WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 903 $182K 0.06% -113 13F-HR Timeline Quarry LP More: the full row for Quarry LP 880 $177K 0.03% -29 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 879 $177K 0.05% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 813 $164K 0.04% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 811 $163K 0.01% -64 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 769 $154K 0.05% -32 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 759 $152K 0.04% +31 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 751 $151K 0.17% 0 13F-HR Timeline Kapitalo Investimentos Ltda More: the full row for Kapitalo Investimentos Ltda 750 $151K 0.1% new 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 750 $151K 0.09% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 736 $148K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 728 $146K <0.01% +38 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 667 $134K <0.01% -50 13F-HR Timeline Group Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 664 $134K 0.03% 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 625 $126K 0.02% -24 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 600 $121K 0.02% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 596 $120K <0.01% -309 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 592 $119K <0.01% +63 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 585 $118K <0.01% +185 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 575 $116K 0.02% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 573 $115K 0.02% +30 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 562 $113K 0.03% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 552 $111K 0.05% 0 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 550 $111K 0.02% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 548 $110K 0.01% +32 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 543 $108K <0.01% +516 13F-HR Timeline Group Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 537 $108K 0.02% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 533 $107K 0.06% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 528 $106K 0.01% -23 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 519 $104K 0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 519 $104K 0.06% -15,361 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 515 $104K <0.01% +355 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 504 $101K new Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 471 $94.8K 0.05% -50 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 466 $93.8K 0.03% -165 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 457 $91.9K 0.05% -27 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 442 $88.9K 0.04% +3 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 430 $86.6K 0.03% -12 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 400 $80.5K <0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 400 $80.5K 0.01% new 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 400 $80.5K 0.08% 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 399 $80.3K <0.01% +17 13F-HR Timeline TOBAM More: the full row for TOBAM 399 $80K 0.02% +1 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 373 $75.1K <0.01% -264 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 362 $72.8K 0.02% +345 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 350 $70.4K 0.03% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 325 $65.4K 0.12% -481 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 300 $60.4K 0.05% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 300 $60.4K 0.02% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 295 $59.3K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 290 $58.3K 0.02% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 288 $57.9K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 276 $55.5K <0.01% +7 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 270 $54.3K 0.01% -1 13F-HR/A Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 261 $52.5K <0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 260 $52.3K 0.02% -1,000 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 253 $50.8K 0.04% 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 250 $50.3K <0.01% 0 13F-HR Timeline Group Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 250 $50.3K 0.02% 0 13F-HR Timeline KIECKHEFER GROUP LLC More: the full row for KIECKHEFER GROUP LLC 250 $50.3K 0.03% 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 244 $49.1K <0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 240 $48.3K 0.03% 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 230 $46.3K 0.02% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 224 $45.1K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 223 $44.9K 0.01% -36 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 222 $44.7K <0.01% 13F-HR/A Timeline Kiely Wealth Advisory Group, Inc. More: the full row for Kiely Wealth Advisory Group, Inc. 200 $44.4K 0.03% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 219 $44.1K 0.03% 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 211 $42.4K <0.01% +25 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 204 $41.1K 0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 200 $40.2K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 198 $39.8K 0.03% -1 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 193 $38.8K 0.01% +7 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 190 $38.2K 0.01% 0 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 177 $35.6K <0.01% +73 13F-HR/A Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 176 $35.4K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 169 $34.1K 0.01% 0 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 166 $33.4K 0.02% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 164 $33K 0.01% 0 13F-HR/A Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 161 $32.4K 0.01% 0 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 160 $32.2K 0.03% 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 156 $31.4K <0.01% 0 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 156 $31.4K <0.01% -32,599 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 151 $30.4K <0.01% +42 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 150 $30.2K 0.01% new 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 150 $30K 0.01% 0 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 148 $29.8K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 144 $29K 0.02% +10 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 144 $29K 0.02% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 144 $29K 0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 140 $28.2K 0.02% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 136 $27.4K <0.01% new 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 135 $27.2K <0.01% -25 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 134 $27K <0.01% +26 13F-HR/A Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 132 $26.6K <0.01% +88 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 131 $26K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 127 $25.6K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 