Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 13,775 $338K 0.03% +4,892 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 13,764 $338K 0.17% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 13,744 $337K 0.01% -29,254 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 13,657 $335K 0.08% 0 13F-HR Timeline Group Allegheny Financial Group More: the full row for Allegheny Financial Group 13,604 $334K 0.04% -1,844 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 13,437 $330K 0.1% +69 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 13,421 $329K 0.06% +3,681 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 13,385 $329K 0.03% -2,280 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 13,383 $329K 0.04% +2,145 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 13,340 $327K 0.01% -1,632 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 13,277 $326K 0.11% +152 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 13,275 $326K 0.17% new 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 13,269 $326K 0.01% -5,981 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 13,222 $325K 0.03% -194 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 13,216 $324K 0.01% -1,102 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 13,204 $324K 0.18% +1,033 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 13,199 $324K 0.02% +526 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 13,154 $323K 0.02% -1,518 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 13,144 $323K <0.01% -25,318 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 13,064 $321K 0.01% -3,439 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 13,029 $320K 0.02% -1,277 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 13,010 $319K 0.01% -13,066 13F-HR/A Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 12,924 $317K <0.01% -2,249 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 12,901 $317K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 12,893 $317K 0.18% -182 13F-HR Timeline Trust Co More: the full row for Trust Co 12,889 $316K 0.03% -7,165 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 12,876 $316K 0.01% -30,551 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 12,870 $316K 0.27% +2,304 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 12,851 $315K 0.02% +12 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 13,422 $315K 0.03% -103,747 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 12,832 $315K 0.09% +2,782 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 12,771 $314K 0.08% +48 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 12,771 $314K 0.02% -595 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 12,757 $313K 0.01% +700 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 12,725 $312K 0.01% +170 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 12,725 $312K 0.14% -67 13F-HR Timeline BLUEFIN CAPITAL MANAGEMENT, LLC More: the full row for BLUEFIN CAPITAL MANAGEMENT, LLC 12,700 $312K 0.09% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 12,676 $311K 0.04% -13,782 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 12,572 $309K 0.01% -82 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 12,530 $308K 0.07% -663 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 12,524 $307K 0.01% -44,476 13F-HR Timeline Group Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 12,484 $306K 0.07% +5,200 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 12,414 $305K 0.03% -947 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 12,392 $304K 0.02% -100 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 12,443 $304K 0.02% -4,031 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 12,358 $303K 0.03% -7,097 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 12,312 $302K 0.05% -955 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 12,295 $302K 0.02% +154 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 12,281 $302K 0.1% +11,369 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 12,228 $300K 0.02% -3,353 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 12,212 $300K 0.01% +1,323 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 12,108 $297K 0.01% +1,200 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 12,101 $297K 0.06% +290 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 12,090 $297K 0.01% -5,629 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 12,044 $296K 0.07% -811 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 12,006 $295K 0.18% -61 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 12,000 $295K 0.06% 0 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 11,968 $295K 0.02% -778 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 11,969 $294K 0.02% -8,598 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 11,900 $292K 0.03% new 13F-HR Timeline Group Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 11,865 $291K 0.02% +756 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 11,848 $291K 0.01% +171 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 11,841 $291K 0.06% +2,018 13F-HR Timeline Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 11,836 $291K 0.21% +3,232 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 11,822 $290K 0.04% 0 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 11,818 $290K 0.01% -240 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 11,786 $289K 0.07% -2,045 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 11,764 $289K 0.15% -181 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 11,758 $289K 0.05% -1,239 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 11,705 $287K 0.12% -41,159 13F-HR/A Timeline Hardworking Capital Advisors, LLC More: the full row for Hardworking Capital Advisors, LLC 11,694 $287K 0.23% -6,286 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 11,620 $285K 0.04% +232 13F-HR Timeline InvesTrust More: the full row for InvesTrust 11,610 $285K 0.11% 0 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 11,574 $284K <0.01% -2,210 13F-HR/A Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 11,554 $284K 0.17% +1,820 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 11,544 $283K 0.07% +5,732 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 11,470 $282K 0.03% +796 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 11,457 $281K 0.03% -1,240 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 11,431 $281K 0.09% +518 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 11,399 $280K 0.04% -554 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 11,379 $279K 0.07% -719 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 11,374 $279K 0.02% -3,465 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 11,364 $279K 0.02% 0 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 11,363 $279K 0.03% +1,502 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 11,342 $278K 0.09% +3,111 13F-HR Timeline Horizon Advisory Services, Inc. More: the full row for Horizon Advisory Services, Inc. 11,298 $277K 0.12% -402 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 11,285 $277K 0.17% -200 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 11,263 $277K 0.05% +2,396 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 11,224 $276K <0.01% +935 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 11,206 $275K 0.02% +1,931 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 11,159 $274K 0.03% new 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 11,113 $273K 0.16% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 11,068 $272K 0.11% -278 13F-HR Timeline MILLER HOWARD INVESTMENTS INC /NY More: the full row for MILLER HOWARD INVESTMENTS INC /NY 11,079 $272K 0.01% -1,267,616 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 11,062 $272K 0.01% 0 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 11,037 $271K 0.01% -2,483 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 10,996 $270K 0.07% -2,298 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 10,958 $269K 0.02% -2,095 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 10,914 $268K 0.14% 