% -3 13F-HR Timeline Hartree Partners, LP More: the full row for Hartree Partners, LP 2,300 $504K 0.11% new 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,298 $503K 0.02% -5 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 2,297 $503K 0.09% +922 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,290 $502K 0.03% -12 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,290 $502K 0.02% +545 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 2,272 $498K 0.03% -37 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 2,255 $494K 0.14% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,246 $492K 0.01% +168 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 2,236 $490K 0.01% +600 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,235 $489K 0.06% +78 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 2,224 $487K <0.01% -21,229 13F-HR Timeline Group Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 2,217 $486K 0.46% new 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 2,200 $482K 0.1% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,198 $481K 0.02% +112 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 2,404 $475K 0.36% -9 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 2,158 $473K 0.11% +67 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 2,156 $472K 0.29% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 2,150 $471K 0.04% 0 13F-HR Timeline SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 2,143 $469K 0.35% -136 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 2,127 $466K 0.12% +378 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 2,126 $466K 0.06% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2,114 $463K 0.07% +196 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,097 $459K 0.04% +393 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 2,071 $454K 0.16% -192 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,065 $452K 0.03% +51 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,056 $450K 0.01% +780 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,041 $450K 0.01% new 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 2,052 $449K 0.03% -130 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 2,036 $446K 0.02% new 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 2,002 $438K 0.1% -33 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 2,001 $438K 0.32% 0 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 2,000 $438K 0.11% 0 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 2,000 $438K <0.01% new 13F-HR Timeline Group FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 1,985 $435K 0.01% 0 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,984 $435K 0.03% -13 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 1,983 $434K 0.02% -14 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,982 $434K 0.02% +128 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,964 $430K 0.03% -9 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,964 $430K 0.04% -60 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 1,962 $430K 0.06% +708 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,923 $424K 0.09% +117 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 1,976 $423K 0.17% -5 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,926 $422K 0.07% 0 13F-HR Timeline Group BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 1,924 $421K 0.02% +12 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,895 $418K 0.03% +76 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 1,905 $417K 0.09% 0 13F-HR/A Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,904 $417K <0.01% +241 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,900 $416K 0.01% +225 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,893 $415K <0.01% +304 13F-HR Timeline Group Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 1,891 $414K 0.17% +1 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,891 $414K 0.02% +75 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 1,889 $414K 0.27% +9 13F-HR Timeline