LRI Investments, LLC More: the full row for LRI Investments, LLC 1,999 $701K 0.06% +313 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 1,990 $698K 0.57% +34 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 1,989 $697K 0.02% +22 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,986 $696K 0.01% +3 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,972 $691K 0.05% -150 13F-HR Timeline KENNEDY CAPITAL MANAGEMENT LLC More: the full row for KENNEDY CAPITAL MANAGEMENT LLC 1,971 $691K 0.01% -7 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 1,966 $689K 0.4% +378 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,963 $688K 0.05% +210 13F-HR Timeline Englebert Financial Advisers, LLC More: the full row for Englebert Financial Advisers, LLC 1,961 $687K 0.79% 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,959 $687K 0.06% +41 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 1,946 $682K 0.38% -23 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 1,946 $682K 0.02% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,946 $682K 0.05% -7 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 1,934 $678K 0.2% +392 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,924 $674K 0.05% +275 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 1,914 $671K 0.02% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,898 $665K 0.04% +62 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,896 $665K 0.03% 0 13F-HR Timeline Frisch Financial Group, Inc. 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More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 16,948 $625K 0.31% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,782 $625K 0.09% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,782 $625K 0.03% -66 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,767 $619K 0.01% +384 13F-HR/A Timeline ASO GROUP Ltd More: the full row for ASO GROUP Ltd 1,748 $613K 0.24% 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,747 $612K 0.01% +178 13F-HR Timeline Group SYSTEMATIC FINANCIAL MANAGEMENT LP More: the full row for SYSTEMATIC FINANCIAL MANAGEMENT LP 1,745 $612K 0.01% +185 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,742 $611K <0.01% -1,167 13F-HR Timeline Busey Bank More: the full row for Busey Bank 1,741 $610K 0.02% +10 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 1,734 $608K 0.05% -100 13F-HR Timeline Group MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 1,726 $605K 0.08% +11 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,723 $604K <0.01% +402 13F-HR Timeline Group Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 1,718 $602K 0.05% -11 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 1,718 $602K 0.14% +46 13F-HR Timeline InvesTrust More: the full row for InvesTrust 1,716 $602K 0.23% -43 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,700 $596K 0.03% -1,716 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 1,700 $596K 0.06% 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 1,694 $594K 0.26% +8 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 1,692 $593K 0.14% -34 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 1,691 $593K 0.06% -71 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,682 $590K 0.08% -37 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 1,672 $586K 0.24% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,655 $580K 0.06% +63 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,658 $578K 0.04% +8 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 1,649 $578K 0.01% -2,887 13F-HR Timeline Group EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 1,648 $578K 0.03% 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,646 $577K 0.02% -16,720 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 1,644 $576K 0.23% 0 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 1,633 $572K 0.03% -75 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 1,633 $572K 0.33% +48 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 1,631 $572K 0.17% -302 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,631 $572K 0.03% -126 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,628 $571K 0.04% +154 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,621 $568K 0.01% -150 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 1,614 $566K 0.07% +144 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 1,611 $565K 0.58% +1,131 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 1,586 $556K 0.05% +328 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 1,528 $554K 0.15% +709 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,580 $554K 0.02% +161 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,578 $553K 0.04% +15 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 1,578 $553K 0.01% +6 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 1,576 $552K 0.02% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,572 $551K 0.02% -90 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 1,551 $544K 0.2% -2,471 13F-HR Timeline Group FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 1,547 $542K 0.18% -297 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,543 $541K 0.11% -255 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 1,538 $539K 0.11% 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 1,538 $539K 0.37% +123 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,517 $532K 0.03% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 1,511 $530K 0.77% 0 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 1,508 $529K 0.26% +277 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,500 $526K 0.01% +435 13F-HR Timeline Group FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 1,500 $525K 0.15% new 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 1,494 $524K 0.36% -168 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,489 $522K 0.02% +195 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 1,488 $522K 0.06% -273 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 1,485 $521K 0.47% 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,483 $520K 0.01% -229 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,479 $518K 0.01% 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 1,478 $518K 0.04% 0 13F-HR Timeline Good Harbor Advisors, Inc. 