SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 3,416 $930K 0.02% +746 13F-HR Timeline Group FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 3,375 $919K 0.33% -349 13F-HR/A Timeline Group Redhawk Wealth Advisors, Inc. 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More: the full row for Facet Wealth, Inc. 3,072 $837K 0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,067 $835K <0.01% +1,467 13F-HR Timeline Busey Bank More: the full row for Busey Bank 3,057 $833K 0.02% 0 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 3,089 $831K 0.36% -233 13F-HR Timeline FIRST WILSHIRE SECURITIES MANAGEMENT INC More: the full row for FIRST WILSHIRE SECURITIES MANAGEMENT INC 3,050 $831K 0.19% 0 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 3,027 $824K 0.02% -4,086 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 3,010 $820K 0.8% 0 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 2,993 $815K 0.41% -77 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,977 $810K 0.01% -952 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,964 $807K 0.01% -1 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 2,955 $805K 0.1% +1,851 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 2,945 $802K 0.14% -3 13F-HR Timeline Rayburn West Financial Services LLC More: the full row for Rayburn West Financial Services LLC 2,938 $800K 0.47% +20 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,938 $800K 0.01% -1,041 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 2,927 $797K 0.1% -5 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 2,902 $790K 0.07% 0 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 2,895 $788K 0.2% +382 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,890 $787K 0.02% -73 13F-HR Timeline Group Atala Financial Inc More: the full row for Atala Financial Inc 2,865 $786K 0.53% +55 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 2,872 $782K 0.07% +372 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 2,910 $775K 0.02% 0 13F-HR Timeline Group Vanguard National Trust Co in group VANGUARD GROUP INC More: the full row for Vanguard National Trust Co 2,840 $773K 0.05% 13F-HR Timeline Group NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 2,832 $771K 0.03% 0 13F-HR Timeline Group Athena Investment Management More: the full row for Athena Investment Management 2,803 $763K 0.4% -1 13F-HR Timeline WEALTH MANAGEMENT RESOURCES, INC. 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(Ohio) 2,262 $637K 0.47% +887 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 2,336 $636K 0.02% +473 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,358 $634K 0.01% +224 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 2,326 $633K 0.15% -25,646 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,326 $633K 0.02% +114 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 2,310 $629K 0.08% +3 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 2,310 $629K <0.01% -30 13F-HR Timeline MATHER GROUP, LLC. 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More: the full row for Wealth Management Associates, Inc. 2,243 $611K 0.21% +19 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 2,231 $608K 0.01% 0 13F-HR Timeline CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 2,218 $604K 0.39% -42 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,210 $602K 0.02% -109 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 2,203 $600K 0.02% +339 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,200 $599K 0.02% 0 13F-HR Timeline Group Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 2,194 $597K 0.17% -50 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 2,169 $591K 0.36% 0 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,160 $588K 0.07% -167 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 2,156 $587K 0.19% -10 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,153 $586K <0.01% -174 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 2,150 $586K 0.01% -75 13F-HR Timeline Group D'Orazio & Associates, Inc. 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Lucia & Associates, LLC 2,006 $546K 0.2% -371 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,004 $546K 0.02% -498 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,997 $544K 0.04% -154 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 1,992 $542K 0.1% -15,796 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 1,991 $542K 0.01% new 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 1,980 $539K 0.02% 0 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,976 $538K 0.06% -3,208 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 1,975 $538K 0.22% +4 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,971 $537K 0.02% +77 13F-HR Timeline Group Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 1,958 $533K 0.03% -22 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,915 $533K 0.01% +791 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 1,951 $531K 0.23% -51 13F-HR/A Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 1,950 $531K 0.03% 0 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 1,947 $530K 0.42% -55 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 1,942 $529K 0.12% -3 13F-HR Timeline James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 1,930 $526K 0.02% 0 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 1,906 $519K 0.03% +55 13F-HR Timeline SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 1,890 $515K 0.49% 0 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 1,886 $514K 0.1% -496 13F-HR Timeline American Trust More: the full row for American Trust 1,879 $512K 0.05% +225 13F-HR Timeline Center for Financial Planning, Inc. 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More: the full row for Essential Planning, LLC. 1,818 $495K 0.16% -5 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,814 $494K 0.02% -27 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 1,798 $490K +899 Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 1,793 $488K 0.01% +850 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 1,784 $486K 0.18% -3 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 1,748 $485K 0.03% -516 13F-HR/A Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 1,780 $485K 0.11% -12 13F-HR Timeline Fulton Bank, N.A. 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