CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,220 $274K 0.03% +27 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 3,216 $274K 0.04% -759 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 3,218 $274K 0.03% +34 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 3,196 $273K 0.05% +50 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 3,201 $273K 0.11% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 3,200 $273K 0.01% -201 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 3,200 $273K 0.04% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 3,200 $273K 0.02% 0 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 3,198 $273K 0.08% -63,199 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 3,197 $272K 0.07% +4 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 3,185 $271K 0.09% +109 13F-HR Timeline Group ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 3,178 $271K <0.01% -226 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 3,177 $271K 0.01% -623 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 3,174 $271K 0.04% +8 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 3,156 $269K 0.02% 0 13F-HR Timeline Group Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 3,152 $269K 0.14% new 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 3,131 $267K 0.19% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,122 $266K 0.04% +443 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 3,049 $266K 0.09% +211 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 3,115 $265K 0.08% new 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 3,097 $264K 0.01% +414 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 3,089 $263K 0.1% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 3,081 $263K 0.14% -468 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 3,077 $262K 0.11% 0 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 3,075 $262K 0.08% +24 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 3,068 $261K 0.21% +106 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 3,056 $260K 0.09% 0 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 3,056 $260K 0.07% 0 13F-HR/A Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 3,053 $260K 0.07% -15 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 3,051 $260K 0.03% -730 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 3,037 $259K 0.02% +11 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 3,036 $259K 0.01% -4,675 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 3,035 $259K 0.03% new 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 3,034 $259K 0.04% -3 13F-HR Timeline Vigil Wealth Management, LLC More: the full row for Vigil Wealth Management, LLC 3,024 $258K 0.21% -250 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 3,020 $257K 0.03% +29 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 3,004 $256K 0.02% new 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 3,000 $256K 0.04% -300 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 3,000 $256K 0.02% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 3,000 $256K 0.1% -22 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 3,000 $256K 0.05% 0 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 2,988 $255K 0.02% new 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 2,984 $254K 0.11% +7 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 2,978 $254K <0.01% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 2,969 $253K <0.01% -2,919 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 2,968 $253K 0.01% 0 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 2,966 $253K 0.06% -193 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 2,962 $252K 0.01% 0 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 2,959 $252K 0.01% 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 2,955 $252K 0.06% -660 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 2,952 $252K 0.08% new 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 2,950 $251K 0.14% -150 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 2,940 $251K 0.09% -405 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 2,940 $251K 0.06% +12 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 2,936 $250K 0.07% -50 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 2,925 $249K 0.03% new 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 2,924 $249K <0.01% 0 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 2,919 $249K 0.11% -100 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 2,900 $247K 0.07% 0 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 3,528 $247K <0.01% -1,286 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 2,894 $247K 0.12% -110 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 2,891 $246K 0.05% 0 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 2,886 $246K 0.04% 0 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,882 $246K 0.01% 0 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 2,880 $245K 0.01% -1,803 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 2,880 $245K 0.03% 0 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 2,879 $245K 0.11% +78 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,878 $245K 0.03% +176 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 2,876 $245K 0.02% -370 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 2,871 $245K 0.02% +35 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,877 $245K 0.01% +2 13F-HR Timeline BROOKTREE CAPITAL MANAGEMENT More: the full row for BROOKTREE CAPITAL MANAGEMENT 2,850 $243K 0.19% 0 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 2,850 $243K 0.09% 0 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 2,847 $243K 0.04% -6,147 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 2,814 $242K 0.01% -114 13F-HR/A Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 2,836 $242K 0.09% -187 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,833 $241K 0.02% new 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 2,832 $241K 0.07% +137 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 2,827 $241K 0.03% new 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 2,812 $240K 0.01% +231 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 2,812 $240K 0.03% 0 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 2,810 $239K 0.11% -1,156 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 2,801 $239K 0.04% -77 13F-HR/A Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 2,800 $239K 0.03% 0 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 2,800 $239K 0.05% 0 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 2,800 $239K 0.05% 0 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 2,800 $239K 0.06% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,797 $238K 0.01% -249 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 2,796 $238K 0.06% 0 13F-HR Timeline Campbell Deegan Wealth Management, LLC More: the full row for Campbell Deegan Wealth Management, LLC 2,788 $238K 0.19% new 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 2,784 $237K 0.01% -400 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 2,780 $237K 0.13% -785 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 2,764 $236K 0.18% -170 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,761 $235K 0.03% +133 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,759 $235K 0.01% +1,075 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 2,756 $235K 0.01% 0 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 2,750 $234K 0.12% 0 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 2,749 $234K 0.01% -5,776 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 2,723 $233K 0.01% -19 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 2,729 $233K 0.03% -18,339 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 