Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 35,516 $9.04M 3.53% -37 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 35,507 $9.04M 5.96% -438 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 35,477 $9.03M 1.21% +4,581 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 35,474 $9.03M 5.42% -606 13F-HR Timeline Cambridge Financial Group, Inc. 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More: the full row for Colorado Capital Management, Inc. 34,669 $8.83M 3.41% -524 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 32,723 $8.82M 1.48% +2,352 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 34,591 $8.81M 2.71% +144 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 51,414 $8.8M 0.94% +1,523 13F-HR Timeline Chaney Capital Management, Inc. More: the full row for Chaney Capital Management, Inc. 34,553 $8.8M 3.12% +586 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 34,538 $8.79M 0.83% +94 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 34,518 $8.79M 3.47% +1,601 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 34,497 $8.78M 3.92% -2,685 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 34,456 $8.77M 1% +1,300 13F-HR Timeline Infusive Asset Management Inc. More: the full row for Infusive Asset Management Inc. 34,382 $8.75M 4.01% +16,134 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 34,362 $8.75M 4.67% +1,766 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 34,299 $8.73M 3.44% -23,737 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 34,271 $8.73M 3.71% +207 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 34,249 $8.72M 1.41% +84 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 33,774 $8.72M 2.29% -1,670 13F-HR Timeline Planning Center, Inc. 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More: the full row for North Growth Management Ltd. 34,000 $8.59M 1.5% -3,000 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 33,724 $8.59M 3.3% +2,529 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 33,691 $8.58M 2.38% -738 13F-HR/A Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 33,681 $8.58M 3.17% +10,733 13F-HR Timeline Elefante Mark B More: the full row for Elefante Mark B 33,634 $8.56M 5.48% +3,325 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 33,606 $8.56M 1.57% +3,001 13F-HR Timeline Asset Management Advisors, LLC More: the full row for Asset Management Advisors, LLC 33,533 $8.54M 5.21% -24 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 33,504 $8.53M 3.52% +213 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 33,453 $8.52M 1.32% -1,335 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 33,419 $8.51M 0.54% -38,780 13F-HR/A Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 33,404 $8.51M 3.6% -185 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 33,336 $8.49M 4.22% +319 13F-HR Timeline Godshalk Welsh Capital Management, Inc. 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More: the full row for Advance Capital Management, Inc. 32,259 $8.21M 0.36% -158 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 32,251 $8.21M 3.07% +2,200 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 32,243 $8.21M 3.84% +450 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 32,236 $8.21M 1.94% -1,785 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 32,234 $8.21M 0.89% 0 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 32,221 $8.2M 1.8% +1,416 13F-HR/A Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 32,195 $8.2M 2.86% -505 13F-HR Timeline Per Stirling Capital Management, LLC. 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More: the full row for Blue Sky Capital Consultants Group, Inc. 32,088 $8.17M 3.59% -1,952 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 32,759 $8.17M 3.99% -164 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 32,046 $8.16M 5.89% -183 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 32,040 $8.16M 2.55% +51 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 32,036 $8.16M 2.26% -1,963 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 32,030 $8.16M 2.94% +73 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 32,030 $8.16M 2.85% -847 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 32,007 $8.15M 0.14% -368 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 32,002 $8.15M 1.24% -764 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 31,994 $8.15M 2.22% +654 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 31,946 $8.13M 1.62% +3,820 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 31,878 $8.12M 1.47% +251 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 31,847 $8.11M 5.56% -2,834 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 31,844 $8.11M 5.2% -423 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 31,823 $8.1M 3.58% -6,578 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 31,810 $8.1M 1.28% +1,902 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 31,740 $8.08M 4.64% -6,510 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 31,739 $8.08M 0.84% +2,344 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 31,669 $8.06M 3.31% +1,009 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 31,657 $8.06M 1.89% +2,586 13F-HR Timeline Alpha Advisors, LLC/VA More: the full row for Alpha Advisors, LLC/VA 31,593 $8.04M 6.05% +261 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 31,564 $8.04M 1.04% -854 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 31,562 $8.04M 2.13% -510 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 31,558 $8.04M 3.83% -38 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 31,533 $8.03M 1.17% -7,370 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 30,216 $8.03M 4.62% +11,722 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 31,459 $8.03M 3.75% +215 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 31,460 $8.01M 6.84% -352 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 31,448 $8.01M 4.7% +1,061 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 31,430 $8M 1.69% +1,856 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 31,424 $8M 4.68% +282 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 31,385 $7.99M 0.9% +2,961 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 31,384 $7.99M 5.78% +23 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 31,363 $7.99M 2.25% +708 13F-HR Timeline Long Road Investment Counsel, LLC More: the full row for Long Road Investment Counsel, LLC 31,351 $7.98M 2.83% 0 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 31,335 $7.98M 3.09% +396 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 31,329 $7.98M 2.94% -1,234 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 31,322 $7.98M <0.01% +1,078 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 31,294 $7.97M 2.01% +457 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 31,283 $7.97M 4.47% 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 31,269 $7.96M 2.77% -377 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 34,161 $7.96M 4.33% -547 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 31,243 $7.96M 5.18% -118 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 31,181 $7.94M 1.98% -4,634 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 31,178 $7.94M 1.77% +252 13F-HR Timeline SEIZERT CAPITAL PARTNERS, LLC More: the full row for SEIZERT CAPITAL PARTNERS, LLC 31,124 $7.93M 0.34% -5,956 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 31,057 $7.91M 2.99% +554 13F-HR Timeline Socorro Asset Management LP More: the full row for Socorro Asset Management LP 31,052 $7.91M 2.85% -2,485 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 31,024 $7.9M 5.3% -120 13F-HR Timeline Lindenwold Advisors, INC More: the full row for Lindenwold Advisors, INC 31,023 $7.9M 3.73% -7,935 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 31,005 $7.89M 3.91% -15,214 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 30,984 $7.89M 4.39% +4,082 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 30,933 $7.88M 2.6% -502 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 30,791 $7.84M 3.75% +56 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 30,765 $7.83M 1.31% -2,129 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 30,749 $7.83M 5.03% -1,008 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 30,745 $7.83M 3.56% +9,760 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 30,721 $7.82M 0.84% -1,023 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 30,721 $7.82M 3.5% +636 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 30,709 $7.82M 2.78% -803 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 30,699 $7.82M 2.66% -433 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 30,698 $7.82M 2.05% -190 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 30,670 $7.81M 0.53% -1,263 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 30,662 $7.81M 2.44% -2,570 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 30,259 $7.81M 3.45% -1,630 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 30,656 $7.81M 4.23% -80 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 30,639 $7.8M 3.47% +837 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 30,601 $7.79M 1.76% +5,700 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them.