VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 66,149 $5.1M 1.49% +10,476 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 66,020 $5.09M 0.12% +19,959 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 65,945 $5.08M 0.04% new 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 65,936 $5.08M 0.16% +12,586 13F-HR/A Timeline Group WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 65,381 $5.04M 0.65% -12,073 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 64,372 $4.96M 0.06% -4,835 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 64,166 $4.95M 0.67% +15 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 63,930 $4.93M 0.62% +39 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 63,800 $4.92M 0.18% +7,395 13F-HR Timeline Group Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 63,725 $4.91M 3.33% -386 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 63,322 $4.88M 2.32% +1,212 13F-HR Timeline Sage Investment Advisers LLC More: the full row for Sage Investment Advisers LLC 62,128 $4.85M 3.59% +14,267 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 62,747 $4.84M 0.22% -7,349 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 62,691 $4.83M 0.01% -6,855 13F-HR Timeline Group Serenity Investment Advisors More: the full row for Serenity Investment Advisors 57,065 $4.82M 2.26% +10,135 13F-HR Timeline Eschler Asset Management LLP in group Eschler Asset Management LLP More: the full row for Eschler Asset Management LLP 62,218 $4.8M 4.78% 0 13F-HR Timeline Group Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 62,013 $4.78M 0.61% -20,310 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 61,895 $4.77M 0.31% -80 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 61,893 $4.77M 0.21% +2,476 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 60,941 $4.7M 0.11% +1,620 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 60,780 $4.69M 0.19% new 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 60,601 $4.67M 0.4% -656 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 60,584 $4.67M 1.4% +1,295 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 57,342 $4.66M 1.38% +10,490 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 60,268 $4.65M 0.98% +50 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 60,164 $4.64M 0.14% +14,522 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 59,807 $4.61M <0.01% +3,301 13F-HR Timeline Group TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 59,722 $4.61M 0.53% 0 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 59,701 $4.6M 1.82% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 59,657 $4.6M 0.22% +4,237 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 59,610 $4.6M 0.46% +145 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 59,499 $4.59M 0.6% -4,203 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 59,421 $4.58M 0.13% +23,507 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 59,012 $4.55M 0.89% -5,588 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 58,911 $4.54M 1.74% +5,650 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 58,801 $4.53M 0.31% -1,713 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 58,756 $4.53M 1.51% +19,880 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 57,554 $4.44M 0.12% +28,925 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 57,088 $4.4M 0.93% new 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 57,025 $4.4M 0.21% 0 13F-HR/A Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 56,965 $4.39M 0.04% +2,557 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 56,938 $4.39M 3.26% +622 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 56,781 $4.38M 0.67% +1,678 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 56,697 $4.37M 0.02% +10,796 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 56,594 $4.36M 0.01% +12,276 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 56,147 $4.33M 0.08% +858 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 55,891 $4.31M 1.12% -2,536 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 54,846 $4.23M 0.81% +20,152 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 54,573 $4.21M 0.12% +7,645 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 54,184 $4.18M 0.59% +6,422 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 53,847 $4.15M 0.45% -297 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 53,041 $4.1M 0.22% +42,640 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 52,555 $4.05M 2.67% +3,933 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 51,878 $4M 1.13% -826 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 51,303 $3.96M 2% +2,388 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 51,024 $3.93M 1.12% -885 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 50,846 $3.92M 0.21% +13,754 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 50,351 $3.88M 0.94% -6,984 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 50,163 $3.87M 0.71% +1,624 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 49,885 $3.85M 1.08% -1,248 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 49,666 $3.83M 0.22% +106 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 49,665 $3.83M 0.66% 0 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 49,638 $3.83M 0.72% +6,489 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 49,380 $3.81M 3.05% +2,866 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 49,140 $3.79M 0.82% +1,281 13F-HR Timeline Walker Financial Services, Inc. More: the full row for Walker Financial Services, Inc. 49,119 $3.79M 1.3% -20,207 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 48,918 $3.77M 0.4% +2,844 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 