Westmount Partners, LLC More: the full row for Westmount Partners, LLC 3,810 $546K 0.15% -407 13F-HR Timeline Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 3,810 $545K 0.32% -15 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 3,806 $545K 0.07% +376 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 3,805 $545K 0.16% -12 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 3,791 $543K 0.22% -1,095 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 3,790 $543K 0.12% +49 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 3,790 $543K 0.28% -327 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 3,785 $542K 0.16% -715 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 3,635 $539K 0.37% +135 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 3,767 $539K 0.08% -374 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 3,755 $538K 0.19% -796 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 3,741 $536K 0.28% +133 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 3,740 $536K 0.13% +222 13F-HR Timeline Security National Bank More: the full row for Security National Bank 3,738 $535K 0.09% -347 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 3,739 $535K 0.06% 0 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 3,721 $533K 0.27% -246 13F-HR Timeline Shilanski & Associates, Inc. More: the full row for Shilanski & Associates, Inc. 3,718 $532K 0.15% +28 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 3,715 $532K 0.06% -402 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 3,715 $532K 0.1% -753 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 3,708 $531K 0.61% +691 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 3,692 $531K 0.22% 0 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 3,703 $530K 0.02% +694 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 3,696 $529K 0.17% +97 13F-HR Timeline VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 3,693 $529K 0.3% -8 13F-HR Timeline ODonnell Financial Services, LLC More: the full row for ODonnell Financial Services, LLC 3,687 $528K 0.2% 0 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 3,687 $528K 0.1% +199 13F-HR Timeline Lanham O'Dell & Company, Inc. More: the full row for Lanham O'Dell & Company, Inc. 3,685 $528K 0.22% +21 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 3,662 $524K 0.09% +83 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 3,649 $523K 0.13% +145 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 3,639 $521K 0.11% +295 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 3,635 $520K 0.3% +105 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 3,634 $520K 0.14% -277 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 3,630 $520K 0.39% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 3,625 $519K 0.22% +405 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 3,622 $519K 0.25% -358 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 3,622 $519K 0.24% -193 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 3,622 $519K 0.27% 0 13F-HR Timeline Elite Wealth Management, Inc. More: the full row for Elite Wealth Management, Inc. 3,622 $519K 0.17% -115 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 3,618 $518K 0.41% 0 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 3,612 $517K 0.04% -2,001 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 3,611 $517K 0.08% -118 13F-HR/A Timeline VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 3,598 $515K 0.15% -18 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 3,585 $513K 0.26% -150 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 3,583 $513K 0.33% -640 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 3,583 $513K 0.17% +194 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 3,574 $512K 0.11% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 3,572 $511K 0.06% +52 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 3,565 $510K 0.18% -928 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 3,565 $510K 0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 3,559 $510K 0.2% -29 13F-HR Timeline RICE HALL JAMES & ASSOCIATES, LLC More: the full row for RICE HALL JAMES & ASSOCIATES, LLC 3,557 $509K 0.03% +90 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 3,553 $509K 0.1% 13F-HR Timeline Group Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 3,550 $508K 0.04% new 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 3,550 $508K 0.15% 0 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 3,549 $508K 0.35% +897 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 3,547 $508K 0.36% +515 13F-HR Timeline Wilkinson Global Asset Management LLC More: the full row for Wilkinson Global Asset Management LLC 3,545 $508K 0.03% -2,193 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 3,543 $507K 0.11% +559 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 3,542 $507K 0.09% +137 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 3,539 $507K 0.16% +250 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 3,526 $505K 0.26% -210 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 3,521 $504K 0.24% -3,787 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 3,520 $504K 0.04% -53,507 13F-HR Timeline Group RVW Wealth, LLC More: the full row for RVW Wealth, LLC 3,520 $504K 0.04% -3 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 3,515 $503K 0.07% +1,604 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 3,512 $503K 0.03% +1,170 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 3,500 $501K 0.15% 0 13F-HR Timeline Drexel Morgan & Co. More: the full row for Drexel Morgan & Co. 3,500 $501K 0.09% 0 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 3,498 $501K 0.08% -20 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 3,496 $501K 0.12% +551 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 3,496 $501K 0.31% +63 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 3,485 $499K 0.49% -97 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 3,481 $498K 0.33% +1,032 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 3,480 $498K 0.45% -792 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 3,479 $498K 0.15% -121 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 3,477 $498K 0.12% +39 13F-HR Timeline Holcombe Financial, Inc. More: the full row for Holcombe Financial, Inc. 3,468 $497K 0.37% 0 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 3,464 $496K 0.1% -123 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 3,464 $496K 0.05% 0 13F-HR Timeline HC Advisors, LLC More: the full row for HC Advisors, LLC 3,445 $493K 0.35% -290 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3,444 $493K 0.08% -303 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 3,433 $492K 0.06% -33 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 3,432 $491K 0.1% +3 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 3,420 $490K 0.27% -59 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 3,418 $489K 0.33% -146 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 3,415 $489K 0.02% -1,433 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 3,415 $489K 0.09% 0 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 3,290 $488K 0.45% +57 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 3,408 $488K 0.33% +15 13F-HR Timeline Front Street Capital Management, Inc. More: the full row for Front Street Capital Management, Inc. 3,411 $488K 0.09% +180 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 3,405 $488K 0.48% +315 13F-HR Timeline America First Investment Advisors, LLC More: the full row for America First Investment Advisors, LLC 3,398 $487K 0.1% -240 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 3,396 $486K 0.11% -92 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 3,383 $484K 0.19% -4,225 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 3,381 $484K 0.12% +484 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 3,372 $483K 0.1% 0 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 3,370 $483K 0.05% -496 13F-HR Timeline White Wing Wealth Management More: the full row for White Wing Wealth Management 3,361 $481K 