Welch Group, LLC More: the full row for Welch Group, LLC 4,037 $803K 0.03% -11 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 4,033 $803K +112 Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,030 $802K 0.06% +897 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 4,024 $801K 0.38% -1,579 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 4,023 $801K 0.01% +1,125 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 4,021 $800K 0.08% 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 4,008 $798K <0.01% -96 13F-HR Timeline Group Net Worth Advisory Group More: the full row for Net Worth Advisory Group 3,999 $796K 0.17% -115 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 4,206 $796K 0.68% -598 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 3,994 $795K 0.2% +158 13F-HR Timeline Fairbanks Capital Management, Inc. More: the full row for Fairbanks Capital Management, Inc. 3,991 $794K 0.5% -15 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 3,990 $794K 0.16% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,977 $792K 0.06% -85 13F-HR Timeline APS Management Group, Inc. More: the full row for APS Management Group, Inc. 3,963 $789K 0.68% -65 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 3,578 $787K 0.12% -273 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 3,948 $786K 0.38% 0 13F-HR Timeline FULCRUM WEALTH ADVISORS, LLC More: the full row for FULCRUM WEALTH ADVISORS, LLC 3,943 $785K 0.65% -25 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 3,934 $783K 0.34% +31 13F-HR Timeline Deeter Investments LLP More: the full row for Deeter Investments LLP 3,910 $778K 0.14% 0 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 3,905 $777K 0.61% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 3,899 $776K 0.1% -647 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 3,884 $773K 0.28% -25 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,880 $772K 0.08% -488 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 3,867 $770K 0.31% 0 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 3,866 $769K 0.16% +164 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 3,864 $769K 0.45% +345 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 3,860 $768K 0.21% 0 13F-HR Timeline DeepCurrents Investment Group LLC More: the full row for DeepCurrents Investment Group LLC 3,858 $768K 0.03% -358 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 3,847 $766K 0.14% 0 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 3,838 $764K 0.08% +16 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 3,830 $762K 0.02% +368 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 3,826 $761K 0.08% new 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 3,826 $761K 0.68% -5,168 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,822 $761K 0.06% +641 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3,814 $759K 0.31% +3 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 3,803 $757K 0.04% -160 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 3,792 $755K 0.08% +36 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 3,554 $755K 0.14% +17 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 3,263 $754K 0.44% +2 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 3,775 $751K 0.09% -36 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 3,760 $748K 0.67% 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 3,739 $744K 0.13% +954 13F-HR Timeline Group Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 3,733 $743K 0.04% +2,299 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,710 $738K 0.04% +50 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 3,707 $738K 0.08% -38 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 3,705 $737K 0.13% +500 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 3,704 $737K 0.14% -49 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 3,703 $737K 0.08% -44 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 3,694 $737K 0.19% 0 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 3,697 $736K 0.1% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 3,523 $733K 0.12% 0 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 3,681 $733K 0.02% -110 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 3,676 $732K 0.36% -127 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 3,669 $730K 0.03% new 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 3,651 $727K 0.19% new 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 3,650 $726K 0.24% new 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,623 $721K 0.01% +16 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,623 $721K 0.07% +2,821 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 3,620 $720K 0.15% +235 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,619 $720K 0.08% -1,416 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,616 $720K 0.02% +524 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 3,606 $718K 0.37% 0 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 3,528 $717K 0.56% +1,000 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 3,602 $717K 0.26% 0 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 3,595 $716K 0.09% -300 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 3,123 $715K 0.06% -264 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 3,579 $712K 0.1% +427 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 3,577 $712K 0.49% 0 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 3,569 $710K 0.19% 0 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 3,561 $709K 0.57% -307 13F-HR Timeline TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 3,556 $708K +1,303 Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 3,547 $706K 0.24% -96 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 3,544 $705K 0.42% +351 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 3,543 $705K 0.02% 0 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 3,520 $701K 0.47% +30 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 3,503 $697K 0.12% +946 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 3,501 $697K 0.14% +2,087 13F-HR Timeline HARVEST MANAGEMENT LLC More: the full row for HARVEST MANAGEMENT LLC 3,500 $697K 0.37% -10,259 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 3,495 $696K 0.33% 0 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 3,488 $694K 0.02% -547 13F-HR Timeline Group Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 3,482 $693K 0.12% +422 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 3,482 $693K 0.09% +66 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 3,481 $693K 0.08% +3,453 13F-HR Timeline Financial Plan, Inc. More: the full row for Financial Plan, Inc. 3,481 $693K 0.07% -63 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 3,461 $689K 0.02% -39 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 3,457 $688K 0.05% +633 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 3,449 $687K 0.08% +30 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 3,429 $682K 0.15% 0 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 3,422 $681K 0.35% 0 13F-HR Timeline CLG LLC More: the full row for CLG LLC 3,416 $680K 0.17% +98 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 3,399 $676K 0.27% -13 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 3,395 $676K 0.27% +148 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 3,395 $676K 0.9% +2,105 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,388 $674K 0.05% +393 13F-HR Timeline Group Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 3,386 $674K 0.23% +304 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 3,385 $674K 0.19% +1,298 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 3,382 $673K 0.49% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,382 $673K 0.05% -229 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 3,381 $673K 0.08% -83 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 3,379 $673K 0.05% new 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 3,364 $670K 0.26% +115 