Finley Financial, LLC More: the full row for Finley Financial, LLC 2,626 $258K 0.12% 0 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 2,625 $258K 0.07% +10 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 2,622 $258K 0.01% -2,765 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 2,567 $257K 0.09% +45 13F-HR Timeline Southern Financial Group, LLC More: the full row for Southern Financial Group, LLC 2,607 $257K 0.07% +69 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 2,604 $256K 0.15% new 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 2,604 $256K 0.06% +202 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 2,591 $255K 0.07% -288 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 2,587 $254K 0.03% -124 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 2,586 $254K 0.07% +206 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 2,586 $254K <0.01% -1,574 13F-HR Timeline Group Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 2,577 $254K 0.02% -106 13F-HR Timeline Group CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 2,569 $253K 0.13% +206 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,554 $251K 0.01% 0 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 2,545 $250K 0.05% new 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 2,459 $250K 0.02% -2,048 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 2,532 $249K 0.05% new 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 2,400 $249K 0.16% -2,700 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 2,524 $248K 0.17% +433 13F-HR Timeline WATER ISLAND CAPITAL LLC More: the full row for WATER ISLAND CAPITAL LLC 2,520 $248K 0.03% new 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 2,500 $246K 0.14% 0 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 2,498 $246K 0.03% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,496 $246K 0.04% +114 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,442 $245K 0.01% +209 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 2,492 $245K 0.06% +41 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 2,484 $244K 0.02% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,482 $244K 0.01% +290 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 2,476 $244K 0.02% +5 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 2,476 $244K 0.1% +271 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,473 $243K 0.02% +233 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EVEXIA WEALTH LLC More: the full row for EVEXIA WEALTH LLC 2,381 $243K 0.07% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,446 $243K 0.01% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 2,461 $242K 0.03% -32 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 2,459 $242K 0.11% -68 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 2,459 $242K <0.01% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,458 $242K 0.02% +134 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 2,458 $242K <0.01% -7,252 13F-HR Timeline Group HUTNER CAPITAL MANAGEMENT INC More: the full row for HUTNER CAPITAL MANAGEMENT INC 2,444 $240K 0.1% -1,896 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,437 $240K 0.01% -10,574 13F-HR Timeline Group Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 2,436 $240K 0.03% +116 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 2,245 $239K 0.11% -489 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 2,422 $238K 0.02% -98 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 2,421 $238K 0.16% -25 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 2,410 $237K 0.03% 0 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 2,409 $237K 0.03% new 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 2,394 $236K 0.11% +46 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 2,383 $234K 0.17% -285 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 2,379 $234K 0.09% +59 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 2,376 $234K 0.87% +33 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 2,359 $232K 0.21% -34 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 2,349 $231K 0.03% new 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 2,342 $230K 0.01% new 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 2,327 $229K 0.04% -2,291 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,325 $229K 0.01% +228 13F-HR Timeline Group Allegheny Financial Group More: the full row for Allegheny Financial Group 2,322 $228K 0.03% +29 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 2,313 $228K 0.04% 0 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 2,310 $227K 0.05% new 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 2,308 $227K 0.06% 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 2,308 $227K 0.13% -103 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 2,291 $225K <0.01% -551 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 2,291 $225K 0.02% -175 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 2,290 $225K 0.04% new 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 2,287 $225K 0.1% +3 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 2,281 $224K 0.22% -198 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 2,277 $224K 0.01% -193 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 2,270 $223K 0.24% -11 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 2,263 $223K 0.07% +1 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 2,263 $223K 0.05% -191 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 2,261 $222K 0.03% -179 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 2,184 $222K 0.11% +29 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 2,255 $222K 0.05% 0 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 2,239 $220K 0.02% -167 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 2,235 $220K 0.16% -5 13F-HR Timeline Oakmont Investment Advisors, Inc. More: the full row for Oakmont Investment Advisors, Inc. 2,233 $220K 0.2% -618 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 2,234 $220K 0.07% +1 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PCM Encore, LLC More: the full row for PCM Encore, LLC 2,233 $220K 0.05% new 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 2,225 $219K 0.06% 0 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 2,203 $217K 0.06% 0 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 2,200 $216K 0.07% -1,035 13F-HR Timeline PeakShares LLC More: the full row for PeakShares LLC 2,183 $215K 0.2% -934 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 2,183 $215K 0.1% new 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 2,181 $215K 0.14% +25 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 2,175 $214K 0.1% -22,526 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 2,175 $214K 0.05% new 13F-HR/A Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 2,173 $214K 0.1% new 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 2,168 $213K 0.02% new 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 2,162 $213K 0.01% -7,041 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 2,162 $213K 0.14% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 2,158 $212K 0.02% -506 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 2,148 $211K 0.1% +1 13F-HR Timeline CFO CAPITAL MANAGEMENT LLC More: the full row for CFO CAPITAL MANAGEMENT LLC 2,210 $210K 0.17% +57 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 2,131 $210K 0.05% 0 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 2,131 $210K 0.07% 0 13F-HR Timeline Guardian Partners Inc. in group GUARDIAN CAPITAL LP More: the full row for Guardian Partners Inc. 2,126 $210K 0.02% -23 13F-HR Timeline Group Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 2,123 $209K 0.02% -16,228 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 2,116 $208K 0.02% +20 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 2,111 $208K 0.04% -450 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 2,094 $206K 0.04% -25 