Trek Financial, LLC More: the full row for Trek Financial, LLC 8,941 $980K 0.07% +1,208 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 8,935 $980K 0.12% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 8,900 $976K 0.01% +362 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 8,859 $971K 0.39% -562 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 8,843 $970K 0.13% -2,199 13F-HR Timeline Group Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 8,833 $968K 0.54% -669 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 8,800 $965K 0.11% +847 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 8,783 $963K 0.05% +668 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 8,769 $961K 0.07% -202 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 9,423 $952K 0.06% +1,984 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 8,682 $952K 0.04% 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 8,630 $946K 0.06% +241 13F-HR Timeline Group Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 8,624 $946K 0.13% 0 13F-HR/A Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 8,598 $943K 0.01% -306 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 8,589 $942K 0.25% +10 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 8,532 $935K 0.32% +1,009 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 8,491 $931K 0.16% -3,236 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 8,490 $931K 0.03% +40 13F-HR Timeline HAMEL ASSOCIATES, INC. More: the full row for HAMEL ASSOCIATES, INC. 8,487 $931K 0.32% -1,600 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 8,463 $928K 0.03% -17,590 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 8,458 $927K 0.08% -223 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 8,443 $926K 0.16% +59 13F-HR Timeline Vienna Powszechne Towarzystwo Emerytaln… More: the full row for Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 8,433 $925K 0.5% -2,585 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 8,417 $923K 0.11% +234 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 8,336 $914K 0.03% +175 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 8,321 $912K 0.37% +352 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 8,312 $911K 0.61% new 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 8,287 $909K 0.02% -1,368 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 7,602 $908K 0.18% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 8,267 $906K 0.41% 0 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 8,233 $903K 0.26% -3,164 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 8,193 $898K 0.76% 0 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 8,185 $897K 0.57% +740 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 8,173 $896K 0.13% -74 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 8,492 $894K 0.1% -19 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 8,131 $891K 0.45% -394 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 8,093 $887K 0.01% new 13F-HR/A Timeline LM Advisors LLC More: the full row for LM Advisors LLC 8,079 $886K 0.16% -1,538 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 8,025 $880K <0.01% 0 13F-HR Timeline Group COERENTE CAPITAL MANAGEMENT More: the full row for COERENTE CAPITAL MANAGEMENT 8,000 $877K 0.17% 0 13F-HR Timeline KLEIN PAVLIS & PEASLEY FINANCIAL, INC. More: the full row for KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 7,970 $877K 0.63% -419 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 8,671 $876K 0.01% -319 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 7,931 $870K 0.45% +121 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 7,911 $867K 0.17% +597 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 7,911 $867K 0.17% +597 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 7,876 $864K 0.06% +1,783 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 7,863 $862K 0.93% -25 13F-HR Timeline Group Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 7,852 $861K 0.06% +3 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 7,800 $855K 0.04% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 7,797 $855K 0.08% 0 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 7,846 $852K 0.01% +3,148 13F-HR Timeline Group OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 7,758 $852K 0.06% +4,907 13F-HR Timeline Group ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 7,768 $852K 0.03% -9,164 13F-HR Timeline Group Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 7,724 $847K 0.47% +29 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 7,718 $846K 0.14% +1,919 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 7,694 $844K 0.03% +156 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 7,686 $843K 0.2% +388 13F-HR Timeline Group KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 7,662 $840K 0.16% +5,726 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 7,659 $840K 0.2% -29 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 7,656 $839K 0.05% 0 13F-HR/A Timeline Creegan & Nassoura Financial Group, LLC More: the full row for Creegan & Nassoura Financial Group, LLC 7,585 $832K 0.55% 0 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 7,473 $819K 0.22% +38 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 7,459 $818K 0.11% +82 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 7,426 $814K 0.04% +119 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 7,414 $813K 0.5% -477 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 7,388 $810K 0.43% +48 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 7,390 $810K 0.07% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 7,346 $805K 0.08% +1,091 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 7,337 $804K 0.41% 0 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 7,303 $801K 0.22% 0 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 7,300 $800K 0.27% new 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 7,251 $795K 0.12% -65 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 7,220 $792K 0.02% -97 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 7,148 $784K 0.4% new 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 7,135 $782K 0.7% +409 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 7,130 $782K 0.18% 0 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 7,131 $782K 0.07% -25 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 7,123 $781K 0.26% -357 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 7,120 $781K 0.03% -102 13F-HR Timeline Rithm Capital Corp. More: the full row for Rithm Capital Corp. 7,100 $778K 1.74% +3,600 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 7,095 $778K 0.04% -2,843 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 7,090 $777K 0.03% -226 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 7,071 $775K 0.15% -430 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 7,038 $772K 0.04% +7 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 7,009 $768K 0.05% +3 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 7,000 $767K 0.06% -1,549 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 6,990 $766K 0.45% +136 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 6,947 $762K 0.02% +114 13F-HR Timeline Group PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 6,908 $757K 0.2% 0 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 6,904 $757K 0.17% -695 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 6,902 $757K 0.55% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 6,895 $756K 0.06% +1,727 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 6,874 $754K 0.02% -413 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 6,872 $753K 0.32% +230 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 6,869 $753K 0.26% +90 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 6,868 $753K 0.08% 0 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 6,839 $750K 0.65% -1,866 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 6,838 $750K 0.24% +64 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 6,763 $741K 0.09% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 6,750 $740K 0.2% 0 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 6,730 $738K 0.43% -916 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 6,730 $737K <0.01% new 13F-HR/A Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 6,700 $735K 0.08% +2,400 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 6,693 $734K 0.04% -741 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 6,683 $733K 0.05% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 6,675 $732K 0.02% +460 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 6,675 $732K 0.13% -840 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 6,640 $728K 0.14% -3,000 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 6,612 $725K 0.03% -1,084 13F-HR Timeline Tradewinds, LLC. 