Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 1,132 $234K 0.02% +22 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 1,130 $233K 0.03% -2,725 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 1,129 $233K 0.14% new 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 1,128 $233K 0.12% 0 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 1,127 $233K 0.19% +1 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 1,126 $233K 0.11% +1 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 1,115 $230K 0.03% -126 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 1,114 $230K 0.07% 0 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 1,110 $229K 0.03% -190 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 1,109 $229K <0.01% -189,683 13F-HR/A Timeline Group Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 1,114 $229K 0.05% +243 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 1,106 $228K 0.02% +209 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 1,106 $228K 0.06% +42 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 1,104 $228K 0.13% 0 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 1,102 $228K 0.04% new 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 1,100 $227K 0.13% -26 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,100 $227K 0.05% -300 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 1,095 $226K 0.22% -48 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 1,093 $226K 0.03% +110 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 1,094 $226K 0.02% -617 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 1,093 $226K 0.04% +6 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 1,093 $226K 0.02% -176 13F-HR Timeline Kaye Capital Management More: the full row for Kaye Capital Management 1,092 $226K 0.09% +14 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 1,092 $225K 0.06% -642 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 1,091 $225K 0.14% 0 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 1,090 $225K 0.04% new 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 1,087 $224K 0.01% new 13F-HR Timeline Regency Capital Management Inc.\DE More: the full row for Regency Capital Management Inc.\DE 1,086 $224K 0.13% -230 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,040 $224K 0.01% -801 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 1,083 $224K 0.15% new 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 1,081 $223K 0.09% +1 13F-HR Timeline Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 1,081 $223K 0.17% new 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 1,078 $223K 0.03% -257 13F-HR Timeline Group Gibbs Wealth Management More: the full row for Gibbs Wealth Management 1,078 $223K 0.05% +164 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 1,075 $222K 0.08% -647 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 948 $220K 0.01% 0 13F-HR Timeline Group BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 1,065 $220K 0.05% -55 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 1,065 $220K 0.05% 0 13F-HR Timeline Group ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 1,064 $220K 0.02% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,063 $219K 0.02% 0 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 1,063 $219K 0.15% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,061 $219K <0.01% 0 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 1,058 $218K <0.01% new 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 1,057 $218K 0.04% 0 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 1,057 $218K 0.2% +76 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,055 $218K 0.03% 0 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 1,053 $217K 0.19% -560 13F-HR Timeline Monterey Private Wealth, Inc. More: the full row for Monterey Private Wealth, Inc. 1,053 $217K 0.06% 0 13F-HR Timeline Bell Bank More: the full row for Bell Bank 1,053 $217K 0.01% 0 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 1,051 $217K 0.05% -301 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 1,123 $217K 0.09% +90 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 1,047 $216K 0.18% +53 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 1,044 $216K 0.09% -3 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 1,042 $215K 0.01% 0 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 1,106 $215K 0.09% -949 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 1,040 $215K 0.04% -38 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 1,039 $215K 0.09% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 1,039 $215K 0.11% +58 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 1,031 $213K 0.17% 0 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 1,030 $213K 0.04% 0 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 913 $212K 0.15% 0 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 1,028 $212K 0.14% 0 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 1,022 $211K 0.04% -5 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 1,020 $211K 0.04% -63 13F-HR Timeline InvesTrust More: the full row for InvesTrust 1,020 $211K 0.06% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 1,019 $210K 0.02% +20 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 1,016 $210K 0.23% 0 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 1,016 $210K 0.13% +2 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 1,015 $210K 0.02% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 1,012 $209K 0.15% +203 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 1,010 $209K 0.01% new 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 1,011 $209K 0.22% new 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 1,010 $209K 0.04% 0 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,010 $209K 0.03% new 13F-HR/A Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 1,010 $209K 0.16% new 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 1,007 $208K 0.06% 0 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 1,004 $207K 0.04% -773 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 1,002 $207K 0.1% +448 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 1,001 $207K 0.1% -1,020 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 1,000 $206K 0.15% +136 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 1,000 $206K 0.06% +100 13F-HR Timeline Gruss & Co., LLC More: the full row for Gruss & Co., LLC 1,000 $206K 0.9% 0 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 1,000 $206K 0.04% 0 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 1,000 $206K 0.08% 0 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 1,000 $206K 0.08% -168 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 1,000 $206K 0.13% 0 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 999 $206K 0.08% new 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 997 $206K 0.08% -396 13F-HR Timeline CLG LLC More: the full row for CLG LLC 996 $206K 0.07% -24 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 996 $206K 0.07% 0 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 994 $205K 0.1% new 13F-HR Timeline Glassy Mountain Advisors, Inc. More: the full row for Glassy Mountain Advisors, Inc. 994 $205K 0.07% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 993 $205K 0.02% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 988 $204K 0.07% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 984 $203K 0.07% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 986 $203K 0.15% 0 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 983 $203K 