Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,445 $205K 0.01% -382 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,444 $205K <0.01% -336 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 3,434 $205K 0.04% new 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 3,433 $204K 0.09% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,288 $196K 0.02% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 3,194 $190K 0.04% +1,072 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,161 $188K 0.01% +1,409 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 3,096 $184K 0.04% +3 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,054 $182K <0.01% +2,080 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 2,956 $176K 0.05% new 13F-HR Timeline Group Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,872 $171K 0.06% new 13F-HR Timeline Frankly Finances, LLC More: the full row for Frankly Finances, LLC 2,810 $167K 0.15% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 2,740 $163K 0.08% +1,344 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,676 $159K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,583 $153K <0.01% +599 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 2,565 $153K 0.04% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,528 $151K <0.01% +1,850 13F-HR Timeline Group CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 2,471 $147K 0.11% -1,300 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 2,416 $144K 0.01% +1,994 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,422 $144K 0.01% +570 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 2,330 $139K 0.01% +70 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,318 $138K 0.01% -115 13F-HR Timeline REICON WEALTH ADVISORS, LLC More: the full row for REICON WEALTH ADVISORS, LLC 2,000 $119K 0.09% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,966 $117K <0.01% +507 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,932 $115K <0.01% -72 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 1,850 $110K 0.05% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,796 $107K 0.01% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 1,795 $107K 0.03% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,649 $98.2K <0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,632 $97.2K <0.01% +636 13F-HR Timeline Security National Bank More: the full row for Security National Bank 1,500 $89.3K 0.01% new 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 1,500 $89.3K 0.03% 0 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 1,470 $87.5K 0.06% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,406 $83.7K 0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,402 $83.5K 0.03% +6 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,371 $81.6K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,354 $80.6K <0.01% +1,240 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,353 $80K <0.01% -67 13F-HR Timeline Group Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 1,315 $78.3K -1,600 Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 1,253 $74.6K <0.01% 0 13F-HR Timeline Group Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,243 $74K 0.02% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,236 $73.6K 0.01% -171 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,183 $70.4K <0.01% -2,441 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,129 $67.2K 0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,017 $60.6K 0.01% -1,748 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,015 $60.4K <0.01% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 1,000 $59.5K <0.01% -1,240 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 938 $55.9K 0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 933 $55.6K <0.01% -19 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 933 $55.3K 0.01% +646 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 895 $53.3K 0.05% -120 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 892 $53.1K -51 Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 844 $50.3K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 841 $50.1K <0.01% +305 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 826 $49K <0.01% -1 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 813 $48.4K 0.01% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 767 $46K 0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 728 $43.4K <0.01% -1,345 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 727 $42.9K 0.03% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 712 $42K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 662 $40K 0.01% +330 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 631 $37.6K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 585 $34.8K 0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 557 $33.2K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 549 $32.7K <0.01% -380 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 547 $32.6K 0.01% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 542 $32.3K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 529 $31.5K <0.01% 0 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 518 $30.8K 0.02% 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 500 $29.8K 0.02% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 463 $27.6K <0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 462 $27.5K 0.01% new 13F-HR/A Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 455 $27.1K 0.01% new 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 448 $26.7K 0.02% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 409 $24.3K 0.01% +3 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 390 $23.2K <0.01% new 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 379 $22.6K 0.02% +342 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 352 $21K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 341 $20.3K <0.01% +2 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 320 $18.9K <0.01% new 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 311 $18.5K 0.02% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 296 $17.6K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 282 $16.8K <0.01% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 265 $15.8K 0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 253 $15.1K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 249 $14.8K <0.01% +23 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 245 $14.6K 0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 241 $14.4K 0.02% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 240 $14.2K 0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 238 $14.2K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 234 $13.9K <0.01% -607 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 230 $13.7K <0.01% +1 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 230 $13.7K 0.01% -528 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 215 $12.8K <0.01% +184 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 204 $12.1K 0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 201 $12K <0.01% -203 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Transce3nd, LLC More: the full row for Transce3nd, LLC 201 $12K 0.11% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 200 $11.9K <0.01% 0 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 197 $11.8K <0.01% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 192 $11.4K <0.01% +1 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 191 $11.4K <0.01% -36 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 183 $10.9K <0.01% +99 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 180 $10.7K <0.01% 0 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 177 $10.6K <0.01% new 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 163 $9.71K <0.01% 0 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 159 $9.47K <0.01% -116 13F-HR Timeline Group BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 147 $8.75K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 144 $8.58K <0.01% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 141 $8.4K <0.01% new 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 138 $8.2K <0.01% +1 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 137 $8.09K <0.01% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 132 $8K <0.01% new 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 129 $7.67K <0.01% -71 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 124 $7.38K <0.01% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 107 $6.37K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 107 $6.37K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 100 $5.96K <0.01% new 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 100 $5.96K <0.01% 0 13F-HR/A Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 99 $5.9K <0.01% 0 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 91 $5.42K <0.01% new 13F-HR/A Timeline SHP Wealth Management More: the full row for SHP Wealth Management 91 $5.42K <0.01% +43 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 86 $5.12K <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 82 $4.88K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 80 $4.76K <0.01% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 77 $4.58K <0.01% 0 13F-HR/A Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 72 $4.29K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 60 $3.57K <0.01% -2 13F-HR Timeline City State Bank More: the full row for City State Bank 58 $3.45K <0.01% 0 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 56 $3.35K <0.01% +2 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 50 $2.98K <0.01% -398 13F-HR Timeline Group Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 49 $2.91K <0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 46 $2.74K <0.01% -269 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 44 $2.62K <0.01% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 44 $2.62K <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 38 $2.28K <0.01% -12 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 37 $2.2K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 37 $2.2K <0.01% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 33 $1.97K <0.01% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 27 $1.61K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 26 $1.55K <0.01% -13 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 26 $1.55K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 22 $1.35K <0.01% -1 13F-HR Timeline Group Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 14 $834 <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 5 $337 <0.01% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 2 $148 <0.01% -77 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 2 $119 <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 1 $60 <0.01% 0 13F-HR Timeline Group Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1 $56 <0.01% -152 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1 $35 <0.01% 0 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 6,421,786 $128K +6,313,254 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.