Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 9,999 $207K <0.01% new 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 9,984 $207K 0.03% new 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 9,979 $207K 0.04% -697 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 9,978 $207K 0.14% -765 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. 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More: the full row for Wealth Enhancement Trust Services, Inc. 9,474 $196K 0.02% +1,301 13F-HR/A Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 16,651 $196K 0.1% -2,741 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 9,498 $195K 0.02% -146 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 9,362 $194K 0.07% -97 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 9,317 $193K 0.05% -128 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 9,167 $190K 0.03% +1,982 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 9,117 $189K 0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 9,080 $188K 0.04% -1,124 13F-HR Timeline Pacifica Partners Inc. 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More: the full row for Mission Creek Capital Partners, Inc. 12,460 $179K 0.03% +1,990 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 8,676 $178K 0.03% -1,457 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 8,544 $177K 0.02% -25,561 13F-HR Timeline NI ACQUISITIONS COMPANY, LLC More: the full row for NI ACQUISITIONS COMPANY, LLC 8,475 $175K 0.07% 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 8,300 $172K <0.01% 0 13F-HR Timeline Group MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 8,225 $170K 0.09% +531 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 8,216 $170K <0.01% -859 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 8,204 $170K 0.06% -185 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 8,146 $169K 0.2% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 8,122 $168K 0.09% +8,099 13F-HR Timeline MAIMON WEALTH MANAGEMENT LTD. More: the full row for MAIMON WEALTH MANAGEMENT LTD. 150,840 $167K 0.13% new 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 8,040 $166K 0.02% -927 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 7,962 $165K 0.01% +2,184 13F-HR/A Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 7,911 $164K 0.11% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 7,827 $162K 0.02% +1,295 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 7,825 $162K 0.02% -100 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 7,822 $162K 0.06% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 7,745 $160K 0.01% +680 13F-HR Timeline Westside Investment Management, Inc. 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More: the full row for Hillsdale Investment Management Inc. 7,420 $154K <0.01% -29,380 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 7,388 $153K 0.07% -4,375 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 7,103 $150K 0.11% -543 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 7,218 $149K 0.06% +54 13F-HR Timeline CSU Producer Resources, Inc. More: the full row for CSU Producer Resources, Inc. 7,200 $149K 0.49% 0 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 7,199 $149K 0.1% -1,165 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 7,199 $149K 0.02% -557 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 7,157 $148K 0.08% -545 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 7,151 $148K 0.01% +853 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 7,107 $147K 0.01% -28 13F-HR Timeline BAYBAN More: the full row for BAYBAN 7,079 $147K 0.11% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 7,025 $145K 0.11% -3,226 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 6,963 $144K 0.01% +48 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 6,935 $144K 0.03% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 6,819 $141K 0.05% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 6,773 $140K 0.03% -1,499 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 6,769 $140K 0.05% -2,973 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 6,450 $134K 0.07% +6,166 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 6,440 $133K 0.04% +34 13F-HR Timeline One River Asset Management, LLC More: the full row for One River Asset Management, LLC 6,394 $132K 0.64% +6,367 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 6,342 $131K 0.05% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 6,245 $129K 0.06% -693 13F-HR Timeline NBH Bank More: the full row for NBH Bank 6,235 $129K 0.05% 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 6,190 $128K 0.06% new 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 6,184 $128K 0.04% -300 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 6,144 $127K 0.13% +23 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 6,106 $126K 0.01% new 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 6,084 $126K 0.04% -631 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 6,052 $125K 0.01% +34 13F-HR Timeline Timbuktu Capital Management, LLC More: the full row for Timbuktu Capital Management, LLC 5,900 $122K 0.18% 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 5,858 $121K 0.07% -246 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 5,848 $121K 0.03% +2 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 5,844 $121K 0.01% -147 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 5,803 $120K 0.05% +25 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 5,762 $119K 0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 5,745 $119K 0.02% -116 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 5,694 $118K 0.01% new 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 5,621 $116K 0.02% -112 13F-HR/A Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 5,604 $116K -109,903 Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 5,586 $116K 0.11% +223 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 5,570 $115K 0.03% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 5,569 $115K 0.03% +377 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 5,566 $115K 0.04% +2,922 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 5,475 $113K 0.05% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 5,412 $112K 0.02% +930 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 5,465 $112K 0.02% -209 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 5,350 $111K 0.04% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 5,346 $111K 0.06% -703 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 5,326 $110K 0.02% +355 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 5,281 $109K 0.05% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 5,279 $109K 0.09% -5 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 5,268 $109K 0.03% +477 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 5,218 $108K 0.02% +1,481 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 5,195 $108K 0.07% -74 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 5,186 $107K 0.02% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 5,172 $107K 0.02% +192 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 5,136 $106K 0.03% +53 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 4,839 $100K 0.05% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 4,830 $100K 0.02% +4,001 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 4,798 $99K 0.05% +32 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 4,775 $98.8K 0.02% 0 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 4,733 $98K 0.08% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 4,699 $97.3K 0.02% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 4,758 $97K 0.01% +36 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 4,635 $95.9K 0.02% +5 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 4,456 $92.2K 0.07% 0 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 4,343 $89.9K 0.03% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4,292 $89K 0.01% -825 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 4,297 $88.9K <0.01% +153 13F-HR Timeline Group SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 4,288 $88.8K 0.02% +14 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 4,269 $88.4K 0.02% -197 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 3,044 $88.2K <0.01% 0 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 4,237 $87.7K 0.02% +1,727 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 4,225 $87.5K 0.07% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 4,164 $86.2K 0.01% +1,973 13F-HR Timeline Mountain Hill Investment Partners Corp. 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More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 3,744 $77.5K 0.05% +1,679 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 3,734 $77.3K 0.05% +2 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 2,659 $77.1K 0.02% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 3,690 $76.4K 0.01% -960 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 3,678 $76.1K 0.03% -44,318 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 3,630 $75.1K 0.04% new 13F-HR Timeline Vermillion Wealth Management, Inc. 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