Security Financial Services, INC. More: the full row for Security Financial Services, INC. 786 $247K 0.03% +8 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 785 $247K 0.11% +18 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 780 $246K 0.09% 0 13F-HR Timeline Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 780 $246K 0.11% 0 13F-HR Timeline Financial Solutions Advisory Group, Inc. 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More: the full row for SJS Investment Consulting Inc. 721 $227K 0.02% -41 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 720 $227K 0.33% new 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 720 $227K 0.02% new 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 720 $227K 0.11% 0 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 719 $226K 0.03% -78 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 5,336 $225K 0.05% new 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 713 $225K 0.03% +29 13F-HR Timeline Sunflower Bank, N.A. 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More: the full row for JGP Global Gestao de Recursos Ltda. 691 $218K 0.49% new 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 690 $217K 0.06% -275 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 689 $217K 0.01% +3 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 687 $216K 0.04% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 684 $215K 0.01% -112 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 684 $215K 0.07% 0 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 682 $215K 0.04% 0 13F-HR Timeline Somerset Group LLC More: the full row for Somerset Group LLC 650 $214K 0.15% -150 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 680 $214K 0.11% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 680 $214K 0.07% -33 13F-HR Timeline Vancity Investment Management Ltd More: the full row for Vancity Investment Management Ltd 681 $214K 0.03% -30 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 680 $214K 0.02% 0 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 678 $213K 0.17% -56 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 615 $213K 0.02% new 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 677 $213K 0.01% new 13F-HR Timeline Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 675 $213K 0.06% 0 13F-HR Timeline FSA Advisors, Inc. 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More: the full row for Broadway Wealth Solutions, Inc. 667 $210K 0.1% -155 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 665 $209K 0.01% 0 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 665 $209K 0.12% 0 13F-HR Timeline Group Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 665 $209K 0.03% 0 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 665 $209K 0.04% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 664 $209K 0.01% -141 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 664 $209K 0.07% +4 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 662 $208K 0.09% +38 13F-HR Timeline Independent Wealth Network Inc. 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More: the full row for Telos Capital Management, Inc. 658 $207K 0.02% 0 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 657 $207K 0.05% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 654 $206K 0.02% new 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 654 $206K 0.05% +3 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 652 $205K 0.07% -3 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 649 $204K 0.01% 0 13F-HR Timeline True Blue Financial, LLC More: the full row for True Blue Financial, LLC 647 $204K 0.09% -8 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 647 $204K 0.03% -3 13F-HR/A Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 643 $203K 0.01% -18 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 645 $203K 0.02% -3,047 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 643 $203K 0.02% +103 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 644 $203K 0.03% -9 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 643 $202K 0.02% +3 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 642 $202K 0.01% +299 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 642 $202K 0.11% -29 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 640 $202K 0.05% -101 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 640 $201K 0.02% +350 13F-HR Timeline Group PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 637 $201K 0.03% -290 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 624 $196K 0.01% -139 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 618 $195K 0.03% -6 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 610 $192K 0.04% -15 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 580 $189K 0.22% 0 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 600 $189K 0.04% -1,900 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 580 $183K 0.06% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 576 $181K 0.06% -7 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 568 $179K 0.09% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 564 $178K 0.06% +34 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 562 $177K 0.01% +10 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 560 $176K <0.01% +67 13F-HR Timeline BIRCHBROOK, INC. 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More: the full row for Core Capital Management & Research, inc. 483 $159K 0.08% 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 499 $157K 0.01% +465 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 493 $155K 0.05% +143 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 486 $153K 0.04% new 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 483 $152K 0.09% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 486 $152K 0.03% -52 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 479 $151K 0.03% -23 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 478 $150K 0.02% -378 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 470 $148K 0.01% +18 13F-HR/A Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 459 $145K 0.02% -45 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 451 $142K 0.08% +399 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 451 $142K 0.03% -21 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 444 $140K 0.02% +4 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 439 $138K 0.09% +94 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 428 $135K 0.04% +18 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 424 $133K <0.01% -231 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 419 $132K 0.04% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 413 $130K 0.02% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 398 $125K <0.01% -375 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 391 $123K 0.01% +19 13F-HR Timeline Group Physician Wealth Advisors, Inc. 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More: the full row for Navera Investment Management Ltd. 350 $110K <0.01% 0 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 340 $107K <0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 324 $102K 0.04% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 314 $98.9K 0.01% -100 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 311 $98K 0.02% -800 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 308 $97K 0.06% -1 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 273 $95.8K 0.02% +264 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 304 $95.7K 0.03% +32 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 303 $95.6K <0.01% +53 13F-HR Timeline Group Aviso Financial Inc. 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