BSW Wealth Partners More: the full row for BSW Wealth Partners 1,490 $448K 0.06% -21 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 1,490 $448K 0.13% -54 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 1,489 $448K 0.06% +39 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 1,489 $448K 0.32% 0 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 1,485 $447K 0.07% +99 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 1,484 $446K 0.05% 0 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 1,482 $446K 0.08% 0 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 1,482 $446K 0.19% +38 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 1,481 $446K 0.05% +641 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,479 $445K 0.03% +1,165 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 1,472 $443K 0.14% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,470 $443K 0.03% +89 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,465 $441K 0.11% +292 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 1,464 $440K 0.28% 0 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 1,460 $439K 0.24% -5 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 1,458 $439K 0.02% -117 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 1,452 $437K 0.06% -12,277 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 1,451 $436K 0.14% +21 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 1,447 $435K 0.02% -370 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 1,441 $433K 0.39% -472 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 1,390 $433K 0.13% 13F-HR Timeline Mann Financial Group, Inc. More: the full row for Mann Financial Group, Inc. 1,439 $433K 0.43% 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 1,438 $433K 0.03% +399 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 1,437 $432K 0.24% -54 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 1,435 $432K 0.26% +81 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 1,434 $432K 0.36% -13 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 1,433 $431K 0.07% +38 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,432 $431K 0.09% +302 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 1,432 $431K 0.12% +1 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 1,431 $430K 0.01% new 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 1,430 $430K 0.14% -773 13F-HR/A Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 1,422 $428K 0.18% -28 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 1,420 $427K 0.12% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 1,418 $427K 0.27% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 1,417 $426K 0.12% +2 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,416 $426K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 1,416 $426K 0.13% -57 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 1,414 $425K 0.11% -73 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 1,414 $425K 0.06% +106 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 1,409 $424K 0.03% -20 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 1,407 $423K 0.05% +81 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 1,406 $423K 0.13% 0 13F-HR Timeline Alpha Advisors, LLC/VA More: the full row for Alpha Advisors, LLC/VA 1,405 $423K 0.32% +57 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 1,404 $422K 0.03% +251 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 1,402 $422K 0.27% +20 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 1,402 $422K 0.3% +1 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 1,401 $421K 0.02% 0 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 1,400 $421K 0.05% +9 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,399 $421K 0.03% -47 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,396 $420K 0.02% +21 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 1,396 $420K 0.13% +118 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 1,394 $419K 0.15% 0 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 1,394 $419K 0.07% -1,232 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,388 $418K 0.06% 0 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 1,389 $418K 0.07% +153 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 1,389 $418K 0.13% +39 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 1,388 $418K 0.1% +277 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 1,388 $417K 0.06% +1 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 1,387 $417K 0.36% +1 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,386 $417K 0.09% +469 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 1,387 $417K 0.02% -651 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 1,382 $416K 0.33% new 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,382 $416K 0.33% -61 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,382 $416K 0.02% -287 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 1,380 $415K 0.14% +35 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 1,376 $414K 0.05% 0 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,376 $414K 0.07% new 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 1,376 $413K 0.27% +92 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 1,370 $412K 0.23% 0 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 1,370 $412K 0.08% 0 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 1,366 $411K 0.25% +447 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 1,364 $410K 0.01% new 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 1,361 $410K 0.14% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,360 $409K 0.13% +318 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 1,356 $408K 0.04% -3 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 1,356 $408K 0.18% -20 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 1,356 $408K 0.11% +122 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 1,355 $408K 0.08% +494 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 1,355 $408K 0.09% +6 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 1,352 $407K 0.22% 0 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 1,351 $406K 0.18% +3 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 1,344 $404K 0.04% -3 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 1,342 $404K <0.01% -33,500 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 1,342 $404K 0.1% 0 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 1,342 $404K 0.06% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 1,334 $401K 0.06% new 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 1,334 $401K 0.18% new 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 1,330 $400K 0.03% +395 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,329 $400K 0.1% +376 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 1,328 $400K 0.21% 0 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 1,328 $400K 0.04% +12 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 1,326 $399K 0.02% +105 13F-HR Timeline Ridgepath Capital Management LLC More: the full row for Ridgepath Capital Management LLC 1,324 $398K 0.17% +2 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 1,322 $398K 0.17% +105 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 1,321 $397K 0.05% new 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 1,319 $397K 0.21% 0 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 1,319 $397K 0.06% +8 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 1,318 $397K 0.16% +57 13F-HR Timeline Hillman Capital Management, Inc. More: the full row for Hillman Capital Management, Inc. 1,317 $396K 0.23% -187 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,317 $396K 0.14% 0 13F-HR Timeline Corton Capital