125 $25.1K 0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 123 $24.8K 0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 121 $24.3K <0.01% +16 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 118 $23.7K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 115 $23.1K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 115 $23.1K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 112 $22.5K 0.01% -47 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 107 $21.4K <0.01% 13F-HR Timeline Group Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 106 $21.3K 0.01% 0 13F-HR/A Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 102 $20.5K <0.01% -4 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 100 $20.1K <0.01% -3 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 100 $20.1K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 98 $19.7K 0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 95 $19.1K <0.01% -5 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 95 $19K <0.01% +1 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 94 $18.9K 0.01% -5 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 90 $18.1K <0.01% new 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 90 $18.1K 0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 90 $18K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 85 $17.1K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 77 $15.5K 0.01% +1 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 68 $14.7K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 71 $14.2K 0.01% -15 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 69 $13.9K 0.01% 13F-HR/A Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 68 $13.7K <0.01% 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 65 $13.1K <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 64 $12.9K <0.01% new 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 62 $12.5K <0.01% +47 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 61 $12.3K <0.01% 0 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 60 $12.1K <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 60 $12.1K 0.01% 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 58 $11.7K <0.01% new 13F-HR Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 56 $11.3K <0.01% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 55 $11.1K 0.01% -18 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 58 $11K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 50 $10.1K 0.01% 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 53 $10K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 49 $9.86K <0.01% +25 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 45 $9.05K <0.01% 0 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 45 $9.05K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 42 $8.45K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 38 $7.65K <0.01% -1 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 38 $7.64K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 36 $7.24K <0.01% -67 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 36 $7.24K 0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 34 $7.1K 0.01% 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 35 $7.04K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 37 $7K <0.01% +2 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 31 $6.24K <0.01% 0 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 31 $6.24K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 30 $6K <0.01% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 29 $5.83K 0.01% 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 28 $5.63K <0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 26 $5.23K <0.01% -41 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 26 $5.23K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 26 $5.23K <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 26 $5.23K <0.01% 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 26 $5.23K <0.01% 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 25 $5.03K <0.01% -1 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 25 $5.03K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 25 $5.03K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 24 $4.83K <0.01% -4 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 24 $4.83K <0.01% 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 22 $4.43K <0.01% +20 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 22 $4.43K <0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 19 $3.82K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 18 $3.74K 0.34% -19,349 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 17 $3.42K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 16 $3.38K <0.01% +11 13F-HR/A Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 16 $3.22K <0.01% 13F-HR/A Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 15 $3.02K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 14 $2.82K <0.01% -43 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 14 $2.82K <0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 14 $2.82K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 13 $2.62K <0.01% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 13 $2.62K <0.01% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 13 $2.62K <0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 12 $2.42K <0.01% new 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 12 $2.42K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 12 $2.41K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 12 $2.41K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 11 $2.21K <0.01% +7 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 11 $2.21K <0.01% 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 9 $1.81K <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 9 $1.81K <0.01% -6 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 9 $1.81K <0.01% 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 8 $1.74K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 8 $1.61K <0.01% 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 6 $1.21K <0.01% 13F-HR Timeline Group Riverview Trust Co More: the full row for Riverview Trust Co 5 $1.01K <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 5 $1.01K <0.01% 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 5 $1.01K <0.01% 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 5 $1K <0.01% 0 13F-HR Timeline Group WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 5 $844 <0.01% 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 4 $804 <0.01% +3 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 3 $604 <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3 $604 <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3 $604 <0.01% 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 3 $604 <0.01% new 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 2 $403 <0.01% new 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 2 $402 <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1 $201 <0.01% new 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 0 $88 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.