Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 2,273 $208K 0.1% -174 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 2,271 $208K 0.05% 0 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 2,268 $207K 0.18% new 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 2,262 $207K 0.09% new 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 2,257 $206K <0.01% 0 13F-HR Timeline Group Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 2,254 $206K 0.03% 0 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 2,253 $206K 0.1% new 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 2,252 $206K 0.02% -203 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 2,246 $205K 0.05% new 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 2,238 $205K 0.07% new 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,238 $205K 0.02% new 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 2,235 $204K 0.01% -163 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 2,230 $204K 0.04% -8,596 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 2,228 $204K 0.06% +1 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,227 $204K 0.01% +26 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 2,226 $204K 0.14% +19 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 2,222 $203K 0.02% -40 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 2,219 $203K 0.02% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,218 $203K 0.01% -300 13F-HR Timeline Group Ironwood Financial, llc More: the full row for Ironwood Financial, llc 2,217 $203K 0.04% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,214 $202K 0.01% -276 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 2,211 $202K 0.15% -1,275 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 2,208 $202K 0.13% new 13F-HR Timeline MYCIO WEALTH PARTNERS, LLC More: the full row for MYCIO WEALTH PARTNERS, LLC 2,200 $201K 0.05% 0 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 2,186 $200K 0.06% +105 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 2,166 $198K 0.02% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 2,125 $194K <0.01% +1,825 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 2,000 $183K <0.01% 0 13F-HR Timeline Group Glassman Wealth Services More: the full row for Glassman Wealth Services 1,991 $182K 0.03% -112 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 1,957 $175K 0.06% +9 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,911 $175K 0.04% +1 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,862 $170K 0.04% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 1,850 $169K 0.05% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,795 $164K 0.01% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,738 $159K 0.02% +72 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,707 $156K 0.01% +3 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 1,669 $153K 0.08% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,652 $151K 0.01% -707 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 1,621 $148K 0.12% -16 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 1,605 $147K <0.01% 0 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 1,588 $145K 0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,568 $143K 0.01% +185 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 1,563 $143K 0.07% -39 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 955 $142K 0.11% -545 13F-HR Timeline Zurcher Kantonalbank (Zurich Cantonalba… More: the full row for Zurcher Kantonalbank (Zurich Cantonalbank) 1,530 $139K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,522 $139K 0.01% +10 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,511 $138K 0.01% +1 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 1,508 $138K 0.1% +455 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 1,500 $137K 0.09% 0 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 1,498 $137K 0.08% -120 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 1,434 $131K 0.04% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,364 $125K 0.06% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,327 $121K 0.01% -50 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,304 $119K <0.01% -124 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,302 $119K 0.04% +718 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 1,300 $119K 0.02% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 262 $117K 0.02% -40 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 1,272 $116K 0.04% -625 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 1,266 $116K 0.05% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,260 $115K 0.02% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 1,239 $113K 0.01% 0 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 1,229 $112K 0.01% +216 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 1,196 $107K 0.15% 13F-HR/A Timeline Granite FO LLC More: the full row for Granite FO LLC 1,159 $106K 0.06% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 1,131 $103K 0.07% +2 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1,112 $102K 0.01% -146 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,111 $102K 0.02% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 1,104 $101K 0.05% +5 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,084 $99.1K 0.01% -56 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,065 $97.4K 0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,064 $97.3K 0.02% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,003 $91.7K 0.04% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 982 $89.8K 0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 966 $88.3K 0.03% -19 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 960 $87.8K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 929 $84.9K 0.01% +60 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 914 $83.6K 0.05% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 870 $79.5K <0.01% +87 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 859 $78.5K 0.03% +183 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 852 $78K 0.03% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 850 $77.7K <0.01% 0 13F-HR Timeline Group Realta Investment Advisors More: the full row for Realta Investment Advisors 845 $77.3K 0.03% +50 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 822 $75.1K 0.06% +8 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 805 $73.6K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 796 $72.8K 0.01% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 786 $71.9K <0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 786 $71.9K 0.02% 0 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 783 $71.6K 0.02% -304 13F-HR Timeline NBZ Investment Advisors LLC More: the full row for NBZ Investment Advisors LLC 760 $69.5K 0.04% new 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 748 $68.4K 0.01% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 744 $68K 0.02% -593 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 736 $67.2K 0.01% +3 13F-HR Timeline Standard Family Office LLC More: the full row for Standard Family Office LLC 704 $64.4K 0.07% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 685 $62.6K 0.02% +16 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 685 $62.6K 0.04% +1 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 674 $61.7K 0.02% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 672 $61.4K 0.02% 0 13F-HR Timeline BLKBRD Asset Management, LP More: the full row for BLKBRD Asset Management, LP 667 $61K 0.02% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 665 $60.8K <0.01% -152 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 648 $59.3K 0.01% +242 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 642 $58.7K 0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 640 $58.5K 0.02% 0 13F-HR Timeline Group PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 636 $58.1K 0.04% +560 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 630 $57.6K 0.01% new 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 630 $57.6K 0.03% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 627 $57.3K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 600 $54.9K 0.02% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 594 $54.4K 0.02% +258 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 580 $53K 0.01% +29 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 573 $52.4K 0.02% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 538 $49.2K 0.03% 0 13F-HR Timeline GARLAND CAPITAL MANAGEMENT INC More: the full row for GARLAND CAPITAL MANAGEMENT INC 524 $47.9K 0.66% -305 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 515 $47.1K <0.01% new 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 514 $47K 0.04% 0 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 510 $46.6K 0.03% 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 510 $46.6K 0.02% new 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 488 $44.6K 0.01% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 484 $44.3K 0.01% -88 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 482 $44K <0.01% +35 13F-HR Timeline Group BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 480 $43.9K 0.01% -169 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 476 $43.5K 0.02% new 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 466 $42.7K 0.02% -600 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 465 $42.5K 0.09% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 462 $42.2K 0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 439 $40.1K <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 438 $40.1K 0.01% +4 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 431 $39.4K 0.01% -75 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 408 $37.3K 0.02% -460 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 400 $36.6K 0.02% 0 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 400 $36.6K 0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 399 $36.5K 0.01% -2,041 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 393 $35.9K <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 390 $35.7K <0.01% -950 13F-HR Timeline Group Roxbury Financial LLC More: the full row for Roxbury Financial LLC 388 $35.5K 0.03% +1 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 382 $34.9K 0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 369 $33.8K 0.02% +2 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 365 $33.4K 0.04% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 366 $33.3K <0.01% +11 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 363 $33.2K 0.01% -1,033 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 360 $32.9K 0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 348 $32K 0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 337 $30.8K 0.01% -50 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 335 $30.6K 0.03% +2 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 334 $30.5K 0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 333 $30.4K 0.02% -250 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 327 $29.9K 0.02% 0 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 324 $29.5K 0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 320 $29.3K <0.01% -158 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 319 $29K <0.01% -10 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 313 $29K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 315 $28.8K <0.01% +3 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 313 $28.6K <0.01% +3 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 310 $28.3K 0.01% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 305 $28K <0.01% -809 13F-HR/A Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 307 $27.8K <0.01% 0 13F-HR Timeline Group ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 300 $27.4K 0.01% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 300 $27K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 295 $27K 0.01% +6 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 291 $26.6K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 285 $26.1K 0.02% new 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 272 $24.9K <0.01% 0 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 268 $24.5K 0.02% 0 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 268 $24.5K 0.01% new 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 265 $24.2K 0.07% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 259 $23.7K 0.02% -1,173 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 254 $23.2K 0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 252 $23K <0.01% new 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 250 $22.9K 0.01% -25 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 250 $22.9K 0.01% -6 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 244 $22.3K 0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 243 $22.2K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 241 $22.1K <0.01% -32 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 241 $22K 0.01% -50 13F-HR Timeline CX Institutional More: the full row for CX Institutional 237 $22K <0.01% -256 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 227 $20.8K <0.01% -54 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 225 $20.6K 0.01% 0 13F-HR Timeline VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 220 $20.1K 0.01% -2 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 214 $19.6K 0.01% 0 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 205 $18.7K 0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 202 $18.5K 0.01% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 201 $18.4K 0.01% new 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 200 $18.3K <0.01% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 200 $18.3K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 200 $18.3K 0.01% -105 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 199 $18.2K 0.07% 0 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 194 $17.7K 0.01% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 175 $16K <0.01% -391 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 170 $16K 0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 175 $16K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 175 $16K <0.01% -78 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 174 $15.9K 0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 173 $15.8K <0.01% -58 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 167 $15.3K <0.01% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 163 $14.9K 0.01% +2 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 159 $14.5K 0.01% +1 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 150 $13.7K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 150 $13.7K <0.01% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 136 $12.4K <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 133 $12.1K 0.01% +72 13F-HR Timeline Group DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 128 $11.7K <0.01% +1 13F-HR Timeline