Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 1,024 $253K 0.05% new 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 1,021 $252K 0.06% new 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,081 $252K 0.02% new 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,021 $252K <0.01% new 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 1,017 $251K 0.02% new 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 1,016 $251K 0.01% -394 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 1,015 $251K 0.12% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,015 $251K 0.02% -267 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 1,011 $250K 0.03% new 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 1,011 $250K <0.01% new 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 1,011 $250K 0.08% new 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 1,008 $249K 0.02% new 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 1,004 $248K 0.14% new 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 1,003 $248K 0.05% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,001 $247K 0.05% new 13F-HR Timeline CORSAIR CAPITAL MANAGEMENT, L.P. More: the full row for CORSAIR CAPITAL MANAGEMENT, L.P. 1,000 $247K 0.04% new 13F-HR Timeline Central Asset Investments & Management … More: the full row for Central Asset Investments & Management Holdings (HK) Ltd 1,000 $247K 0.23% new 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 1,000 $247K 0.11% new 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 1,000 $247K 0.14% 0 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 1,000 $247K 0.06% new 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 1,000 $247K 0.03% new 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 1,000 $247K 0.11% new 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 999 $247K 0.06% new 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 999 $247K 0.08% new 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 997 $246K 0.07% new 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 994 $246K 0.07% new 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 993 $245K 0.01% new 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 993 $245K 0.19% -959 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 992 $245K 0.4% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 989 $244K 0.03% +696 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 989 $244K 0.03% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 988 $244K 0.01% -2,751 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 986 $244K 0.02% new 13F-HR Timeline ATLas Financial Planning LLC More: the full row for ATLas Financial Planning LLC 986 $244K 0.22% new 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 983 $243K 0.04% new 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 982 $243K 0.2% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 977 $241K <0.01% new 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 971 $240K 0.11% new 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 969 $239K 0.05% new 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 967 $239K 0.02% new 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 966 $239K 0.03% new 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 964 $238K 0.05% +134 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 960 $237K 0.03% new 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 961 $237K 0.02% new 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 958 $237K 0.05% new 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 958 $236K 0.03% new 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 954 $236K 0.05% new 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 949 $235K 0.01% new 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 949 $234K 0.18% new 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 947 $234K <0.01% new 13F-HR Timeline Group Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 944 $233K <0.01% new 13F-HR Timeline Group Members Trust Co More: the full row for Members Trust Co 940 $232K 0.01% new 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 940 $232K 0.04% new 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 927 $232K 0.04% new 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 939 $232K 0.09% new 13F-HR Timeline Up Capital Management, Inc. More: the full row for Up Capital Management, Inc. 938 $232K 0.26% new 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 935 $231K 0.01% new 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 936 $231K 0.05% new 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 934 $231K 0.25% -9,050 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 930 $230K 0.02% new 13F-HR Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 929 $230K 0.22% new 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 929 $229K 0.02% new 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 927 $229K <0.01% -521 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 924 $228K 0.08% new 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 971 $228K 0.02% new 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 920 $227K 0.02% new 13F-HR Timeline Avos Capital Management, LLC More: the full row for Avos Capital Management, LLC 919 $227K 0.09% -15,824 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 916 $226K 0.15% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 914 $226K 0.02% -784 13F-HR Timeline Group Successful Portfolios LLC More: the full row for Successful Portfolios LLC 908 $225K 0.12% new 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 910 $225K 0.03% new 13F-HR Timeline Group NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 907 $224K 0.03% new 13F-HR Timeline Guilbault Capital LLC More: the full row for Guilbault Capital LLC 904 $223K 0.24% new 13F-HR Timeline PURSUIT WEALTH STRATEGIES, LLC More: the full row for PURSUIT WEALTH STRATEGIES, LLC 901 $223K 0.31% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 901 $223K 0.08% new 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 900 $222K 0.01% new 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 900 $222K 0.02% new 13F-HR Timeline Oppenheimer & Close, LLC More: the full row for Oppenheimer & Close, LLC 900 $222K 0.14% -2,500 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 900 $222K <0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 899 $222K 0.03% -1 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 899 $222K 0.07% new 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 899 $222K 0.03% new 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 898 $222K <0.01% new 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 897 $222K 0.05% new 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 894 $221K 0.02% new 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 893 $221K 0.05% new 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 892 $220K 0.07% new 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 890 $220K 0.05% -6,664 13F-HR Timeline Bucket List Wealth Management, LLC More: the full row for Bucket List Wealth Management, LLC 883 $218K 0.13% new 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 882 $218K 0.07% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 876 $216K 0.01% 0 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 875 $216K 0.04% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 874 $216K 0.02% new 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 869 $215K 0.04% -32,786 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 866 $214K 0.02% new 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 865 $214K 0.01% new 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 866 $214K 