Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,589 $232K 0.01% -144 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 2,587 $232K 0.01% -21,120 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 2,570 $231K 0.07% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,569 $230K 0.02% -39 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 2,565 $230K 0.02% -43 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 2,616 $230K 0.14% +245 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,564 $230K 0.03% -197 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,557 $229K 0.01% +22 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 2,344 $229K 0.08% -499 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 2,549 $229K 0.04% -993 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 2,547 $228K 0.14% +162 13F-HR Timeline EDMP, INC. More: the full row for EDMP, INC. 2,545 $228K 0.18% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 2,529 $227K 0.12% 0 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 2,528 $227K 0.05% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,524 $226K 0.02% new 13F-HR/A Timeline Corsicana & Co. More: the full row for Corsicana & Co. 2,515 $226K 0.13% 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 2,512 $225K 0.04% -13 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 2,500 $224K 0.02% -225 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 2,491 $223K 0.22% +742 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 2,487 $223K 0.16% +168 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 2,486 $223K 0.03% -62 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,484 $223K 0.01% -657 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,479 $222K 0.02% +227 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 2,474 $222K 0.05% -27 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 2,472 $222K 0.02% 0 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 2,460 $221K <0.01% +372 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 2,454 $220K 0.02% -1 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 2,452 $220K 0.16% 0 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 2,449 $220K 0.03% +21 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 2,445 $219K 0.01% -87 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,451 $219K 0.02% +227 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,431 $218K 0.07% 0 13F-HR Timeline Group Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 2,423 $217K 0.06% -65 13F-HR Timeline Avory & Company, LLC More: the full row for Avory & Company, LLC 2,422 $217K 0.13% +3 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 2,421 $217K 0.03% new 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 2,365 $216K 0.01% -96 13F-HR Timeline Group MKT Advisors LLC More: the full row for MKT Advisors LLC 2,426 $216K 0.08% -826 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 2,382 $214K 0.12% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,369 $213K 0.01% -993 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 2,360 $212K 0.06% -5,000 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2,350 $211K 0.01% -71 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,347 $211K 0.01% new 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 2,342 $210K 0.04% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,117 $210K 0.03% -40 13F-HR/A Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 2,341 $210K 0.03% -17 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 2,339 $210K 0.02% +26 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,118 $207K 0.01% -79 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 2,304 $207K 0.02% -27 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 2,303 $207K 0.12% -150 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 2,300 $206K 0.05% 0 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 2,300 $206K 0.01% 0 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 2,299 $206K 0.08% -511 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 2,285 $205K 0.02% 0 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 2,282 $205K 0.12% -320 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 2,281 $205K 0.13% -130 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,280 $205K 0.04% 0 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 2,279 $204K 0.11% -525 13F-HR Timeline Group Wealth Architects, LLC More: the full row for Wealth Architects, LLC 2,277 $204K 0.02% -143 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 2,276 $204K 0.02% -625 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,278 $204K 0.01% -265 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 2,271 $204K 0.06% -88 13F-HR Timeline Somerset Group LLC More: the full row for Somerset Group LLC 2,270 $204K 0.16% -126 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 2,266 $203K 0.05% -59 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,263 $203K 0.04% -1,634 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 2,262 $203K 0.06% 0 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 2,257 $202K 0.06% +5 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 2,144 $202K 0.09% 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 2,241 $201K <0.01% -2,297 13F-HR/A Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 2,238 $201K 0.2% 0 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 2,236 $201K 0.04% new 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 2,235 $200K 0.05% -524 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,234 $200K 0.01% new 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 2,233 $200K 0.01% -8,609 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 2,233 $200K 0.05% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,232 $200K 0.02% -489 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 2,231 $200K 0.04% +72 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,199 $197K 0.01% +1,258 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,185 $196K 0.02% 0 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 2,100 $188K 0.14% 0 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 2,076 $186K 0.06% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 2,040 $183K 0.03% +498 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,035 $183K 0.02% 0 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,020 $181K 0.01% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 2,000 $179K 0.05% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,994 $179K 0.05% +463 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 1,989 $178K 0.7% +68 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 1,972 $177K 0.01% -89,126 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,944 $174K 0.01% -2,474 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,934 $173K 0.01% -338 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,911 $171K 0.04% +550 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,867 $167K 0.03% +50 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,841 $165K <0.01% -22 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,837 $165K 0.01% new 13F-HR Timeline Group Corundum Trust Company, INC More: the full row for Corundum Trust Company, INC 1,829 $164K 0.36% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,823 $164K 0.06% +47 13F-HR/A Timeline Matrix Trust Co More: the full row for Matrix Trust Co 1,778 $159K 0.02% new 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,757 $158K 0.05% -81 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 1,728 $155K 0.5% 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 1,540 $154K <0.01% -2,715 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,703 $153K <0.01% -53 