Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 2,794 $196K 0.14% 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 2,793 $196K 0.05% 0 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 2,753 $193K 0.01% -1,088 13F-HR/A Timeline Group Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 2,744 $193K 0.05% +915 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 2,734 $192K 0.25% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,694 $189K 0.05% +121 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 2,682 $188K 0.15% 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,642 $186K 0.12% +1,316 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 2,630 $185K 0.11% +13 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 2,610 $183K 0.07% -599 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 2,602 $183K 0.06% -745 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 2,605 $183K 0.06% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 2,601 $183K 0.19% 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 2,597 $182K 0.06% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 2,551 $179K 0.08% -1 13F-HR Timeline GHE, LLC More: the full row for GHE, LLC 2,518 $177K 0.07% 0 13F-HR/A Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 2,437 $171K 0.03% 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 2,410 $169K 0.13% -534 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,367 $166K 0.02% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 2,364 $166K 0.04% +278 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 2,297 $161K 0.04% -88,263 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 2,267 $159K 0.01% -1,584 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 2,245 $158K 0.03% -553 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2,235 $157K 0.01% +252 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 2,200 $155K 0.07% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 2,194 $154K 0.06% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 2,191 $154K 0.09% 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 2,160 $152K 0.05% +1 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,105 $148K 0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 2,085 $146K 0.03% +293 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 2,050 $144K 0.03% -100 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 2,037 $143K 0.12% 0 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 2,036 $143K 0.1% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 2,028 $142K 0.05% -676 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 2,008 $141K 0.01% -592 13F-HR Timeline Trust Co More: the full row for Trust Co 2,003 $141K 0.02% -84 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 2,000 $140K 0.03% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 2,000 $140K 0.06% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,977 $139K 0.01% +80 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,941 $136K 0.01% -81 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 1,906 $134K 0.01% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 1,908 $134K 0.06% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,898 $133K 0.02% +704 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,897 $133K 0.01% 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,878 $132K 0.02% -30 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 1,809 $127K 0.05% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,806 $127K 0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,795 $126K 0.04% +516 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Riverview Trust Co More: the full row for Riverview Trust Co 1,788 $126K 0.11% +14 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 1,788 $126K 0.05% 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,762 $124K 0.04% -13 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,749 $123K 0.03% +71 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 1,738 $122K 0.12% -87 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 1,729 $121K 0.11% 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 1,720 $121K 0.04% -500 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,714 $120K 0.05% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,707 $120K 0.05% +1,207 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 1,704 $120K 0.09% 0 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 1,665 $117K 0.05% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 1,664 $117K 0.07% 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 1,653 $116K 0.08% 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,604 $113K 0.02% 0 13F-HR/A Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,580 $111K 0.03% +5 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1,569 $110K 0.04% +54 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 1,564 $110K 0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,534 $108K 0.02% new 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 1,532 $108K 0.06% 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,518 $107K <0.01% +340 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Bank of New Hampshire More: the full row for Bank of New Hampshire 1,515 $106K 0.03% +295 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,491 $105K 0.01% -254 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,480 $104K 0.01% +4 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 1,471 $103K 0.09% 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 1,463 $103K 0.04% 0 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 1,462 $103K 0.01% -3,800 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,460 $103K 0.01% +300 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,451 $102K <0.01% -1,373 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 1,435 $101K 0.06% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,431 $101K 0.02% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 1,425 $100K 0.02% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,424 $100K 0.02% -75 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 1,406 $98.8K 0.01% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 1,400 $98.3K 0.03% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,393 $97.8K 0.03% +382 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 1,385 $97.3K 0.01% +1,219 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 1,384 $97K <0.01% +196 13F-HR Timeline Group Exane Asset Management More: the full row for Exane Asset Management 1,332 $96.9K 0.06% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 1,373 $96.4K 0.19% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,357 $95.3K 0.09% 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 1,347 $94.6K 0.05% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,346 $94.5K 0.06% 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 1,328 $93.3K 0.04% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,324 $93K 0.01% +304 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 1,300 $91.3K 0.02% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,293 $90.8K 0.04% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 1,285 $90.3K 0.01% new 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 1,282 $90K 0.03% 0 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 1,270 $89.2K 0.06% +4 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,267 $89.1K 0.01% +6 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,244 $87.4K 0.02% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 1,235 $86.7K 0.02% new 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 1,233 $86.6K 0.07% 