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More: the full row for AVITY INVESTMENT MANAGEMENT INC. 6,599 $724K 0.06% 0 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 6,591 $723K 0.3% +341 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 6,587 $722K 0.08% -715 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 6,564 $719K 0.32% +38 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 6,518 $715K 0.23% +48 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 6,511 $714K 0.04% -796 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 6,480 $710K 0.8% -400 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 6,458 $708K 0.09% -9 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 6,417 $704K 0.4% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 6,379 $699K 0.03% +10 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 5,640 $699K 0.23% -78 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 6,358 $697K 0.06% +2,540 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 6,333 $694K 0.08% -974 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 6,325 $693K 0.2% +500 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 6,296 $690K 0.04% -806 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 6,279 $688K 0.03% -182 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 6,274 $688K <0.01% +232 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 6,274 $688K 0.14% 0 13F-HR Timeline Buffington Mohr McNeal More: the full row for Buffington Mohr McNeal 6,267 $687K 0.14% +3,335 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 6,250 $685K 0.14% +245 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 6,245 $685K 0.03% +225 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 6,163 $676K 0.06% +265 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 6,162 $676K 0.6% -1,276 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 6,158 $675K 0.02% +509 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 6,158 $675K 0.25% +210 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 6,155 $675K 0.11% +1,694 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 6,135 $673K 0.08% 0 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 6,117 $671K 0.32% +1,381 13F-HR Timeline Group Greenfield Savings Bank More: the full row for Greenfield Savings Bank 6,087 $667K 0.33% -3 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 6,083 $667K 0.15% +110 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 6,079 $667K 0.08% -269 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 6,039 $662K 0.02% -561 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 6,035 $662K <0.01% -1,751 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 5,975 $655K 0.2% 0 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 5,972 $655K 0.05% +64 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 5,957 $653K 0.03% 0 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 5,954 $653K 0.03% -654 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 5,937 $651K 0.37% -145 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 5,922 $649K 0.03% -2,298 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 5,888 $646K 0.02% -8,256 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 5,871 $644K 0.03% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 5,288 $643K 0.42% -65 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 5,860 $642K 0.03% -11,867 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 5,855 $642K 0.16% +23 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 5,854 $642K 0.09% -550 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 6,015 $641K 0.05% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 5,836 $640K 0.34% +22 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 5,809 $637K 0.2% +11 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 5,800 $636K 0.08% 0 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 5,786 $634K 0.47% 0 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 5,767 $632K 0.42% new 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 5,749 $630K 0.51% -46 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. 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More: the full row for BARRETT & COMPANY, INC. 5,721 $627K 0.27% -600 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 5,713 $626K 0.13% -7,679 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 5,709 $626K 0.1% -106 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 6,136 $625K 0.15% 0 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 5,699 $625K 0.08% -15,628 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 5,665 $621K 0.04% -138 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 5,656 $621K 0.09% -9 13F-HR Timeline Group Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 5,651 $620K +5,004 Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 5,620 $616K 0.03% +211 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 5,619 $616K 0.04% +219 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 5,580 $612K 0.49% -6 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 5,026 $611K 0.32% -170 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 5,542 $608K 0.25% -342 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 5,516 $605K 0.02% +1,500 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 5,503 $603K 0.04% -950 13F-HR Timeline Group JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 5,500 $603K 0.14% -2,600 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 5,476 $600K 0.2% -400 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 5,451 $598K 0.01% +2,980 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 5,450 $598K 0.01% -282 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 5,449 $597K 0.04% +64 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 5,443 $597K 0.73% 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 5,443 $597K 0.06% -47 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 5,439 $596K 0.05% -203 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 5,427 $595K 0.07% +376 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 5,410 $593K 0.42% +1 13F-HR Timeline Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 5,405 $593K 0.05% new 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 5,400 $592K 0.45% 0 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 5,400 $592K 0.15% -1,200 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 5,383 $590K 0.03% -24 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 5,375 $589K 0.23% 0 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 5,369 $589K 0.49% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 5,358 $587K 0.05% -310 13F-HR/A Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 5,340 $585K 0.04% -111 13F-HR Timeline