Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 722 $575K 0.05% +16 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 722 $575K 0.12% 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 721 $574K 0.05% +128 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 719 $572K 0.17% +27 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 719 $572K 0.14% +5 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 718 $572K 0.27% +5 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 715 $569K 0.32% 0 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 714 $569K 0.09% -64 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 713 $568K 0.16% -13 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 709 $565K 0.04% -77 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 706 $562K 0.34% +17 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 705 $561K 0.13% +5 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 704 $561K 0.16% +4 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 704 $561K 0.07% new 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 700 $557K 0.21% -20 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 700 $557K 0.44% 0 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 700 $557K 0.16% 0 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 699 $557K 0.19% new 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 699 $557K 0.41% -25 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 698 $556K 0.29% -315 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 693 $552K 0.08% -63 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 692 $551K 0.2% +36 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 691 $550K 0.43% 0 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 690 $550K 0.51% -37 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 688 $548K 0.08% -323 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 688 $548K 0.04% -44 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 681 $542K 0.12% -87 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 680 $542K 0.36% +6 13F-HR Timeline Kore Advisors LP More: the full row for Kore Advisors LP 680 $542K 0.61% 0 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 679 $541K 0.11% +3 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 678 $540K 0.07% -21 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 672 $535K 0.13% -53 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 671 $534K 0.13% -40 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 671 $534K 0.42% -20 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 669 $533K 0.02% +31 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 669 $533K 0.09% 0 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 668 $532K 0.06% +171 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 668 $532K 0.08% +8 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 666 $530K 0.1% +62 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 664 $529K 0.11% +489 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 662 $527K 0.07% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 666 $523K 0.26% +87 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 698 $523K 0.01% -155 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 656 $523K 0.17% 0 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 655 $522K 0.17% +23 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 653 $520K 0.05% +68 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 651 $518K 0.01% -5 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 481 $518K 0.06% new 13F-HR/A Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 649 $517K 0.15% +3 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 648 $516K 0.07% -556 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 647 $515K 0.18% +164 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 646 $514K 0.12% +6 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 648 $514K 0.06% -3,476 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 645 $514K 0.08% -311 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 645 $514K 0.16% +68 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 644 $513K 0.12% 0 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 643 $512K 0.4% +20 13F-HR Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 643 $512K 0.1% -107 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 640 $510K 0.04% +138 13F-HR Timeline Group BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 637 $507K 0.08% +6 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 637 $507K 0.08% -7 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 636 $506K 0.03% -6 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 635 $506K 0.23% new 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 633 $504K 0.08% -46 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 633 $504K 0.15% +2 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 631 $503K 0.11% +53 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 631 $502K 0.12% -205 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 630 $502K 0.12% +280 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 630 $502K 0.14% +12 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 626 $499K 0.26% -17 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 625 $498K 0.02% 0 13F-HR Timeline RWQ Financial Management Services, Inc. More: the full row for RWQ Financial Management Services, Inc. 625 $498K 0.22% -1,990 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 625 $498K 0.38% new 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 624 $497K 0.21% -4 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 624 $497K 0.26% 0 13F-HR Timeline American Trust More: the full row for American Trust 623 $496K 0.04% +135 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 622 $495K 0.13% +44 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 622 $495K 0.16% +47 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 622 $495K <0.01% +28 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 621 $495K 0.13% +30 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 619 $493K 0.22% -45 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 617 $491K 0.16% +147 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hudson Capital Management LLC More: the full row for Hudson Capital Management LLC 617 $491K 0.13% 0 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 308 $491K 0.22% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 615 $490K 0.06% 0 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 614 $489K 0.16% +38 13F-HR/A Timeline EWA, LLC More: the full row for EWA, LLC 612 $488K 0.13% +13 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 611 $487K 0.23% -11 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 611 $487K 0.06% +7 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 611 $487K 0.05% new 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 609 $485K 0.15% -24 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 608 $484K 0.33% +134 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 637 $483K 0.32% +5 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 605 $482K 0.19% 0 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 605 $482K 0.08% +285 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 604 $481K 0.39% 0 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 604 $481K 0.31% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 602 $480K 0.1% +15 13F-HR Timeline FAS Wealth Partners, Inc. 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More: the full row for Planned Solutions, Inc. 600 $478K 0.17% 0 13F-HR Timeline Unison Asset Management LLC More: the full row for Unison Asset Management LLC 600 $478K 0.22% 0 13F-HR/A Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 600 $478K 0.24% 0 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 600 $478K 0.46% 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 598 $476K 0.03% +12 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 596 $475K 0.09% +148 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 595 $474K 0.26% -50 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 593 $472K 0.47% 13F-HR Timeline IMG Wealth Management, Inc. 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ALLISON & CO., INC. 537 $428K 0.3% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 536 $427K 0.05% new 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 536 $426K 0.08% +18 13F-HR Timeline ELLERSON GROUP INC /ADV More: the full row for ELLERSON GROUP INC /ADV 535 $426K 0.27% +66 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 535 $426K 0.39% 0 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 534 $425K 0.02% +14 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 534 $425K 0.11% 0 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 533 $424K 0.26% -37 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 533 $424K 0.07% +1 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 533 $424K 0.04% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 532 $424K 0.2% +2 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. 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More: the full row for Tudor Financial Inc. 527 $420K 0.22% -1 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 526 $419K 0.05% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 526 $419K 0.03% -65 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 525 $418K 0.04% +35 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 524 $417K 0.05% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 523 $416K 0.06% +68 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 520 $414K 0.11% +15 13F-HR Timeline Yeomans Consulting Group, Inc. 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