Keystone Financial Group More: the full row for Keystone Financial Group 3,521 $280K 0.02% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,515 $279K <0.01% 0 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 3,500 $278K 0.21% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,498 $278K <0.01% +492 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,497 $278K 0.06% -63 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 3,486 $277K 0.19% -1,494 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 3,479 $276K 0.04% -1,611 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 3,404 $276K 0.08% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,437 $274K 0.01% -2,097 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 3,449 $274K 0.06% 0 13F-HR Timeline James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 3,425 $272K 0.01% -1,650 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 3,450 $272K +599 Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 3,402 $270K 0.08% -54 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 3,400 $270K 0.13% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,405 $270K <0.01% +631 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 3,382 $269K 0.01% 0 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 3,376 $268K 0.03% +9 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,371 $268K 0.01% +172 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 3,370 $268K 0.14% 0 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 3,354 $266K 0.18% -11,772 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 3,352 $266K 0.06% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,349 $266K 0.01% -29 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 3,323 $264K 0.03% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 3,320 $264K 0.05% -385 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 3,301 $263K 0.01% 0 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 3,298 $262K 0.05% +6 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 3,297 $262K 0.03% +17 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 3,275 $260K 0.04% 0 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 3,274 $260K 0.02% +5 13F-HR Timeline Trust Co More: the full row for Trust Co 3,271 $260K 0.02% +329 13F-HR Timeline Boulder Wealth Advisors, LLC More: the full row for Boulder Wealth Advisors, LLC 3,270 $260K 0.1% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 3,266 $259K 0.02% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,268 $259K 0.01% -2,031 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 3,213 $259K 0.01% -1,296 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 3,179 $258K 0.05% -4 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 3,220 $256K <0.01% -650,220 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,210 $255K 0.01% +121 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 3,197 $254K 0.03% +4 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 3,192 $254K 0.02% +216 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 3,157 $253K 0.05% +41 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 3,177 $252K 0.11% -135 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 3,172 $252K 0.01% 0 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 3,163 $251K 0.03% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,158 $251K 0.01% -305 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,157 $251K 0.01% +2 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 3,132 $249K 0.01% +450 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 3,125 $248K 0.02% -3,325 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 3,120 $248K 0.01% 0 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 3,112 $247K 0.24% +149 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 3,111 $247K 0.03% -1 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 3,127 $247K 0.08% +19 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 3,106 $247K 0.18% -1,141 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,091 $246K 0.02% -145 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 3,066 $244K 0.01% +77 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 3,061 $243K 0.01% +54 13F-HR Timeline KENNEDY CAPITAL MANAGEMENT LLC More: the full row for KENNEDY CAPITAL MANAGEMENT LLC 3,057 $243K 0.01% -17 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 3,051 $242K 0.06% -567 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,048 $242K 0.01% -4 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 3,040 $241K 0.02% -650 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 3,026 $240K <0.01% -205,828 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 3,018 $240K 0.01% new 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,010 $239K 0.02% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,995 $238K 0.01% -1,260 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 2,980 $237K 0.06% -6,674 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 2,968 $236K 0.03% 0 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 2,958 $235K 0.02% -40 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,957 $235K 0.01% +41 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 2,956 $235K 0.02% -800 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 2,953 $235K 0.13% -258 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,950 $234K 0.04% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 2,949 $234K 0.03% new 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 3,065 $234K 0.03% -4,549 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 2,948 $234K 0.02% +158 13F-HR Timeline Group PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 2,942 $234K 0.01% 0 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 2,933 $233K 0.14% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 2,905 $231K 0.05% 0 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 2,904 $231K 0.03% +4 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 2,879 $229K 0.17% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 2,878 $229K <0.01% -26 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 2,872 $228K 3.94% 0 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 2,870 $228K 0.05% 0 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,859 $227K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,845 $226K 0.01% -490 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 2,841 $226K 0.04% -73 13F-HR Timeline Dougherty & Associates, LLC More: the full row for Dougherty & Associates, LLC 2,817 $224K 0.21% -322 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 2,812 $223K 0.28% +49 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 2,806 $223K 0.06% 0 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 2,802 $223K 0.01% -418 13F-HR Timeline Group BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 2,800 $222K 0.07% 0 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 2,798 $222K 0.2% 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 2,796 $222K 0.01% 0 13F-HR Timeline Ascent Advisors, LLC More: the full row for Ascent Advisors, LLC 2,795 $222K 0.41% new 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 2,793 $222K <0.01% new 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 2,780 $221K 0.07% -2,672 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,777 $221K <0.01% -487 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 2,757 $219K 0.04% new 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 2,750 $218K 0.03% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,749 $218K 0.01% -985 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 2,747 $218K 0.05% 0 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 