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COLE ADVISORS, INC. 1,643 $501K 0.01% -600 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 1,426 $500K 0.07% -200 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,414 $496K 0.02% +630 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,412 $495K 0.04% -127 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 1,407 $493K 0.51% -51 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,402 $491K 0.01% +4 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 1,400 $491K 0.08% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,338 $491K 0.05% -55 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 1,442 $489K 0.35% -100 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 1,390 $487K 0.17% 0 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,389 $487K 0.11% +37 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,387 $486K 0.02% +62 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 1,416 $484K 0.1% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,375 $482K 0.02% -57 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,371 $481K 0.01% +29 13F-HR Timeline Unify Financial Advisors More: the full row for Unify Financial Advisors 1,366 $479K 0.5% 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,361 $477K 0.07% 0 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 1,353 $474K 0.33% new 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 1,349 $473K 0.71% 13F-HR Timeline Independence Wealth Advisors, LLC More: the full row for Independence Wealth Advisors, LLC 1,348 $473K 0.27% 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 1,346 $472K 0.12% +62 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,341 $470K 0.01% +168 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 1,339 $469K 0.14% -13 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 1,335 $468K 0.03% +13 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 1,335 $468K 0.02% 0 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,284 $467K 0.01% -181 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,310 $459K 0.01% -1 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 1,303 $457K 0.35% 0 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 1,300 $456K <0.01% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,300 $456K 0.01% +88 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 1,295 $454K 0.06% -240 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 1,295 $454K 0.28% -93 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,291 $453K 0.01% -54 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,290 $452K <0.01% -82 13F-HR Timeline Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 1,288 $452K 0.41% 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 1,281 $449K 0.02% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,281 $449K 0.11% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 1,280 $449K 0.12% new 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 1,268 $444K 0.25% -50 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 1,254 $440K 0.15% -20 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 1,247 $439K 0.01% -53 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 1,250 $438K 0.03% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 1,249 $438K 0.01% +33 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 1,247 $437K 0.01% -11 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,241 $435K 0.03% +32 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 1,234 $432K 0.01% -40 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 1,237 $431K 0.16% -127 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 1,229 $431K 0.01% -3,167 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,229 $431K 0.01% -168 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 1,228 $430K 0.1% +11 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 1,225 $429K 0.01% +45 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,222 $428K 0.02% +292 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,220 $428K 0.03% +203 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,216 $426K 0.09% +30 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,215 $426K 0.05% -72 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 1,213 $425K 0.07% +20 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,213 $425K -312 Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 1,205 $422K 0.15% 0 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 1,200 $421K 0.02% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,198 $420K 0.03% -8 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 1,196 $419K 0.12% -40 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,195 $419K 0.02% +15 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,194 $419K 0.01% +267 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 1,191 $418K <0.01% -50 13F-HR Timeline Group CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,184 $415K 0.01% -143 13F-HR Timeline Group Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 1,180 $414K 0.15% +19 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 1,170 $410K <0.01% -330 13F-HR Timeline Group Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,162 $407K 0.02% +250 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 1,153 $404K 0.1% 0 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 1,150 $403K 0.04% -375 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 1,145 $401K 0.13% -31 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 1,125 $394K 0.01% -17 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,118 $392K 0.03% 0 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 1,116 $391K 0.09% -12 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 1,114 $391K 0.07% 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 1,111 $389K 0.01% new 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,110 $389K <0.01% +3 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,108 $388K 0.01% +138 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,104 $387K 0.01% -1,860 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 1,105 $387K 0.19% -236 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,201 $387K <0.01% -50 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 1,100 $386K 0.19% +200 13F-HR Timeline Group Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 1,100 $386K 0.15% -100 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 1,096 $384K 0.28% +6 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 1,094 $384K 0.12% new 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,091 $382K 0.01% +62 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 1,090 $382K 0.03% -77 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 1,087 $381K 0.05% -6 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 1,084 $380K 0.06% -1,592 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 1,083 $380K 0.01% -1,738 13F-HR Timeline Tailwinds Wealth, LLC More: the full row for Tailwinds Wealth, LLC 1,081 $379K 0.41% 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,081 $379K 0.04% +75 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 1,076 $377K 0.03% new 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 1,072 $376K 0.07% -950 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 1,067 $374K 0.43% -643 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 1,067 $374K 0.25% +67 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 1,072 $374K 0.11% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,064 $373K 0.01% +347 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 1,064 $373K 0.2% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,060 $372K 0.01% +176 13F-HR Timeline