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Caldwell Trust Co More: the full row for Caldwell Trust Co 1,664 $149K 0.01% -257 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,634 $147K 0.01% -164 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 1,629 $146K 0.04% +4 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,611 $144K 0.05% +2 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,535 $138K 0.01% -713 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 1,518 $136K 0.05% -108 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,500 $135K <0.01% +1,400 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,500 $135K 0.06% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,497 $134K 0.01% -2,555 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,457 $134K 0.1% +330 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,485 $133K <0.01% +7 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,485 $133K 0.06% -606 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,463 $131K 0.03% -25 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,454 $130K 0.05% +234 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 1,451 $130K <0.01% -29,891 13F-HR Timeline Group Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 1,440 $129K 0.1% -20 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 1,406 $126K 0.09% -137,296 13F-HR/A Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,406 $126K 0.01% -136 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1,356 $122K 0.03% +2 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,319 $118K 0.01% -682 13F-HR Timeline Group Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,288 $116K <0.01% -1,648 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 56 $115K 0.09% -2,777 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,264 $113K 0.07% +48 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,193 $107K 0.02% -719 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 1,191 $107K 0.04% -3 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,190 $107K 0.01% -20 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,132 $102K 0.01% -3 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 1,314 $100K <0.01% +325 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,106 $99.2K 0.07% +44 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 1,100 $99K <0.01% 0 13F-HR Timeline Group TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,100 $98.7K 0.01% +798 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,096 $98.3K 0.04% -44 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,082 $98K 0.07% -238 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 1,092 $98K 0.06% +79 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 1,084 $97.2K <0.01% 0 13F-HR/A Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,062 $95.3K 0.02% -55 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,055 $94.7K 0.02% -96 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,045 $93.7K 0.02% -208 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,032 $92.6K 0.01% +365 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1,021 $91.6K 0.02% +4 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,020 $91.5K 0.02% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 974 $87.4K 0.01% -551 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 970 $87K 0.01% 0 13F-HR Timeline Group Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 1,381 $86.6K -549 Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 939 $84.2K 0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 932 $83.6K 0.01% -737 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CX Institutional More: the full row for CX Institutional 916 $82K <0.01% -2,896 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 887 $79.6K 0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 881 $79K 0.02% -205 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 878 $78.8K <0.01% -400 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 862 $77.3K 0.02% +72 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 857 $76.9K 0.05% +3 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 850 $76.2K 0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 849 $76.2K <0.01% -466 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 830 $74.5K 0.01% -9,000 13F-HR Timeline City State Bank More: the full row for City State Bank 817 $73.3K 0.02% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 812 $72.8K 0.04% +215 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 803 $72K 0.02% -1,004 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 800 $71.8K 0.03% -200 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 797 $71.5K 0.01% -52 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 783 $70.2K 0.01% +758 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 781 $69.5K 0.01% +303 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 769 $68.9K 0.02% +175 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 760 $68.2K 0.01% +400 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 737 $66.1K 0.03% -14 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 722 $64.7K 0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 717 $64.3K <0.01% new 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 700 $62.8K 0.03% -625 13F-HR/A Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 694 $61.9K <0.01% -214 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 674 $60.5K 0.02% +500 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 673 $60.4K 0.01% -100 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 663 $59.5K 0.02% -5,282 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 645 $57.9K <0.01% -21 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 640 $57.4K 0.01% +1 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 634 $57K <0.01% +283 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 619 $55.6K 0.04% +1 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 617 $55.4K 0.02% +3 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 615 $55.2K <0.01% -134 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 584 $52.4K 0.01% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 583 $52.3K 0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 568 $51K 0.01% +185 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 564 $50.6K 0.01% -13 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 553 $49.6K <0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 550 $49.3K 0.02% -50 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 543 $48.7K <0.01% -57 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 517 $46.4K 0.01% new 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 512 $46K 0.01% +6 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 510 $45.8K 0.01% new 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 509 $45.7K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 508 $45.6K 0.01% +38 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 507 $45.5K 0.01% +1 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 500 $44.9K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hoese & Co LLP More: the full row for Hoese & Co LLP 500 $44.9K 0.03% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 500 $44.9K 0.03% -116 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 503 $44.8K 0.01% -61 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 493 $44.2K 0.01% +54 13F-HR/A Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 458 $41.1K <0.01% +1 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 460 $41K 0.01% -5,315 13F-HR/A Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 450 $40.4K 0.01% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 445 $40K 0.01% 0 13F-HR Timeline