Indivisible Partners More: the full row for Indivisible Partners 3,073 $1.11M 0.06% +1,224 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 3,072 $1.11M 0.27% -585 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 3,070 $1.11M 0.46% +121 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 3,061 $1.11M 0.24% +755 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 3,050 $1.1M 0.72% 0 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 3,050 $1.1M 0.29% +156 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 3,037 $1.1M 0.46% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,984 $1.1M 0.02% -41 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 3,021 $1.09M 0.03% -67 13F-HR Timeline Group Greenfield Savings Bank More: the full row for Greenfield Savings Bank 3,017 $1.09M 0.41% 0 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 3,017 $1.09M <0.01% -5,835 13F-HR Timeline Group STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 3,012 $1.09M 0.16% +4 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 3,012 $1.09M 0.4% +396 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 3,011 $1.09M 0.54% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 3,003 $1.09M 0.04% -30 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,998 $1.09M 0.11% -18 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 2,995 $1.08M 0.18% -1 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 2,994 $1.08M 0.38% 0 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 2,979 $1.08M 0.03% -24 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 2,977 $1.08M 0.07% +1,236 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 2,975 $1.08M 0.09% -31 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 2,974 $1.08M 0.28% +371 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 2,970 $1.08M 0.44% -171 13F-HR Timeline Sidoxia Capital Management, LLC More: the full row for Sidoxia Capital Management, LLC 2,952 $1.07M 0.78% +26 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2,946 $1.07M 0.04% +460 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,956 $1.07M 0.13% +226 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 2,940 $1.06M 0.23% -526 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 2,937 $1.06M 0.32% 0 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 2,933 $1.06M 0.52% -13 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 2,932 $1.06M 0.35% -4 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 2,928 $1.06M 0.39% -28 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 2,925 $1.06M 0.24% +1,403 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 2,922 $1.06M 0.2% -2 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 2,870 $1.06M 0.78% -57 13F-HR Timeline MW ADVISORY, LLC More: the full row for MW ADVISORY, LLC 2,910 $1.05M 0.42% 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 2,905 $1.05M 0.28% +155 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 2,904 $1.05M 0.24% -205 13F-HR Timeline ANB BANK More: the full row for ANB BANK 2,904 $1.05M 0.39% -399 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 2,901 $1.05M 0.23% +100 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 2,897 $1.05M 0.06% +50 13F-HR Timeline Group Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 2,893 $1.05M 0.54% +5 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,893 $1.05M 0.04% -2,337 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 2,888 $1.05M 0.15% 0 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 2,878 $1.04M 0.15% -186 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,873 $1.04M 0.11% +63 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 2,869 $1.04M 0.18% -115 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,860 $1.04M 0.22% -3,993 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 2,858 $1.04M 0.55% 0 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 2,850 $1.03M 0.07% +200 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 2,842 $1.03M 0.02% +1,183 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 2,906 $1.02M 0.13% 0 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 2,801 $1.01M 0.52% -48 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 2,800 $1.01M 0.51% -30 13F-HR/A Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 2,798 $1.01M <0.01% 0 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 2,796 $1.01M 0.12% +65 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 2,786 $1.01M 0.16% 0 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 2,783 $1.01M 0.35% 0 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 2,779 $1.01M 0.58% +11 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 2,774 $1M 0.56% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,773 $1M 0.07% -367 13F-HR Timeline Group BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,773 $1M 0.04% -25 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 2,773 $1M 0.59% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,757 $998K 0.01% -863 13F-HR/A Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 2,755 $997K 0.04% 0 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 2,753 $997K 0.05% -9,613 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 2,752 $997K 0.34% -14 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,746 $995K 0.03% +165 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 2,746 $994K 0.2% +11 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,744 $994K 0.04% -200 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 2,739 $992K 0.34% -190 13F-HR Timeline Group Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 2,731 $989K 0.21% +155 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,730 $989K 0.11% 0 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 2,730 $989K 0.7% -65 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 2,725 $987K 0.25% -25 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 2,725 $987K 0.26% +87 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 2,722 $986K 0.2% -50 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,527 $979K 0.07% -543 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 2,704 $979K 0.15% +51 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 2,701 $978K 0.1% +147 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 2,694 $975K 0.1% +355 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 2,692 $975K 0.12% -59 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 2,687 $973K 0.46% -149 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 2,681 $971K 0.33% +80 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,672 $968K 0.04% +7 13F-HR Timeline Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 2,678 $965K 0.49% -9 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 2,676 $965K 0.1% new 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 2,646 $958K 0.13% new 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 2,643 $957K 0.48% +10 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,641 $956K 0.06% +1,334 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 2,634 $954K 0.22% +2 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 2,634 $954K 0.12% +682 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 2,633 $954K 0.12% -700 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 2,629 $952K 0.87% -3 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 2,628 $952K 0.09% +1,128 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 2,620 $949K 0.18% 0 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 2,616 $947K 0.03% +99 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 2,614 $947K 0.19% -52 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 2,610 $945K 0.48% +184 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 2,607 $944K 0.06% +81 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 2,604 $943K 0.16% +650 