LCNB CORP More: the full row for LCNB CORP 4,337 $286K 0.1% -154 13F-HR Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 4,311 $284K 0.03% new 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 4,305 $284K 0.07% -2,253 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 4,303 $284K 0.03% -3,800 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 4,289 $283K 0.04% 0 13F-HR Timeline Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 4,272 $282K 0.17% -302 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 4,263 $281K 0.65% +857 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 4,240 $280K 0.08% 0 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 4,239 $279K 0.09% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 4,186 $278K <0.01% +2,358 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 4,217 $278K 0.1% 0 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 4,636 $278K 0.02% 0 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 4,209 $277K 0.11% new 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 4,205 $277K 0.03% -106 13F-HR Timeline Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 4,187 $276K 0.12% -380 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 4,186 $276K 0.09% 0 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 4,186 $276K 0.07% -1,690 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,185 $276K 0.01% -112 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 4,126 $272K 0.2% -413 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 4,119 $272K 0.12% -138 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 4,090 $270K 0.21% -812 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 3,933 $269K 0.08% 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 4,076 $268K 0.12% -706 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 4,054 $267K 0.02% 0 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 4,019 $265K 0.14% 0 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 4,007 $264K 0.19% 0 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 3,825 $263K 0.12% +19 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 3,988 $263K 0.12% 0 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 3,982 $262K 0.05% +30 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 3,976 $262K 0.13% -304 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 3,974 $262K 0.16% 0 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 3,965 $261K 0.07% -340 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 3,963 $261K 0.12% -2,334 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 3,958 $261K <0.01% -5,153,852 13F-HR Timeline Group Headland Capital, LLC More: the full row for Headland Capital, LLC 3,945 $260K 0.07% new 13F-HR Timeline Wellment Financial More: the full row for Wellment Financial 3,919 $258K 0.31% new 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 3,882 $256K 0.13% 0 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 3,868 $255K 0.17% +552 13F-HR Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 3,846 $254K 0.07% +497 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 3,842 $253K 0.03% -236 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 3,845 $253K <0.01% +2,751 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,830 $252K <0.01% +582 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 3,829 $252K 0.17% -83 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 3,823 $252K 0.01% -13,500 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 3,816 $252K 0.07% +80 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 3,810 $251K 0.07% 0 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 3,801 $251K 0.09% 0 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 3,801 $251K 0.04% 0 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 3,783 $249K 0.01% +50 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 3,783 $249K 0.01% new 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 3,775 $249K 0.19% 0 13F-HR Timeline First National Advisers, LLC in group FIRST NATIONAL BANK OF OMAHA More: the full row for First National Advisers, LLC 3,760 $248K 0.03% -55 13F-HR Timeline Group Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 3,736 $246K 0.04% new 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 3,734 $246K 0.02% -1,244 13F-HR Timeline MONEYWISE, INC. More: the full row for MONEYWISE, INC. 3,726 $246K 0.11% +117 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 3,714 $245K 0.05% -5 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 3,711 $245K 0.09% +188 13F-HR Timeline Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 3,709 $244K 0.01% 0 13F-HR Timeline Group Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 3,707 $244K 0.06% new 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 3,705 $244K 0.2% -2,748 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 3,702 $244K 0.01% new 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 3,695 $244K 0.08% -745 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 3,693 $243K 0.06% new 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 3,676 $242K 0.06% +194 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 3,675 $242K 0.08% new 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 3,674 $242K 0.04% new 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 3,672 $242K <0.01% +1,658 13F-HR Timeline Group Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 3,661 $241K 0.05% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Allegheny Financial Group More: the full row for Allegheny Financial Group 3,644 $240K 0.04% new 13F-HR Timeline MOTCO More: the full row for MOTCO 3,629 $239K 0.02% +2,128 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 3,620 $239K 0.01% +259 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 3,617 $238K 0.06% -191 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 3,614 $238K 0.01% 0 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 3,600 $237K 0.01% -233 13F-HR Timeline Gimbal Financial More: the full row for Gimbal Financial 3,590 $237K 0.14% 0 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 3,585 $236K 0.02% +129 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 3,574 $236K 0.01% +50 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 3,568 $235K 0.02% new 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 3,542 $233K 0.02% new 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 3,542 $233K 0.06% -8 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 3,542 $233K 0.1% -642 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 3,523 $232K 0.04% new 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 3,508 $231K <0.01% -220 13F-HR/A Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 3,501 $231K 0.02% 0 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 3,495 $230K <0.01% -1,730 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,483 $230K <0.01% -98 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 3,474 $229K 0.04% 0 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 3,455 $228K 0.07% 0 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 3,453 $228K 0.03% new 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 3,450 $227K 0.04% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 3,433 $226K 0.03% new 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 3,425 $226K 0.09% 0 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 3,401 $224K 0.09% 0 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 3,384 $223K 0.02% -349 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 3,384 $223K 0.05% 0 13F-HR Timeline MASON STREET ADVISORS, LLC More: the full row for MASON STREET ADVISORS, LLC 3,350 $221K 0.02% new 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 3,336 $220K 0.13% new 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 