48,588 $3.75M 0.28% -189 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 47,908 $3.69M 0.06% -5,482 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 47,601 $3.67M 2.82% +1,653 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 47,403 $3.66M 0.21% -1,518 13F-HR Timeline Franklin Resources group of 2 filers holding More: the full row for Franklin Resources 46,784 $3.61M -920 Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 46,510 $3.59M <0.01% +46,057 13F-HR Timeline Group Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 46,076 $3.55M +10,701 Timeline Alliance Wealth Strategies, LLC d/b/a B… More: the full row for Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 46,017 $3.55M 3.19% +5,219 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 45,752 $3.53M 0.32% -2,576 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 45,540 $3.51M 0.87% +16,855 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 45,521 $3.51M 0.24% +38,995 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 45,156 $3.48M 0.53% +1,030 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 44,898 $3.46M 0.05% +11,065 13F-HR Timeline Group Friday Financial More: the full row for Friday Financial 44,857 $3.46M 1.19% +11 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 44,582 $3.45M 0.13% +13,518 13F-HR Timeline Group CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 44,714 $3.45M 0.08% +38,834 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 44,672 $3.44M <0.01% +6,250 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 44,647 $3.44M 0.19% +3,441 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 44,618 $3.44M 0.06% +1,901 13F-HR Timeline Group Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 44,613 $3.44M 0.21% -470 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 44,586 $3.44M 0.19% 0 13F-HR Timeline Group Good Harbor Advisors, Inc. More: the full row for Good Harbor Advisors, Inc. 44,390 $3.42M 3.74% -533 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 42,080 $3.42M -1,545 Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 44,326 $3.42M 0.74% +27 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 43,831 $3.38M 0.44% +15,137 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 43,728 $3.37M 0.18% +1,260 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 43,618 $3.36M 0.19% -48 13F-HR Timeline BEACON ADVISORS HOLDINGS, LLC More: the full row for BEACON ADVISORS HOLDINGS, LLC 43,201 $3.33M 1.78% -510 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 43,181 $3.33M 0.42% +6,257 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 43,108 $3.32M 1.94% -1,430 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 42,991 $3.31M 0.01% +10,459 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 42,826 $3.3M 0.28% +1,778 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 42,440 $3.27M 0.31% +3,764 13F-HR Timeline CACTI ASSET MANAGEMENT LLC More: the full row for CACTI ASSET MANAGEMENT LLC 42,392 $3.27M 0.2% +20,787 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 42,151 $3.25M 1.01% -179 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 41,381 $3.19M 0.54% +994 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 41,356 $3.19M 1.47% -1,300 13F-HR Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 41,340 $3.19M 1.22% +67 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 41,204 $3.18M 0.71% +11,175 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 41,134 $3.17M 0.12% +2,166 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 40,982 $3.16M 0.58% new 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 40,776 $3.14M 0.2% +387 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 40,734 $3.14M 0.94% new 13F-HR Timeline Carroll Advisory Group, LLC More: the full row for Carroll Advisory Group, LLC 40,602 $3.13M 1.22% -1,604 13F-HR Timeline Fort Henry Capital, LLC More: the full row for Fort Henry Capital, LLC 40,496 $3.12M 1.89% +922 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 40,358 $3.11M 1.84% +1,526 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 40,267 $3.1M 0.38% +9,364 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 40,000 $3.08M 0.15% 0 13F-HR/A Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 39,693 $3.06M 2.73% 0 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 39,619 $3.06M 0.53% +3,550 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 39,538 $3.05M 1.03% -1,578 13F-HR Timeline Sicart Associates LLC More: the full row for Sicart Associates LLC 39,326 $3.03M 0.78% 0 13F-HR Timeline Pacific Park Financial, Inc. More: the full row for Pacific Park Financial, Inc. 39,204 $3.02M 1.97% +1,324 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 39,138 $3.02M 0.06% +4,511 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 39,056 $3.01M 0.07% +33,823 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 38,940 $3M +19,900 Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 38,896 $3M 1.37% -244 13F-HR Timeline Comprehensive Financial Management LLC More: the full row for Comprehensive Financial Management LLC 38,568 $2.97M 0.1% 0 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 38,480 $2.97M 0.28% +10,834 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 38,423 $2.96M 0.4% +10 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 38,265 $2.95M 0.02% +20,449 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 38,234 $2.95M 0.19% 0 13F-HR Timeline Kastel Capital Advisors, LLC More: the full row for Kastel Capital Advisors, LLC 39,010 $2.94M 1.81% 0 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 38,165 $2.94M 0.66% new 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 