Field & Main Bank More: the full row for Field & Main Bank 905 $70.6K 0.02% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 880 $68.6K <0.01% +1 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 875 $68.3K 0.05% 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 866 $67.6K 0.05% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 857 $67K <0.01% +646 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 853 $67K 0.01% -7 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 837 $65.3K 0.03% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 831 $64.8K <0.01% 0 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 800 $62.4K 0.03% 0 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 770 $60.1K 0.02% +35 13F-HR Timeline Sanctuary Wealth Management, L.L.C. More: the full row for Sanctuary Wealth Management, L.L.C. 742 $57.9K 0.04% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 738 $57.6K 0.04% 0 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 700 $55K 0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 700 $54.9K <0.01% -100 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 686 $53.8K 0.02% 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 677 $52.8K 0.04% 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 677 $52.8K <0.01% +498 13F-HR Timeline Group Hurley Capital, LLC More: the full row for Hurley Capital, LLC 654 $51K 0.04% 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 646 $50.4K 0.01% 0 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 633 $49.4K 0.01% -9,771 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 572 $44.6K <0.01% +19 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 562 $43.8K <0.01% +179 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 535 $41.7K 0.01% new 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 534 $41.7K 0.03% 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 523 $40.8K 0.01% +7 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 519 $40.5K <0.01% -63 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 500 $39K <0.01% -25,500 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 492 $38.4K 0.02% 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 479 $37.4K 0 Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 477 $37.2K 0.01% +2 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 459 $35.8K 0.02% -2 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 451 $35.2K <0.01% +275 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 450 $35.1K 0.02% 0 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 430 $33.5K 0.02% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 416 $32.4K 0.01% +6 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 414 $32.3K 0.02% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 410 $32K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 410 $31.9K 0.01% +6 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 409 $31.9K 0.03% 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 405 $31.6K 0.01% 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 385 $30.1K 0.01% +12 13F-HR Timeline Group Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 334 $26.1K 0.01% +13 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 312 $24.4K 0.01% -476 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 311 $24.2K 0.05% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 310 $24.2K <0.01% +2 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 300 $23.4K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 300 $23.4K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 300 $23.4K <0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 300 $23.4K 0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 292 $22.7K <0.01% +9 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 291 $22.7K <0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 290 $22.6K 0.01% 0 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 284 $22.2K 0.02% 13F-HR Timeline WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 291 $22K 0.02% new 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 245 $19.1K 0.01% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 231 $18.1K <0.01% +3 13F-HR Timeline AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 235 $18K 0.01% +175 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 227 $17.7K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 226 $17.6K 0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 225 $17.6K 0.01% new 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 216 $16.9K 0.01% -440 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 207 $16.1K 0.01% 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 200 $15.6K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 168 $13.1K 0.01% +3 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 153 $11.9K 0.01% -1 13F-HR/A Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 150 $11.7K 0.01% 0 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 143 $11.2K <0.01% +129 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 142 $11.1K <0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 137 $10.7K 0.01% 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 125 $9.75K <0.01% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 116 $9.05K <0.01% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 115 $8.97K 0.01% 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 112 $8.74K <0.01% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 104 $8.11K <0.01% new 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 103 $8.04K 0.01% 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 102 $7.96K <0.01% +1 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 96 $7.49K <0.01% -606,335 13F-HR Timeline Group Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 95 $7.41K <0.01% -81 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 93 $7.25K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 92 $7.18K <0.01% 0 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 91 $7.1K 0.02% 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 78 $6.08K <0.01% 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 77 $6.04K <0.01% +1 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 82 $6K <0.01% new 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 75 $5.85K <0.01% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 74 $5.78K <0.01% 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 69 $5.43K <0.01% +1 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 68 $5.3K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 57 $4.45K <0.01% +4 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 51 $3.96K <0.01% +1 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 48 $3.74K <0.01% +1 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 48 $3.74K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 46 $3.59K <0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 45 $3.48K <0.01% -285 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 41 $3.18K <0.01% +1 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 34 $2.65K <0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 33 $2.57K <0.01% -1,502 13F-HR Timeline Group Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 28 $2.19K <0.01% new 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 20 $1.56K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 18 $1.4K <0.01% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 15 $1.17K <0.01% -55 13F-HR/A Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 14 $1.09K <0.01% 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 12 $937 <0.01% 0 13F-HR Timeline SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L… More: the full row for SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC 11 $859 <0.01% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 10 $780 <0.01% 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 8 $641 <0.01% -1 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 8 $625 <0.01% new 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 6 $468 <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4 $331 0.03% -4,237 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 2 $164 <0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 1 $109 <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1 $82 <0.01% new 13F-HR/A Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1 $79 <0.01% new 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 1 $78 <0.01% 0 13F-HR Timeline Group West Oak Capital, LLC More: the full row for West Oak Capital, LLC 25 $20 <0.01% 0 13F-HR/A Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Members Trust Co More: the full row for Members Trust Co 144,462 $11.3B +264 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.