Inc. More: the full row for Corton Capital Inc. 1,317 $396K 0.97% -161 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 1,315 $396K 0.11% 0 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 1,314 $395K 0.04% +75 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 1,313 $395K 0.03% -190 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 1,311 $394K 0.16% 0 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 1,310 $394K 0.03% +80 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 1,268 $392K 0.17% new 13F-HR/A Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 1,302 $392K 0.02% +16 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 1,302 $392K 0.05% 0 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 1,301 $391K 0.24% +16 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 1,299 $391K 0.2% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,298 $390K 0.15% -444 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 1,297 $390K 0.22% -72 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 1,294 $389K 0.07% 0 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 1,291 $388K 0.06% +30 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 1,290 $388K 0.15% -12 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 1,287 $387K 0.06% +47 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 1,283 $386K 0.08% -21 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 1,281 $385K 0.14% +422 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 389 $385K 0.29% -890 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 1,280 $385K 0.15% -6,583 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 1,274 $384K 0.11% 0 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 1,274 $383K 0.06% new 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 1,272 $383K 0.02% -17 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,271 $382K 0.12% +62 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 1,268 $381K 0.16% 0 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 1,268 $381K 0.07% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,265 $381K 0.03% +1 13F-HR Timeline Steadtrust LLC More: the full row for Steadtrust LLC 1,264 $380K 0.26% +341 13F-HR/A Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 1,263 $380K 0.09% +133 13F-HR Timeline Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 1,259 $379K 0.12% +1 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 1,259 $379K 0.14% +4 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 1,272 $378K 0.08% 0 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 1,253 $377K 0.16% 0 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 1,253 $377K 0.28% +122 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 1,252 $377K 0.06% 0 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 1,252 $377K 0.03% -12 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 1,251 $376K 0.11% -79 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 1,250 $376K 0.06% 0 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 1,247 $375K 0.13% 0 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 1,243 $375K 0.08% new 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 1,243 $374K 0.25% +184 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 1,242 $374K 0.21% 0 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 1,242 $374K 0.05% -249 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 1,235 $372K 0.08% +4 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 1,234 $371K 0.09% +154 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 1,234 $371K 0.12% +49 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,235 $371K 0.04% -58 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 1,231 $370K 0.11% +413 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 1,231 $370K 0.26% -37 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 1,230 $370K 0.05% -1 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 1,230 $370K 0.05% +373 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 1,229 $370K 0.03% -100 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 1,227 $369K 0.23% 0 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 1,227 $369K 0.24% +58 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 1,225 $369K 0.07% 0 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 1,224 $368K 0.07% +4 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 1,239 $368K 0.07% +24 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 1,226 $367K <0.01% +45 13F-HR Timeline Group Tamar Securities, LLC More: the full row for Tamar Securities, LLC 1,221 $367K 0.04% new 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 1,217 $366K 0.06% -3 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 1,213 $365K 0.21% +111 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,212 $365K 0.11% -70 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 1,211 $364K 0.27% +29 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,211 $364K 0.05% +240 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 1,178 $364K 0.08% +36 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 1,209 $364K 0.04% -2,110 13F-HR/A Timeline Group CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 1,207 $363K 0.25% 0 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 1,318 $363K 0.14% -66 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,235 $363K 0.04% +133 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 1,204 $362K 0.12% -27,654 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 1,202 $362K 0.27% +12 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 1,201 $361K 0.19% 0 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 1,198 $360K 0.27% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,197 $360K 0.02% +81 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 1,195 $360K 0.11% 0 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 1,192 $359K 0.03% +15 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 1,192 $359K 0.03% 0 13F-HR Timeline WASHINGTON GROWTH STRATEGIES LLC More: the full row for WASHINGTON GROWTH STRATEGIES LLC 1,191 $358K 0.26% 0 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 1,191 $358K 0.06% +80 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 1,188 $357K 0.05% 0 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 1,188 $357K 0.02% new 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1,187 $357K 0.01% +116 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 1,187 $357K 0.03% new 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 1,185 $357K 0.25% 0 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 1,183 $356K 0.04% -73 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,182 $356K 0.1% -30 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 1,182 $355K 0.03% +6 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 1,180 $355K 0.06% 0 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,170 $354K 0.09% +242 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 1,177 $354K 0.04% 0 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 1,175 $353K 0.19% -553 13F-HR/A Timeline Group Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,174 $353K 0.04% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,173 $353K 0.02% +19 13F-HR Timeline Cosner Financial Group, LLC More: the full row for Cosner Financial Group, LLC 1,167 $351K 0.19% 0 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 1,167 $351K 0.14% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,165 $351K 0.04% +22 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,164 $350K 0.14% +1 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 1,162 $350K 0.03% +28 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 1,162 $350K 0.03% 0 13F-HR Timeline