ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 2,704 $515K 0.15% +68 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 2,702 $515K 0.19% -80 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 2,700 $514K 0.54% 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 2,699 $514K 0.13% -260 13F-HR Timeline Maiden Cove Capital, LLC More: the full row for Maiden Cove Capital, LLC 2,698 $514K 0.48% +29 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 2,689 $512K 0.08% +320 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 2,684 $511K 0.17% +4 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 2,681 $511K 0.17% -37 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 2,680 $510K 0.11% +33 13F-HR/A Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 2,679 $510K 0.28% -985 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 2,670 $508K 0.13% -33 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 2,668 $508K 0.1% -485 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 2,663 $507K 0.14% +164 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 2,662 $507K 0.17% -928 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 2,649 $504K 0.16% +66 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 2,646 $504K 0.13% +68 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 2,640 $503K 0.3% 0 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 2,639 $503K 0.38% 0 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 2,632 $501K 0.13% 0 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 2,631 $501K 0.44% -5 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 2,625 $500K 0.4% 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 2,624 $500K 0.45% +444 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 2,621 $499K 0.24% +149 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 2,470 $499K 0.28% +46 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 2,600 $495K 0.15% +25 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 2,600 $495K 0.06% -742 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 2,598 $495K 0.25% +1 13F-HR Timeline Kaydan Wealth Management, Inc. 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More: the full row for TTP Investments, Inc. 2,542 $484K 0.17% +1 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,540 $484K 0.06% +5 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Security Financial Services, INC. More: the full row for Security Financial Services, INC. 2,537 $483K 0.1% +19 13F-HR Timeline ODonnell Financial Services, LLC More: the full row for ODonnell Financial Services, LLC 2,802 $483K 0.2% +650 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 2,527 $481K 0.11% +2 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 2,526 $481K 0.05% -105 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 2,523 $480K 0.17% +95 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 2,520 $480K 0.42% -189 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 2,520 $480K 0.4% 13F-HR Timeline Warwick Investment Management, Inc. 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More: the full row for Core Wealth Advisors, Inc. 2,369 $451K 0.15% +28 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 2,367 $451K 0.27% new 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 2,359 $449K 0.3% 0 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 2,357 $449K <0.01% 0 13F-HR Timeline Crown Oak Advisors, LLC More: the full row for Crown Oak Advisors, LLC 2,355 $448K 0.23% new 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 2,352 $448K 0.25% -55 13F-HR Timeline GPM Growth Investors, Inc. More: the full row for GPM Growth Investors, Inc. 2,347 $447K 0.19% +11 13F-HR Timeline HICKORY ASSET MANAGEMENT, INC. More: the full row for HICKORY ASSET MANAGEMENT, INC. 2,341 $446K 0.38% 13F-HR Timeline BOYAR ASSET MANAGEMENT INC. 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(NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 2,247 $428K 0.19% -448 13F-HR Timeline Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 2,244 $427K 0.16% -711 13F-HR Timeline BLACK POINT WEALTH MANAGEMENT More: the full row for BLACK POINT WEALTH MANAGEMENT 2,241 $427K 0.49% 0 13F-HR Timeline CHURCHILL MANAGEMENT Corp More: the full row for CHURCHILL MANAGEMENT Corp 2,238 $426K <0.01% -207 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 2,231 $425K 0.31% -371 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 2,227 $424K 0.22% +622 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 2,222 $423K 0.13% -2,128 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 2,221 $423K 0.15% +47 13F-HR Timeline A&I FINANCIAL SERVICES, LLC More: the full row for A&I FINANCIAL SERVICES, LLC 2,220 $423K 0.41% 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 2,220 $423K 0.2% 0 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 2,220 $423K 0.16% +1 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 2,218 $422K 0.44% 13F-HR Timeline STRAIGHTLINE GROUP LLC More: the full row for STRAIGHTLINE GROUP LLC 2,217 $422K 0.28% 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 2,185 $421K 0.16% +185 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2,210 $421K 0.13% +10 13F-HR Timeline Conestoga Capital Advisors, LLC More: the full row for Conestoga Capital Advisors, LLC 2,210 $421K 0.01% 0 13F-HR Timeline Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 2,200 $419K 0.11% 0 13F-HR Timeline Phocas Financial Corp. 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More: the full row for Barnett & Company, Inc. 2,160 $411K 0.27% +100 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 2,159 $411K 0.27% 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 2,153 $410K 0.33% 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 2,152 $410K 0.02% 13F-HR/A Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 2,147 $409K 0.19% +1 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 2,118 $408K 0.11% +6 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 2,137 $407K 0.25% -400 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 2,033 $406K 0.4% -19 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 2,132 $406K 0.17% +20 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 2,131 $406K 0.09% +74 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 2,131 $406K 0.24% 0 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 2,124 $404K 0.18% -70 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 2,121 $404K 0.1% 0 13F-HR Timeline Capitol Family Office, Inc. 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