ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 268 $200M 17.9% -2 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 156 $117M 3.64% 0 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 81 $60.5M 0.92% 0 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 55 $41.1M 7.2% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 54 $40.3M 4.67% 0 13F-HR Timeline Ninety One UK Ltd More: the full row for Ninety One UK Ltd 51 $38.1M 0.08% new 13F-HR Timeline Fenimore Asset Management Inc More: the full row for Fenimore Asset Management Inc 41 $30.6M 0.67% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 38 $28.4M 0.42% 0 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 33 $24.7M 3.68% 0 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 33 $24.7M 13.21% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 32 $23.9M 1.17% +27 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 32 $23.9M 9.56% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 31 $23.2M 12.44% -1 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 28 $20.9M 5.95% 0 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 26 $19.4M 4.59% -1 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 28 $18.4M 0.03% +1 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 24 $17.9M 0.09% 0 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 23 $17.2M 2.71% 0 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 21 $15.7M 1.9% 0 13F-HR Timeline Group Lubar & Co., Inc More: the full row for Lubar & Co., Inc 20 $14.9M 13.94% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 20 $14.9M 0.43% +8 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 20 $14.9M 0.2% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 20 $14.9M 1.6% 0 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 20 $14.9M 5.33% -5 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 19 $14.2M 0.39% 0 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 18 $13.4M 0.37% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 14 $10.5M 0.09% -4 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 14 $10.5M 0.72% 0 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 13 $9.71M 1.06% 0 13F-HR Timeline VIRGINIA WEALTH MANAGEMENT GROUP, INC. More: the full row for VIRGINIA WEALTH MANAGEMENT GROUP, INC. 12 $8.96M 4.42% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 10 $7.47M 0.19% 0 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 10 $7.47M 1.17% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 10 $7.47M 0.05% +3 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 9 $6.72M 0.08% 0 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 9 $6.72M 0.89% new 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 9 $6.72M 0.36% 0 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 9 $6.72M 1.16% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 9 $6.72M 0.14% -4 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 9 $6.72M 0.18% 0 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 9 $6.72M 0.33% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 8 $5.98M 0.1% -9 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 8 $5.98M 0.32% 0 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 8 $5.98M 0.91% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 7 $5.37M 0.13% +1 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 7 $5.32M 0.07% -3 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 7 $5.23M 0.22% 0 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 7 $5.23M 0.27% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 7 $5.23M 0.27% +6 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 7 $5.23M 0.88% 0 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 7 $5.23M 0.42% 0 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 6 $4.48M 0.42% 0 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 6 $4.48M 0.26% 0 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 5 $3.79M 0.39% 0 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 5 $3.74M 0.06% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 5 $3.74M 0.04% 0 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 5 $3.74M 1.52% 0 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 5 $3.74M 0.33% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 5 $3.74M 0.8% 0 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 4 $3.07M 0.07% 0 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 4 $3.02M 0.43% 0 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 4 $3M 0.94% 0 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 4 $2.99M 0.2% 0 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 4 $2.99M 0.03% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 4 $2.99M 0.27% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 4 $2.99M 0.28% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4 $2.99M 0.08% 0 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 4 $2.99M 0.21% 0 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 4 $2.99M 0.22% 0 13F-HR Timeline Manitou Investment Management Ltd. More: the full row for Manitou Investment Management Ltd. 4 $2.99M 0.56% 0 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 4 $2.99M 1.32% 0 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 4 $2.99M 0.25% 0 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 4 $2.99M 1.27% 0 13F-HR Timeline Kennon-Green & Company, LLC More: the full row for Kennon-Green & Company, LLC 4 $2.99M 2.29% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0 $2.99M 0.05% 0 13F-HR Timeline Group Amount filed as zero, left out of ratios. STEGINSKY CAPITAL LLC More: the full row for STEGINSKY CAPITAL LLC 4 $2.99M 0.49% 0 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 3 $2.24M 0.07% 0 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 3 $2.24M 0.19% 0 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 3 $2.24M 0.04% +1 13F-HR Timeline Boston Common Asset Management, LLC More: the full row for Boston Common Asset Management, LLC 3 $2.24M 0.13% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3 $2.24M 0.06% 0 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 3 $2.24M 0.05% 0 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 3 $2.24M 0.74% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 3 $2.24M 0.48% 0 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 3 $2.24M 1.39% 0 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 3 $2.24M 0.7% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 3 $2.24M 0.36% 0 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 2 $1.49M 0.04% 0 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 2 $1.49M 1.06% 0 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 2 $1.49M 0.28% 0 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 2 $1.49M 0.13% 0 13F-HR Timeline Group Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 