RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 5,350 $155K 0.06% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 5,305 $154K 0.04% +237 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 5,284 $153K 0.15% -383 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 5,281 $153K 0.09% -125,899 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 5,269 $153K 0.1% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 5,242 $152K 0.01% -126 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 5,192 $151K 0.04% -1,864 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 5,186 $150K 0.03% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 5,117 $148K 0.02% -358 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 5,083 $147K 0.04% +53 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 5,674 $145K 0.03% -130 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 846 $144K 0.01% -1,044 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 4,980 $144K 0.03% -584 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 4,971 $144K 0.03% +232 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 4,791 $139K 0.04% new 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 4,775 $138K 0.04% -36 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 4,766 $138K 0.08% 0 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 4,733 $137K 0.12% 13F-HR/A Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 4,699 $136K 0.03% -30 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 4,650 $135K 0.02% +39 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 4,630 $134K 0.03% +419 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 4,722 $134K 0.01% 0 13F-HR Timeline TFC Financial Management, Inc. 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More: the full row for Itau Unibanco Holding S.A. 4,385 $127K <0.01% new 13F-HR/A Timeline Group SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 4,274 $124K 0.04% +13 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 4,232 $123K 0.03% -3 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 4,225 $122K 0.09% 0 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 4,205 $122K 0.04% new 13F-HR/A Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 4,144 $120K <0.01% +1,006 13F-HR Timeline Group Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 4,403 $119K 0.02% -82,978 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 4,081 $118K 0.05% +538 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 4,058 $118K 0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 4,025 $117K 0.04% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 4,014 $116K 0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 4,007 $116K 0.02% -49 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 4,000 $116K 0.19% -262 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 4,000 $116K 0.1% 0 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 4,000 $116K 0.02% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 3,993 $116K 0.03% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 3,973 $115K 0.01% +130 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 3,943 $114K 0.06% -168 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 3,920 $114K 0.03% -6,956 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 3,920 $114K 0.03% +670 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 3,885 $113K 0.01% -11,635 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 3,800 $110K 0.02% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 3,778 $110K 0.03% +48 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 3,765 $109K 0.09% -4,299 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 3,746 $109K 0.02% 0 13F-HR Timeline Blume Capital Management, Inc. 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More: the full row for Quest 10 Wealth Builders, Inc. 3,659 $106K 0.09% +27 13F-HR Timeline ADG Wealth Management Group, LLC More: the full row for ADG Wealth Management Group, LLC 3,603 $104K 0.07% new 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 3,591 $104K 0.06% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 3,548 $103K 0.06% +718 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 3,526 $102K 0.04% -353 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 3,496 $101K 0.03% -577 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 3,578 $101K 0.06% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 3,426 $99.3K 0.02% +988 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 3,410 $98.8K <0.01% -405 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 3,383 $98.1K 0.01% +2,000 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 3,338 $96.8K 0.01% -27 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 3,334 $96.6K 0.05% +309 13F-HR Timeline Group Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 3,308 $95.9K 0.03% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 3,296 $95.6K 0.01% -386 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 3,229 $93.6K 0.01% -13,726 13F-HR Timeline Group Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 3,201 $92.8K 0.08% -46 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 3,189 $92.5K 0.05% +325 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 3,189 $92.4K 0.09% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 3,161 $91.7K 0.02% +448 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 3,158 $91.6K 0.03% +575 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 3,126 $90.6K 0.03% -9,320 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 3,125 $90.6K 0.03% +200 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 3,107 $89.7K 0.08% +37 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 3,044 $88.2K <0.01% -861 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 3,029 $87.8K 0.01% -153 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 2,956 $85.7K 0.02% -8,560 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2,955 $85.7K 0.02% +160 13F-HR Timeline Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 2,950 $85.5K 0.05% new 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 2,911 $84.4K 0.06% +500 13F-HR Timeline My Portfolio Guide, LLC More: the full row for My Portfolio Guide, LLC 2,901 $84.1K 0.05% 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 2,810 $81.5K 0.01% -15 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2,808 $81.4K 0.02% +72 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 2,799 $81.1K 0.03% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 2,781 $81K 0.01% -1,484 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 2,711 $78.6K <0.01% new 13F-HR/A Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 2,678 $77.6K 0.05% -268 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 2,659 $77.1K 0.02% +50 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 2,644 $76.6K 0.03% -72 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 2,925 $76.3K 0.05% +1 13F-HR/A Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 2,620 $76K 0.04% -20 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 2,601 $75.4K 0.04% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 2,566 $74.4K 0.04% +19 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 2,510 $72.8K 0.03% -1,424 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 2,508 $72.7K 0.04% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 2,502 $72.5K 0.02% new 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 2,497 $72.4K 0.02% +1 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 2,464 $71.4K 0.04% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 2,448 $71K 0.04% +758 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 2,445 $70.9K 0.03% +1,029 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2,397 $69.5K 0.04% +22 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 2,734 $68K 0.01% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 2,317 $67.2K 0.05% -11 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 2,369 $66.4K 0.03% +460 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 2,280 $66.1K 0.05% 0 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 2,216 $64.3K 0.06% +187 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 2,191 $63.5K 0.01% -24 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 2,151 $62.4K 0.03% -16,080 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 2,119 $61.4K 0.03% +604 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 2,110 $61.2K 0.04% +150 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,088 $60.5K 0.01% +1,488 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 2,085 $60.5K 0.03% +4 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 2,070 $60K 0.02% -3,799 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 2,065 $59.9K 0.04% +1,476 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 2,061 $59.7K 0.04% +1,761 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 2,055 $59.6K 0.02% -18 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 2,027 $58.8K 0.02% +17 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 2,000 $58K <0.01% 0 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 2,000 $58K 0.03% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1,905 $55.2K 0.01% -4,000 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 1,899 $55.1K 0.01% -197 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 1,903 $55K 0.01% +229 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 1,894 $54.9K 0.06% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 1,891 $54.8K 0.02% -1,608 13F-HR Timeline Zeit Capital LLC More: the full row for Zeit Capital LLC 1,874 $54.3K 0.04% new 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 1,863 $54K <0.01% -3,759 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 1,856 $53.8K 0.01% +198 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 1,825 $52.9K 0.03% +168 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. 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More: the full row for WELLINGTON-ALTUS USA INC. 1,598 $33.1K 0.02% +60 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 1,149 $33K 0.01% -105 13F-HR/A Timeline Torren Management, LLC More: the full row for Torren Management, LLC 1,131 $32.8K 0.02% -101 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 1,126 $32.6K 0.02% +11 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 1,118 $32.4K 0.01% 0 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 1,108 $32.1K 0.01% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,101 $31.9K <0.01% -74 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 1,100 $31.9K <0.01% -450 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 1,090 $31.6K 0.02% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 1,070 $31K 0.05% -841 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 1,028 $29.8K 0.02% 0 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 1,022 $29.6K 0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 1,011 $29.3K 0.01% -25 13F-HR/A Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,004 $29.1K 0.01% -2,138 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,000 $29K 0.08% -42,473 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 1,000 $29K 0.01% new 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 996 $28.9K 0.02% +4 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 993 $28.8K 0.02% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 976 $28.3K 0.15% -636 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 975 $28.3K <0.01% -2,019 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 973 $28.2K 0.03% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 969 $28.1K <0.01% +264 13F-HR Timeline