0.33% +122 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 3,356 $481K 0.27% -9 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 3,350 $480K 0.2% +204 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 3,338 $478K 0.05% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 3,337 $478K 0.15% -379 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 3,336 $478K 0.09% -2 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 3,332 $477K 0.07% -73 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 3,332 $477K 0.22% +593 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 3,325 $476K 0.3% -57 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 3,318 $475K 0.09% +718 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 3,314 $475K 0.12% +155 13F-HR Timeline INTEGRITY WEALTH ADVISORS, INC. More: the full row for INTEGRITY WEALTH ADVISORS, INC. 3,309 $474K 0.33% +110 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 3,301 $473K 0.19% +197 13F-HR Timeline OAKLAND FINANCIAL CORP More: the full row for OAKLAND FINANCIAL CORP 3,300 $473K 8.89% 0 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 3,294 $472K 0.15% -350 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 3,293 $472K 0.06% +485 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 3,291 $471K 0.16% -581 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 3,276 $469K 0.4% +1,406 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 3,276 $469K 0.13% -387 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 3,274 $469K 0.33% +341 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 3,259 $467K 0.25% +201 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 3,253 $466K 0.1% 0 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 3,251 $466K 0.16% +840 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 3,246 $465K 0.2% -1,335 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 3,244 $465K 0.13% 0 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 3,241 $464K 0.15% 0 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 3,230 $463K 0.04% -149 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 3,221 $461K 0.18% -233 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 3,220 $461K 0.21% -916 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 3,218 $461K 0.08% -186 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 3,210 $460K 0.06% +220 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 3,208 $459K 0.14% +13 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 3,152 $459K 0.18% -209 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 3,203 $459K 0.08% +509 13F-HR Timeline Crown Oak Advisors, LLC More: the full row for Crown Oak Advisors, LLC 3,203 $459K 0.22% +38 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 3,200 $458K 0.07% -60 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 3,195 $457K 0.09% -49 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 3,193 $457K 0.24% +16 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 3,189 $457K 0.07% +120 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 3,186 $456K 0.04% -11,992 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 3,184 $456K 0.16% +562 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 3,184 $456K 0.16% -27 13F-HR Timeline Draper Asset Management, LLC More: the full row for Draper Asset Management, LLC 3,169 $456K 0.3% new 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 3,168 $454K 0.29% 0 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 3,160 $452K 0.36% +200 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 3,152 $451K 0.21% +843 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 3,152 $451K 0.3% +165 13F-HR Timeline Martin Worley Group More: the full row for Martin Worley Group 3,151 $451K 0.22% -4 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 3,141 $450K 0.08% 0 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 3,140 $450K 0.35% 0 13F-HR Timeline Peirce Capital Management, LLC More: the full row for Peirce Capital Management, LLC 3,131 $448K 0.2% 0 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 3,126 $448K 0.1% +101 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 3,110 $445K 0.35% +61 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 3,107 $445K 0.39% new 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 3,100 $444K 0.08% -96 13F-HR Timeline SPROTT INC. More: the full row for SPROTT INC. 3,094 $443K 0.02% +109 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 2,839 $442K 0.19% 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 3,082 $441K 0.13% +53 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 3,068 $439K 0.17% 0 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 3,065 $439K 0.27% 0 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 3,060 $438K 0.17% -249 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 3,057 $438K 0.23% -84 13F-HR/A Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 3,043 $436K 0.22% +1,673 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,040 $435K 0.05% -552 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 3,033 $434K 0.33% +25 13F-HR Timeline ACADEMY CAPITAL MANAGEMENT More: the full row for ACADEMY CAPITAL MANAGEMENT 3,027 $433K 0.06% -35 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 3,022 $433K 0.72% new 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 3,016 $432K 0.04% -156 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 3,016 $432K 0.15% +104 13F-HR Timeline Better Money Decisions, LLC More: the full row for Better Money Decisions, LLC 3,011 $431K 0.26% 0 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 3,004 $430K 0.12% +41 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 2,767 $430K 0.07% -54 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 3,000 $430K 0.07% new 13F-HR Timeline ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 2,996 $429K 0.05% 0 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 2,996 $429K 0.11% -254 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,993 $429K 0.07% -1,394 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 2,800 $428K 0.19% 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 2,992 $428K 0.04% -500 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 2,992 $428K 0.14% -96 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,892 $428K 0.04% +120 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 2,980 $427K 0.04% -64 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 2,980 $427K 0.27% -443 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 2,978 $426K 0.05% +272 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 2,975 $426K 0.01% -570 13F-HR Timeline Group Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 2,972 $426K 0.58% +1 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 2,969 $425K 0.29% +3 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 2,968 $425K 0.05% 0 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 2,968 $425K 0.27% 0 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 2,967 $425K 0.24% -70 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 2,966 $425K 0.17% +1,034 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 2,966 $425K 0.26% 0 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 3,093 $423K 0.12% new 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 2,952 $423K 0.25% -212 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 2,943 $421K 0.26% +378 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 2,942 $421K 0.26% +80 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 2,939 $421K 0.1% +2,578 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 2,936 $420K 0.06% -274 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 2,929 $419K 0.04% +21 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 2,929 $419K 0.16% -552 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 2,926 $419K 0.1% -148 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 2,926 $419K 0.32% -187 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 2,911 $417K 0.34% -595 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 2,910 $417K 0.15% -333 13F-HR Timeline