First Financial Group Corp More: the full row for First Financial Group Corp 986 $239K 0.2% +19 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 984 $239K 0.03% +21 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 979 $237K 0.17% +4 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 977 $237K 0.06% -58 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 975 $237K 0.04% +63 13F-HR Timeline DOCK STREET ASSET MANAGEMENT INC More: the full row for DOCK STREET ASSET MANAGEMENT INC 974 $236K 0.02% new 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 972 $236K 0.04% new 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 968 $235K 0.09% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 966 $234K 0.01% 0 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 965 $234K 0.15% -66 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 964 $234K 0.1% +157 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 963 $233K 0.1% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 962 $233K 0.09% +173 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 961 $233K 0.22% +2 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 961 $233K 0.03% +154 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 960 $233K 0.04% +170 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 958 $232K 0.09% +18 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 957 $232K 0.16% -1 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 956 $232K 0.05% -653 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 952 $231K 0.07% +1 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 950 $230K 0.1% +11 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 950 $230K 0.05% -50 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 950 $230K 0.08% 0 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 949 $230K 0.14% -104 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 948 $230K 0.06% +46 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 948 $230K 0.06% +9 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 947 $230K 0.13% -2,112 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 947 $230K 0.02% -223 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 945 $229K 0.03% -16 13F-HR Timeline AtlasMark Financial, Inc More: the full row for AtlasMark Financial, Inc 771 $228K 0.15% 0 13F-HR Timeline Williams Financial, LLC More: the full row for Williams Financial, LLC 941 $228K 0.13% 0 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 941 $228K 0.1% +89 13F-HR Timeline Wright Wealth LLC More: the full row for Wright Wealth LLC 940 $228K 0.15% -23 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 936 $227K 0.15% -72 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 935 $227K 0.07% 0 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 934 $226K 0.06% +1 13F-HR Timeline Mason & Associates, LLC More: the full row for Mason & Associates, LLC 932 $226K 0.05% 0 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 931 $226K 0.11% +5 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 926 $225K 0.03% +28 13F-HR/A Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 926 $224K 0.07% -5 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 917 $224K 0.03% -30 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 925 $224K 0.11% -125 13F-HR/A Timeline WT Wealth Management More: the full row for WT Wealth Management 924 $224K 0.07% +22 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 923 $224K 0.02% new 13F-HR Timeline Group Pflug Koory, LLC More: the full row for Pflug Koory, LLC 923 $224K 0.1% -2 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 921 $223K 0.04% +19 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 965 $223K 0.14% +30 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 919 $223K 0.1% -7 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 918 $223K 0.05% 0 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 918 $223K 0.14% -26 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 917 $222K 0.05% -1,331 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 907 $222K 0.11% -330 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 917 $222K 0.1% 0 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 917 $222K 0.07% +7 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 916 $222K 0.08% new 13F-HR Timeline OakTrust Wealth Advisors, LLC More: the full row for OakTrust Wealth Advisors, LLC 915 $222K 0.2% -22 13F-HR Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 914 $222K 0.05% -2 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 913 $221K 0.33% +31 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 912 $221K 0.03% +30 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 911 $221K 0.05% +5 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 911 $221K 0.07% 0 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 910 $221K 0.11% -199 13F-HR/A Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 910 $221K 0.2% -50 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 909 $220K 0.11% new 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 908 $220K 0.13% -337 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 906 $220K 0.08% 0 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 907 $220K 0.01% 0 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 907 $220K 0.06% +2 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 904 $219K 0.04% +4 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 904 $219K 0.17% new 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 902 $219K 0.02% 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 902 $219K 0.05% 0 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 902 $219K 0.05% 0 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 900 $218K 0.1% -5 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 900 $218K 0.17% 0 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 900 $218K 0.11% 0 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 899 $218K 0.06% -260 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 899 $218K 0.05% -2 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 900 $217K 0.05% -6 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 896 $217K 0.03% -18 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 896 $217K <0.01% -304 13F-HR Timeline Group Headland Capital, LLC More: the full row for Headland Capital, LLC 896 $217K 0.06% -7 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 895 $217K 0.02% +93 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 895 $217K 0.06% +77 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 894 $217K 0.02% -53 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 893 $217K 0.07% 0 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 892 $216K 0.04% -140 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 934 $216K 0.13% +8 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 889 $215K 0.16% +133 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 887 $215K 0.08% -30 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 887 $215K 0.02% -360 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 886 $215K 0.05% new 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 886 $215K 0.07% 0 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 885 $214K 0.08% -721 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 885 $214K 0.07% 13F-HR/A Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 884 $214K 0.04% -8,775 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 883 $214K 0.04% +69 13F-HR Timeline Bluebird Wealth Management LLC More: the full row for Bluebird Wealth Management LLC 883 $214K 0.22% +53 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 881 $214K 0.11% 0 13F-HR Timeline Main Line Retirement Advisors, LLC More: the full row for Main Line Retirement Advisors, LLC 881 $213K 0.11% 0 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 880 $213K 