CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 2 $36.3K 0.27% new 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 140 $36.3K 0.01% 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 140 $36.3K 0.01% +2 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 134 $34.7K 0.02% new 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 132 $34.2K 0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 131 $34K 0.01% -148 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 127 $32.9K 0.02% +100 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 124 $32.1K 0.01% -130 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 125 $32K 0.02% new 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 123 $31.9K 0.03% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 123 $31.9K 0.02% -303 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 121 $31.4K <0.01% +21 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. S&T Bank/PA More: the full row for S&T Bank/PA 120 $31.1K 0.01% new 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 121 $31K 0.01% +6 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 116 $30.1K 0.02% -2,413 13F-HR Timeline Group Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 115 $29.8K 0.01% +90 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 112 $29K 0.01% +100 13F-HR Timeline Group FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 111 $28.8K 0.01% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 111 $28.8K 0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 108 $28K <0.01% -5,962 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 107 $27.7K 0.02% +40 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 105 $27.2K 0.02% +30 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 105 $27.2K 0.01% +75 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 103 $26.7K <0.01% new 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 102 $26.4K 0.01% -16 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 100 $25.9K 0.01% -40 13F-HR Timeline Gladstone Capital Management LLP More: the full row for Gladstone Capital Management LLP 100 $25.9K <0.01% -714 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 100 $25.9K 0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 99 $25.8K 1.47% -23 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 95 $25K 0.01% +42 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 95 $24.5K 0.01% +44 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 93 $24K 0.02% 0 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 90 $23.3K 0.01% new 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 90 $23.3K 0.45% new 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 88 $22.8K 0.01% 0 13F-HR Timeline Summer Road LLC More: the full row for Summer Road LLC 93 $22.7K 0.02% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 87 $22.5K 0.01% -38 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 85 $22K <0.01% -582 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 83 $21.5K <0.01% -80 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 75 $20.7K 0.01% +18 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 79 $20.5K 0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 79 $20.5K 0.01% +49 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 79 $20.4K 0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 77 $20K 0.01% 0 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 75 $19.4K <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 73 $19K 0.01% -150 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 70 $18.1K 0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 69 $17.9K 0.01% 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 68 $17.6K 0.01% new 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 68 $17.6K 0.02% +39 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 69 $17K <0.01% -37 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 67 $17K <0.01% -159,945 13F-HR Timeline Group WFA Asset Management Corp More: the full row for WFA Asset Management Corp 93 $16.3K 0.01% +27 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 63 $16.3K 0.02% 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 61 $15.8K <0.01% +41 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 58 $15K 0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 58 $15K 0.01% +28 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 57 $14.8K <0.01% +40 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 55 $14.3K 0.01% -1 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 51 $13.2K 0.01% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 50 $13K <0.01% 0 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 50 $13K 0.01% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 45 $11.7K 0.01% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 43 $11K <0.01% -10 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 42 $10.9K 0.01% -94 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 42 $10.9K <0.01% 0 13F-HR Timeline Grayhawk Investment Strategies Inc. More: the full row for Grayhawk Investment Strategies Inc. 39 $10.1K 0.02% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 37 $9.59K 0.01% 0 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 36 $9K <0.01% +6 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 34 $8.81K 0.01% 0 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 33 $8.55K <0.01% new 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 33 $8.55K 0.01% new 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 32 $8.29K 0.01% 0 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 30 $7.78K <0.01% 0 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 44 $7.74K 0.01% new 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 30 $7.02K <0.01% -19 13F-HR Timeline Group Red Tortoise LLC More: the full row for Red Tortoise LLC 27 $7K <0.01% -135 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 25 $6.48K <0.01% new 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 25 $6.48K <0.01% -7 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 24 $6.22K <0.01% 0 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 24 $6K <0.01% +12 13F-HR Timeline Ashurst Perkins Coie Trust Co More: the full row for Ashurst Perkins Coie Trust Co 23 $5.96K <0.01% +1 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 22 $5.7K <0.01% 0 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 20 $5.18K <0.01% new 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 20 $5.18K <0.01% new 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 19 $4.92K <0.01% 0 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 19 $4.92K <0.01% +9 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 17 $4.41K <0.01% -7 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 16 $4.14K <0.01% -2,655 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 15 $3.89K <0.01% -501 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 14 $3.76K <0.01% +8 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 9 $3.63K <0.01% 0 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 13 $3.37K <0.01% -1,957 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 13 $3.37K <0.01% -1,238 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 13 $3.37K <0.01% -10 13F-HR/A Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 12 $3.11K <0.01% new 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 12 $3.11K <0.01% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 12 $3K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 9 $3K <0.01% 0 13F-HR Timeline Group Luminist Capital LLC More: the full row for Luminist Capital LLC 10 $2.69K <0.01% new 13F-HR Timeline HWG Holdings LP More: the full row for HWG Holdings LP 10 $2.59K <0.01% new 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 10 $2.59K <0.01% new 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 9 $2.33K <0.01% 0 13F-HR Timeline Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 10 $2K <0.01% new 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 7 $1.81K <0.01% +6 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 7 $1.81K <0.01% -3,422 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 5 $1.3K <0.01% 0 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 5 $1.3K <0.01% 0 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 4 $1.04K <0.01% 0 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 239,187 $923 0.14% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 3 $778 <0.01% 0 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 3 $777 <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 3 $777 0.01% new 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 1 $259 <0.01% -31,903 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 57 $148 0.01% +6 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -19,021 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.