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 1,225 $86K 0.04% 0 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 1,224 $86K 0.03% +162 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 1,221 $85.8K 0.01% +221 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 1,210 $85K 0.03% -19 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,204 $84.6K 0.04% +4 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 1,183 $83.1K 0.03% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 1,159 $81.4K 0.01% +59 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1,142 $80.4K 0.06% -24 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,124 $79K 0.01% +327 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,117 $78.5K <0.01% +219 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,102 $77.4K 0.05% -527 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 1,099 $77.2K 1.79% 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 1,076 $75.6K 0.03% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,050 $73.8K 0.02% -416 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 1,044 $73.4K 0.04% -49 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,035 $72.7K <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1,030 $72.3K 0.02% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 1,003 $70.5K 0.06% 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 1,000 $70.2K 0.04% 0 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 1,000 $70K 0.04% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 996 $70K 0.03% 13F-HR/A Timeline Mizuho Bank, Ltd. in group MIZUHO FINANCIAL GROUP INC More: the full row for Mizuho Bank, Ltd. 980 $68.8K 0.02% new 13F-HR Timeline Group FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 979 $68.8K 0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 974 $68.6K 0.05% -21 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 965 $67.8K 0.01% 0 13F-HR Timeline Cyrus J. Lawrence, LLC More: the full row for Cyrus J. Lawrence, LLC 945 $66K 0.01% -167 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 928 $65.2K 0.01% new 13F-HR Timeline Group XY Capital Ltd More: the full row for XY Capital Ltd 905 $63.6K 0.07% new 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 900 $63.2K 0.05% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 896 $62.9K 0.01% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 881 $61.9K 0.05% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 777 $60.6K 0.01% +111 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 851 $59.8K 0.05% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 850 $59.7K 0.01% +22 13F-HR/A Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 849 $59.6K 0.04% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 804 $56.5K 0.03% 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 801 $56.3K 0.01% +683 13F-HR/A Timeline Advantage Trust Co More: the full row for Advantage Trust Co 800 $56.2K 0.03% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 797 $56K 0.06% 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 780 $54.8K 0.05% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 778 $54.6K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 774 $54.4K 0.01% +30 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 772 $54.2K 0.01% +1 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 767 $53.9K 0.03% -439 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 766 $53.8K 0.06% 13F-HR Timeline Householder Group Estate & Retirement S… More: the full row for Householder Group Estate & Retirement Specialist, LLC 742 $52K 0.04% -1,456 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 733 $51.5K 0.05% 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 732 $51.4K 0.03% 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 728 $51.1K 0.04% 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 724 $50.9K 0.04% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 714 $50.2K 0.03% +224 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 714 $50.2K 0.01% +194 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 705 $49.5K 0.02% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 695 $48.8K 0.01% +486 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 688 $48.3K <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 680 $47.8K 0.01% new 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 655 $46K 0.02% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 625 $43.9K 0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 620 $43.5K 0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 581 $42.5K 0.03% 13F-HR Timeline Aristotle Capital Management, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Capital Management, LLC 600 $42.1K <0.01% 0 13F-HR Timeline Group AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 600 $42.1K 0.02% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 598 $42K 0.02% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 558 $39.2K 0.04% 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 553 $38.8K 0.02% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 539 $37.9K 0.04% 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 535 $37.6K 0.03% 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 534 $37.5K 0.02% 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 500 $35.1K 0.02% new 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 500 $35.1K 0.01% 13F-HR Timeline Group E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 496 $35K 0.03% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 496 $34.9K 0.02% +193 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 490 $34.4K 0.02% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 486 $34.1K 0.02% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 485 $34.1K 0.01% 0 13F-HR Timeline Group BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 477 $33.5K 0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 467 $32.8K 0.03% 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 457 $32.1K 0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 450 $31.6K 0.02% 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 450 $31.6K 0.03% 13F-HR Timeline Sanctuary Wealth Management, L.L.C. More: the full row for Sanctuary Wealth Management, L.L.C. 435 $30.6K 0.02% 0 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 432 $30.3K 0.01% new 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 430 $30.2K 0.02% 0 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 432 $30K 0.08% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 426 $29.9K 0.01% 0 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 424 $29.8K 0.01% +237 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 421 $29.6K 0.02% -178 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 419 $29.4K 0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 416 $29.2K 0.01% +36 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 412 $28.9K 0.01% new 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 400 $28.1K <0.01% new 13F-HR Timeline Group Kings Path Partners LLC More: the full row for Kings Path Partners LLC 400 $28.1K 0.01% 0 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 400 $28.1K 0.07% 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 398 $28K 0.02% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 396 $27.8K 0.01% +82 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 386 $27.1K <0.01% 0 13F-HR Timeline Group Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 385 $27K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 379 $26.6K 0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 376 $26.4K 0.01% 13F-HR Timeline