2,725 $232K 0.03% +14 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 2,710 $231K 0.01% 0 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 2,709 $231K 0.02% +73 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 2,704 $230K 0.05% -3,368 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,701 $230K 0.03% new 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 2,700 $230K 0.11% new 13F-HR Timeline American Trust Investment Advisors, LLC More: the full row for American Trust Investment Advisors, LLC 2,690 $229K 0.13% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,687 $229K 0.02% new 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 2,677 $228K <0.01% new 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 2,677 $228K 0.05% -2,000 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 2,672 $228K 0.09% +49 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,697 $228K 0.03% new 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,670 $228K 0.08% 0 13F-HR Timeline Group Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 2,659 $227K 0.11% 0 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 2,656 $226K 0.01% new 13F-HR Timeline Group ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 2,650 $226K 0.04% 0 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 2,653 $226K 0.13% 13F-HR Timeline Vancity Investment Management Ltd More: the full row for Vancity Investment Management Ltd 2,647 $226K 0.04% new 13F-HR Timeline Essex LLC More: the full row for Essex LLC 2,650 $226K 0.04% new 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 2,647 $226K 0.03% -202 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 2,644 $225K 0.04% 0 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 2,644 $225K 0.05% -450 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 2,643 $225K 0.13% -193 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2,635 $225K 0.01% +1,726 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,630 $224K 0.01% -96 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,621 $223K 0.01% +122 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 2,620 $223K 0.05% 0 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 2,619 $223K 0.04% -583 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 2,618 $223K 0.05% +56 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 2,617 $223K 0.06% -71 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 2,622 $223K 0.02% 0 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 2,612 $223K 0.02% -281 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,610 $222K 0.11% 0 13F-HR Timeline Group Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 2,607 $222K 0.03% 0 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 2,603 $222K 0.01% 0 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 2,601 $222K 0.01% -18 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 2,600 $222K 0.07% -250 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 2,600 $222K 0.05% -30 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,585 $220K 0.01% new 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 2,577 $220K 0.09% new 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 2,576 $220K 0.04% 0 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 2,575 $219K 0.08% -414 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 2,574 $219K 0.05% new 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 2,569 $219K 0.08% -58 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,565 $219K 0.08% new 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 2,560 $218K 0.08% 0 13F-HR/A Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 2,550 $217K 0.09% 0 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 2,544 $217K 0.1% new 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 2,534 $216K 0.06% 0 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 2,533 $216K 0.05% new 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 2,516 $214K 0.13% -442 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 2,507 $214K 0.01% new 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 2,500 $213K 0.02% new 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 2,500 $213K 0.01% new 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 2,500 $213K 0.05% new 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 2,492 $212K 0.08% new 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 2,480 $211K 0.12% -1,306 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 2,475 $211K 0.03% new 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 2,471 $211K <0.01% new 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 2,470 $211K 0.14% new 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 2,464 $210K <0.01% -23,585 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 2,453 $209K 0.21% new 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 2,446 $208K 0.01% new 13F-HR/A Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 2,445 $208K 0.03% new 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 2,439 $208K 0.08% -414 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 2,438 $208K 0.03% -142 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 2,431 $207K 0.02% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 2,428 $207K 0.02% -780 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 2,422 $206K 0.1% +25 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 2,420 $206K 0.04% -427 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 2,415 $206K 0.04% new 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 2,414 $206K 0.04% -100 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 2,407 $205K <0.01% -1,312 13F-HR Timeline Group Sankala Group LLC More: the full row for Sankala Group LLC 2,400 $205K 0.17% 0 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 2,400 $205K 0.01% new 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 2,400 $205K 0.04% 0 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 2,400 $205K 0.05% new 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 2,428 $204K 0.04% +300 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 2,397 $204K 0.02% new 13F-HR Timeline Group Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 2,394 $204K 0.07% -1,000 13F-HR Timeline S&CO INC More: the full row for S&CO INC 2,400 $204K 0.01% new 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 2,393 $204K 0.09% new 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 2,390 $204K 0.07% new 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 2,383 $203K 0.02% new 13F-HR Timeline LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 2,381 $203K 0.12% -785 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 2,375 $202K 0.06% -370 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,374 $202K 0.01% new 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 2,374 $202K 0.13% new 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 2,370 $202K 0.12% new 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 2,357 $201K 0.01% new 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 2,348 $200K 0.04% -446 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 2,327 $198K 0.1% +30 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 2,300 $196K 0.06% new 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 2,283 $195K 0.02% -1,304 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,256 $192K 0.11% +1,322 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,215 $189K 0.12% -142 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 2,200 $187K 0.11% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 2,152 $183K 0.06% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 2,090 $178K 0.07% 0 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 2,000 $170K 0.05% 0 13F-HR Timeline