Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 815 $247K 0.17% 0 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 815 $247K 0.2% +100 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 813 $246K 0.08% +353 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 813 $246K 0.09% -72 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 809 $245K 0.02% -298,014 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 809 $245K 0.04% -16,065 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 808 $245K 0.04% -596 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 808 $244K 0.01% -11 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 808 $244K 0.03% -18 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 805 $244K 0.16% +209 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 805 $243K 0.02% -76 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 804 $243K 0.05% -980 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 817 $243K 0.09% 0 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 802 $243K 0.11% -82 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 801 $242K 0.01% +191 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 781 $242K 0.13% -29 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 801 $242K 0.03% +37 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 801 $242K 0.01% 0 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 800 $242K 0.04% 0 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 800 $242K 0.06% 0 13F-HR/A Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 800 $242K 0.05% -10 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 800 $242K 0.02% 0 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 800 $242K 0.22% new 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 799 $242K 0.12% -6 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 798 $241K 0.02% -7 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 798 $241K 0.01% new 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 798 $241K 0.12% +76 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 798 $241K 0.01% +8 13F-HR Timeline Group Lantz Financial LLC More: the full row for Lantz Financial LLC 797 $241K 0.05% -11 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 797 $241K 0.06% -77 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 796 $241K 0.04% +10 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 760 $240K 0.18% +25 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 794 $240K 0.09% 0 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 793 $240K 0.06% -192 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 0 $240K 0.14% -849 13F-HR Timeline Amount filed as zero, left out of ratios. Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 789 $239K 0.19% new 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 787 $238K 0.05% -18 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 787 $238K 0.12% -60 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 786 $238K 0.1% -28 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 785 $237K 0.08% 0 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 785 $237K 0.06% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 785 $237K 0.01% +120 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 783 $237K 0.04% 0 13F-HR/A Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 749 $237K 0.03% -110 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 782 $237K 0.03% +56 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 778 $235K 0.18% +11 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 777 $235K 0.03% +17 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 776 $235K 0.04% +136 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 775 $234K 0.18% 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 774 $234K 0.06% +2 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 773 $234K 0.01% -44 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 772 $233K 0.03% -48 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 771 $233K 0.03% -42 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 770 $233K 0.07% 0 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 769 $233K 0.05% +86 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 769 $233K 0.03% 0 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 768 $232K 0.13% 0 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 768 $232K 0.07% new 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 768 $232K 0.02% 0 13F-HR Timeline Group Financial Concepts Unlimited, Inc. More: the full row for Financial Concepts Unlimited, Inc. 762 $230K 0.21% 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 759 $230K 0.02% +1 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 759 $230K 0.04% new 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 758 $229K 0.08% -20 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 757 $229K 0.11% +12 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 755 $228K 0.04% 0 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 754 $228K 0.06% -14 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 751 $227K 0.03% -138 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 750 $227K 0.01% 0 13F-HR Timeline Winning Points Advisors, LLC More: the full row for Winning Points Advisors, LLC 750 $227K 0.23% 0 13F-HR/A Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 747 $226K 0.04% new 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 745 $225K 0.04% +45 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 744 $225K 0.03% new 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 744 $225K 0.06% -1,409 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 744 $225K 0.05% 0 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 741 $224K 0.05% new 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 741 $224K 0.07% -18 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 739 $224K 0.08% +1 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 738 $223K 0.2% -105 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 736 $223K <0.01% -347 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 732 $221K 0.1% -1,727 13F-HR Timeline Arch Global Advisors, LLC More: the full row for Arch Global Advisors, LLC 732 $221K 0.12% 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 731 $221K 0.25% -19 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 730 $221K 0.06% 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 728 $220K 0.14% -5 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 728 $220K 0.14% -49 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 725 $219K 0.01% -170 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 724 $219K 0.14% 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 723 $219K 0.06% 0 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 723 $219K 0.19% -59 13F-HR Timeline FOGEL CAPITAL MANAGEMENT, INC. More: the full row for FOGEL CAPITAL MANAGEMENT, INC. 722 $218K 0.1% +49 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 721 $218K 0.01% new 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 720 $218K 0.07% 0 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 719 $217K 0.03% -89 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 717 $217K 0.03% -65 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 717 $217K 0.02% -5,211 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 716 $217K 0.02% +41 13F-HR Timeline Purewater Capital LLC More: the full row for Purewater Capital LLC 716 $217K 0.21% 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 716 $217K 0.05% +152 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 716 $217K 0.02% -103 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 715 $216K 0.11% -25 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 715 $216K 0.09% -16 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 