3,333 $220K 0.12% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,330 $220K <0.01% -115 13F-HR Timeline Group BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 3,303 $218K 0.07% new 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 3,300 $218K 0.04% new 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 3,294 $217K 0.06% -11,383 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,292 $217K 0.01% -4,244 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 3,281 $216K 0.03% new 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 3,258 $215K 0.04% new 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 3,252 $214K 0.04% new 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 3,248 $214K 0.01% new 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 3,230 $213K 0.02% new 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 3,229 $213K 0.04% new 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 3,219 $212K 0.1% 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 3,199 $211K 0.11% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,198 $211K 0.02% -292 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 3,184 $210K 0.06% -486 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 3,180 $210K 0.07% new 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 3,046 $209K 0.03% new 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 3,165 $209K 0.25% 0 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 3,121 $208K 0.1% new 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 3,157 $208K 0.11% new 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 3,032 $207K 0.15% new 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 3,145 $207K 0.06% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 3,131 $206K 0.04% -25 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 3,122 $206K 0.22% new 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 3,114 $205K 0.13% new 13F-HR Timeline WELCH CAPITAL PARTNERS LLC/NY More: the full row for WELCH CAPITAL PARTNERS LLC/NY 3,096 $204K 0.04% new 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 3,087 $203K 0.05% new 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,071 $202K 0.01% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,070 $202K 0.02% +64 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 3,068 $202K 0.08% -821 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 3,066 $202K 0.04% new 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 3,055 $201K 0.09% -416 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,848 $189K 0.09% +2,617 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 2,857 $188K 0.05% +1 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 2,816 $186K 0.05% +2,316 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 2,777 $183K 0.07% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 2,784 $183K <0.01% new 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 2,751 $183K 0.07% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 2,772 $183K 0.06% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 2,770 $183K 0.06% -78 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,729 $180K 0.06% -129 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 2,650 $175K <0.01% -100 13F-HR Timeline Group Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 2,635 $174K 0.1% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 2,598 $171K 0.02% +1,366 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 2,577 $170K 0.06% -31 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 2,544 $168K 0.01% -186 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,507 $165K 0.01% -300 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 2,496 $165K -12,798 Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 2,414 $159K 0.03% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 2,395 $158K 0.12% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,315 $153K 0.01% +123 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,240 $148K <0.01% -26 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 2,240 $148K 0.09% -6 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 2,234 $147K 0.01% new 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 2,217 $146K 0.13% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 2,006 $132K 0.06% +353 13F-HR Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,998 $132K 0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 1,970 $130K 0.1% -455 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 1,964 $129K 0.06% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 1,831 $121K 0.01% -22 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 1,792 $118K 0.03% +322 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 1,783 $118K 0.06% -98 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,753 $116K 0.04% 0 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 1,702 $112K 0.04% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,678 $111K 0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,656 $109K 0.01% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 1,600 $106K 0.06% new 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 1,606 $106K 0.08% +1 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,604 $106K 0.01% +254 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,594 $105K 0.01% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,572 $104K <0.01% -33 13F-HR Timeline Group Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 1,538 $101K 0.02% -167 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 1,509 $99.5K 0.02% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,482 $97.7K <0.01% -115 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 1,472 $97K 0.02% -350 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 1,465 $96.6K 0.05% +90 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1,461 $96.3K 0.04% +176 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,397 $94.5K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,430 $94.3K 0.01% -217 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,413 $93.1K 0.02% -124 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1,400 $92.3K 0.01% 0 13F-HR Timeline Group TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,370 $90.3K <0.01% 0 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 1,364 $90K 0.05% -49 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 1,336 $88.1K 0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,330 $87.7K 0.01% -100 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 1,330 $87.7K 0.03% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 1,297 $85.5K 0.03% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 1,259 $84.6K 0.05% +799 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 1,255 $82.7K 0.03% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,238 $81.6K 0.05% -7,757 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 1,195 $80.9K 0.11% 13F-HR/A Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 1,201 $79.2K 0.08% -329 13F-HR/A Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 1,170 $77.1K 0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,166 $76.9K 0.03% +907 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,151 $75.9K <0.01% 0 13F-HR Timeline Kopp Family Office, LLC More: the full row for Kopp Family Office, LLC 1,150 $75.8K 0.05% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,124 $74.1K 0.02% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 1,109 $73.1K 0.06% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1,085 $71.5K 0.01% -533 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 1,079 $71.1K 0.03% +175 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 1,025 $67.6K 0.06% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 1,016 $67K 0.03% 0 13F-HR Timeline