1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 3,707 $381K 0.02% -1,328 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 3,697 $380K 0.02% 0 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 3,694 $379K 0.1% 0 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 3,682 $378K 0.33% +793 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 3,678 $378K 0.01% 0 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 3,669 $377K 0.03% +127 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 3,664 $376K 0.25% -23 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 3,662 $376K 0.14% -97 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 3,656 $375K 0.21% -4,043 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 3,652 $375K 0.07% -376 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 3,649 $375K 0.03% -363 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 3,643 $374K 0.03% +1,429 13F-HR Timeline Group Inscription Capital, LLC More: the full row for Inscription Capital, LLC 3,641 $374K 0.04% -4,420 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 3,636 $373K 0.11% +14 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 3,632 $373K 0.16% -7 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 3,627 $372K 0.07% +28 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 3,625 $372K 0.02% -778 13F-HR Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 3,625 $372K 0.05% +130 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 3,628 $372K 0.01% 0 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 3,621 $372K 0.09% +354 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 3,620 $372K 0.03% -336 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 3,870 $369K 0.1% -7 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 3,586 $368K 0.28% 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 3,583 $368K 0.23% +3 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 3,581 $368K 0.08% -887 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 3,577 $367K 0.12% +258 13F-HR Timeline Financial Plan, Inc. More: the full row for Financial Plan, Inc. 3,570 $367K 0.04% -65 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 3,544 $364K 0.05% -100 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 3,533 $363K 0.06% -1,000 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 3,531 $363K 0.13% -4 13F-HR Timeline Group Sunpointe, LLC More: the full row for Sunpointe, LLC 3,530 $362K 0.12% -359 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 3,529 $362K 0.18% +5 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 3,528 $362K 0.06% +237 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 3,528 $362K 0.19% +23 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3,523 $362K 0.15% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 3,513 $361K 0.12% +1,770 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 3,541 $360K 0.02% new 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 3,502 $360K 0.07% +249 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 3,500 $359K 0.04% 0 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 3,495 $359K 0.13% -1,048 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 3,486 $358K 0.06% -39 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 3,484 $358K 0.11% 0 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 3,481 $357K 0.07% -43 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 3,480 $357K 0.07% -34 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 3,918 $357K 0.1% -2 13F-HR Timeline AMG Asset Management Group, Inc. More: the full row for AMG Asset Management Group, Inc. 3,475 $357K 0.28% new 13F-HR Timeline FIRST WILSHIRE SECURITIES MANAGEMENT INC More: the full row for FIRST WILSHIRE SECURITIES MANAGEMENT INC 3,475 $357K 0.08% 0 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 3,469 $356K 0.07% -71 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 3,441 $356K 0.04% -476 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 3,462 $356K 0.17% +6 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 3,458 $355K 0.08% 0 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 3,458 $355K 0.28% -49 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 3,454 $355K 0.03% +141 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 3,454 $355K 0.16% -11 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 3,450 $354K 0.03% new 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 3,445 $354K 0.06% -5 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 3,444 $354K 0.02% +40 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 3,431 $352K 0.24% -13 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,425 $352K 0.03% +49 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 3,425 $352K 0.24% 0 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 3,417 $351K 0.16% +8 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 3,408 $350K 0.33% 0 13F-HR Timeline SYSTEMATIC FINANCIAL MANAGEMENT LP More: the full row for SYSTEMATIC FINANCIAL MANAGEMENT LP 3,400 $349K 0.01% 0 13F-HR Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 3,400 $349K 0.12% new 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 3,399 $349K 0.03% -52 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 3,382 $347K 0.11% -38 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 3,376 $347K 0.09% -17,186 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,375 $347K 0.01% +311 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 3,373 $346K 0.06% +1,078 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 3,371 $346K 0.02% -615 13F-HR/A Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 3,371 $346K 0.07% -5,094 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 3,367 $346K 0.09% +2 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 3,366 $346K 0.16% 0 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 3,359 $345K 0.03% +56 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 3,358 $345K 0.12% +1 13F-HR Timeline Michael Brady & Co., LLC More: the full row for Michael Brady & Co., LLC 3,353 $344K 0.35% -85 13F-HR Timeline FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 3,351 $344K 0.04% -37 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 3,349 $344K 0.02% new 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 3,345 $343K 0.05% +6 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 3,335 $342K 0.34% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 3,333 $342K 0.04% -70 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 3,333 $342K 0.04% +120 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 3,329 $342K 0.02% -29 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 3,328 $342K 0.09% -149 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 3,325 $341K 0.08% -588 13F-HR Timeline Group FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 3,318 $341K 0.02% +101 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 3,319 $341K 0.02% -15 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 3,311 $340K 0.04% -146 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 3,309 $340K 0.13% +1,141 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 3,307 $340K 0.02% +581 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 3,302 $339K 0.28% -613 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 3,299 $339K 0.05% -3 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 3,294 $338K 0.14% -103 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 3,291 $338K 0.02% +967 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 3,290 $338K 0.18% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 3,281 $337K 0.05% 0 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 3,281 $337K 0.12% +191 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 3,273 $336K 0.09% 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 3,270 $336K 0.02% 0 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 3,270 $336K 0.06% +31 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 3,270 $336K 