38,140 $2.94M 1.35% -2,707 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 2,933,385 $2.93M 0.22% 0 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 37,725 $2.91M 0.21% -8,037 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 37,603 $2.9M 0.05% -1,001 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 37,545 $2.9M 0.38% +4,670 13F-HR Timeline Clayton Partners LLC More: the full row for Clayton Partners LLC 37,352 $2.88M 2.09% +153 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 36,808 $2.84M 0.03% +7,521 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 36,796 $2.84M 0.01% +1,601 13F-HR Timeline Group Reality Financial Planning Services, LLC More: the full row for Reality Financial Planning Services, LLC 36,630 $2.82M 2.73% +2,040 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 36,552 $2.82M 0.55% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 34,059 $2.81M 0.06% +3,813 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 36,239 $2.79M 0.37% -3,586 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 36,103 $2.78M 0.23% -2,141 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 35,917 $2.77M 1.64% +2,906 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 35,873 $2.77M 0.17% +1,788 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 34,815 $2.68M 0.06% +671 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 34,646 $2.67M 0.67% +1,883 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 34,346 $2.65M 0.35% +3,108 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 34,275 $2.64M 0.1% +63 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 34,214 $2.64M 0.18% +2,211 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 33,900 $2.61M 0.2% -89 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 33,511 $2.58M 1.39% +193 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 33,336 $2.57M 0.08% +1,594 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 33,229 $2.56M 0.44% +15 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 33,195 $2.56M 1.33% +15 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 33,130 $2.55M 0.01% -54,719 13F-HR Timeline Group Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 32,813 $2.53M 1.98% -5,597 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 32,764 $2.53M 0.58% +584 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 32,612 $2.51M 0.04% 0 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 32,601 $2.51M 1.06% +977 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 32,553 $2.51M 0.48% -148 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 32,502 $2.51M 0.82% +1,134 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 32,441 $2.5M 0.03% +6,288 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 32,299 $2.49M 0.56% +128 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 32,233 $2.49M 2.44% -335 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 32,233 $2.49M 0.11% +3,575 13F-HR Timeline Bricktown Capital, LLC More: the full row for Bricktown Capital, LLC 32,175 $2.48M 0.49% -9,000 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 31,749 $2.48M 1.95% +2,136 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 29,140 $2.47M 0.17% -10,589 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 32,000 $2.47M 0.17% -1,000 13F-HR Timeline Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 31,886 $2.46M 0.9% +6,726 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 31,829 $2.45M 0.03% 0 13F-HR Timeline Group BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 31,668 $2.44M 0.94% -406 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 31,517 $2.43M 0.91% 0 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 31,483 $2.43M 0.01% +1,820 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 31,347 $2.42M 0.09% +3,827 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 31,343 $2.42M 0.04% +5,190 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 31,110 $2.4M 0.76% -1,533 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 32,101 $2.4M 0.14% +2,155 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 30,996 $2.39M 0.03% -184 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 30,987 $2.39M 0.12% +461 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 30,957 $2.39M <0.01% +1,193 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 30,920 $2.38M 0.01% +2,602 13F-HR Timeline Group Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 30,873 $2.38M 0.47% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 30,778 $2.37M 0.17% +1,071 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 30,745 $2.37M 0.35% -296 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 30,509 $2.35M 0.7% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 30,415 $2.35M 0.52% -1,615 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 30,299 $2.34M <0.01% +7,327 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 30,294 $2.34M 0.02% +59 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 30,252 $2.33M 0.37% +187 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 30,167 $2.33M 1.24% +906 13F-HR Timeline Avalon Advisory Group More: the full row for Avalon Advisory Group 30,123 $2.32M 0.94% -77 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 30,096 $2.32M <0.01% +6,091 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 29,997 $2.31M 6.71% -1,207 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 29,908 $2.31M 0.36% -1,795 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 29,897 $2.31M 0.31% -19,932 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 30,219 $2.3M 0.01% -744 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 28,337 $2.3M 0.07% +1,853 13F-HR Timeline