Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 310 $203K 0.08% new 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 310 $203K 0.14% new 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 310 $203K 0.08% new 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 309 $202K 0.04% new 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 309 $202K 0.05% new 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 309 $202K 0.11% 0 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 309 $202K 0.17% new 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 308 $201K 0.02% new 13F-HR Timeline Goldenstone Wealth Management LLC More: the full row for Goldenstone Wealth Management LLC 308 $201K 0.15% 13F-HR Timeline Ridgepath Capital Management LLC More: the full row for Ridgepath Capital Management LLC 327 $201K 0.09% 0 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 307 $201K 0.04% new 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 306 $200K 0.07% new 13F-HR Timeline Security National Bank More: the full row for Security National Bank 306 $200K 0.03% +116 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 303 $198K 0.02% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 301 $197K 0.04% 0 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 300 $196K 0.1% -1,667 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 300 $196K 0.01% new 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 299 $195K 0.11% 0 13F-HR Timeline Vermillion Wealth Management, Inc. 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More: the full row for Financial Avengers, Inc. 243 $159K 0.07% 0 13F-HR/A Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 240 $157K 0.06% +120 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 239 $156K 0.02% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 234 $153K 0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 231 $151K 0.02% -250 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 227 $148K 0.04% 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 226 $148K 0.08% 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 224 $146K 0.12% -13,826 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 204 $145K 0.02% -40 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 222 $145K 0.03% new 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 215 $141K 0.04% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 215 $141K 0.05% -120 13F-HR Timeline Group PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 215 $141K 0.08% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 211 $138K 0.02% -9 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 210 $137K 0.02% -31 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 209 $137K 0.02% +35 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 207 $135K 0.08% 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 205 $134K 0.01% +45 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 205 $134K 0.12% 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 204 $133K 0.01% +150 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 204 $133K 0.03% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 204 $133K 0.01% +85 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 202 $132K 0.07% +20 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 202 $132K 0.03% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 201 $131K 0.03% -10 13F-HR Timeline Group BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 200 $131K 0.03% -1,650 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 199 $130K 0.1% 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 196 $128K 0.02% +117 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 194 $127K 0.04% +65 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 193 $126K <0.01% 0 13F-HR Timeline Group Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 190 $124K 0.02% +148 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 190 $124K 0.06% +5 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 170 $124K 0.12% 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 187 $122K 0.01% new 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 187 $122K 0.12% 0 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 184 $120K 0.05% +83 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 182 $119K 0.03% +12 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 180 $118K <0.01% -15 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 179 $117K 0.06% -2 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 172 $117K 0.07% 0 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 178 $117K 0.17% new 13F-HR Timeline FIDUCIARY COUNSELLING INC More: the full row for FIDUCIARY COUNSELLING INC 175 $114K 0.3% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 174 $114K 0.06% 0 13F-HR Timeline OSSIAM More: the full row for OSSIAM 171 $112K <0.01% +53 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 170 $111K 0.03% +21 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 169 $110K 0.01% +13 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Corsicana & Co. More: the full row for Corsicana & Co. 169 $110K 0.06% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 168 $110K 0.03% -33 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 168 $110K 0.03% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 167 $109K 0.07% 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 167 $109K 0.11% 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 166 $108K 0.13% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 165 $108K 0.08% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 162 $106K 0.04% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 156 $102K 0.03% +146 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 154 $101K <0.01% +21 13F-HR/A Timeline Group Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 153 $100K 0.05% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 153 $99.9K 0.02% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 151 $98.9K 0.04% -291 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 150 $98.4K <0.01% -11 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 148 $96.7K 0.02% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 147 $96.1K 0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 146 $95.4K 0.03% +14 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 146 $95.4K 0.03% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 146 $95.4K 0.01% -3 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 144 $94.1K 0.01% +46 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 144 $94.1K 0.05% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 140 $91.5K 0.01% 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 137 $89.5K 0.01% 0 13F-HR Timeline Group Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 135 $88.2K 0.04% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 132 $86.3K 0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 130 $85K 0.12% +36 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 128 $83.7K 0.01% +43 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 127 $83K 0.01% -2,017 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 126 $82.4K 0.05% +40 13F-HR Timeline Ashurst Perkins Coie Trust Co More: the full row for Ashurst Perkins Coie Trust Co 122 $79.7K 0.01% -2 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 117 $76.5K 0.01% +18 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 115 $75.2K <0.01% -1,895 13F-HR Timeline Group RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 115 $74.9K 0.01% +7 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 114 $74.5K 0.03% +1 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 114 $74.5K 0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 113 $73.9K 0.03% 0 13F-HR Timeline Pacifica Partners Inc. 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LLC 64 $42K <0.01% +1 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 64 $41.8K <0.01% 0 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 64 $41.8K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 63 $41.2K 0.01% +10 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 63 $41.2K 0.04% 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 62 $40.5K 0.01% 0 13F-HR Timeline Horrell Capital Management, Inc. 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