Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 719 $659K 0.24% new 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 719 $659K 0.25% new 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 719 $659K 0.23% +153 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 718 $658K 0.07% +10 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 718 $658K 0.42% 0 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 717 $657K 0.01% -166 13F-HR Timeline Group Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 716 $656K 0.26% +26 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 716 $656K 0.45% -144 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 715 $655K 0.07% 0 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 714 $655K 0.05% -76 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 714 $654K 0.46% +125 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 714 $654K 0.21% 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 714 $654K 0.19% -164 13F-HR/A Timeline Hendershot Investments Inc. 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More: the full row for Sunflower Bank, N.A. 687 $629K 0.17% +49 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 691 $629K 0.42% new 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 684 $627K 0.13% +65 13F-HR/A Timeline EWG Elevate Inc. 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More: the full row for PCA Investment Advisory Services Inc. 678 $621K 0.29% 0 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 677 $620K 0.22% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 676 $619K 0.09% 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 674 $618K 0.05% new 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 674 $618K 0.16% -202 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 674 $618K 0.26% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 674 $618K 0.16% -49 13F-HR Timeline Runnymede Capital Advisors, Inc. 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More Investments Ltd 745 $610K 0.05% -46 13F-HR Timeline Group MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 665 $609K 0.22% +78 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 665 $609K 0.41% +25 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 649 $608K 0.61% +2 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 663 $607K 0.21% +3 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 663 $607K 0.4% 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 663 $607K 0.17% +63 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 662 $607K 0.37% +12 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 659 $604K 0.2% +17 13F-HR Timeline Frisch Financial Group, Inc. 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More: the full row for Marshall & Sterling Wealth Advisors Inc. 646 $592K 0.41% 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 645 $591K 0.16% +11 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 645 $591K 0.35% 0 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 645 $591K 0.41% 0 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 629 $589K 0.48% 13F-HR Timeline Torray Investment Partners LLC More: the full row for Torray Investment Partners LLC 643 $589K 0.08% 0 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 643 $589K 0.04% +35 13F-HR Timeline Essential Planning, LLC. 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More: the full row for Berkshire Money Management, Inc. 627 $575K 0.06% new 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 627 $575K 0.03% 0 13F-HR/A Timeline Group Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 625 $573K 0.54% 0 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 625 $573K 0.28% 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 623 $571K 0.2% -26 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 622 $570K 0.24% -15 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 622 $570K 0.32% +17 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 622 $570K 0.28% 0 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 622 $570K 0.12% -142 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 622 $570K 0.13% 0 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 621 $569K 0.05% +100 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 621 $569K 0.05% +1 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 620 $569K 0.09% -45 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 619 $567K 0.13% +150 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 616 $564K 0.27% +10 13F-HR Timeline SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L… More: the full row for SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC 615 $563K 0.11% -463 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 614 $563K 0.66% +13 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 613 $562K 0.1% 0 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 612 $561K 0.06% -572 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 612 $561K 0.12% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 610 $559K 0.35% 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 610 $559K 0.06% +211 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 608 $557K 0.14% -15 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hopwood Financial Services, Inc. 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