GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 11,585 $525K 0.04% -845 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 11,574 $525K 0.28% +47 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 11,563 $524K 0.17% -332 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 11,526 $523K 0.11% -500 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 11,512 $522K 0.02% 0 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 11,475 $520K 0.15% +3 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 11,456 $520K 0.07% -37,969 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 11,400 $517K 0.14% new 13F-HR Timeline William Allan Corp More: the full row for William Allan Corp 11,398 $517K 0.32% +930 13F-HR Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 11,396 $517K 0.56% new 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 11,368 $516K 0.06% -328 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 11,298 $512K 0.52% +22 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 11,290 $512K 0.14% +36 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 11,264 $511K 0.59% -27,103 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 11,255 $511K 0.19% -1,191 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 11,229 $509K 0.22% 0 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 11,195 $508K 0.24% +529 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 11,180 $507K 0.31% +1,264 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 11,163 $506K 0.16% +1,472 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 11,147 $506K 0.04% -1,131 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 11,103 $504K 0.26% +477 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 11,099 $503K 0.07% +4,863 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 11,082 $503K 0.12% -574 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 11,071 $502K 0.23% +409 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 11,070 $502K 0.4% -150 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 11,059 $502K 0.63% +1,552 13F-HR/A Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 11,057 $502K 0.17% -22,487 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 11,043 $501K 0.04% -1,600 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 11,028 $500K 0.02% -23 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 10,989 $498K 0.23% +1,243 13F-HR Timeline Sowa Financial Group, Inc. More: the full row for Sowa Financial Group, Inc. 10,982 $498K 0.33% +88 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 10,976 $498K 0.19% -665 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 10,964 $497K 0.16% -1,381 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 10,959 $497K 0.24% +990 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 10,858 $496K 0.08% -71 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 10,933 $496K 0.06% +605 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 11,254 $496K 0.43% +98 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 10,901 $494K 0.15% 0 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 10,898 $494K 0.04% +3,222 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 10,896 $494K 0.25% -3,375 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 10,893 $494K 0.08% +1,313 13F-HR Timeline SMH CAPITAL ADVISORS INC More: the full row for SMH CAPITAL ADVISORS INC 10,886 $494K 1.15% -529 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 10,869 $493K 0.19% +1 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 10,861 $493K 0.17% +168 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 10,823 $491K 0.04% +877 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 10,808 $490K 0.19% -773 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 10,798 $490K 0.14% +3,357 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 10,792 $490K 0.04% -192 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 10,768 $489K 0.27% -230 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 10,764 $488K 0.11% +35 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 10,713 $486K 0.26% -712 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 10,687 $485K 0.02% 0 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 10,671 $484K 0.44% 0 13F-HR Timeline LONDON CO OF VIRGINIA More: the full row for LONDON CO OF VIRGINIA 10,611 $481K <0.01% -7,354 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 10,590 $480K 0.51% -13,190 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 10,557 $479K 0.4% -1,142 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 10,553 $479K 0.5% -68 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 11,231 $478K 0.22% -169 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 10,517 $477K 0.04% +226 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 10,514 $477K 0.17% -960 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 10,496 $476K 0.99% +520 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 10,480 $475K 0.03% -10,941 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 10,473 $475K 0.1% +163 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 10,465 $475K 0.05% -5,397 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 10,393 $471K 0.05% +2,133 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 10,382 $471K 0.11% -1,108 13F-HR Timeline First International Bank & Trust More: the full row for First International Bank & Trust 10,372 $470K 0.15% +3,326 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 10,364 $470K 0.1% +1,000 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 10,355 $470K 0.35% -1,300 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 10,348 $469K 0.38% +76 13F-HR Timeline CORNERSTONE ENTERPRISES, LLC More: the full row for CORNERSTONE ENTERPRISES, LLC 10,335 $469K 0.29% -123,134 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 10,325 $468K 0.27% -100 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 10,309 $468K 0.03% -454 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 10,299 $467K 0.2% -309 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 10,293 $467K 0.42% -1,170 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 10,286 $467K 0.18% +1,650 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 10,281 $466K 0.06% -1,882 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 10,544 $465K 0.05% +1,862 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 10,239 $464K 0.06% +1,397 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 10,235 $464K 0.2% +119 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 10,209 $463K 0.3% new 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 10,200 $463K 0.08% +1,000 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 10,195 $462K 0.1% -813 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 10,136 $460K 0.04% +492 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 10,105 $458K 0.02% -16,629 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 10,113 $458K 0.13% -1,489 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 10,089 $458K 0.41% new 13F-HR Timeline Yelin Lapidot Holdings Management Ltd. in group Yelin Lapidot Holdings Manage… More: the full row for Yelin Lapidot Holdings Management Ltd. 10,073 $457K 0.09% +941 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 11,421 $457K 0.15% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 10,067 $457K 0.27% 0 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 10,063 $456K 0.24% +667 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 10,050 $456K 0.45% -75 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 10,049 $456K 0.09% -2,240 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 10,020 $455K 0.66% +347 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 10,005 $454K 0.88% +845 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 10,003 $454K 0.3% -169 13F-HR Timeline Group West Tower Group, LLC More: the full row for West Tower Group, LLC 10,000 $454K 1.19% +1,300 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 9,984 $453K 0.09% +142 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 