SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 4,193 $587K 0.05% +3,693 13F-HR Timeline Group Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 4,184 $586K 0.05% +1,371 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 4,174 $584K 0.19% +1,601 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 4,153 $581K 0.23% +327 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 4,142 $580K 0.05% +1,798 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 4,137 $579K 0.21% -167 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 4,129 $578K 0.22% -5 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 4,116 $576K 0.12% 0 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 4,105 $575K 0.02% +86 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 4,104 $574K 0.15% -55 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 4,097 $573K 0.14% +370 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 4,089 $572K 0.13% -350 13F-HR Timeline Southern Financial Group, LLC More: the full row for Southern Financial Group, LLC 4,085 $572K 0.15% -266 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 4,085 $572K 0.38% -199 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 4,083 $571K 0.11% -20 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 4,082 $571K 0.1% -139 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 4,079 $571K 0.03% +10 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 4,311 $570K 0.18% 0 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 4,070 $570K 1.68% new 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 4,261 $569K 0.2% -23 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 4,059 $568K 0.06% -1,245 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 4,056 $568K 0.12% +16 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 4,055 $568K 0.24% +1,258 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 4,054 $567K 0.11% +205 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 4,049 $567K <0.01% -208 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 4,045 $566K 0.04% +107 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 4,039 $565K 0.07% -23 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 4,003 $560K 0.1% 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 3,999 $560K 0.04% +17 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 4,000 $560K 0.37% new 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 3,975 $556K 0.03% +345 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 3,967 $555K 0.07% +700 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 3,966 $555K 0.23% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,964 $555K 0.02% -19 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 3,958 $554K 0.21% +48 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 3,958 $554K 0.42% +10 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 3,949 $553K 0.03% +1,066 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 3,949 $553K 0.03% -657 13F-HR Timeline Group Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 3,920 $552K 0.24% +15 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 3,928 $550K 0.01% +52 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 3,923 $549K 0.09% +32 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 3,918 $548K 0.13% +3,563 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 3,895 $545K 0.12% 0 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 3,892 $545K 0.07% +190 13F-HR Timeline GRANITE ISLANDS PRIVATE WEALTH, LLC More: the full row for GRANITE ISLANDS PRIVATE WEALTH, LLC 3,897 $544K 0.4% 0 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 3,877 $543K 0.08% -31 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 3,875 $542K 0.02% +580 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 3,874 $542K 0.23% +174 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 3,866 $541K 0.13% -8 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 3,849 $539K 0.36% 0 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 3,840 $537K 0.07% +140 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 3,824 $535K 0.3% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 3,820 $535K 0.01% +533 13F-HR Timeline Group Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 3,808 $533K 0.32% 0 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 3,798 $532K 0.32% -1,991 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 3,771 $528K 0.15% -8 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 3,770 $528K 0.06% -418 13F-HR/A Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 3,758 $526K 0.08% 0 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 3,734 $523K 0.09% +873 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 3,732 $522K 0.07% +18 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 3,730 $522K 0.09% -462 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 3,723 $521K 0.08% +56 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 3,717 $520K 0.08% -1,808 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 3,695 $517K 0.06% -39 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 3,695 $517K 0.04% -75 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 3,695 $517K 0.05% -17 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 3,693 $517K 0.03% +23 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 3,685 $516K 0.08% +1 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 3,677 $515K 0.05% +1,188 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 3,673 $514K 0.12% -379 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 3,670 $514K <0.01% -417 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 3,666 $513K 0.28% -87 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 3,664 $513K 0.18% +507 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 3,661 $512K 0.09% +113 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 3,656 $512K 0.25% +1 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 3,655 $512K 0.13% +15 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 3,652 $511K 0.33% +100 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 3,645 $510K 0.05% +374 13F-HR/A Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 3,635 $509K 0.27% +2,400 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 3,633 $508K 0.34% 0 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,628 $508K 0.03% +405 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 3,625 $507K 0.41% -48 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,613 $506K 0.01% +185 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 3,606 $505K 0.09% +171 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 3,598 $504K 0.02% -43 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 3,584 $502K 0.16% -15,123 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 3,567 $499K 0.11% +3 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 3,551 $497K 0.07% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 3,548 $497K 0.02% +185 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 3,545 $496K 0.08% -1,266 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 3,540 $495K 0.2% 0 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 3,536 $495K 0.02% new 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 3,517 $492K 0.03% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 3,510 $491K 0.04% +522 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 3,500 $490K 0.03% 0 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 3,499 $490K 0.01% new 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 3,473 $486K 0.07% +569 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 3,471 $486K 0.02% -1,754 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,470 $486K 0.03% -803 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 3,470 $486K 0.14% new 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 3,454 $483K 0.25% -505 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,447 $483K 0.02% +267 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 3,441 $482K 0.09% -23 13F-HR/A Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 3,415 $478K 0.35% 0 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 3,413 $478K 0.05% +643 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 3,411 $477K 0.13% -64 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 3,408 $477K 0.09% +240 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 3,403 $476K 0.15% -89 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 3,387 $474K 0.19% +13 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 3,380 $473K 0.3% -445 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 3,376 $473K 0.09% 0 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 3,368 $471K 0.05% +804 13F-HR/A Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 3,368 $471K 0.03% +1,534 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,361 $470K 0.01% +1 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 3,359 $470K 0.06% +1 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 3,358 $470K 0.35% +127 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 3,355 $470K 0.03% +1,041 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 3,351 $469K 0.05% -549 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 3,349 $469K <0.01% -30,375 13F-HR Timeline Group Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 3,343 $468K 0.06% +20 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 3,343 $468K 0.05% +1,134 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 3,341 $468K 0.01% 0 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 3,334 $467K 0.53% 0 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 3,325 $465K 0.31% -586 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 3,319 $465K 0.25% 13F-HR Timeline Corundum Trust Company, INC More: the full row for Corundum Trust Company, INC 3,315 $464K 1.24% 0 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 3,300 $462K 0.79% +600 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 3,289 $460K 0.1% +33 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 3,274 $458K 0.12% -200 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 3,274 $458K 0.06% +17 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 3,274 $458K 0.13% 0 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 3,261 $456K 0.12% -241 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 3,260 $456K 0.02% +223 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 3,260 $456K 0.31% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 3,259 $456K 0.04% +453 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 3,256 $456K 0.02% -9 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 4,018 $456K 0.07% +2,141 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 3,247 $454K 0.06% new 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 3,233 $452K 0.03% +6 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 3,227 $452K 0.15% +535 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 3,226 $452K 0.01% +879 13F-HR Timeline Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 3,226 $452K 0.28% +98 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,225 $451K 0.02% -3,505 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 3,225 $451K 0.12% +108 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 3,221 $451K 0.05% +126 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 3,214 $450K 0.17% +945 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 3,214 $450K 0.17% +1,281 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 3,209 $449K 0.11% +37 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 3,187 $448K 0.01% +38 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 3,202 $448K 0.15% +3,067 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 3,197 $447K 0.23% +499 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 3,184 $446K 0.03% -563 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 3,170 $443K 0.1% +525 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 3,165 $443K 0.4% -312 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 3,160 $442K 0.02% +1 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 3,149 $441K 0.08% +31 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 3,147 $440K 0.06% +228 13F-HR/A Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 3,135 $439K 0.21% +499 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 3,122 $437K 0.04% +612 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 3,119 $437K 0.13% +464 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 3,119 $436K 0.08% -20 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 3,108 $435K 0.01% +221 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 3,185 $435K 0.06% +396 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 3,100 $434K 0.17% 0 13F-HR Timeline Group Saranac Partners Ltd More: the full row for Saranac Partners Ltd 3,100 $434K 0.14% -245 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 3,098 $434K 0.09% -30 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 3,082 $431K 0.17% +30 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 3,078 $431K 0.11% 0 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 3,054 $427K 0.05% +2 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 3,046 $426K 0.1% +131 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,044 $426K <0.01% -36 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 3,025 $423K 0.09% +63 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 3,015 $422K 0.02% +326 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 3,015 $422K <0.01% -85 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 3,015 $422K 0.03% 0 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 3,008 $421K 0.1% new 13F-HR Timeline Security National Bank More: the full row for Security National Bank 3,000 $420K 0.05% -2 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 2,994 $419K 0.04% -15 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,989 $418K 0.08% +384 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 2,988 $418K 0.05% +2 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 2,970 $416K 0.09% -749 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 2,968 $415K 0.08% 0 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 2,967 $415K 0.08% +2 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 2,965 $415K 0.22% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,964 $415K 0.03% -11 13F-HR Timeline Quarry LP More: the full row for Quarry LP 2,961 $414K 0.07% +533 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 2,959 $414K 0.09% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 2,956 $414K 0.03% +43 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 2,939 $411K 0.06% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 2,938 $411K 0.02% -427 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 2,936 $411K 0.17% +1 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 2,934 $411K 0.32% +746 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 2,909 $407K 0.09% +696 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 2,906 $407K 0.01% 0 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 2,906 $407K 0.04% +253 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 2,890 $404K 0.07% -83 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 2,883 $404K 0.04% 0 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,882 $403K 0.07% +1,125 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,881 $403K 0.07% -22 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 2,879 $403K 0.1% +13 13F-HR Timeline