Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 575,234 $99M 6.23% -38,775 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 78,536 $13.5M 1.34% +41,720 13F-HR Timeline HWG Holdings LP More: the full row for HWG Holdings LP 47,642 $8.2M 1.89% new 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 41,534 $7.15M 2.02% +13 13F-HR Timeline Guardian Wealth Management, LLC More: the full row for Guardian Wealth Management, LLC 36,914 $6.36M 1.8% -1,130 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 32,493 $5.59M 2.24% -2,146 13F-HR Timeline CX Institutional More: the full row for CX Institutional 30,700 $5.29M 0.14% +416 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 28,265 $4.56M 0.01% -2,208 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 24,691 $4.25M 0.11% -2,480 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 21,999 $3.79M 3% +251 13F-HR Timeline Sarasin & Partners LLP in group Sarasin & Partners LLP More: the full row for Sarasin & Partners LLP 21,381 $3.68M 0.04% -224 13F-HR Timeline Group My Personal CFO, LLC More: the full row for My Personal CFO, LLC 21,188 $3.65M 1.31% -308 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 20,544 $3.54M 0.75% +1,129 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 15,375 $2.65M 0.05% -1,429 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 12,280 $2.11M 0.46% +105 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 10,677 $1.84M 0.05% -1,391 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 9,636 $1.66M 0.25% +2,352 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 8,357 $1.44M 0.03% -366 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 8,234 $1.42M 0.04% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 8,171 $1.41M 0.01% -379 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 7,494 $1.29M 0.04% -640 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 6,970 $1.2M 0.1% +4 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 6,558 $1.15M 0.17% +1 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 5,549 $1.02M 0.03% +218 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 5,510 $949K 0.03% +33 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 5,474 $942K 0.02% +31 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 5,102 $932K 0.02% +459 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 5,269 $907K 0.07% -48 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 5,038 $867K 0.31% -251 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 4,636 $798K 0.53% 0 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 4,417 $760K 0.02% -25 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,145 $714K 0.02% +2,751 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 3,810 $656K 0.05% 0 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 3,683 $634K 0.06% -51 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 3,287 $600K 0.01% 0 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 3,091 $532K 0.06% +1 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 2,879 $496K 0.05% +308 13F-HR Timeline Sherry Group, Inc. More: the full row for Sherry Group, Inc. 2,859 $492K 0.46% +30 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 2,800 $482K 0.12% +3 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 2,733 $471K 0.18% 0 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 2,717 $468K 0.21% new 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 2,610 $449K 0.05% +11 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 2,555 $440K 0.26% 0 13F-HR Timeline Calder Financial LLC More: the full row for Calder Financial LLC 2,468 $425K 0.41% -78 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 2,467 $425K 0.04% +92 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 2,308 $397K 0.03% 0 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 2,305 $397K 0.09% 0 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 2,203 $379K 0.02% -366 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,924 $351K 0.02% -426 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,922 $341K <0.01% +271 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 1,914 $329K 0.04% -1,238 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 1,650 $284K 0.2% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,582 $272K 0.01% -128 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 1,577 $271K 0.19% new 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 1,549 $267K 0.06% -110 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 1,548 $266K 0.04% 0 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 1,545 $266K 0.03% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,491 $257K 0.02% +2 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 1,449 $249K 0.06% -1,694 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 1,418 $244K 0.05% 0 13F-HR Timeline Value Investment Professionals, LLC More: the full row for Value Investment Professionals, LLC 1,301 $224K 0.19% new 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 1,201 $207K 0.11% new 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 1,176 $202K 0.1% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,139 $196K 0.03% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 902 $155K 0.07% +4 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 401 $69K 0.04% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 389 $67K 0.02% +55 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 372 $64K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 342 $58.9K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 272 $47.8K 0.02% +1 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 250 $43K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bank of New Hampshire More: the full row for Bank of New Hampshire 210 $36.2K 0.01% 0 13F-HR Timeline Frisco Financial Planning LLC More: the full row for Frisco Financial Planning LLC 150 $25.8K 0.02% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 130 $22.4K <0.01% +51 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 88 $15.2K 0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 40 $6.89K 0.01% -127 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 39 $6.71K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 20 $3.44K <0.01% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1 $172 <0.01% 0 13F-HR Timeline