2,747 $218K 0.12% +17 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 2,746 $218K <0.01% new 13F-HR Timeline Group Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 2,729 $217K 0.02% -67 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 2,721 $216K 0.03% 0 13F-HR Timeline Price Financial Group Wealth Management… More: the full row for Price Financial Group Wealth Management, Inc 2,689 $216K 3.57% -8 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 2,708 $215K 0.01% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,706 $215K 0.01% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,701 $215K 0.01% new 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 2,685 $214K 0.03% new 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 2,691 $214K 0.04% new 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 2,689 $214K 0.12% new 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 2,670 $214K 0.03% new 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,679 $213K 0.01% -140 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,673 $212K 0.03% new 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 2,662 $211K 0.14% new 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 2,659 $211K 0.09% -741 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,660 $211K <0.01% 0 13F-HR Timeline Group Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,634 $209K 0.02% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 2,627 $209K 0.04% +6 13F-HR Timeline City State Bank More: the full row for City State Bank 2,602 $207K 0.05% -1 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,589 $206K <0.01% -198 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,579 $205K 0.01% -320 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 2,575 $205K 0.01% new 13F-HR Timeline KTF INVESTMENTS, LLC More: the full row for KTF INVESTMENTS, LLC 2,575 $205K 0.04% new 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 2,569 $204K 0.03% new 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 2,573 $204K 0.05% new 13F-HR Timeline Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 2,550 $203K 0.12% new 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 2,548 $202K 0.04% 0 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 2,539 $202K 0.01% new 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,538 $202K 0.06% new 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 2,536 $201K 0.15% -1,092 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 2,535 $201K 0.03% new 13F-HR Timeline Group 360 Financial, Inc. More: the full row for 360 Financial, Inc. 2,532 $201K 0.06% new 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 2,531 $201K 0.01% -711 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,529 $201K 0.05% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,520 $200K 0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 2,510 $199K 0.04% -76 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 2,500 $199K 0.09% 0 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 2,446 $194K 0.05% +244 13F-HR Timeline Group True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 2,437 $194K 0.01% -626 13F-HR/A Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,418 $193K 0.01% -21 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,422 $192K <0.01% new 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 2,376 $189K 0.06% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 2,349 $187K 0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 2,346 $186K 0.1% +20 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,278 $181K 0.02% +210 13F-HR Timeline MOTCO More: the full row for MOTCO 2,266 $180K 0.02% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2,241 $178K <0.01% 0 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 2,235 $178K 0.06% +106 13F-HR/A Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 2,162 $172K 0.05% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,090 $168K <0.01% +418 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 2,102 $167K 0.04% new 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 2,076 $165K 0.01% new 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 2,069 $164K 0.01% -252 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 2,051 $163K 0.1% -1 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,027 $161K 0.02% +37 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 2,000 $159K 0.01% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 2,000 $159K 0.08% -500 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 1,988 $158K 0.19% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,933 $155K 0.09% +15 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,920 $153K 0.01% +99 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,914 $152K 0.05% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 1,900 $151K 0.01% new 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 1,899 $151K 0.09% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 1,867 $148K 0.02% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 1,853 $147K 0.04% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,802 $143K <0.01% -348 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,776 $141K 0.02% +1,149 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,700 $140K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,715 $136K 0.01% -108 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 1,672 $133K 0.03% +208 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,664 $132K 0.01% +593 13F-HR/A Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,651 $131K 0.01% -243 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,627 $130K 0.08% +44 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,593 $127K 0.04% +673 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,584 $126K 0.04% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,562 $125K 0.05% -12 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 1,569 $125K 0.07% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,541 $122K 0.01% +104 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,509 $120K 0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 1,500 $119K 0.09% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1,491 $118K 0.03% -343 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,471 $118K <0.01% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,459 $116K 0.01% -90 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 1,450 $115K 0.06% +508 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,444 $115K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,415 $112K 0.01% +21 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,395 $111K 0.07% +35 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 1,356 $108K 0.06% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,342 $107K <0.01% +57 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,301 $103K 0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,277 $101K 0.03% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 1,276 $101K 0.01% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,405 $99.5K 0.03% +609 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,229 $97.6K 0.02% -400 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,225 $97.3K 0.05% +3 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 1,225 $97K 0.03% 0 13F-HR/A Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 1,220 $96.9K <0.01% -63 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,210 $96.1K 0.01% +1,062 13F-HR Timeline Group Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 1,210 $96.1K 0.03% new 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 1,200 $95.3K 0.05% 0 13F-HR Timeline