Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 868 $230K 0.08% new 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 867 $230K 0.02% -25 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 866 $229K 0.04% -53 13F-HR Timeline Kropog Financial Group, LLC More: the full row for Kropog Financial Group, LLC 866 $229K 0.22% +2 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 865 $229K 0.07% -1 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 863 $228K 0.05% 0 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 860 $228K 0.02% +15 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 857 $227K 0.01% new 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 850 $225K 0.02% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 850 $225K 0.04% +495 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 847 $224K 0.03% -74 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 847 $224K 0.16% 0 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 877 $223K 0.13% new 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 838 $222K 0.04% -59 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 836 $221K 0.03% +588 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 835 $221K 0.04% +12 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 834 $221K 0.03% -101 13F-HR/A Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 825 $218K 0.02% new 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 825 $218K 0.04% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 822 $218K <0.01% -12,720 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 819 $217K 0.02% new 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 816 $216K 0.08% -18,664 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 813 $215K 0.02% 0 13F-HR Timeline Monterey Private Wealth, Inc. More: the full row for Monterey Private Wealth, Inc. 812 $215K 0.06% +1 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 812 $215K 0.08% +3 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 808 $214K 0.06% 0 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 803 $213K 0.12% -89 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 803 $213K 0.06% +3 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 803 $213K 0.16% -134 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 802 $212K 0.02% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 802 $212K 0.06% 0 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 800 $212K 0.02% 0 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 798 $211K 0.12% -969 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 797 $211K 0.05% new 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 795 $210K 0.02% -92 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 793 $210K 0.01% 0 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 788 $209K <0.01% new 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 821 $208K 0.05% 0 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 784 $207K 0.02% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 783 $207K 0.01% new 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 783 $207K 0.01% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 782 $207K 0.02% new 13F-HR/A Timeline Tumwater Wealth Management, LLC More: the full row for Tumwater Wealth Management, LLC 780 $206K 0.11% new 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 775 $205K 0.17% +3 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 774 $205K 0.14% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 774 $205K 0.02% -67 13F-HR/A Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 768 $203K 0.01% new 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 765 $203K 0.02% new 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 765 $203K 0.13% -150 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 764 $202K 0.03% +600 13F-HR Timeline Group WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 761 $201K 0.14% -165 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 760 $201K 0.17% new 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 757 $200K 0.05% new 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 756 $200K 0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 730 $193K 0.03% -100 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 729 $193K 0.06% 0 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 716 $189K 0.08% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 709 $188K 0.01% +479 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 670 $177K 0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 666 $176K 0.08% +2 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 651 $172K 0.1% +278 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 648 $172K 0.03% +7 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 643 $170K 0.06% new 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 629 $167K 0.1% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 632 $166K 0.02% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 626 $166K 0.04% +1 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 607 $161K 0.04% +2 13F-HR Timeline Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 600 $159K 0.04% 0 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 593 $154K <0.01% 0 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 574 $152K <0.01% -261 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 565 $150K <0.01% -62 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 564 $149K 0.08% 0 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 559 $148K 0.03% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 536 $142K 0.01% 0 13F-HR Timeline Group Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 530 $140K 0.01% 0 13F-HR Timeline Group Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 525 $139K 0.06% +4 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 510 $135K 0.03% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 509 $135K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 491 $130K 0.09% -217 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 489 $129K 0.03% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 483 $128K 0.03% -28 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 470 $128K 0.08% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 479 $127K 0.01% +357 13F-HR Timeline Group Solstein Capital, LLC More: the full row for Solstein Capital, LLC 470 $124K 0.07% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 434 $115K 0.04% +1 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 428 $113K 0.03% -124 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 426 $113K 0.11% -217 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 421 $111K 0.03% +1 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 418 $111K 0.04% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 417 $110K 0.03% +1 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 401 $106K 0.08% -16 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 398 $105K 0.09% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 387 $102K 0.09% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 376 $99.5K 0.04% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 376 $99.5K 0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 375 $99.4K 0.01% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 371 $98.3K <0.01% +30 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 368 $97.4K 0.01% -4 