BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 479 $94.9K 0.01% +89 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 470 $93.1K 0.05% 0 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 470 $92.8K 0.08% +100 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 465 $91.8K 0.01% +38 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 450 $88.9K 0.1% 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 430 $88.6K 0.06% +328 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 430 $88.6K 0.06% +328 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 448 $88.5K 0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 428 $85.8K 0.07% -155 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 431 $85.1K 0.07% -4 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 430 $85K 0.02% +1 13F-HR Timeline Householder Group Estate & Retirement S… More: the full row for Householder Group Estate & Retirement Specialist, LLC 430 $85K 0.06% -620 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 428 $84.4K 0.03% +25 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 427 $84.3K 0.03% -134 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 427 $84.3K 0.03% +25 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 423 $83.8K 0.05% -5 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 421 $83K 0.01% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 404 $79.8K 0.05% -67 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 401 $79.2K 0.06% 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 400 $79K 0.03% 0 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 400 $79K 0.04% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 398 $78.6K 0.07% 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 394 $77.8K 0.01% +150 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 394 $77.8K 0.06% 13F-HR Timeline OARSMAN CAPITAL, INC. 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More: the full row for RICHARDSON FINANCIAL SERVICES INC. 344 $68.9K 0.05% -51 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 345 $68.2K <0.01% new 13F-HR/A Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 391 $68K 0.06% 0 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 388 $67.4K 0.01% new 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 335 $66.2K 0.02% -15 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 333 $66K 0.04% 0 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 334 $66K <0.01% 0 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 333 $65.8K 0.06% 0 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 327 $65K <0.01% +44 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 329 $65K 0.02% +34 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 327 $64.7K 0.03% -101 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 326 $64.4K 0.01% +161 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 325 $64.3K 0.01% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 322 $63.6K 0.11% 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 319 $63K 0.04% 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 316 $62.4K 0.02% 0 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 308 $62.1K 0.01% -135 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 313 $61.9K 0.01% -1 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. 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More: the full row for Bernard Wealth Management Corp. 250 $49.4K 0.02% 13F-HR/A Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 241 $47.6K <0.01% new 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 238 $47K 0.02% -59 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 235 $46.4K 0.01% -318 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 232 $45.8K 0.01% +41 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 232 $45.8K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 231 $45.6K 0.01% +3 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 229 $45.2K 0.03% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 224 $44.2K <0.01% -13 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 223 $44.1K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 214 $42.3K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 214 $42.3K 0.02% 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 214 $42.2K 0.01% -8 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 213 $42.2K 0.03% -2 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 211 $41.7K 0.03% +40 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 210 $41.5K 0.03% 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 210 $41.4K 0.01% 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 208 $41.1K 0.01% new 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 207 $40.9K 0.03% 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 205 $40.5K 0.04% 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 205 $40.5K 0.03% 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 204 $40.3K 0.04% 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 203 $40K 0.03% 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 203 $40K 0.02% +3 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 200 $39.5K 0.01% +38 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 200 $39.5K 0.02% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 199 $39.3K 0.02% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 197 $39K <0.01% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 196 $38.8K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 191 $37.8K <0.01% +181 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 187 $36.9K 0.03% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 183 $36.1K 0.01% +136 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 180 $35.5K 0.02% +80 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 177 $35K 0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 177 $35K 0.01% -167 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 176 $34.7K 0.01% -21 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 170 $33.6K 0.03% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 157 $31K 0.02% 0 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 155 $30.7K 0.03% 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 153 $30.2K <0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 157 $29.1K 0.03% 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 144 $28.4K <0.01% 0 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 142 $28K 0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 142 $28K 0.01% 0 13F-HR Timeline HBC Financial Services, PLLC More: the full row for HBC Financial Services, PLLC 140 $28K 0.02% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 141 $27.8K 0.02% 0 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 136 $26.9K 0.02% 13F-HR Timeline IMG Wealth Management, Inc. 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More: the full row for Jackson, Grant Investment Advisers, Inc. 73 $14.4K 0.01% 0 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 73 $14.4K 0.04% 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 72 $14.2K 0.01% 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 70 $13.8K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 68 $13.4K <0.01% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 65 $12.8K <0.01% 0 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 64 $12.5K <0.01% +26 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 63 $12.4K 0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 62 $12.2K 0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 61 $12K 0.01% 13F-HR Timeline Prudent Man Investment Management, Inc. 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Paul & Associates, LLC 30 $5.94K <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 26 $5.42K <0.01% 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 27 $5.37K <0.01% new 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 27 $5.33K <0.01% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 26 $5.13K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 25 $4.94K <0.01% 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 24 $4.74K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 23 $4.54K <0.01% 0 13F-HR Timeline FIDUCIARY ADVISORS, INC. 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