WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 4,870 $738K 0.06% +573 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 4,867 $737K 0.47% +12 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 4,860 $736K 0.01% +506 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 4,853 $735K 0.11% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 4,853 $735K 0.16% +3,840 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 4,822 $731K 0.13% +25 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 4,820 $730K 0.01% +1,373 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 4,797 $727K 0.07% -66 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 4,796 $727K 0.02% -418 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 4,790 $726K 0.21% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 4,782 $725K 0.02% -168 13F-HR Timeline Group Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 4,779 $724K 0.07% +1 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 4,769 $723K 0.04% +296 13F-HR Timeline SOROS CAPITAL MANAGEMENT LLC in group SOROS FUND MANAGEMENT LLC More: the full row for SOROS CAPITAL MANAGEMENT LLC 4,735 $717K 0.13% -14,363 13F-HR Timeline Group Balentine LLC More: the full row for Balentine LLC 4,709 $713K 0.03% -40 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 4,702 $712K 0.23% +232 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 4,693 $711K 0.24% +381 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $711K 0.17% new 13F-HR Timeline Amount filed as zero, left out of ratios. One Capital Management, LLC More: the full row for One Capital Management, LLC 4,450 $711K 0.02% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,689 $710K 0.02% -8,826 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 4,688 $710K <0.01% -902 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 4,429 $707K 0.03% +96 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 4,661 $706K 0.04% +299 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 4,646 $704K 0.24% -194 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 4,621 $700K 0.12% 0 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 4,621 $700K 0.23% +10 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,611 $699K 0.05% -7,516 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 4,609 $698K 0.24% +762 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 4,605 $698K 0.21% 0 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 4,594 $695K 0.07% -1,119 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 4,571 $693K 0.02% +1,459 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 4,557 $691K 0.07% +1,761 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 4,556 $690K 0.01% 0 13F-HR Timeline Group Balboa Wealth Partners More: the full row for Balboa Wealth Partners 4,556 $690K 0.09% -9 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 4,541 $688K 0.03% +147 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 4,537 $687K 0.08% +15 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 4,530 $686K 0.21% +706 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 4,518 $684K 0.01% +817 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 4,507 $683K 0.06% -59 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 4,502 $682K 0.09% +1,184 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 4,489 $680K 0.25% 0 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 4,458 $675K 0.14% +2,229 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 4,458 $675K 0.32% 0 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 4,453 $675K 0.12% +28 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 4,447 $674K 0.2% -16 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 4,435 $672K 0.31% +301 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 4,436 $671K 0.24% +1,015 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 4,407 $668K 0.23% +355 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 4,402 $667K 0.04% +473 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 4,400 $667K 0.47% new 13F-HR Timeline Group Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 4,398 $666K 0.08% -12 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 4,384 $664K 0.07% -562 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 4,380 $664K 0.15% +1,450 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 4,377 $663K 0.09% -66 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 4,376 $663K 0.08% +7 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 4,376 $663K 0.02% -213 13F-HR Timeline Group Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 4,376 $663K 0.15% 0 13F-HR Timeline Group Marble Wealth, LLC More: the full row for Marble Wealth, LLC 4,365 $661K 0.1% +193 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 4,364 $661K 0.28% new 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 4,350 $659K 0.34% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,344 $658K 0.11% -2,354 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 4,338 $657K 0.04% -100 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 4,336 $657K 0.05% +135 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 4,329 $656K 0.02% +10 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 4,324 $655K 0.06% -1 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 4,290 $650K 0.08% +18 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 4,277 $648K 0.07% +2,043 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 4,263 $646K 0.03% +235 13F-HR Timeline Keystone Financial Planning, Inc. More: the full row for Keystone Financial Planning, Inc. 4,253 $644K 0.17% +13 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,252 $644K 0.01% -115 13F-HR Timeline Group Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 4,242 $642K 0.07% +105 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 4,224 $640K 0.35% new 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 4,213 $638K 0.31% -199 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 4,008 $637K 0.26% +59 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 4,200 $636K 0.04% -9,000 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 4,200 $636K 0.21% -1,734 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,194 $635K 0.01% +143 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 4,192 $635K 0.1% +520 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 4,182 $634K 0.02% -2,890 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 4,180 $633K 0.07% -4,044 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 4,180 $633K 0.49% -545 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 4,173 $632K 0.01% -2,602 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 4,169 $632K 0.09% -94 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 4,157 $630K 0.1% -4 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 4,150 $629K 0.01% +1,991 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 4,141 $627K 0.06% +3,412 13F-HR Timeline Group WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 4,130 $626K 0.14% -3,011 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 4,119 $624K 0.06% +2,437 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 4,119 $624K 0.01% 0 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 4,102 $621K 0.41% -29 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 4,063 $616K 0.03% +240 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 4,062 $615K 0.12% -15 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 4,053 $614K 0.46% -21 13F-HR Timeline Hardworking Capital Advisors, LLC More: the full row for Hardworking Capital Advisors, LLC 4,052 $614K 0.5% +84 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 4,052 $614K 0.02% -18 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 4,046 $613K 0.36% +9 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 4,042 $612K 0.05% +978 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 4,028 $610K 0.05% +42 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 4,026 $610K 0.02% +216 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 4,007 $607K 0.1% new 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 4,003 $606K 