Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 1,838 $223K 0.08% -281 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 1,705 $222K 0.09% +6 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,831 $222K 0.08% new 13F-HR Timeline Group LCNB CORP More: the full row for LCNB CORP 1,830 $222K 0.07% new 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 1,830 $222K <0.01% new 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 1,820 $221K 0.06% new 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 1,819 $220K 0.01% new 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 1,789 $220K 0.06% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,811 $220K 0.02% -397 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 1,809 $219K 0.17% new 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 1,808 $219K 0.04% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,807 $219K 0.03% new 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 1,807 $219K 0.08% new 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 1,803 $218K 0.01% new 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,802 $218K 0.02% new 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,797 $218K 0.08% 13F-HR/A Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,796 $218K 0.01% new 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 1,792 $217K 0.01% new 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 1,790 $217K 0.09% new 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 1,790 $217K 0.18% new 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 1,790 $217K 0.22% -865 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,786 $216K 0.01% -1,208 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 1,771 $215K 0.02% new 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 1,768 $214K 0.1% new 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 1,761 $213K 0.04% -300 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,738 $211K <0.01% new 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,731 $210K 0.01% new 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 1,727 $209K 0.05% new 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 1,720 $208K 0.04% new 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 1,716 $208K <0.01% new 13F-HR/A Timeline NWAM LLC More: the full row for NWAM LLC 1,714 $208K 0.01% new 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 1,689 $207K 0.15% -4,397 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,710 $207K 0.01% new 13F-HR Timeline Group Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 1,701 $206K 0.07% new 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 1,701 $206K 0.02% -3,619 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,701 $206K 0.01% new 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 1,700 $206K 0.15% new 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 1,691 $205K 0.01% new 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,690 $205K <0.01% -8,971 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 1,686 $204K 0.03% new 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 1,681 $204K 0.02% -86,745 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 1,679 $203K 0.01% 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 1,675 $203K 0.19% new 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 1,666 $202K 0.22% 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 1,752 $202K 0.02% -1,269 13F-HR Timeline Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 1,665 $202K 0.03% 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 1,661 $201K 0.07% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,660 $201K 0.01% new 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 1,653 $200K 0.01% new 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 1,629 $197K 0.06% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,603 $194K 0.02% +158 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1,592 $193K <0.01% -98,904 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,562 $189K 0.01% +1,007 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,551 $188K <0.01% +111 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,503 $182K 0.1% +43 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,500 $182K 0.07% 0 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 1,500 $182K 0.01% +500 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,494 $181K 0.06% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,483 $179K 0.04% +963 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,468 $178K 0.04% +5 13F-HR Timeline PeakShares LLC More: the full row for PeakShares LLC 1,468 $178K 0.16% +30 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1,458 $177K <0.01% new 13F-HR Timeline Group Elgethun Capital Management More: the full row for Elgethun Capital Management 1,460 $177K 0.03% -2,809 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 1,440 $175K 0.12% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,440 $174K 0.03% -169 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,433 $174K 0.05% -324 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,424 $173K 0.02% +97 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1,421 $172K 0.04% +1 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,414 $171K 0.02% 0 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 1,366 $168K 0.12% -158 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 1,382 $167K 0.1% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,323 $160K 0.02% -255 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,317 $160K 0.1% +207 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,288 $156K 0.01% -83 13F-HR Timeline Group Avalon Trust Co More: the full row for Avalon Trust Co 1,245 $151K 0.01% +420 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,244 $151K 0.02% +144 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,249 $150K 0.1% -86 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 1,229 $149K 0.11% -75 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,218 $148K 0.06% -28 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,214 $147K 0.03% -43 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,201 $146K 0.06% -173 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,188 $144K 0.01% -608 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,179 $143K 0.03% +5 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,163 $141K 0.02% +327 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,120 $136K 0.03% +57 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 1,113 $135K 0.11% -46 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,102 $134K 0.02% 0 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 1,100 $133K <0.01% 0 13F-HR Timeline Group Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 1,084 $131K <0.01% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 1,000 $131K 0.08% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,057 $128K 0.01% +113 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1,056 $128K 0.03% +18 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,033 $125K 0.02% -1,077 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 1,015 $123K 0.06% +829 13F-HR Timeline Legend Capital Advisors LLC More: the full row for Legend Capital Advisors LLC 1,000 $121K 0.08% new 13F-HR Timeline Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 978 $119K 0.03% new 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 967 $117K 0.07% new 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 951 $115K <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 943 $114K 0.01% -2,216 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 943 $114K 0.01% -31 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 912 $111K 0.01% new 13F-HR Timeline Group BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 1,106 $108K 0.08% 0 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 866 $105K 0.09% +753 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 850 $103K 0.01% -250 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 845 $102K 0.03% -382 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 841 $102K 0.01% +72 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 840 $102K 0.01% -204 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 837 $101K 0.02% 0 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 834 $101K 0.01% +384 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 831 $101K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 823 $99.7K 0.02% -8,793 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 820 $99.4K 0.01% -14 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 809 $98.2K 0.02% +218 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 790 $95.7K 0.02% 0 13F-HR Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 787 $95.4K -59,807 Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 773 $93.7K 0.04% +94 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 767 $93K 0.01% -17 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 758 $91.9K <0.01% +151 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 751 $91K 0.06% +61 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 743 $90.1K 0.01% 0 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 719 $87.1K 0.03% 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 711 $86.2K 0.01% -45 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 709 $86K 0.03% +2 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 703 $85.2K 0.09% +264 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 687 $83.3K 0.02% new 13F-HR/A Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 680 $82K 0.01% +56 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 673 $81.6K 0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 663 $80.4K 0.02% 0 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 650 $78.8K 0.06% -150 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 650 $78.8K 0.04% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 647 $78.4K 0.01% -99 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 643 $77.9K 0.01% +2 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 634 $76.9K 0.07% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 634 $76.8K 0.05% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 615 $74.5K 0.01% -145 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 618 $74.4K 0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 753 $74.2K 0.03% +633 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 583 $70.6K 0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 581 $70.4K 0.01% -64 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 580 $70.3K 0.04% +80 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 565 $69K <0.01% +25 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 565 $68.5K <0.01% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 553 $67K 0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 553 $67K 0.02% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 547 $66.5K 0.03% -833 13F-HR Timeline Quarry LP More: the full row for Quarry LP 548 $66.4K 0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 541 $65.5K 0.03% +32 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 538 $65.2K 0.02% +183 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 521 $63.2K 0.02% +97 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 518 $62.8K 0.05% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 518 $62.7K <0.01% -31 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 509 $61.7K 0.02% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 500 $60.6K 0.01% -35 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 500 $60.6K 0.31% 0 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 500 $60.6K 0.01% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 492 $59.6K <0.01% new 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 491 $59.6K 0.01% -52 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 490 $59.2K 0.05% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 476 $57.7K <0.01% -735 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 472 $57.2K 0.02% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 472 $57.2K 0.02% -54 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 470 $57K 0.02% +50 13F-HR/A Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 463 $56.1K 0.01% +23 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 457 $55.4K 0.01% -184 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 450 $54.5K 0.05% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 450 $54.5K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sachetta, LLC More: the full row for Sachetta, LLC 427 $51.8K 0.03% +25 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 422 $51K 0.04% +272 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 413 $50.1K 0.08% -93 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 410 $50K 0.01% +50 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 401 $49K 0.03% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 400 $48.5K 0.02% -150 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 400 $48.5K 0.04% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 400 $48.5K 0.02% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 394 $47.8K 0.01% 0 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 392 $47.5K 0.03% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 390 $47.3K <0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 376 $45.6K 0.03% +2 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 373 $45.3K 0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 350 $45.2K 0.03% -50 13F-HR/A Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 371 $44.9K 0.02% -45 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 366 $44.4K 0.01% -1,476 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 364 $44.1K <0.01% +98 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 358 $43.4K <0.01% +38 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 353 $42.8K 0.01% +29 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 343 $41.6K <0.01% -114 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 342 $41.4K 0.02% +5 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 340 $41K 0.01% -20 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 333 $40.3K 0.01% +144 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 321 $38.7K <0.01% -3 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 312 $37.8K 0.01% 0 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 294 $37.6K 0.01% 0 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 307 $37.2K 0.03% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 307 $37.2K 0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 307 $37.2K 0.01% +45 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 304 $36.6K 0.05% -19 13F-HR Timeline Security National Bank More: the full row for Security National Bank 300 $36.4K 0.01% 0 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 300 $36.4K 0.06% -295 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 296 $35.9K 0.02% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 296 $35.8K 0.01% +170 13F-HR Timeline