UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 973 $95.3K 0.04% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 952 $93.1K 0.24% +26 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 950 $92.9K 0.03% +72 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 946 $92.5K 0.05% +2 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 944 $92.3K <0.01% -38,944 13F-HR Timeline Group Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 937 $91.6K 0.04% new 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 917 $89.7K 0.06% +157 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 915 $89.4K 0.03% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 900 $88K 0.06% -1,114 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 851 $83.2K 0.03% +1 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 851 $83.2K 0.06% +1 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 834 $81.4K 0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 826 $80.8K 0.03% +101 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 824 $80.6K 0.03% +146 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 808 $79K 0.04% +176 13F-HR Timeline Lynch Asset Management, Inc. More: the full row for Lynch Asset Management, Inc. 800 $78.2K 0.03% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 787 $77K 0.02% +33 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 786 $76.9K 0.1% -3,958 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 777 $76K 0.08% -165 13F-HR/A Timeline S&T Bank/PA More: the full row for S&T Bank/PA 748 $73.1K 0.02% +32 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 746 $72.9K 0.03% +125 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 744 $72.7K 0.01% +415 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 716 $70K 0.05% +45 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 712 $69.6K 0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 677 $66.2K 0.05% +1 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 675 $66K 0.04% +27 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 657 $64.3K 0.03% 0 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 647 $63.3K 0.02% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 643 $62.8K 0.05% +58 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 636 $62.2K 0.04% new 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 622 $60.2K 0.01% -111 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 609 $59.5K 0.03% 0 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 600 $58.7K 0.05% 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 594 $58.1K 0.05% -34 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 585 $57K 0.04% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 569 $55.6K 0.01% -1,843 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 566 $55.3K 0.03% +3 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 549 $53.7K 0.02% -120 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 545 $53.3K 0.01% 0 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 541 $52.9K 0.01% +478 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 525 $51.3K 0.02% 0 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 519 $50.7K 0.03% 0 13F-HR Timeline University of Illinois Foundation More: the full row for University of Illinois Foundation 513 $50.2K 0.02% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 508 $49.6K 0.03% +1 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 505 $49.4K 0.03% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 505 $49.4K 0.03% -300 13F-HR Timeline Group Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 486 $47.5K 0.02% new 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 482 $47.1K 0.02% new 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 468 $45.8K 0.04% 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 456 $44.6K 0.03% 0 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 450 $44K 0.03% 0 13F-HR Timeline Livelsberger Financial Advisory More: the full row for Livelsberger Financial Advisory 450 $44K 0.85% new 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 500 $44K <0.01% -1,172 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 410 $40K 0.02% 0 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 405 $39.6K 0.03% 0 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 404 $39.5K 0.03% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 403 $39.4K 0.02% -38 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 400 $39K 0.01% +67 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 357 $34.9K 0.02% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 345 $33.7K <0.01% -5,793 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 341 $33.3K 0.03% -117 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 337 $33K <0.01% -25 13F-HR Timeline Group PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 333 $32.6K 0.07% +33 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 333 $32.6K 0.03% +102 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 323 $31.6K 0.01% +115 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 320 $31.3K 0.02% +233 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 310 $30.3K 0.02% +11 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 310 $30.3K 0.01% -7,339 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 300 $29.3K 0.02% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 300 $29.2K <0.01% -31 13F-HR Timeline Group REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 288 $28.2K 0.04% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 281 $27.5K 0.02% +95 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 279 $27.2K 0.01% +84 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 261 $25.5K 0.01% 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 256 $25K 0.02% -123 13F-HR Timeline Manitou Investment Management Ltd. More: the full row for Manitou Investment Management Ltd. 255 $24.9K <0.01% 0 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 247 $24K 0.01% -372 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 242 $23K 0.01% 0 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 234 $22.9K 0.01% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 222 $21.7K 0.02% 13F-HR Timeline Quarry LP More: the full row for Quarry LP 218 $21.3K <0.01% new 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 135 $21.3K 0.24% -1,819 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 204 $19.9K 0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 181 $17.7K 0.01% +1 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 180 $17.6K 0.01% new 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 171 $16.2K 0.01% -166 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 162 $15.8K 0.01% 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 161 $15.7K 0.01% +1 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 151 $14.8K <0.01% +68 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 147 $14.3K 0.01% +28 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 140 $13.7K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 138 $13.5K <0.01% 0 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 120 $11.7K <0.01% new 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 119 $11.6K 0.02% +1 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 103 $10K <0.01% -51 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 100 $9.78K 0.01% 0 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 100 $9.78K 0.01% 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 93 $9.09K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 87 $8.55K <0.01% 0 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 87 $8.51K <0.01% 0 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 84 $8.21K <0.01% 0 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 82 $8.02K 0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 77 $7.53K 0.37% -40 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 73 $7.18K <0.01% +66 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 72 $7.04K 0.01% -80 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 66 $6.47K <0.01% 0 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 65 $6.36K <0.01% 0 13F-HR Timeline Ryan Investment Management, Inc. More: the full row for Ryan Investment Management, Inc. 63 $6.16K <0.01% 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 62 $6.06K <0.01% +37 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 59 $5.82K <0.01% new 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 51 $4.99K <0.01% new 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 50 $4.89K <0.01% 0 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 45 $4.4K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 39 $3.83K <0.01% new 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 36 $3.52K 0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 33 $3.23K <0.01% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 30 $2.93K <0.01% -900 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 2,912 $2.85K 0.11% +162 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 18 $1.76K <0.01% new 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 15 $1.47K <0.01% 0 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 6 $587 <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 6 $587 0.01% -35 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.