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 3,362 $669K 0.03% +61 13F-HR Timeline Group MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 3,347 $666K 0.15% +4 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3,060 $666K 0.01% 0 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 3,339 $665K 0.29% -547 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 3,335 $664K 0.24% +2,068 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 3,331 $663K 0.29% +134 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,321 $661K 0.05% -31 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,312 $659K 0.07% +368 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 3,311 $659K 0.13% 0 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 3,302 $657K 0.3% +2,216 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3,299 $657K 0.01% -1,984 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 3,291 $655K 0.02% +1,506 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 3,287 $654K 0.03% -3,902 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 3,282 $653K 0.08% 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 3,272 $651K 0.32% -20 13F-HR Timeline RM Financial Services, LLC More: the full row for RM Financial Services, LLC 3,271 $651K 0.56% 0 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 3,119 $650K 0.24% +324 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 3,264 $650K 0.04% +224 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,257 $648K 0.01% +24 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 3,256 $648K 0.24% -1,406 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 3,256 $648K 0.02% +33 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 3,250 $647K 0.21% -1,250 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 3,250 $647K 0.04% +54 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 3,249 $647K 0.05% +602 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 3,248 $646K 0.03% -20 13F-HR Timeline Guardian Partners Inc. in group GUARDIAN CAPITAL LP More: the full row for Guardian Partners Inc. 3,226 $644K 0.05% -5,949 13F-HR Timeline Group Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 3,230 $643K 0.14% +200 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 3,209 $639K 0.05% +32 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 3,209 $639K 0.01% +5 13F-HR Timeline Silphium Asset Management Ltd in group Silphium Asset Management Ltd More: the full row for Silphium Asset Management Ltd 3,200 $637K 0.24% new 13F-HR Timeline Group Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 3,191 $635K 0.27% -150 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 3,182 $633K 0.19% +296 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 3,179 $633K 0.3% 0 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 3,175 $632K 0.2% 13F-HR/A Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 3,175 $632K 0.19% +44 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 3,174 $632K 0.19% 0 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 3,164 $630K 0.17% 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 3,140 $625K 0.23% +334 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 3,137 $624K 0.18% -6,050 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3,137 $624K 0.09% +594 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 3,112 $619K 0.03% +176 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 3,091 $615K 0.01% -50 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 2,965 $615K 0.22% +1 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 3,086 $614K 0.47% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 3,082 $613K 0.03% +2,845 13F-HR Timeline Group Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 3,078 $613K 0.33% +46 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 3,058 $609K 0.26% new 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 3,021 $601K 0.16% +874 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 3,013 $600K 0.22% +2 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 3,008 $599K 0.41% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,994 $596K 0.01% -3,671 13F-HR Timeline Group AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,988 $595K 0.01% +1,544 13F-HR Timeline Group Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,977 $593K 0.01% +528 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 2,971 $591K 0.2% +69 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 2,969 $591K 0.13% -500 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 2,714 $589K 0.05% 0 13F-HR Timeline Group STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 2,960 $589K 0.02% +766 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 2,948 $587K 0.22% +10 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 2,944 $586K 0.41% -187 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 2,939 $585K 0.4% -233 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 2,937 $585K 0.42% +1,164 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 3,089 $584K 0.02% -15 13F-HR Timeline Group DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 2,929 $583K 0.03% +250 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 2,928 $583K <0.01% +93 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 2,909 $579K 0.06% +9 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 2,907 $579K 0.18% -28 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 2,902 $578K 0.04% +200 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 2,900 $577K 0.06% 0 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 2,889 $575K 0.02% 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 2,887 $575K 0.17% 0 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 2,876 $572K 0.22% +84 13F-HR Timeline ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 2,868 $571K 0.04% +78 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 2,868 $571K 0.1% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,862 $570K 0.01% +57 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 2,858 $569K 0.2% -225 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 2,852 $568K 0.02% new 13F-HR Timeline Group AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 2,852 $568K 0.07% new 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 2,848 $567K 0.08% +28 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 2,836 $564K 0.05% -400 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,828 $563K 0.01% +470 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,824 $562K 0.03% +697 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 2,822 $562K 0.07% 0 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 2,822 $562K 0.06% 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 2,821 $561K 0.28% +51 13F-HR Timeline Group Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 2,820 $561K 0.17% 0 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 2,817 $561K 0.13% -40 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,816 $560K 0.13% +187 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 2,815 $560K 0.53% -50 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 2,813 $560K 0.08% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,812 $560K 0.03% +571 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 2,810 $559K 0.39% +126 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,809 $559K 0.03% -24 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 2,803 $558K 0.04% -2,082 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 2,803 $558K 0.3% new 13F-HR Timeline MENORA MIVTACHIM HOLDINGS LTD. in group MENORA MIVTACHIM HOLDINGS LTD. More: the full row for MENORA MIVTACHIM HOLDINGS LTD. 2,800 $557K <0.01% 0 13F-HR Timeline Group VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 2,798 $557K 0.04% -36,631 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 2,797 $557K 0.31% -100 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,794 $556K 0.08% +6 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 2,776 $553K 0.13% 0 13F-HR Timeline