0.04% new 13F-HR Timeline Group M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 866 $214K 0.14% new 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 865 $214K 0.14% new 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 864 $213K 0.04% new 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 862 $213K 0.03% new 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 862 $213K 0.02% new 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 862 $213K 0.05% new 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 861 $213K 0.03% -413 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 861 $213K 0.01% -1,063 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 860 $213K 0.08% -587 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 860 $212K 0.05% new 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 859 $212K 0.02% new 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 856 $212K 0.01% new 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 855 $211K 0.14% new 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 854 $211K 0.02% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 850 $210K 0.02% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 850 $210K 0.08% -1,101 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 846 $209K 0.01% new 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 846 $209K 0.07% new 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 844 $209K 0.01% new 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 844 $209K 0.05% new 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 844 $209K 0.01% new 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 843 $208K 0.08% new 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 839 $207K 0.03% new 13F-HR Timeline Group BankChampaign, National Association More: the full row for BankChampaign, National Association 839 $207K 0.21% new 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 838 $207K 0.03% new 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 836 $207K 0.14% new 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 836 $207K 0.03% new 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 834 $206K 0.01% new 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 834 $206K 0.01% new 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 834 $206K 0.12% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 832 $206K <0.01% +100 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 832 $206K 0.09% new 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 831 $205K 0.04% new 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 830 $205K 0.18% +40 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 824 $204K 0.06% new 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 842 $204K 0.06% new 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 821 $203K 0.09% new 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 821 $203K 0.06% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 839 $203K 0.13% -136 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 820 $203K 0.08% new 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 815 $201K 0.03% new 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 815 $201K 0.15% new 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 814 $201K 0.13% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 820 $201K 0.01% -21 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 811 $200K <0.01% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 811 $200K 0.02% new 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 811 $200K 0.02% new 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 810 $200K 0.06% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 803 $198K 0.02% 0 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 800 $198K 0.06% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 800 $198K 0.15% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 787 $195K 0.01% -23 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 773 $191K 0.06% new 13F-HR Timeline CNB Bank More: the full row for CNB Bank 772 $191K 0.08% -22 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 764 $189K 0.04% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 727 $180K 0.01% +6 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 700 $173K 0.05% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 697 $172K 0.04% +4 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 677 $167K 0.01% -60,839 13F-HR/A Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 670 $166K 0.02% -491 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 650 $161K 0.15% 0 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 646 $160K 0.06% +3 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 826 $158K 0.02% -2,850 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 628 $155K 0.02% +326 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 621 $154K 0.05% +3 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 600 $148K 0.06% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 599 $148K 0.11% -62 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 597 $148K 0.01% +134 13F-HR Timeline Group Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 595 $147K 0.06% new 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 594 $147K 0.07% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 573 $141K 0.01% +18 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 571 $141K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 566 $140K 0.01% +526 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 563 $139K 0.04% +126 13F-HR/A Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 554 $137K <0.01% +50 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 552 $136K 0.04% new 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 550 $136K 0.06% +150 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 547 $135K 0.08% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 544 $134K 0.02% -98 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 529 $131K 0.05% 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 522 $129K 0.01% -95 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 519 $128K 0.06% -50 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 516 $128K <0.01% 0 13F-HR Timeline Group ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 516 $127K 0.13% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 506 $125K <0.01% -10,399 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 501 $124K 0.01% -1,202 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 500 $124K 0.07% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 500 $124K 0.14% -1,955 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 489 $121K 0.02% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 488 $121K 0.05% +18 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 485 $120K 0.07% -30 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 482 $119K 0.1% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 481 $119K 0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 470 $116K <0.01% -10 13F-HR Timeline Group Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 470 $116K 0.03% -25 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 465 $115K 0.02% -104 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 464 $115K 0.03% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 461 $114K 0.04% -6 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 452 $114K <0.01% -13 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 450 $111K 0.08% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 445 $110K <0.01% -855 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 437 $108K 0.04% new 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 422 $104K 0.09% 0 13F-HR Timeline