ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 6,121 $306K 0.01% new 13F-HR Timeline Group Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 6,000 $305K 0.14% 0 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 6,101 $305K 0.09% -745 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 5,992 $301K 0.04% +514 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 6,013 $301K 0.07% +135 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 6,008 $300K 0.14% new 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 6,000 $300K 0.1% 0 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 5,998 $300K 0.03% new 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 5,996 $300K 0.08% +33 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 5,992 $300K 0.19% -24 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,982 $299K <0.01% +1,052 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 5,947 $297K 0.02% -247 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 5,906 $295K 0.02% -2,757 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 5,902 $295K <0.01% +163 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 5,841 $292K 0.02% -6,718 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 5,833 $292K 0.01% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 5,819 $291K 0.11% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 5,813 $291K 0.01% +4,006 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,810 $291K 0.02% -356 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 5,800 $290K 0.08% 0 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 5,720 $286K 0.06% -1,150 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 5,716 $286K 0.06% 0 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 5,709 $286K 0.01% -4,917 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 5,687 $284K 0.01% +1,978 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 5,625 $281K 0.09% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,616 $281K 0.01% +851 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 5,593 $280K 0.04% new 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 5,575 $279K 0.09% 0 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 5,373 $277K 0.07% -274 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 5,525 $276K 0.07% -368 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 5,517 $276K 0.02% +160 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 5,500 $275K 0.09% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 5,457 $273K 0.02% +52 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 5,417 $271K <0.01% -100,355 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 5,417 $271K 0.01% new 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 5,391 $270K 0.12% 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 5,379 $269K 0.05% new 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 5,336 $267K 0.05% -778 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 5,309 $265K 0.04% -539 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,299 $265K 0.01% -588 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 5,281 $264K 0.01% +5 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 5,242 $263K 0.04% 0 13F-HR Timeline Group Cache Advisors, LLC More: the full row for Cache Advisors, LLC 5,255 $263K 0.03% 0 13F-HR Timeline Elevated Private Wealth, LLC More: the full row for Elevated Private Wealth, LLC 5,225 $261K 0.27% 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 5,213 $261K 0.08% -50 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 5,172 $259K 0.16% 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 5,144 $257K 0.01% -562 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 5,140 $257K 0.04% -8 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 5,138 $257K 0.04% -4,942 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 5,130 $257K 0.04% 0 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 5,112 $256K 0.18% +246 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 4,985 $253K 0.06% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 5,042 $252K 0.01% -118 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 5,019 $251K 0.08% +35 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 5,015 $251K 0.02% +21 13F-HR Timeline Rayburn West Financial Services LLC More: the full row for Rayburn West Financial Services LLC 5,000 $250K 0.16% 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 4,909 $246K 0.21% -12,815 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 4,896 $245K 0.01% -195 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 4,895 $245K <0.01% -4,007 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 4,840 $242K 0.01% -1,706 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 4,816 $241K <0.01% new 13F-HR Timeline Group Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 4,809 $240K 0.15% -71 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 4,808 $240K 0.07% +249 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 4,805 $240K 0.09% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,799 $240K 0.01% -2,691 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 4,783 $239K 0.16% 0 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 4,769 $238K 0.03% -2,300 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,763 $238K 0.01% -366 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 4,762 $238K 0.04% +7 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 4,752 $238K 0.03% -17 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 4,711 $236K 0.03% 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 4,656 $233K 0.01% new 13F-HR Timeline Group Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 4,640 $232K 0.03% -674 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 4,639 $232K 0.01% 0 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 4,628 $231K 0.22% 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 4,607 $230K 0.01% new 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 4,591 $230K 0.05% +149 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 4,577 $229K 0.02% -59 13F-HR Timeline 111 Capital More: the full row for 111 Capital 4,566 $228K 0.05% new 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 4,525 $226K 0.02% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,518 $226K 0.01% -93 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,513 $226K <0.01% -480 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,512 $226K 0.04% +684 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 4,490 $225K 0.12% +601 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,483 $224K 0.01% -3,487 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,482 $224K 0.01% -218 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,462 $223K 0.03% +183 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 4,434 $222K 0.03% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,417 $221K 0.01% +522 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 4,407 $220K 0.02% +5 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 4,389 $219K 0.02% new 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,380 $219K 0.01% -429 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 4,345 $217K 0.56% +414 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 4,342 $217K <0.01% new 13F-HR Timeline Group Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 4,340 $217K 0.01% new 13F-HR Timeline Group Plancorp, LLC More: the full row for Plancorp, LLC 4,335 $217K 0.01% -8 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 4,300 $215K 0.1% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,289 $214K <0.01% +2,995 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 4,284 $214K 0.03% 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 4,250 $213K 0.03% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 4,245 $212K 0.03% -300 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 4,239 $212K 0.03% -173 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 4,225 $211K 0.02% 0 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 4,209 $210K 0.12% +12 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 4,178 $209K 0.03% -67 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 4,159 $208K 0.08% 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 4,158 $208K 0.09% +17 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 4,153 $208K 0.01% +64 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 4,139 $207K 0.02% +462 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 4,125 $206K 0.02% 0 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 4,123 $206K 0.08% +398 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 4,090 $205K <0.01% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 4,082 $204K 0.01% -4,619 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 4,070 $204K 0.02% new 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 4,060 $203K 0.03% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 4,058 $203K <0.01% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 4,053 $203K <0.01% -461 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 4,040 $202K 0.01% -440 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 4,041 $201K <0.01% new 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 3,900 $201K 0.02% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 4,010 $200K 0.01% 0 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 4,006 $200K 0.02% +13 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 4,000 $200K 0.06% 0 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 3,875 $194K 0.08% -700 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 3,805 $190K <0.01% +2,998 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,796 $190K <0.01% -79 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 3,735 $187K 0.01% -780 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,710 $186K 0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,603 $180K 0.01% +534 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,577 $179K <0.01% +355 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 3,552 $178K 0.01% new 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 3,500 $175K 0.08% 0 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 3,440 $172K 0.06% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,396 $170K 0.02% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 3,260 $163K 0.05% +51 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 3,204 $160K 0.02% +4 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 3,196 $160K <0.01% -1,906 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 3,128 $156K 0.01% +2,019 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 3,039 $152K 0.03% 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 3,009 $150K 0.03% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,965 $148K 0.02% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 2,880 $144K 0.12% -517 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,869 $143K 0.01% -75 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 2,636 $132K 0.06% 0 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 2,622 $132K 0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,606 $130K <0.01% -4,143 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 2,355 $127K <0.01% new 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 2,500 $125K 0.07% -865 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,477 $124K <0.01% +225 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 2,432 $122K 0.06% 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 2,400 $120K 0.05% 0 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 2,350 $118K 0.02% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 2,260 $113K 0.03% +1,200 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 2,250 $113K 0.01% new 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 2,250 $113K 0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,202 $111K 0.04% -50 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 2,209 $110K 0.08% -5,280 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,201 $110K <0.01% +228 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 2,167 $108K 0.03% +9 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,077 $104K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 2,025 $101K 0.02% +5 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 2,021 $101K 0.11% -444 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 2,005 $100K 0.09% 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,000 $100K 0.02% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,000 $100K 0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 2,000 $100K 0.01% 0 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 2,000 $100K 0.01% 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 2,000 $100K 0.06% 0 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,980 $99K 0.01% new 13F-HR Timeline Group Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,891 $94.6K 0.04% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,868 $93.4K <0.01% +523 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,825 $91K <0.01% +560 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 1,754 $87.7K 0.05% +1,063 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,750 $87.5K 0.03% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 1,650 $82.5K 0.05% 0 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 1,585 $79.3K 0.03% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 1,584 $79.2K 0.05% 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,565 $78.3K 0.01% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,537 $76.9K 0.05% +89 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,499 $75.4K <0.01% -198 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 1,500 $75K 0.02% -225 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,469 $73.5K 0.04% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1,402 $72.2K 0.01% -58 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,426 $71.3K 0.01% -26 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,419 $71K <0.01% -11 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,375 $68.8K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,345 $67.3K <0.01% -25 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,323 $66.2K 0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 1,266 $63K 0.02% +2 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,262 $63K 0.03% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,240 $62K 0.01% 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,225 $61.3K 0.01% -305 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,210 $61K 0.04% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 1,210 $60.5K <0.01% -4,465 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 1,205 $60.3K 0.01% -1,308 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,200 $60K 0.02% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1,194 $59.7K 0.01% +814 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,190 $59.5K <0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 1,110 $55.5K 0.02% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,110 $55.5K <0.01% -96 13F-HR Timeline