0.14% -61 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 3,269 $336K 0.03% +1 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 3,263 $335K 0.22% 0 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 3,260 $335K 0.04% +64 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 3,258 $335K 0.05% -380 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,255 $334K 0.03% +33 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 3,252 $334K 0.07% -303 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 3,251 $334K 0.41% 0 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 3,246 $333K 0.05% -129 13F-HR Timeline Value Investment Professionals, LLC More: the full row for Value Investment Professionals, LLC 3,238 $332K 0.74% +14 13F-HR/A Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 3,220 $331K 0.21% 0 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 3,225 $331K <0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 3,223 $331K 0.05% new 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 3,221 $331K 0.01% -12,659 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 3,219 $331K 0.01% +513 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 3,219 $331K 0.13% -533 13F-HR Timeline Dash Acquisitions Inc. More: the full row for Dash Acquisitions Inc. 3,442 $330K 0.07% +658 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 3,209 $329K 0.05% -107 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 3,209 $329K 0.01% -79 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 3,202 $329K 0.04% 0 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 3,190 $328K 0.04% -300 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 3,196 $328K <0.01% -268 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Evansbrook LLC More: the full row for Evansbrook LLC 3,196 $328K 0.22% -109 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,193 $328K 0.04% -285 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 3,183 $327K 0.11% -203 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 3,179 $326K 0.17% -175 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 3,501 $325K 0.07% -260 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 3,161 $325K 0.07% +71 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 3,154 $324K 0.03% -7 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 3,150 $323K 0.24% -157 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 3,142 $323K 0.02% -118 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 3,135 $322K 0.03% +1,107 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 3,349 $322K 0.13% +18 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 3,131 $321K 0.13% +948 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 3,179 $321K 0.04% -2,047 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 3,126 $321K 0.02% -73 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 3,126 $321K 0.05% -168 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 3,125 $321K 0.19% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 3,122 $321K 0.1% +190 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 3,114 $320K 0.04% +5 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 3,110 $319K 0.14% +60 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 3,104 $319K 0.03% -35 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 3,100 $318K 0.06% 0 13F-HR Timeline Zinnia Wealth Advisory, LLC More: the full row for Zinnia Wealth Advisory, LLC 3,097 $318K 0.36% -155 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 3,096 $318K 0.08% +32 13F-HR Timeline JGP Global Gestao de Recursos Ltda. More: the full row for JGP Global Gestao de Recursos Ltda. 3,094 $318K 1.43% +36 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 3,092 $317K 0.04% -394 13F-HR Timeline Evergreen Wealth Partners LLC More: the full row for Evergreen Wealth Partners LLC 3,085 $317K 0.24% +8 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 3,079 $316K 0.13% -785 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 3,076 $316K 0.12% -171 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 3,690 $316K 0.04% +1,655 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 3,075 $316K 0.19% -86 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 3,073 $316K 0.12% -91 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 3,066 $315K 0.14% +16 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 3,062 $314K 0.27% 0 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 3,034 $314K 0.23% 0 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 3,056 $314K 0.03% -38 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 3,058 $314K 0.02% +203 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 3,051 $313K 0.15% 0 13F-HR Timeline Financial Planning Fort Collins, LLC More: the full row for Financial Planning Fort Collins, LLC 3,434 $313K 0.24% -451 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 3,046 $313K 0.11% -183 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 3,044 $313K 0.24% -25,728 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 3,042 $312K 0.08% +445 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 3,038 $312K 0.02% +731 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 3,038 $312K 0.09% -49 13F-HR Timeline Layline Advisors, LLC More: the full row for Layline Advisors, LLC 3,036 $312K 0.35% 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 3,033 $311K 0.21% +136 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 3,028 $311K 0.03% -1 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 3,020 $310K 0.14% +120 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 3,019 $310K 0.28% +428 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 3,016 $310K 0.3% -5 13F-HR Timeline CLG LLC More: the full row for CLG LLC 3,011 $309K 0.08% +6 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 3,009 $309K 0.03% -362 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 3,638 $309K 0.15% -326 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 3,001 $308K 0.03% 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 3,000 $308K 0.04% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. R Squared Ltd More: the full row for R Squared Ltd 2,997 $308K 0.17% -2,269 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 2,987 $307K 0.05% -211 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 2,984 $306K 0.02% -13 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 2,984 $306K 0.08% -3,129 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 2,978 $306K 0.01% -300 13F-HR/A Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,972 $305K 0.01% -87 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 2,965 $304K 0.03% +42 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 2,965 $304K 0.31% +464 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 2,961 $304K 0.05% -9 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2,960 $304K 0.04% -1,045 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 2,957 $304K 0.11% -658 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 2,956 $303K 0.05% -492 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 2,952 $303K 0.24% +311 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 2,949 $303K 0.09% -2,786 13F-HR Timeline ASL Financial, LLC More: the full row for ASL Financial, LLC 2,949 $303K 0.24% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,941 $302K 0.06% +553 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 2,940 $302K 0.2% -70 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 2,935 $301K 0.03% -180 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 2,935 $301K 0.07% -23 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 2,927 $301K 0.19% -224 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 2,922 $300K 0.09% -2,969 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 2,921 $300K 0.11% -401 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 2,918 $300K 0.2% -252 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 2,918 $300K 0.02% -8,207 13F-HR Timeline