0.05% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 978 $202K 0.05% +1 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 975 $201K 0.13% +25 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 974 $201K 0.05% 0 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 975 $201K 0.17% 0 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 970 $200K 0.02% -228 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 970 $200K 0.17% -1,204 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 969 $200K 0.07% new 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 964 $199K 0.06% +14 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 952 $197K 0.06% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 947 $196K 0.12% -376 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 942 $195K 0.29% 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 936 $193K 0.12% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 961 $190K 0.05% +444 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 912 $188K 0.01% 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 909 $188K 0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 902 $186K 0.07% -85 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 856 $184K 0.02% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 885 $183K 0.04% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 876 $181K 0.07% -61,435 13F-HR Timeline Group Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 866 $179K 0.03% -24 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 863 $178K 0.06% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 859 $177K 0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 814 $168K 0.02% -336 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 723 $168K 0.04% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 813 $168K 0.11% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 798 $165K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 796 $164K 0.03% +45 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 794 $164K 0.06% -28 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 748 $154K 0.12% -74 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 745 $154K 0.01% +463 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 742 $153K 0.06% +500 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 736 $152K 0.06% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 714 $147K 0.03% +88 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 700 $145K 0.02% 0 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 700 $145K 0.03% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 684 $141K 0.06% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 679 $140K 0.02% -26 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 674 $139K 0.02% +19 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 673 $139K 0.02% -102 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 666 $138K 0.03% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 659 $136K 0.01% -25 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 648 $134K 0.11% 0 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 635 $131K 0.05% 0 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 621 $128K 0.04% +8 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 620 $128K 0.07% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 600 $124K 0.02% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 600 $124K 0.12% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 598 $123K 0.02% +52 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 596 $123K 0.09% +367 13F-HR Timeline Group Tacita Capital Inc More: the full row for Tacita Capital Inc 592 $122K 0.09% 0 13F-HR Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 591 $122K <0.01% new 13F-HR Timeline Group Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 579 $120K 0.07% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 578 $119K 0.05% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 577 $119K 0.02% 0 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 574 $119K 0.07% -245 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 555 $115K 0.03% -1,029 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 542 $112K 0.02% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 539 $111K 0.02% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 531 $110K 0.01% 0 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 524 $108K 0.03% +94 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 523 $108K 0.03% +21 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 519 $107K 0.01% -20 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 513 $106K 0.09% 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 508 $105K 0.02% 0 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 500 $103K 0.08% 0 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 490 $101K 0.03% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 468 $96.6K <0.01% -100 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 462 $95.4K 0.06% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 461 $95.2K 0.03% +65 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 452 $93.3K 0.06% new 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 446 $92.1K 0.06% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 435 $89.7K 0.01% -96,095 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 430 $88.8K <0.01% new 13F-HR/A Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 425 $87.8K 0.04% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 385 $86.8K 0.08% +63 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 416 $85.9K 0.01% +3 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 400 $82.6K 0.02% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 400 $82.6K 0.16% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 400 $82.6K 0.03% 0 13F-HR Timeline Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 393 $81.2K 0.02% +15 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 390 $80.6K 0.01% +308 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 381 $78.7K 0.01% +81 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 377 $77.9K <0.01% -33 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 361 $74.5K 0.05% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 325 $73.3K 0.05% -85 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 349 $72K 0.05% +1 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 325 $67.1K 0.02% 0 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 318 $65.7K 0.04% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 310 $64K 0.03% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 310 $64K 0.03% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 305 $63K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Quent Capital, LLC More: the full row for Quent Capital, LLC 305 $63K 0.01% 0 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 304 $62.8K 0.08% new 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 300 $61.9K 0.03% 0 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 300 $61.9K 0.03% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 293 $60.5K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 292 $60K 0.02% -348 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 277 $57.1K 0.01% +176 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 272 $56.7K 0.03% -538 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 272 $56.2K 0.03% 0 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 266 $54.9K 0.03% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 260 $53.7K 0.01% -15 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 250 $51.6K 0.01% -6 13F-HR Timeline Group