New World Advisors LLC More: the full row for New World Advisors LLC 910 $248K 0.04% +9 13F-HR Timeline Gambit Capital Management, LLC More: the full row for Gambit Capital Management, LLC 904 $246K 0.14% +58 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 903 $246K 0.15% 0 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 901 $245K 0.09% -22 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 900 $245K 0.07% 0 13F-HR Timeline Hyperion Capital Advisors LP More: the full row for Hyperion Capital Advisors LP 900 $245K 0.11% 0 13F-HR Timeline FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 900 $245K 0.1% 0 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 900 $245K 0.22% 0 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 899 $245K 0.09% new 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 899 $245K 0.09% new 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 898 $244K 0.15% -16 13F-HR Timeline Prota Financial, LLC More: the full row for Prota Financial, LLC 878 $244K 0.16% -39 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 896 $244K 0.02% +118 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 896 $244K 0.04% -15 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 895 $243K 0.16% new 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 894 $243K 0.02% 0 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 892 $243K 0.07% -320 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 889 $242K 0.03% new 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 3,350 $242K 0.06% +2,250 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 888 $242K 0.09% +46 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 888 $241K 0.09% new 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 886 $241K 0.12% 0 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 884 $240K 0.12% 0 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 883 $240K 0.01% new 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 883 $240K 0.06% -644 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 882 $240K 0.09% new 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 878 $239K 0.03% +23 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 878 $239K 0.02% -8 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 876 $238K 0.11% new 13F-HR/A Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 874 $238K 0.03% +2 13F-HR Timeline Ascension Capital Advisors, Inc. More: the full row for Ascension Capital Advisors, Inc. 873 $237K 0.07% -15 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 870 $237K 0.18% +72 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 870 $237K 0.04% +24 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 870 $237K 0.03% new 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 869 $236K 0.01% +18 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 867 $236K 0.06% +8 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 866 $235K 0.04% new 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 863 $235K 0.05% -460 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 863 $235K <0.01% new 13F-HR Timeline Group W ADVISORS, LLC More: the full row for W ADVISORS, LLC 862 $234K 0.11% new 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 862 $234K 0.06% new 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 861 $234K 0.03% 0 13F-HR Timeline CADEN CAPITAL PARTNERS, LP More: the full row for CADEN CAPITAL PARTNERS, LP 860 $234K 2.82% -150 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 859 $234K 0.03% -20 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 857 $233K 0.01% -13 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 855 $232K 0.02% +30 13F-HR Timeline PRAIRIE ADVISORY, LLC More: the full row for PRAIRIE ADVISORY, LLC 854 $232K 0.06% 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 854 $232K 0.09% new 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 854 $232K 0.02% new 13F-HR Timeline Group Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 854 $232K 0.01% +4 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 853 $232K 0.04% -1 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 851 $231K 0.01% -7 13F-HR Timeline Torray Investment Partners LLC More: the full row for Torray Investment Partners LLC 850 $231K 0.03% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 850 $231K 0.06% 0 13F-HR Timeline Targeted Financial Services LLC More: the full row for Targeted Financial Services LLC 850 $231K 0.17% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 849 $231K 0.04% -41 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 847 $230K <0.01% -2,773 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 844 $230K 0.03% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 842 $229K 0.07% -50 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 842 $229K 0.15% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 841 $229K 0.11% -852 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 841 $229K 0.12% +181 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 839 $228K 0.07% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 836 $227K 0.02% 0 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 832 $226K 0.09% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 828 $225K 0.01% new 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 828 $225K 0.05% 0 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 827 $225K 0.09% 0 13F-HR Timeline S. R. Schill & Associates More: the full row for S. R. Schill & Associates 825 $224K 0.14% -61 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 825 $224K 0.07% new 13F-HR Timeline Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 825 $224K 0.08% 0 13F-HR Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 924 $224K 0.07% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 767 $224K 0.03% +297 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 822 $224K 0.17% new 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 821 $223K 0.02% new 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 820 $223K 0.06% new 13F-HR Timeline GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 820 $223K <0.01% new 13F-HR Timeline Group BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 816 $222K <0.01% -96 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 816 $222K 0.1% new 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 816 $222K 0.06% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 816 $222K 0.04% +37 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 812 $221K 0.08% new 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 811 $221K 0.11% new 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 716 $220K 0.07% new 13F-HR Timeline Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 804 $219K -98 Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 801 $218K 0.06% new 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 800 $218K 0.05% new 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 800 $218K 0.06% new 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 800 $218K 0.13% 0 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 800 $218K 0.08% new 13F-HR Timeline Bellars Harris Wealth Management, LLC More: the full row for Bellars Harris Wealth Management, LLC 800 $218K 0.04% 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 799 $217K 0.09% new 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 796 $217K 0.11% -100 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 796 $216K 0.12% new 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 795 $216K 0.1% new 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 794 $216K 0.13% -118 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 792 $215K 0.01% -7 13F-HR/A Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 791 $215K 0.08% +40 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 790 $215K 0.01% new 