Human Investing LLC More: the full row for Human Investing LLC 3,636 $482K 0.08% -137 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 3,630 $482K 0.16% +152 13F-HR Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 3,627 $481K 0.18% -185 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 3,629 $481K 0.27% -318 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 3,620 $480K 0.06% -1,260 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 3,616 $480K 0.26% -13 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 3,614 $479K 0.23% -41 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 3,608 $479K 0.06% +2 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 3,590 $476K 0.36% 0 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 3,589 $476K 0.05% -177 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 3,584 $475K 0.39% 0 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 3,583 $475K 0.15% +383 13F-HR Timeline Nexus Investment Management ULC More: the full row for Nexus Investment Management ULC 2,490 $475K 0.05% 0 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 3,580 $475K 0.11% +3 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,571 $474K 0.06% +486 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 3,568 $473K 0.03% -105 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 3,566 $473K 0.28% -693 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,561 $472K 0.03% +490 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 3,548 $471K 0.19% -15 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 3,547 $471K 0.17% +584 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 3,543 $470K 0.17% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 3,539 $470K 0.16% +143 13F-HR Timeline Financial Security Advisor, Inc. 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More: the full row for Monterey Private Wealth, Inc. 3,335 $442K 0.13% -28 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 3,333 $442K 0.08% +1,740 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 3,332 $442K 0.02% +209 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 3,326 $441K 0.11% -557 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 3,323 $441K 0.18% +1 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 3,320 $440K 0.08% +712 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 3,318 $440K 0.15% new 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 3,318 $440K 0.33% 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 3,316 $440K 0.07% +259 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 3,316 $440K 0.08% -101 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 3,314 $440K 0.2% -8 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 3,310 $439K 0.12% new 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 3,308 $439K 0.08% -23 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 3,305 $438K 0.17% -1,216 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 3,302 $438K 0.05% -135 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 3,300 $438K 0.18% +14 13F-HR Timeline STONE RUN CAPITAL, LLC More: the full row for STONE RUN CAPITAL, LLC 3,300 $438K 0.18% 0 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 3,299 $438K 0.11% -430 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 3,286 $436K 0.44% new 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 3,282 $435K 0.08% -14 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 3,275 $434K 0.04% -954 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 3,270 $434K 0.28% -258 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 3,270 $434K 0.03% -2 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 3,270 $434K 0.44% +21 13F-HR Timeline Security National Bank More: the full row for Security National Bank 3,268 $434K 0.08% -1,137 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 3,266 $433K 0.12% +14 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 3,263 $433K 0.06% +1,143 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 3,262 $433K 0.47% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 3,259 $432K 0.08% +103 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 3,257 $432K 0.11% -24 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 3,253 $432K 0.12% +63 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 3,252 $431K 0.02% 0 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 3,248 $431K 0.05% -55 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 3,247 $431K 0.28% -21 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 3,246 $431K 0.07% +66 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 3,235 $429K 0.07% -175 13F-HR Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 3,232 $429K 0.04% 0 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 3,229 $428K 0.18% new 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 3,225 $428K 0.38% -75 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 3,221 $427K 0.08% +51 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 3,221 $427K 0.03% -457 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 3,215 $426K 0.21% +218 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 3,214 $426K 0.1% -254 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 3,213 $426K 0.21% +3 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 3,210 $426K 0.22% new 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 3,209 $426K 0.18% -491 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 3,207 $425K 0.12% +188 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 3,196 $424K 0.21% +75 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 3,186 $423K 0.16% 0 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 3,184 $422K 0.41% -161 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 3,182 $422K 0.28% 0 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 3,184 $422K 0.1% -116 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 3,180 $422K 0.05% -1,804 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 3,176 $421K 0.2% +828 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 3,171 $421K 0.18% +1 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 3,166 $420K 0.08% -400 