0.08% +155 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 880 $213K 0.01% -1,299 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 880 $213K 0.02% -57 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 879 $213K 0.15% new 13F-HR Timeline Lesa Sroufe & Co More: the full row for Lesa Sroufe & Co 880 $213K 0.14% 0 13F-HR Timeline Fiscal Wisdom Wealth Management, LLC More: the full row for Fiscal Wisdom Wealth Management, LLC 878 $213K 0.2% -75 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 839 $213K 0.02% 0 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 875 $212K 0.03% -111 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 874 $212K 0.09% +73 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 874 $212K 0.04% -307 13F-HR Timeline Henson-Edgewater Management, LLC More: the full row for Henson-Edgewater Management, LLC 873 $212K 0.13% 0 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 872 $211K 0.09% 0 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 872 $211K 0.13% +85 13F-HR Timeline New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 871 $211K 0.09% 0 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 870 $211K 0.19% +39 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 868 $210K 0.12% 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 875 $210K 0.05% -75 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 867 $210K 0.07% new 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 867 $210K 0.12% new 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 867 $210K 0.24% +47 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 870 $210K 0.07% 0 13F-HR Timeline Palatine Hill Wealth Management, LLC More: the full row for Palatine Hill Wealth Management, LLC 866 $210K 0.18% -10 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 864 $210K <0.01% -7,217 13F-HR Timeline Group Northwest Financial Advisors More: the full row for Northwest Financial Advisors 865 $210K 0.4% +1 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 864 $209K 0.13% -54 13F-HR Timeline Foundation Wealth Management, LLC More: the full row for Foundation Wealth Management, LLC 865 $209K 0.14% -54 13F-HR Timeline Sterling Manor Financial, LLC More: the full row for Sterling Manor Financial, LLC 863 $209K 0.13% 0 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 862 $209K 0.04% +82 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 862 $209K 0.01% new 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 861 $209K 0.08% 0 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 870 $209K 0.17% -120 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 860 $208K 0.2% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 857 $208K 0.08% -9 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 857 $208K 0.11% 0 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 857 $208K 0.2% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 854 $207K 0.01% -120 13F-HR Timeline McKinney Capital Management, LLC More: the full row for McKinney Capital Management, LLC 853 $207K 0.18% 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 851 $206K 0.05% 0 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 850 $206K 0.06% 0 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 850 $206K 0.06% +65 13F-HR Timeline William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 850 $206K 0.18% -37 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 850 $206K 0.01% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 850 $206K <0.01% new 13F-HR Timeline Group CVFG LLC More: the full row for CVFG LLC 848 $206K 0.03% new 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 847 $205K 0.13% -142 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 844 $204K 0.06% +9 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 843 $204K 0.14% -87 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 841 $204K 0.08% -2 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 841 $204K 0.03% 0 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 840 $204K 0.08% -3 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 840 $204K 0.09% +148 13F-HR Timeline Independent Wealth Advisors LLC More: the full row for Independent Wealth Advisors LLC 836 $203K 0.2% +62 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 835 $202K 0.06% 0 13F-HR Timeline Coastline Complete Wealth LLC More: the full row for Coastline Complete Wealth LLC 835 $202K 0.13% -13 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 834 $202K 0.09% 0 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 832 $202K 0.04% new 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 832 $202K 0.06% +151 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 832 $202K 0.13% new 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 830 $201K 0.03% +100 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 830 $201K 0.16% -91 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 828 $201K 0.05% -29 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 827 $200K 0.11% +1 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 819 $199K 0.18% -100 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 809 $196K 0.14% -76 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 803 $195K 0.04% -38 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 802 $194K 0.09% 0 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 800 $194K 0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 799 $194K 0.11% +117 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 790 $191K 0.24% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 789 $191K 0.03% -90 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 779 $189K 0.04% +40 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 774 $188K 0.86% 0 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 770 $187K 0.38% -2,260 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 766 $186K 0.03% -22 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 757 $183K <0.01% -374 13F-HR Timeline Group REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 752 $182K 0.04% +103 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 752 $182K 0.06% +151 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 750 $182K 0.14% +5 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 749 $182K 0.03% +212 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 747 $181K 0.17% +255 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 736 $179K 0.05% +2 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 756 $176K 0.12% +6 13F-HR/A Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 709 $172K 0.09% +1 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 702 $170K 0.11% +175 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 701 $170K 0.03% -73 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 700 $170K 0.01% +200 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 691 $167K 0.07% -21 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 688 $167K 0.03% +569 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 685 $166K 0.01% +290 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 685 $166K 0.16% +3 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 684 $166K 0.16% 0 13F-HR Timeline OAKMONT Corp More: the full row for OAKMONT Corp 677 $164K 0.03% 0 13F-HR/A Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 675 $164K 0.01% -442 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 654 $158K 0.02% -18 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 649 $158K 0.12% +84 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 648 $157K <0.01% -680,426 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 643 $156K 0.07% +248 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 634 $154K 0.03% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 628 $152K 0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 628 $152K 0.1% +243 13F-HR Timeline