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 790 $215K <0.01% new 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 790 $215K 0.09% new 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 746 $214K 0.08% new 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 785 $214K 0.14% new 13F-HR Timeline Timonier Family Office, LTD. More: the full row for Timonier Family Office, LTD. 784 $213K 0.06% 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 784 $213K 0.04% 0 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 783 $213K <0.01% +69 13F-HR Timeline Group Teza Capital Management LLC More: the full row for Teza Capital Management LLC 783 $213K 0.41% new 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 782 $213K 0.02% 0 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 781 $212K 0.05% new 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 779 $212K 0.08% -57 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 778 $212K 0.01% +19 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 777 $211K 0.04% new 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 777 $211K 0.08% new 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 776 $211K 0.68% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 775 $211K 0.06% +303 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 773 $210K 0.07% new 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 773 $210K 0.04% new 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 772 $210K 0.02% -131 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 767 $209K 0.03% new 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 765 $208K 0.09% new 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 764 $208K 0.02% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 763 $208K 0.06% 0 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 762 $207K 0.04% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 761 $207K 0.05% +5 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 760 $207K 0.1% new 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 760 $207K 0.02% new 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 759 $206K 0.05% new 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 759 $206K 0.05% -375 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 756 $206K <0.01% new 13F-HR/A Timeline Group Iowa State Bank More: the full row for Iowa State Bank 756 $206K 0.03% new 13F-HR Timeline Hardman Johnston Global Advisors LLC More: the full row for Hardman Johnston Global Advisors LLC 754 $205K 0.01% new 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 754 $205K 0.04% new 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 752 $205K 0.03% new 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 752 $205K 0.02% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 752 $204K 0.03% +1 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 751 $204K 0.01% new 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 751 $204K 0.07% new 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 751 $204K 0.08% +3 13F-HR Timeline VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 750 $204K 0.1% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 750 $204K 0.06% +85 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 749 $204K 0.02% new 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 748 $203K 0.09% new 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 747 $203K 0.07% new 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 746 $203K 0.04% new 13F-HR/A Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 741 $202K 0.04% new 13F-HR Timeline Maloon Powers Pitre Higgins & Dennehy, … More: the full row for Maloon Powers Pitre Higgins & Dennehy, LLC 741 $201K 0.07% 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 740 $201K 0.09% new 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 739 $201K 0.02% new 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 739 $201K 0.14% new 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 738 $201K 0.03% new 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 738 $201K 0.02% new 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 736 $200K 0.02% new 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 735 $200K 0.06% +11 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 726 $197K 0.07% -25 13F-HR Timeline Group PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 718 $195K 0.1% 0 13F-HR Timeline VAQUERO PRIVATE WEALTH, LTD More: the full row for VAQUERO PRIVATE WEALTH, LTD 715 $194K 0.04% 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 702 $191K 0.07% +10 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 701 $191K 0.06% +111 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 700 $191K 0.1% +525 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 695 $189K 0.05% +58 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 685 $186K 0.01% -125 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 677 $184K 0.13% +2 13F-HR/A Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 671 $183K 0.01% -261 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 667 $181K 0.03% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 661 $180K 0.05% -25 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 650 $177K 0.04% +3 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 635 $173K 0.04% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 634 $172K 0.01% +16 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 633 $172K 0.03% +3 13F-HR Timeline Mirabaud Asset Management Ltd More: the full row for Mirabaud Asset Management Ltd 627 $171K 0.14% -21,957 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 614 $167K 0.03% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 612 $167K 0.02% +128 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 611 $166K 0.07% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 611 $166K 0.05% +3 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 608 $165K 0.03% -499 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 605 $165K 0.04% 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 592 $164K 0.07% +3 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 600 $163K 0.05% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 600 $163K 0.04% 0 13F-HR Timeline Group 10Elms LLP More: the full row for 10Elms LLP 600 $163K 0.07% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 600 $163K <0.01% 0 13F-HR Timeline Group Curat Global, LLC More: the full row for Curat Global, LLC 840 $163K 0.13% -20 13F-HR Timeline Munich Reinsurance Co Stock Corp in Mun… More: the full row for Munich Reinsurance Co Stock Corp in Munich 587 $160K <0.01% new 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 582 $158K 0.09% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 580 $158K 0.08% +57 13F-HR Timeline HEARTLAND ADVISORS INC More: the full row for HEARTLAND ADVISORS INC 575 $156K 0.01% 0 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 573 $156K 0.13% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 568 $154K 0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 563 $153K 0.02% +85 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 558 $152K <0.01% -2,768 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 557 $152K 0.05% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 547 $149K 0.04% +3 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 12,000 $148K 0.01% +11,631 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 542 $147K 0.04% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 537 $145K 0.01% new 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 526 $143K 0.03% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 523 $142K 0.02% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 522 $142K 0.05% -23 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 508 $138K 0.03% 0 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 15,093 $138K 0.02% 0 13F-HR Timeline