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 2,602 $942K 0.16% +104 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 2,600 $942K 0.09% new 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 2,600 $941K +408 Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 2,598 $941K 0.1% -116 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 2,596 $940K 0.21% -35 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 2,596 $940K 0.02% 0 13F-HR Timeline Group Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,579 $934K 0.24% -401 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 2,578 $934K 0.13% -3,142 13F-HR Timeline Group Thomasville National Bank More: the full row for Thomasville National Bank 2,573 $932K 0.05% 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,571 $931K 0.04% -3,680 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 2,568 $930K 0.04% new 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 2,566 $929K 0.36% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 2,558 $926K 0.06% -1,765 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 2,554 $925K 0.13% -64 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 2,551 $924K 0.39% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2,547 $923K 0.13% +30 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 2,549 $923K 0.15% +125 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 2,547 $922K 0.01% 0 13F-HR Timeline Group MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 2,533 $917K 0.19% 0 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 2,529 $916K 0.28% -817 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 2,529 $916K 0.09% +98 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 2,529 $916K 0.27% +5 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 2,528 $915K 0.5% +170 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 2,525 $914K 0.1% +81 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 2,508 $908K 0.04% -1,755 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 2,507 $908K 0.48% 0 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 2,504 $907K 0.47% 0 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 2,502 $906K 0.08% +2 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 2,500 $905K 0.36% 0 13F-HR Timeline Group Pekao Towarzystwo Funduszy Inwestycyjny… More: the full row for Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 2,500 $905K 0.58% 0 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 2,497 $904K 0.04% -5 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 2,496 $904K 0.27% -20 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 2,495 $904K 0.3% -40 13F-HR Timeline DILLON & ASSOCIATES INC More: the full row for DILLON & ASSOCIATES INC 2,483 $899K 0.11% -25 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,481 $899K 0.13% -59 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 2,474 $896K 0.11% -440 13F-HR Timeline Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 2,462 $895K 0.11% 0 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 2,465 $893K 0.05% -63 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 2,480 $889K 0.09% -10 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 2,450 $887K 0.34% +2 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 2,444 $885K 0.07% +17 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 2,444 $885K 0.48% +109 13F-HR Timeline City State Bank More: the full row for City State Bank 2,441 $884K 0.2% +65 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 2,441 $884K 0.06% +410 13F-HR Timeline M. Kraus & Co More: the full row for M. Kraus & Co 2,436 $882K 0.23% 0 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 2,427 $879K 0.15% -7 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 2,418 $876K 0.09% -239 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 2,417 $875K 0.21% -343 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 2,413 $874K 0.06% -227 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 2,411 $873K 0.12% +217 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 2,400 $869K 0.09% new 13F-HR Timeline Group CERTUITY, LLC More: the full row for CERTUITY, LLC 2,399 $869K 0.04% -76 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 2,399 $865K 0.02% -595 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 2,387 $864K 0.14% +19 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 2,384 $863K 0.55% new 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 2,382 $862K 0.27% +1 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 2,375 $860K 0.11% new 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 2,375 $860K 0.14% -21 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 2,369 $858K 0.07% +20 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 2,365 $856K 0.59% 0 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 2,362 $855K 0.72% +33 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 2,354 $853K 0.1% +5 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 2,352 $852K 0.14% +101 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 2,351 $851K 0.26% -44 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 2,346 $850K 0.35% 0 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 2,344 $849K 0.11% +65 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 2,339 $847K 0.16% -122 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 2,335 $846K 0.37% +1 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 2,328 $843K 0.26% -7 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,323 $841K 0.02% +23 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 2,319 $840K 0.16% -4,461 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 2,318 $839K 0.26% +214 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 2,317 $839K 0.19% +161 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 2,314 $838K 0.05% -688 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 2,313 $838K 0.08% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,304 $834K 0.04% -46 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 2,303 $834K <0.01% +91 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 2,301 $833K 0.16% +1 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 2,300 $833K 0.01% -99 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 2,295 $831K 0.35% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 2,289 $829K 0.2% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 2,286 $828K 0.09% -315 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 2,286 $828K 0.08% 0 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 2,282 $825K 0.01% +494 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 2,275 $824K 0.21% -24 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 2,273 $823K 0.23% +11 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 2,270 $822K 0.18% 0 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 2,270 $822K 0.35% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,169 $822K 0.05% +756 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 2,263 $819K 0.02% +16 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 2,256 $817K 0.09% 0 13F-HR Timeline Group PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 2,255 $817K 0.13% +641 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 2,255 $817K 0.01% +2 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 2,254 $816K 0.32% -2 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,252 $816K 0.11% +124 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 2,250 $815K 0.07% 0 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 2,249 $814K 0.5% +599 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 1,948 $814K 0.67% -55 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,246 $813K 0.04% +113 13F-HR Timeline United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 2,240 $811K 0.01% new 13F-HR Timeline