Matrix Trust Co More: the full row for Matrix Trust Co 1,636 $150K 0.02% +256 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 1,604 $147K 0.01% 0 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 1,600 $147K 0.06% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,588 $146K 0.01% -83 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 1,569 $144K 0.05% 0 13F-HR/A Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,532 $143K 0.05% new 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,560 $143K 0.01% -824 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 1,558 $142K 0.04% +133 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,541 $141K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,537 $141K 0.06% -2 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1,508 $138K 0.17% -1,351 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 1,444 $133K <0.01% 0 13F-HR Timeline Group Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 1,431 $131K 0.4% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,429 $131K 0.04% +210 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 1,416 $130K 0.05% 0 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 1,402 $128K 0.01% -22,940 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 1,384 $127K 0.07% +1,066 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 1,381 $127K 0.07% +1,150 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 1,364 $125K <0.01% +12 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,340 $123K 0.05% +5 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 1,325 $121K 0.12% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,319 $121K 0.01% -152 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 1,308 $120K 0.08% 0 13F-HR/A Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 1,218 $112K 0.06% -350 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,217 $112K -135 Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 1,192 $109K 0.05% -2,511 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 1,140 $104K 0.04% 0 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 1,114 $102K 0.02% 0 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 1,110 $102K 0.03% +500 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 1,110 $102K 0.05% +12 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 1,071 $98.1K 0.03% +15 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,041 $95K 0.01% +17 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 1,029 $94.3K <0.01% +307 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,033 $94K 0.02% -753 13F-HR/A Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 1,026 $94K 0.01% +8 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 987 $93.4K 0.04% +148 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,014 $92.9K 0.01% 0 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 1,008 $92.4K 0.05% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 1,001 $92.2K 0.01% +1 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 1,000 $91.6K 0.07% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,000 $91.6K 0.05% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 995 $91.2K 0.01% +245 13F-HR Timeline North Capital, Inc. 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More: the full row for DHJJ Financial Advisors, Ltd. 821 $75.2K 0.03% -5 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 813 $74.5K 0.07% 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 799 $73.2K 0.01% -103 13F-HR Timeline Group Peterson Wealth Services More: the full row for Peterson Wealth Services 793 $72.6K 0.02% +5 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 789 $72.3K 0.01% -3 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 789 $72.3K 0.04% 0 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 850 $72K 0.01% -1,757 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 779 $71.4K 0.01% -1,061 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 745 $68.3K 0.01% +66 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 755 $68K 0.03% -280 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 735 $67.3K 0.01% -20 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 730 $66.9K 0.04% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 716 $65.6K 0.08% -1,789 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 707 $65K 0.04% +93 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 698 $64K 0.05% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 690 $63.2K 0.03% +21 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 685 $62.8K 0.01% 0 13F-HR Timeline Bear Mountain Capital, Inc. 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More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 444 $40.7K 0.13% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 433 $39.7K 0.02% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 428 $39.2K <0.01% 0 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 427 $39.1K 0.03% 0 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 416 $38.1K <0.01% 0 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 385 $37.8K 0.01% 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 412 $37.8K <0.01% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 405 $37.1K 0.02% -52 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 404 $37K 0.02% new 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 400 $36.7K 0.01% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 400 $36.7K 0.01% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 400 $36.7K 0.03% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 396 $36.3K 0.01% -250 13F-HR Timeline Trust Co More: the full row for Trust Co 393 $36K <0.01% -383 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 393 $36K 0.01% 0 13F-HR Timeline Financial Connections Group, Inc. 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