9,974 $452K 0.18% -474 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 11,296 $452K 0.08% 0 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 9,958 $452K 0.12% +915 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 9,938 $451K 0.22% +65 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 9,926 $450K 0.06% +1,750 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 9,922 $450K 0.18% new 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 9,924 $450K 0.11% -2,517 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 9,908 $449K 0.14% -1,176 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 9,890 $449K 0.08% -325 13F-HR Timeline Group Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 48,000 $448K 0.01% +37,967 13F-HR Timeline Group Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 9,860 $447K 0.09% new 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 9,857 $447K 0.1% 0 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 9,846 $447K 0.24% -637 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 9,812 $445K 0.1% +250 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 9,809 $445K 0.07% -723 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 9,794 $444K 0.21% +413 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 9,794 $444K 0.09% +1,661 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 9,789 $444K 0.01% new 13F-HR/A Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 9,787 $444K 0.44% +1,929 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 9,763 $443K 0.25% -3,829 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 9,758 $443K 0.06% +807 13F-HR Timeline BOYAR ASSET MANAGEMENT INC. More: the full row for BOYAR ASSET MANAGEMENT INC. 9,741 $442K 0.32% -600 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 9,739 $441K 0.12% -1,122 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 9,698 $440K 0.45% +9 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 9,676 $439K 0.1% -1,223 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 9,657 $438K 0.27% -1,274 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 9,643 $437K 0.19% new 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 9,633 $437K 0.35% +954 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 9,617 $436K 0.09% -1,771 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 9,598 $435K 0.1% +823 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 9,578 $434K 0.32% -900 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 9,574 $434K 0.19% -122 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 9,541 $433K 0.23% +332 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 9,534 $432K 0.09% new 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 9,480 $430K 0.04% -773 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 9,465 $429K 0.05% -325 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 3,285 $429K 0.33% +666 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 9,418 $427K 0.15% -5,028 13F-HR Timeline Socha Financial Group, LLC More: the full row for Socha Financial Group, LLC 9,415 $427K 0.21% +160 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 9,411 $427K 0.14% +50 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 9,400 $426K 0.27% +3,400 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 9,395 $426K 0.04% -450 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 9,384 $426K 0.03% 0 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 9,458 $425K 0.19% -1,661 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 9,365 $425K 0.21% +15 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 9,354 $424K 0.39% +327 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 9,352 $424K 0.37% +1,513 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 9,323 $423K 0.32% +133 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 9,320 $423K 0.17% -74 13F-HR Timeline US FINANCIAL ADVISORS, LLC More: the full row for US FINANCIAL ADVISORS, LLC 9,312 $422K 0.12% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 9,297 $422K 0.05% -500 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 9,284 $421K 0.08% +1,258 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 9,272 $421K 0.12% +122 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 9,271 $421K 0.11% +570 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 9,263 $420K 0.22% +1,160 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 9,250 $420K 0.23% -21,170 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 9,244 $419K 0.08% -499 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 9,239 $419K 0.32% -84 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 9,220 $418K 0.19% +412 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 9,206 $418K 0.04% +1,024 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 9,196 $417K 0.2% +284 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 9,194 $417K 0.03% +56 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 9,171 $416K 0.09% -206 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 9,160 $415K 0.44% 0 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 9,155 $415K 0.07% -2,812 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 9,152 $415K 0.25% +902 13F-HR Timeline Freestate Advisors LLC More: the full row for Freestate Advisors LLC 9,131 $414K 0.41% +2 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 9,122 $414K 0.21% -2,095 13F-HR Timeline Group Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 9,117 $414K 0.04% -25 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 9,100 $413K 0.03% +352 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 9,084 $412K 0.07% -51 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 9,062 $411K 0.09% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 9,048 $410K 0.09% -1,760 13F-HR Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 9,044 $410K 0.16% -1,235 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 9,040 $410K 0.57% 0 13F-HR Timeline MAS Advisors LLC More: the full row for MAS Advisors LLC 9,028 $410K 0.63% +2,495 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 9,017 $409K 0.26% -248 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 9,009 $409K 0.03% -917 13F-HR Timeline Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 8,997 $408K 0.16% -58 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 8,968 $407K 0.24% -863 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 8,966 $407K 0.06% +700 13F-HR Timeline Lane & Associates LLC More: the full row for Lane & Associates LLC 8,948 $406K 0.22% +335 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 8,932 $405K 0.11% -181 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 9,452 $405K 0.26% -24,678 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 8,918 $405K 0.31% -287 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 8,918 $404K 0.32% +12 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 8,907 $404K 0.03% new 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 8,903 $404K 0.35% -444 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 9,225 $404K 0.46% +3,147 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 8,896 $403K 0.04% +861 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 8,851 $401K 0.33% -2,163 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 8,846 $401K 0.04% +1,072 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 8,823 $400K 0.11% +663 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 8,787 $399K 0.12% -159 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 8,782 $398K 0.12% -1,351 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 8,768 $398K 0.27% +389 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 8,767 $398K 0.04% -749 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 8,766 $398K 0.04% -117 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 8,743 $397K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 8,741 $396K 0.14% -1,000 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 8,739 $396K 0.05% -572 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 8,728 $396K 0.02% -79 13F-HR Timeline