0.26% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 4,002 $606K 0.11% +1,886 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 3,846 $606K 0.04% +1,224 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,986 $604K <0.01% +123 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 3,975 $602K 0.05% 0 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 3,974 $602K 0.05% -241 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 3,966 $601K <0.01% -4,322 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Plancorp, LLC More: the full row for Plancorp, LLC 3,989 $600K 0.01% -139 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 3,944 $598K 0.32% +485 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 3,942 $597K 0.06% new 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 3,942 $597K 0.06% +2 13F-HR Timeline Prota Financial, LLC More: the full row for Prota Financial, LLC 3,942 $597K 0.39% +52 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 3,903 $591K 0.13% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 3,899 $591K 0.07% +10 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 3,891 $589K 0.04% +19 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,883 $588K 0.11% +3 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,876 $587K 0.05% +30 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 3,875 $587K 0.06% +73 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 3,870 $586K 0.2% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,868 $586K 0.01% +157 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 3,856 $584K 0.09% -55 13F-HR Timeline COERENTE CAPITAL MANAGEMENT More: the full row for COERENTE CAPITAL MANAGEMENT 3,855 $584K 0.11% -50 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 3,854 $584K 0.01% -2,140 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 3,845 $582K 0.06% -46 13F-HR Timeline Kroeger Financial Partners More: the full row for Kroeger Financial Partners 3,844 $582K 0.56% 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 3,840 $582K 0.37% 0 13F-HR Timeline 111 Capital More: the full row for 111 Capital 3,833 $581K 0.1% new 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 3,832 $581K 0.06% +737 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 3,819 $579K 0.18% +1,682 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 3,815 $578K 0.44% +877 13F-HR/A Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 3,802 $576K 0.11% +46 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,762 $570K 0.09% -159 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,758 $569K 0.05% +128 13F-HR/A Timeline HighRoad Wealth Advisors, LLC More: the full row for HighRoad Wealth Advisors, LLC 3,750 $568K 0.48% 0 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 3,749 $568K 0.12% +148 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 3,742 $567K 0.28% new 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 3,740 $567K 0.17% -1 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 3,736 $566K 0.01% +300 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 3,732 $565K 0.03% -919 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 3,718 $563K 0.3% -6 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 3,718 $563K 0.23% +1,196 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 3,704 $561K 0.07% -381 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 3,702 $561K 0.13% +292 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 3,697 $560K 0.04% +800 13F-HR Timeline Investment Management Trust, LLC More: the full row for Investment Management Trust, LLC 3,685 $558K 0.5% +11 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 3,676 $557K 0.26% new 13F-HR Timeline CHARTIST INC /CA/ More: the full row for CHARTIST INC /CA/ 3,676 $557K 0.35% -66 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 3,650 $553K 0.03% +88 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 3,595 $553K 0.03% +205 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 3,631 $550K 0.18% -329 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 3,552 $550K 0.45% +550 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 3,626 $549K 0.05% 0 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 3,618 $548K 0.12% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,612 $547K 0.02% -17 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 3,606 $546K 0.33% +361 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 3,604 $546K 0.1% +504 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 3,603 $546K 0.21% -35 13F-HR Timeline American Wealth Advisors, LLC More: the full row for American Wealth Advisors, LLC 3,600 $545K 0.51% 0 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 3,589 $544K 0.01% 0 13F-HR Timeline Group First County Bank /CT/ More: the full row for First County Bank /CT/ 3,589 $544K 0.26% -21 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 3,572 $541K 0.08% -80 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 3,560 $539K 0.15% -1,153 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 3,559 $539K 0.2% +478 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 3,553 $538K 0.05% +38 13F-HR Timeline Silphium Asset Management Ltd in group Silphium Asset Management Ltd More: the full row for Silphium Asset Management Ltd 3,552 $538K 0.18% +330 13F-HR Timeline Group HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 3,533 $537K 0.06% +1 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 3,542 $537K 0.1% +66 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 3,537 $536K 0.4% 0 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 3,543 $536K 0.17% +334 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 3,528 $534K 0.04% -976 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 3,505 $531K 0.06% -41 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 3,504 $531K 0.12% -140 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 3,503 $531K 0.09% new 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 3,491 $529K 0.03% -101 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 3,483 $528K 0.06% +87 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 3,482 $528K 0.21% +213 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 3,479 $527K 0.31% +175 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 3,477 $527K 0.07% +2,728 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,463 $525K 0.24% 0 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 3,445 $522K 0.27% +679 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 3,442 $521K 0.26% +21 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 3,436 $520K 0.02% +106 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 3,422 $518K 0.2% -1,105 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 3,418 $518K 0.06% 0 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 3,415 $517K <0.01% +100 13F-HR Timeline Busey Bank More: the full row for Busey Bank 3,404 $516K 0.01% +1,288 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,402 $515K 0.03% -226 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 3,389 $513K 0.02% new 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 3,380 $512K 0.11% -55 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 3,374 $511K 0.12% +1,000 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 3,363 $509K 0.07% +310 13F-HR Timeline DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. in group DYMON ASIA CAPITAL (SINGAPORE… More: the full row for DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 3,350 $508K 0.08% new 13F-HR Timeline Group Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 3,346 $507K 0.14% +40 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 3,341 $506K 0.06% +8 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 3,337 $506K 0.3% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 3,329 $504K 0.06% +506 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 3,326 $504K 0.14% +522 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 3,317 $503K 0.05% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 3,311 $502K 0.18% +30 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 3,329 $501K 0.12% +5 13F-HR Timeline