GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 2,000 $586K 0.27% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,995 $584K 0.01% -118 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 1,974 $578K 0.17% +1,085 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 1,973 $578K 0.29% -499 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,965 $575K 0.01% +482 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,935 $566K 0.01% -178 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 1,926 $564K 0.08% new 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 1,919 $562K 0.02% 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,915 $561K 0.05% -84 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 1,914 $560K 0.02% 0 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 1,912 $560K 0.07% +298 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 1,900 $556K 0.09% new 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 1,900 $556K 0.12% +11 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,896 $555K 0.02% 0 13F-HR Timeline KENNEDY CAPITAL MANAGEMENT LLC More: the full row for KENNEDY CAPITAL MANAGEMENT LLC 1,888 $553K 0.01% -83 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 1,877 $550K 0.4% +810 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 1,876 $549K 0.16% new 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 1,858 $544K 0.16% -76 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 1,853 $542K 0.41% 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 1,850 $542K 0.04% +5 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 1,850 $542K 0.03% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,846 $541K <0.01% +556 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,846 $540K 0.01% +225 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 1,838 $538K 0.05% +138 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 1,834 $537K 0.02% -112 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,828 $535K 0.04% -118 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 1,820 $533K <0.01% +1 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,801 $527K 0.03% -97 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 1,400 $521K 0.1% -16 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,770 $518K 0.04% -3,148 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,661 $517K 0.01% -170 13F-HR Timeline ASO GROUP Ltd More: the full row for ASO GROUP Ltd 1,748 $512K 0.22% 0 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 1,746 $511K 0.21% -586 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 1,740 $509K 0.31% -125 13F-HR Timeline Busey Bank More: the full row for Busey Bank 1,731 $507K 0.01% -10 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,730 $506K 0.04% +72 13F-HR Timeline InvesTrust More: the full row for InvesTrust 1,716 $502K 0.21% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,624 $501K 0.03% -300 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 1,704 $499K 0.22% +10 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,694 $496K 0.05% +39 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 1,693 $496K 0.11% +1 13F-HR Timeline SYSTEMATIC FINANCIAL MANAGEMENT LP More: the full row for SYSTEMATIC FINANCIAL MANAGEMENT LP 1,690 $495K 0.01% -55 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,689 $494K 0.01% +210 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,676 $491K 0.01% -71 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,668 $488K <0.01% -55 13F-HR Timeline Group Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 1,668 $488K 0.19% -4 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 1,661 $486K 0.04% 13F-HR Timeline Group FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 1,656 $485K 0.15% +109 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 1,646 $482K 0.03% +290 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 1,644 $481K 0.19% 0 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 1,638 $480K 0.23% +744 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 1,631 $477K 0.11% -87 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 1,631 $477K 0.14% -250 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,613 $472K 0.07% +252 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 1,612 $472K 0.06% +74 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 1,600 $468K 0.09% +200 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 1,593 $466K 0.02% -40 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,574 $461K 0.01% new 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 1,572 $460K 0.02% +535 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 1,565 $458K <0.01% +395 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 1,437 $457K 0.01% -476 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,562 $457K 0.01% +62 13F-HR Timeline Group Balefire, LLC More: the full row for Balefire, LLC 1,558 $456K 0.09% +15 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,553 $455K 0.01% -19 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,544 $452K 0.15% +726 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 1,542 $451K 0.07% +563 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,540 $451K <0.01% -586 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,539 $451K <0.01% -203 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,538 $450K 0.03% -40 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 1,530 $448K 0.22% new 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 1,359 $445K 0.06% -1,184 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 1,511 $442K 0.68% 0 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 1,509 $442K 0.09% -29 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,505 $441K 0.12% new 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 1,503 $440K 0.33% new 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 1,502 $440K 0.45% 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 1,502 $440K 0.01% -76 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,497 $438K 0.01% +433 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Independence Wealth Advisors, LLC More: the full row for Independence Wealth Advisors, LLC 1,495 $438K 0.23% +147 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 1,483 $434K 0.1% new 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 1,480 $433K 0.22% -28 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 1,479 $433K 0.06% -1,067 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,478 $433K 0.01% -1,710 13F-HR Timeline Group Narwhal Capital Management More: the full row for Narwhal Capital Management 1,478 $433K 0.03% 0 13F-HR Timeline Good Harbor Advisors, Inc. More: the full row for Good Harbor Advisors, Inc. 1,477 $432K 0.47% 0 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 1,476 $432K 0.08% new 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 1,471 $431K 0.39% -14 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,466 $429K 0.01% +237 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 1,463 $428K 0.07% +30 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 1,461 $428K 0.31% 0 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 1,453 $425K 0.01% +228 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,441 $422K 0.01% -202 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,439 $421K 0.02% -192 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,423 $417K 0.03% -540 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,419 $416K 0.01% -20 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,411 $413K 0.01% +101 13F-HR/A Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 1,405 $413K 0.01% +158 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 1,405 $411K 0.07% -27,287 