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 366 $96.8K <0.01% +365 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 352 $93.2K 0.04% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 343 $90.8K 0.08% +98 13F-HR/A Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 341 $90.4K 0.01% 0 13F-HR Timeline Group Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 340 $90K 0.02% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 335 $88.7K 0.03% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 334 $88K 0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 329 $87.1K 0.08% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 328 $86.8K 0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 327 $86.6K 0.01% 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 325 $86K 0.03% -35 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 325 $86K 0.03% 0 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 319 $84K 0.05% -162 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 316 $83.7K 0.02% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 308 $81.7K 0.05% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 308 $81.5K 0.01% +110 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 300 $79.4K 0.02% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 300 $79.4K 0.03% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 300 $79.4K 0.01% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 299 $79.2K 0.08% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 298 $78.9K 0.02% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 284 $75.3K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 282 $74.7K <0.01% -12 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 281 $74.4K 0.02% +4 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 276 $73.1K <0.01% +52 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 275 $72.8K 0.02% -769 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 272 $71.9K 0.02% -39 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 266 $70.5K <0.01% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 265 $70.2K 0.05% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 259 $68.6K 0.04% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 259 $68.6K 0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 257 $68K 0.04% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 260 $68K 0.01% new 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 260 $67.8K <0.01% new 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 250 $66.3K 0.02% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 250 $66.2K 0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 244 $64.6K 0.05% +6 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 243 $64.3K 0.01% +100 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 242 $64.1K 0.03% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 240 $63.5K 0.03% 0 13F-HR/A Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 239 $63.3K <0.01% +39 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 236 $62.4K 0.02% +1 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 234 $61.9K 0.02% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 219 $56.9K 0.01% new 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 214 $56.7K 0.02% 0 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 198 $52.4K 0.02% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 194 $51.4K 0.01% 0 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 193 $51K 0.03% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 196 $50.9K 0.03% -11 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 191 $50.6K 0.03% +53 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 183 $48.4K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 178 $47.1K <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 171 $45.3K 0.02% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 169 $44.7K <0.01% -96 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 167 $44K <0.01% 13F-HR Timeline Group GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 164 $43.5K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 160 $42.4K 0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 156 $41.3K 0.02% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 155 $41K 0.01% 0 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 152 $40.2K 0.02% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 146 $38.7K 0.02% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 142 $37.6K 0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 142 $37.6K 0.01% -28 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 140 $37.1K <0.01% 0 13F-HR Timeline Group Hurley Capital, LLC More: the full row for Hurley Capital, LLC 136 $36K 0.03% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 129 $35.2K 0.03% +1 13F-HR Timeline Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 132 $34.9K 0.01% new 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 132 $34.9K 0.03% 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 131 $34K 0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 122 $32.3K 0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 121 $32K <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 119 $31.7K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 117 $31.1K 0.01% +11 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 115 $30.4K 0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 114 $30.2K 0.01% -135 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 110 $29K 0.01% new 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 106 $28.1K <0.01% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 105 $27.8K 0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 103 $27.3K 0.01% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 100 $26.5K 0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 100 $26.5K 0.01% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 100 $26.5K 0.01% 0 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 99 $26.2K 0.01% +1 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 100 $26K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 96 $25K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 91 $24.1K 0.01% 0 13F-HR Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 83 $21.6K <0.01% new 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 80 $21.2K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 75 $19.9K 0.01% 0 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 75 $19.9K 0.01% 0 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 75 $19.8K 0.01% -5,610 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 73 $19.3K 0.01% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 71 $18.8K 0.01% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 68 $18K <0.01% -587 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 66 $17.5K 0.01% 0 13F-HR Timeline Group Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 65 $17K 0.01% 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 64 $16.9K <0.01% 0 13F-HR/A Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 60 $15.9K 0.01% 0 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 60 $15.9K 0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 59 $15.6K 0.01% -71 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 59 $15.6K 0.01% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 55 $14.6K <0.01% 0 13F-HR/A Timeline Group