714 $216K 0.04% +345 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 714 $216K 0.01% -14 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 715 $216K 0.05% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 714 $216K 0.05% +1 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 713 $216K 0.04% -1,002 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 724 $215K 0.13% +154 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 711 $215K 0.05% +25 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 710 $215K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. One River Asset Management, LLC More: the full row for One River Asset Management, LLC 710 $215K 0.73% +676 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 709 $214K 0.02% +5 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 708 $214K 0.12% 0 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 707 $214K 0.02% +64 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 707 $214K 0.11% +13 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 706 $214K 0.03% +1 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 705 $213K 0.01% +11 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 702 $212K 0.03% -1,169 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 702 $212K 0.09% -46 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 707 $212K 0.02% +96 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 701 $212K 0.03% -28 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 701 $212K 0.14% new 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 700 $212K 0.08% 0 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 700 $212K 0.21% -150 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 700 $212K 0.06% -4 13F-HR Timeline Junk Investment Group, LLC More: the full row for Junk Investment Group, LLC 699 $212K 0.11% 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 699 $211K 0.1% 0 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 699 $211K 0.06% +97 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 696 $211K 0.05% 0 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 696 $211K 0.02% -1 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 632 $210K 0.03% -159 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 695 $210K 0.04% 0 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 694 $210K 0.06% +1 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 693 $210K 0.13% -11 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 693 $210K 0.08% -28 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 692 $209K 0.07% +80 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 691 $209K 0.06% +33 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 660 $209K 0.1% +9 13F-HR Timeline PPS&V ASSET MANAGEMENT CONSULTANTS, INC. More: the full row for PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 689 $208K 0.13% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 688 $208K 0.06% 0 13F-HR/A Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 687 $208K 0.06% +54 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 686 $208K 0.21% 0 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 686 $208K 0.04% -5 13F-HR/A Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 685 $207K 0.06% -135 13F-HR Timeline Good Harbor Advisors, Inc. More: the full row for Good Harbor Advisors, Inc. 684 $207K 0.23% 0 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 681 $206K 0.02% 0 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 681 $206K 0.06% 0 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 680 $206K 0.01% +12 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 678 $205K 0.1% +90 13F-HR Timeline American Trust More: the full row for American Trust 675 $204K 0.02% new 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 674 $204K 0.06% -11 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 672 $203K 0.08% -69 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 672 $203K 0.01% new 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 669 $202K 0.06% +33 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 668 $202K 0.07% new 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 667 $202K 0.01% +10 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 677 $201K 0.01% +4 13F-HR Timeline Westchester Capital Management, Inc. More: the full row for Westchester Capital Management, Inc. 660 $200K 0.04% 0 13F-HR Timeline Clear Street Group Inc. in group Clear Street Group Inc. More: the full row for Clear Street Group Inc. 659 $199K <0.01% new 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 658 $199K 0.01% -9 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 658 $198K 0.1% +42 13F-HR Timeline Front Street Capital Management, Inc. More: the full row for Front Street Capital Management, Inc. 650 $197K 0.03% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 640 $194K 0.07% -55 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 638 $193K 0.08% 0 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 634 $192K 0.19% 0 13F-HR Timeline Munich Reinsurance Co Stock Corp in Mun… More: the full row for Munich Reinsurance Co Stock Corp in Munich 631 $191K <0.01% -130 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 620 $188K 0.06% -20 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 615 $186K 0.05% +592 13F-HR Timeline Group Kentucky Trust Co More: the full row for Kentucky Trust Co 605 $183K 0.1% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 604 $183K 0.1% -300 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 604 $183K 0.1% +1 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 600 $181K 0.12% -8 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 600 $181K 0.18% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 589 $178K 0.01% +481 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 582 $176K 0.04% +24 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 582 $176K 0.05% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 583 $176K 0.04% +18 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 576 $174K 0.04% -135 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 576 $174K 0.03% +7 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 575 $174K 0.03% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 565 $171K 0.01% +57 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 564 $171K 0.02% +30 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 562 $170K 0.09% +32 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 449 $166K 0.06% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 543 $164K 0.12% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 540 $163K 0.03% -6 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 540 $163K 0.1% new 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 511 $163K 0.07% -484 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 537 $162K 0.13% +8 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 535 $162K 0.09% -180 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 533 $161K 0.05% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 533 $161K 0.08% +3 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 531 $161K 0.03% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 531 $161K 0.03% -2 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 565 $152K 0.09% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 502 $152K 0.04% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 502 $152K 0.1% -39 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 500 $151K 0.07% -50 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 500 $151K <0.01% -500 13F-HR Timeline Group JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 494 $149K 0.03% new 13F-HR/A Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 488 $148K 0.04% +18 13F-HR Timeline