2 $1.49M 0.06% 0 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 2 $1.49M 0.13% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2 $1.49M 0.06% 0 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 2 $1.49M 0.35% 0 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 2 $1.49M 0.4% +1 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2 $1.49M 0.1% 0 13F-HR Timeline THOMAS STORY & SON LLC More: the full row for THOMAS STORY & SON LLC 2 $1.49M 0.52% 0 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 2 $1.49M 0.21% 0 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 2 $1.49M 0.11% 0 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 2 $1.49M 0.29% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 2 $1.49M 0.18% 0 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 2 $1.49M 0.27% 0 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 2 $1.49M 1.05% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 2 $1.49M 0.31% 0 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 2 $1.49M 0.41% 0 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 2 $1.49M 0.31% 0 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 2 $1.49M 0.14% 0 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 2 $1.49M 0.21% 0 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 2 $1.49M 0.15% 0 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 2 $1.49M 0.64% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 2 $1.49M 0.15% 0 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 2 $1.49M 0.16% +1 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2 $1.49M 0.19% 0 13F-HR Timeline New Perspectives, Inc More: the full row for New Perspectives, Inc 2 $1.49M 0.45% 0 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 2 $1.49M 0.31% 0 13F-HR Timeline FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 2 $1.49M 0.6% 0 13F-HR Timeline WealthSpring Partners, LLC More: the full row for WealthSpring Partners, LLC 2 $1.49M 1.58% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 2 $1.49M 0.78% 0 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 2 $1.49M 0.87% 0 13F-HR Timeline Diesslin Group, Inc. More: the full row for Diesslin Group, Inc. 2 $1.49M 0.58% 0 13F-HR Timeline SUCCESSION FINANCIAL, INC. More: the full row for SUCCESSION FINANCIAL, INC. 2 $1.49M 1.47% 0 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 2 $1.49M 0.1% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 2 $1.49M 1.05% 0 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 1 $760K 0.11% -1 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 1 $747K 0.03% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1 $747K 0.01% 0 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 1 $747K 0.02% 0 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 1 $747K 0.13% 0 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 1 $747K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1 $747K 0.02% 0 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 1 $747K 0.02% 0 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 1 $747K 0.04% 0 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 1 $747K 0.36% 0 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 1 $747K 0.2% 0 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 1 $747K 0.01% 0 13F-HR Timeline Group Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 1 $747K 0.19% 0 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 1 $747K 0.14% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 1 $747K 0.03% 0 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 1 $747K 0.48% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 1 $747K 0.14% 0 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 1 $747K 0.2% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1 $747K 0.06% 0 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 1 $747K 0.14% 0 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 1 $747K 0.05% 0 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 1 $747K 0.16% 0 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 1 $747K 0.17% 0 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1 $747K 0.13% -1 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 1 $747K 0.16% 0 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 1 $747K 0.18% 0 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 1 $747K 0.08% 0 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 1 $747K 0.34% 0 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 1 $747K 0.08% 0 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 1 $747K 0.29% 0 13F-HR Timeline Shearwater Capital LLC More: the full row for Shearwater Capital LLC 1 $747K 0.35% 0 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 1 $747K 0.1% 0 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 1 $747K 0.34% 0 13F-HR/A Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 1 $747K 0.28% 0 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 1 $747K 0.22% 0 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 1 $747K 0.12% new 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 1 $747K 0.67% 0 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 1 $747K 0.33% 0 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1 $747K 0.18% 0 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 1 $747K 0.12% -1 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 1 $747K 0.29% 0 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 1 $747K 0.12% 0 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 1 $747K 0.27% 0 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 1 $747K 0.13% 0 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 1 $747K 0.29% 0 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 1 $747K 0.23% 0 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 1 $747K 0.12% 0 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 1 $747K 0.45% 0 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 1 $747K 0.43% 0 13F-HR Timeline BCO Wealth Management LLC More: the full row for BCO Wealth Management LLC 1 $747K 0.4% 0 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 1 $747K 0.6% 0 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 1 $747K 0.4% 0 13F-HR Timeline CDM FINANCIAL COUNSELING SERVICES, INC. More: the full row for CDM FINANCIAL COUNSELING SERVICES, INC. 1 $747K 0.63% 0 13F-HR Timeline ATX Financial Planning, LLC More: the full row for ATX Financial Planning, LLC 1 $747K 0.48% 0 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 1 $747K 0.33% 0 13F-HR Timeline TrustWell Financial Advisors, LLC More: the full row for TrustWell Financial Advisors, LLC 1 $747K 0.63% 0 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 1 $747K 0.21% 0 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 100 $747K 0.09% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 1 $661K 0.35% 0 13F-HR Timeline