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 2,090 $206K 0.02% new 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 2,081 $205K 0.03% 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 2,075 $204K 0.05% 0 13F-HR Timeline Cassady Wealth & Retirement Planning, L… More: the full row for Cassady Wealth & Retirement Planning, LLC 1,873 $204K 0.11% new 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 1,971 $203K 0.01% +94 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 2,064 $203K 0.01% new 13F-HR Timeline Group Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 2,064 $203K 0.12% +53 13F-HR Timeline Lauer Wealth, LLC More: the full row for Lauer Wealth, LLC 2,016 $203K 0.16% -912 13F-HR Timeline Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 2,051 $202K 0.1% new 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 2,050 $202K 0.06% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,043 $201K 0.02% -209 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 2,038 $200K 0.14% 0 13F-HR Timeline Split Rock Private Trading & Wealth Man… More: the full row for Split Rock Private Trading & Wealth Management, LLC 2,036 $200K 0.16% -42 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,032 $199K 0.13% -85 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,020 $199K <0.01% -598 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,977 $194K 0.01% -255 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 1,976 $194K 0.13% +1,930 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,954 $192K 0.11% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 1,956 $192K 0.04% -470 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 1,901 $187K 0.02% +4 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,892 $186K 0.12% +148 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 1,892 $186K 0.16% +1 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 1,824 $179K 0.04% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,818 $179K 0.01% -419 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,818 $179K 0.01% -139 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 1,800 $177K 0.01% +800 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 1,800 $177K 0.17% -200 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,795 $176K 0.09% +15 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 1,751 $172K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,735 $171K 0.09% +1,148 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 1,734 $171K 0.06% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,724 $170K 0.05% +32 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,684 $166K <0.01% -90 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,683 $166K <0.01% +91 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,502 $165K 0.05% -409 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,674 $165K 0.08% -289 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,667 $164K 0.01% -68 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1,652 $163K 0.04% +1,545 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 1,700 $161K 0.01% +263 13F-HR Timeline Group Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,626 $160K 0.14% -301 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,622 $160K 0.01% +127 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,595 $157K 0.02% +966 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 1,564 $154K 0.02% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,536 $151K 0.03% -39 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 1,506 $148K 0.07% new 13F-HR Timeline Group LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 1,500 $148K 0.76% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 1,465 $144K 0.01% -3 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 1,464 $144K 0.05% -10 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 1,437 $141K 0.08% new 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 1,431 $141K 0.01% 0 13F-HR Timeline Group Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 1,288 $138K 0.05% 0 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 1,363 $134K 0.03% +439 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,360 $134K 0.08% +75 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,348 $133K <0.01% -1,970 13F-HR Timeline Group UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,314 $129K 0.06% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,302 $128K 0.02% -51 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 1,296 $128K 0.03% 0 13F-HR/A Timeline Granite FO LLC More: the full row for Granite FO LLC 1,300 $128K 0.08% 0 13F-HR/A Timeline EASTERN BANK More: the full row for EASTERN BANK 1,296 $128K <0.01% -224 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 1,255 $124K 0.09% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,244 $122K 0.04% +116 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 1,229 $121K 0.05% -130 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,220 $120K 0.01% -20 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,164 $115K 0.01% +175 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,155 $114K 0.06% +20 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,136 $112K 0.02% +71 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 1,129 $111K 0.08% 0 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 1,124 $111K 0.04% new 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 1,093 $108K 0.02% +10 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 1,073 $106K 0.05% +5 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,055 $104K 0.01% 0 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 1,050 $103K 0.02% -1,500 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,050 $103K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SHP Wealth Management More: the full row for SHP Wealth Management 1,047 $103K 0.01% +49 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,032 $102K 0.01% +334 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1,024 $101K 0.04% +203 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,012 $99.6K 0.03% +12 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 960 $94.4K 0.04% new 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 958 $94.2K <0.01% 0 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 945 $93K 0.03% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 941 $92.6K 0.02% -39 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 930 $91.5K 0.02% +148 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 920 $90.5K <0.01% new 13F-HR Timeline Group MilWealth Group LLC More: the full row for MilWealth Group LLC 917 $90.2K 0.02% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 906 $89.1K 0.01% -2,709 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 900 $89K <0.01% new 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 892 $88K 0.03% -10 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 887 $86.8K 0.02% +221 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 873 $85.9K 0.06% -114 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 868 $85.3K 0.03% +665 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 858 $84.4K 0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 858 $84.4K 0.02% -7,486 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 855 $84K 0.06% -1,774 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 847 $83.3K 0.06% +3 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 847 $83.3K 0.02% +254 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 845 $83.1K 0.01% -3,826 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 844 $83K 0.01% +64 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 840 $82.6K 0.04% new 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 837 $82.3K 0.04% +797 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 832 $81.8K 0.01% +424 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 831 $81.8K 0.01% -167 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 825 $81.2K 0.03% -136 13F-HR Timeline