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 10,822 $266K 0.22% -500 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 10,813 $265K 0.02% +662 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 10,802 $265K 0.02% -1,823 13F-HR Timeline Busey Bank More: the full row for Busey Bank 10,749 $264K 0.01% -2,578 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 10,744 $264K 0.17% -169 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 10,717 $263K 0.07% -514 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 10,640 $261K 0.17% +110 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 10,609 $260K 0.07% -1,974 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 10,603 $260K 0.1% -1,313 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 10,598 $260K 0.08% -1,985 13F-HR Timeline Independence Wealth Advisors, LLC More: the full row for Independence Wealth Advisors, LLC 10,595 $260K 0.13% +1,789 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 10,560 $259K 0.01% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 10,541 $259K 0.03% -864 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 10,522 $258K 0.02% -2,774 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 10,517 $258K 0.03% +500 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 10,503 $258K 0.01% -1,827 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 10,426 $256K 0.01% -151 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 10,423 $256K 0.04% -1,471 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 10,409 $256K <0.01% -1,181 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 10,376 $255K 0.12% 0 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 10,373 $255K 0.03% -627 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 10,357 $254K 0.01% -431 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 10,308 $253K 0.01% -278 13F-HR Timeline Group Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 10,200 $250K 0.17% -1,882 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 10,196 $250K 0.09% -300 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 10,189 $250K 0.03% -629 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 10,174 $250K 0.09% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 10,130 $249K 0.01% -4,482 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 10,111 $248K 0.02% new 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 10,052 $247K 0.02% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 10,042 $247K <0.01% -900 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 10,030 $246K 0.01% +161 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 10,013 $246K 0.07% -6,020 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 10,012 $246K 0.01% +1,594 13F-HR Timeline SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 10,008 $246K 0.17% +721 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 10,001 $246K 0.03% +2,071 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 10,000 $246K 0.13% new 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 10,000 $246K 0.21% new 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 9,987 $245K 0.02% -1,088 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 9,733 $245K 0.03% +1,830 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 9,966 $245K 0.03% -2,768 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 9,960 $245K 0.34% +1,105 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 9,900 $243K 0.01% -26,500 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 9,892 $243K 0.01% -7,588 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 9,890 $243K 0.01% +1,397 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 9,887 $243K 0.05% -23,351 13F-HR Timeline One68 Global Capital, LLC More: the full row for One68 Global Capital, LLC 10,000 $242K 0.51% +2,000 13F-HR/A Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 9,847 $242K 0.01% -197 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 9,847 $242K 0.01% -246 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 9,846 $242K 0.11% +1,565 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 9,827 $241K 0.18% +1,981 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 9,800 $241K 0.01% +230 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 8,389 $241K 0.01% new 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 9,810 $241K 0.09% -100 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 9,810 $241K 0.02% -11,969 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 9,798 $241K 0.07% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 9,786 $240K <0.01% -3,176 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 9,771 $240K 0.01% -3,182 13F-HR Timeline Group VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 9,751 $239K 0.17% 0 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 9,750 $239K 0.09% -195 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 9,745 $239K 0.04% new 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 9,723 $239K 0.02% new 13F-HR Timeline Group CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 9,703 $238K 0.14% -282 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 9,685 $238K 0.02% -2,531 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 9,681 $238K 0.03% -577 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 9,549 $234K <0.01% 0 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 9,547 $234K 0.09% +1,698 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 9,487 $233K 0.01% -17 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 9,479 $233K 0.09% -178 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 9,458 $232K 0.08% +271 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 9,435 $232K 0.01% -30,492 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 9,412 $231K 0.02% new 13F-HR Timeline Constant Guidance Financial LLC More: the full row for Constant Guidance Financial LLC 9,400 $231K 0.14% new 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 9,387 $230K 0.03% -9,677 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 9,352 $230K 0.02% -3,693 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 9,351 $230K 0.01% -484 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 9,346 $229K 0.05% new 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 9,311 $229K <0.01% -558 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 9,324 $229K <0.01% -14,104 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 9,323 $229K 0.05% +682 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 9,314 $229K 0.02% -2,393 13F-HR/A Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 9,267 $228K 0.02% -18,863 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 9,265 $227K 0.04% -16,391 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 9,201 $226K 0.02% -6,666 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 9,178 $225K <0.01% +598 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 9,162 $225K 0.07% -907 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 9,146 $225K 0.01% -2,375 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 9,140 $224K 0.12% -868 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 9,124 $224K 0.02% +2 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 9,120 $224K 0.05% -150 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 9,117 $224K 0.09% +551 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 9,089 $223K 0.03% +346 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 9,049 $222K 0.03% -1,149 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 9,030 $222K 0.04% -1,696 13F-HR Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 9,020 $221K 0.04% 0 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 8,935 $219K 0.17% -4,793 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 9,155 $219K 0.04% -1,771 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 8,904 $219K 0.01% +607 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 8,900 $218K 0.12% -4,113 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 8,887 $218K 0.07% new 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 8,835 $217K 0.05% -1,531 13F-HR Timeline