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 3,169 $420K 0.5% -100 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 3,158 $419K 0.06% +214 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 3,157 $419K 0.07% +136 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 3,153 $418K 0.14% -2 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 3,152 $418K 0.43% +160 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 3,150 $418K 0.49% -100 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 3,145 $417K 0.08% +857 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 3,144 $417K 0.06% -18 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 3,122 $414K 0.08% -110 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 3,120 $414K 0.04% 0 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 3,115 $413K 0.01% -58 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 3,115 $413K 0.1% new 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 3,114 $413K 0.35% -957 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 3,158 $413K 0.31% -62 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 3,104 $412K 0.04% -5 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 3,100 $411K 0.08% 0 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 3,096 $411K 0.59% 0 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,096 $411K 0.07% 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 3,091 $410K 0.01% -62 13F-HR Timeline CLG LLC More: the full row for CLG LLC 3,089 $410K 0.14% +6 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 3,289 $409K 0.09% +431 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 3,085 $409K 0.03% +19 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 3,080 $408K 0.05% +132 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 2,959 $408K 0.26% -80 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 3,106 $408K 0.31% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 3,073 $408K 0.13% -806 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 3,069 $407K 0.18% +187 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 3,059 $406K 0.44% +205 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 3,054 $405K 0.04% +1 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 3,051 $405K 0.28% 0 13F-HR Timeline Wolf Group Capital Advisors More: the full row for Wolf Group Capital Advisors 3,050 $405K 0.14% new 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 3,049 $404K 0.04% 0 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 3,047 $404K 0.12% -3,080 13F-HR Timeline Bridge Creek Capital Management LLC More: the full row for Bridge Creek Capital Management LLC 3,040 $403K 0.13% -25 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 3,036 $403K 0.08% +491 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 3,033 $402K 0.18% +487 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 3,030 $402K 0.11% +107 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 3,028 $402K 0.02% 0 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 3,026 $401K 0.09% +189 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 3,021 $401K 0.08% +97 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 3,020 $401K 0.05% -288 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 3,017 $400K 0.12% 0 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 3,010 $399K 0.32% -125 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 3,002 $398K 0.19% -71 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 3,001 $398K 0.02% +1,480 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 3,000 $398K 0.06% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Holistic Financial Partners More: the full row for Holistic Financial Partners 2,997 $398K 0.19% +11 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 2,992 $397K 0.01% +892 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 2,989 $396K 0.04% +44 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 2,985 $396K 0.09% +9 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 2,984 $396K 0.07% +192 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 2,982 $396K 0.08% +3 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 2,971 $394K 0.05% -25 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 2,972 $394K 0.04% new 13F-HR/A Timeline Group TFR Capital, LLC. More: the full row for TFR Capital, LLC. 2,968 $394K 0.16% +1,048 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 2,966 $393K 0.3% +61 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 2,963 $393K 0.22% -3 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 2,963 $393K 0.37% 0 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 2,953 $392K 0.23% +12 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 2,951 $391K 0.22% 0 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 2,949 $391K 0.25% -2,562 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 2,931 $389K 0.18% -200 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 2,930 $389K 0.27% +32 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 2,919 $387K 0.07% 0 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 2,913 $386K 0.05% -313 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 2,909 $386K 0.37% -1,784 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 2,907 $386K 0.03% -140 13F-HR Timeline CARDEROCK CAPITAL MANAGEMENT INC More: the full row for CARDEROCK CAPITAL MANAGEMENT INC 2,900 $385K 0.1% -2,435 13F-HR Timeline D. SCOTT NEAL, INC. More: the full row for D. SCOTT NEAL, INC. 2,900 $385K 0.21% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 2,898 $384K 0.14% -805 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 2,894 $384K 0.14% -88 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 2,892 $384K 0.24% new 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 2,885 $383K 0.27% 0 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 2,885 $383K 0.02% -610 13F-HR/A Timeline Group SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 2,878 $382K 0.05% +22 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 2,870 $381K 0.06% 0 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 2,868 $381K 0.13% +17 13F-HR Timeline