Greenline Partners, LLC More: the full row for Greenline Partners, LLC 1,955 $410K 0.06% +50 13F-HR Timeline Keeley-Teton Advisors, LLC More: the full row for Keeley-Teton Advisors, LLC 1,955 $410K 0.05% 0 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 2,286 $409K 0.09% -203 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,953 $409K 0.05% -10 13F-HR/A Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 1,953 $409K 0.17% 0 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 1,952 $409K 0.28% 0 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 2,353 $409K 0.1% +7 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 1,949 $408K 0.14% 0 13F-HR Timeline IAT REINSURANCE CO LTD. 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More: the full row for Mullaney, Keating & Wright, Inc. 1,930 $404K 0.27% -20 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 1,925 $403K 0.32% +2 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 1,923 $403K 0.01% 0 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 1,916 $401K 0.31% -100 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 1,916 $401K 0.08% +12 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 1,913 $401K 0.32% +174 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 1,913 $401K 0.41% -500 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 1,911 $400K 0.13% -91 13F-HR/A Timeline Wealthstream Advisors, Inc. 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Bainbridge & Co., Inc. 1,884 $395K 0.04% +5 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 1,883 $395K 0.15% -219 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 1,879 $394K 0.16% +287 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 1,878 $393K 0.04% -70 13F-HR Timeline Altus Wealth Management, LLC More: the full row for Altus Wealth Management, LLC 1,875 $393K 0.18% 0 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 1,871 $392K 0.29% +67 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 1,869 $392K 0.17% -81 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 1,867 $391K 0.1% -99 13F-HR Timeline ETF Store, Inc. 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More: the full row for FOREFRONT WEALTH MANAGEMENT INC. 1,828 $383K 0.35% 0 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 1,829 $383K 0.06% new 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 1,824 $382K 0.17% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 1,823 $382K 0.1% -638 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 1,820 $381K 0.25% -3,470 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 1,819 $381K 0.07% +160 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,819 $381K 0.11% -517 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 1,819 $381K 0.16% -42 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 1,815 $380K 0.24% 0 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 1,813 $380K 0.12% +358 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 1,810 $379K 0.1% +656 13F-HR/A Timeline KEATING INVESTMENT COUNSELORS INC More: the full row for KEATING INVESTMENT COUNSELORS INC 1,810 $379K 0.11% -200 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 1,802 $378K 0.12% +280 13F-HR Timeline KIECKHEFER GROUP LLC More: the full row for KIECKHEFER GROUP LLC 1,800 $377K 0.27% 0 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 1,797 $377K 0.07% +201 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 1,796 $376K 0.3% +1 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 1,943 $376K 0.19% new 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 1,795 $376K 0.29% +1 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 1,793 $376K 0.21% -6 13F-HR Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 1,790 $375K 0.14% -597 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 1,790 $375K 0.11% -83 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 1,789 $375K 0.05% +3 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 1,789 $375K 0.01% -96,583 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 1,795 $374K 0.11% -388 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 1,775 $372K 0.27% +4 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 1,769 $370K 0.26% 0 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 1,766 $370K 0.33% +103 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 1,763 $369K 0.06% -4 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,761 $369K <0.01% +1,240 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 1,760 $369K 0.06% -3 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 1,760 $369K 0.14% 0 13F-HR/A Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 1,759 $368K 0.13% -130 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 1,758 $368K 0.23% -115 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 1,755 $368K 0.27% -85 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 1,754 $367K 0.24% -514 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 1,754 $367K 0.15% +6 13F-HR Timeline James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 1,750 $367K 0.02% 0 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 1,744 $365K 0.11% -7 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 1,739 $364K 0.06% new 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 1,737 $364K 0.23% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 1,733 $363K 0.04% +91 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 1,732 $363K 0.27% +123 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 1,730 $362K 0.04% +211 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 1,730 $362K 0.07% 0 13F-HR Timeline Group CPC Advisors, LLC More: the full row for CPC Advisors, LLC 1,727 $362K 0.05% -133 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 1,725 $361K 0.05% 0 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 1,725 $361K 0.14% +57 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 1,723 $361K 0.3% -58 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 1,721 $361K 0.25% +19 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 1,718 $360K 0.24% -3 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 1,715 $359K 0.32% -160 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 1,708 $358K 0.02% -920 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 1,707 $358K 0.07% +2 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 1,706 $357K 0.38% -1,016 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 1,700 $356K 0.11% 0 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 1,700 $356K 0.2% -150 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. 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