SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 10,250 $388K 0.02% +799 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 10,500 $386K 0.03% 0 13F-HR Timeline Belleair Asset Management, LLC More: the full row for Belleair Asset Management, LLC 10,500 $386K 0.32% 0 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 10,499 $386K 0.06% +2,000 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 10,491 $386K 0.03% new 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 10,473 $385K 0.03% -1,055 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 10,470 $385K 0.07% +153 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 10,466 $385K <0.01% +4,010 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 10,442 $384K 0.01% +719 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 10,425 $383K 0.03% 0 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 10,423 $383K 0.05% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 10,401 $382K 0.02% new 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 10,397 $382K 0.12% -563 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 10,373 $381K 0.1% -254 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 10,350 $380K 0.08% +166 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 10,275 $378K 0.09% +143 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 10,200 $375K 0.26% +1,332 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 10,200 $375K 0.23% -3,811 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 10,198 $375K 0.1% +20 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 10,172 $374K 0.02% new 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 9,948 $374K 0.05% 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 10,146 $373K 0.15% +3,440 13F-HR Timeline Boyer Financial Services, Inc. More: the full row for Boyer Financial Services, Inc. 10,141 $373K 0.31% +163 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 10,100 $371K 0.05% -214 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 10,091 $371K 0.02% +14 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 10,033 $369K <0.01% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 10,028 $369K 0.03% 0 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 10,004 $368K <0.01% +3,321 13F-HR/A Timeline COMPASS CAPITAL MANAGEMENT, INC More: the full row for COMPASS CAPITAL MANAGEMENT, INC 10,000 $368K 0.02% 0 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 10,000 $368K 0.1% 0 13F-HR Timeline Ryan Investment Management, Inc. More: the full row for Ryan Investment Management, Inc. 10,000 $368K 0.17% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 9,962 $366K 0.02% +1 13F-HR Timeline BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 9,979 $366K 0.15% +49 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 9,906 $364K 0.27% +420 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 9,900 $364K <0.01% -8,760 13F-HR Timeline Group Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 9,888 $363K 0.06% 0 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 9,863 $363K 0.06% 0 13F-HR/A Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 9,836 $362K 0.06% 0 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 9,834 $361K 0.21% +4 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 9,834 $361K 0.03% +123 13F-HR Timeline Summit Financial Consulting LLC More: the full row for Summit Financial Consulting LLC 9,833 $361K 0.25% 0 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 9,811 $361K 0.01% +59 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 9,800 $360K 0.26% 0 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 9,443 $359K 0.17% 0 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 9,689 $356K 0.14% +2,840 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 9,658 $355K 0.01% -623 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 9,617 $354K 0.11% +730 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 9,612 $353K 0.03% +246 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 9,610 $353K 0.01% 0 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 9,591 $353K 0.01% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 9,563 $352K 0.01% -3,131 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 9,550 $351K 0.04% 0 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 9,511 $350K 0.18% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 9,503 $349K 0.05% -835 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 9,408 $346K 0.03% +27 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 9,395 $345K 0.12% +2,395 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 9,384 $345K 0.09% 0 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 9,340 $343K 0.11% +255 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 9,324 $343K 0.1% 0 13F-HR Timeline Rydar Equities, Inc. 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More: the full row for Physician Wealth Advisors, Inc. 9,268 $341K 0.04% 0 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 9,263 $341K 0.12% 0 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 9,251 $340K 0.01% 0 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 9,230 $339K 0.16% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 9,225 $339K 0.18% 0 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 9,212 $339K 0.09% -3,280 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 9,186 $338K 0.05% 0 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 9,185 $338K 0.09% 0 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 9,171 $337K 0.18% -95 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 9,146 $336K 0.07% +177 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 9,100 $335K 0.17% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 9,093 $334K 0.03% 0 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 9,088 $334K 0.01% -28,360 13F-HR/A Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 9,086 $334K 0.11% +126 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 9,050 $333K 0.1% 0 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 8,554 $333K 0.11% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 9,035 $332K 0.07% -498 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 8,754 $331K 0.21% 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 9,000 $331K 0.02% -300 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 8,995 $331K 0.03% 0 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 8,978 $330K 0.08% -1,140 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 8,960 $329K 0.23% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 8,938 $329K 0.06% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 8,931 $328K 0.02% 0 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 8,924 $328K 0.01% 0 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 8,920 $328K 0.02% 0 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 8,914 $328K 0.11% +93 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 8,911 $328K 0.07% -2,792 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 8,906 $327K 0.03% +5 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 8,900 $327K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 8,888 $327K 0.02% +927 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 8,867 $326K 0.29% 0 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 8,850 $325K 0.1% 0 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 8,848 $325K 0.11% 0 13F-HR/A Timeline Ascension Capital Advisors, Inc. More: the full row for Ascension Capital Advisors, Inc. 8,841 $325K 0.09% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 8,837 $325K 0.03% +72 13F-HR Timeline Alan B Lancz & Associates, Inc. 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More: the full row for GWN SECURITIES INC. 8,770 $322K 0.05% +1,859 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 8,750 $322K 0.06% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 8,635 $317K 0.01% +600 13F-HR Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 8,628 $317K 0.02% 0 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 8,622 $317K 0.02% +29 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 8,600 $316K <0.01% 0 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 8,590 $316K 0.03% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 8,570 $315K 0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 8,557 $315K <0.01% +646 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 8,509 $313K 0.01% +6,495 13F-HR Timeline Group GatePass Capital, LLC More: the full row for GatePass Capital, LLC 8,500 $312K 0.12% -700 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 8,499 $312K 0.03% new 13F-HR Timeline SHIKIAR ASSET MANAGEMENT INC More: the full row for SHIKIAR ASSET MANAGEMENT INC 8,500 $312K 0.08% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 8,477 $312K 0.01% -626 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 8,465 $311K 0.08% +202 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 8,458 $311K 0.05% +120 13F-HR Timeline YHB Investment Advisors, Inc. 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ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 7,765 $285K 0.16% +402 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 7,750 $285K 0.09% +2,250 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 7,720 $284K 0.02% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. 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LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 7,480 $275K 0.01% -112 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 7,451 $274K 0.02% +500 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 7,372 $271K 0.02% +7 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 7,366 $271K 0.11% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 7,354 $270K 0.08% 0 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 7,329 $269K 0.09% -294 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 7,320 $269K <0.01% +1,920 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 7,311 $269K 0.06% 0 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 7,309 $269K 0.11% +500 13F-HR Timeline Group Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 7,300 $268K 0.02% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 7,290 $268K 0.07% -4 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 7,132 $268K 0.03% 0 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 7,262 $267K 0.12% 0 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 7,251 $267K 0.01% -81,399 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 7,246 $266K 0.04% 0 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 7,240 $266K 0.04% -3,400 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 7,222 $265K 0.1% new 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 7,212 $265K 0.03% 0 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 7,197 $265K 0.05% +61 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 7,195 $264K 0.05% -1,062 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 7,191 $264K 0.14% 0 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 7,182 $264K 0.04% +148 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 6,925 $261K 0.01% -1,547 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 7,082 $260K 0.04% new 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 7,043 $259K 0.04% 0 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 7,034 $259K 0.05% 0 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 7,020 $258K 0.02% 0 13F-HR Timeline