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,399 $410K 0.09% +10 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 1,398 $409K 0.13% +8 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,295 $409K 0.01% -1,176 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 1,208 $408K 0.04% -5 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 1,391 $407K 0.42% -16 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,142 $407K 0.03% -817 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,388 $406K 0.02% +13 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,385 $405K 0.01% -56 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,378 $403K 0.02% -322 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,367 $400K 0.05% -415 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 1,350 $395K 0.02% -298 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 1,348 $395K 0.09% +2 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 1,347 $394K 0.3% -95 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,346 $394K 0.02% -41 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,345 $394K 0.01% -144 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 1,343 $393K 0.06% -83 13F-HR Timeline Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 1,336 $391K 0.32% +48 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 1,336 $391K 0.12% -3 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,332 $390K 0.03% -80 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 1,330 $390K 0.01% -764 13F-HR Timeline Group 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 1,326 $388K 0.02% -9 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,317 $386K 0.03% -733 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,313 $384K 0.04% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 1,311 $384K 0.01% new 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 1,310 $383K 0.25% +15 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 1,303 $381K 0.3% 0 13F-HR Timeline Walker Financial Services, Inc. More: the full row for Walker Financial Services, Inc. 1,302 $381K 0.13% new 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 1,300 $381K <0.01% 0 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,260 $379K 0.01% -24 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,291 $378K <0.01% 0 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 1,268 $371K 0.2% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,267 $371K 0.04% -71 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 1,260 $369K <0.01% new 13F-HR Timeline Group SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 1,250 $366K 0.02% 0 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 1,250 $366K 0.03% -750 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 1,250 $366K 0.07% +190 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 1,237 $362K 0.12% 0 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 1,234 $361K 0.01% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,232 $361K 0.01% +499 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 1,216 $356K 0.23% new 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 1,208 $354K 0.02% -73 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,205 $353K 0.02% +612 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 1,200 $351K 0.02% 0 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 1,200 $351K 0.18% +100 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 1,195 $350K 0.01% -52 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 1,190 $348K 0.08% +200 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,217 $347K 0.05% +237 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,182 $346K 0.02% -16 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 1,170 $343K 0.01% -2,509 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,154 $338K <0.01% -40 13F-HR/A Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 1,153 $338K 0.08% 0 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 1,150 $337K 0.04% 0 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 1,150 $337K 0.13% -30 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 1,146 $335K 0.03% new 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 1,144 $335K 0.02% -2,030 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 1,143 $335K 0.03% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,142 $334K 0.01% -229 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,142 $334K 0.04% -73 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,167 $332K 0.02% -28 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,128 $330K 0.03% +732 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 1,125 $329K 0.05% -1,292 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,121 $328K 0.01% +13 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 1,120 $328K 0.06% +6 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,118 $327K 0.01% -296 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,118 $327K 0.03% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,118 $327K 0.01% -223 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 1,114 $326K 0.01% +3 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,107 $324K <0.01% -3 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 1,106 $324K 0.16% -90 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,103 $323K 0.07% -113 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 1,102 $323K 0.24% +6 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 1,101 $322K 0.1% +382 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,084 $317K 0.11% -197 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 1,081 $316K 0.1% -64 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 1,110 $316K 0.06% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,079 $316K 0.01% +35 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,079 $316K 0.04% -603 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 1,078 $316K 0.01% -1,771 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 1,070 $313K 0.07% -46 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 1,067 $312K 0.2% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,066 $312K 0.01% -38 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 1,064 $311K 0.17% 0 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 1,048 $307K 0.08% -5 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 1,046 $306K 0.04% -41 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 1,042 $305K 0.1% -10 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 1,041 $305K 0.17% 0 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 1,040 $304K 0.08% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,038 $304K 0.04% -8 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,037 $304K 0.03% +91 13F-HR Timeline Group ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 1,036 $303K 0.03% 0 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,031 $302K 0.01% -153 13F-HR Timeline Group First Western Trust Bank More: the full row for First Western Trust Bank 1,029 $301K 0.02% +100 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,028 $301K <0.01% -374 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 1,025 $300K 0.01% -100 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 1,023 $300K 0.16% +3 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,020 $299K -193 Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 1,015 $297K 0.07% -3 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 1,000 $297K 0.23% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,013 $297K 0.01% +34 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 1,007 $295K <0.01% +109 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,002 $293K 0.02% -9 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 999 $293K 0.03% -82 13F-HR Timeline