Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,283 $601K 0.04% 0 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,282 $601K 0.17% -172 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 1,275 $597K 0.15% +1 13F-HR Timeline Legacy Wealth Management, LLC More: the full row for Legacy Wealth Management, LLC 1,274 $597K 0.04% 0 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 1,270 $595K 0.08% 0 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 1,270 $595K 0.47% new 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,270 $595K 0.47% 0 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 1,269 $594K 0.91% 0 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 1,263 $591K 0.12% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 1,261 $591K 0.04% +278 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 1,253 $587K 0.08% +75 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 1,253 $586K 0.25% 0 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 1,250 $586K 0.36% new 13F-HR Timeline Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 1,250 $586K 0.13% 0 13F-HR Timeline Group Fairway Wealth LLC More: the full row for Fairway Wealth LLC 1,246 $584K 0.16% +17 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 1,246 $584K 0.13% -85 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 1,242 $582K 0.4% 0 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 1,241 $581K 0.28% 0 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 1,237 $579K 1.33% -179 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 1,235 $578K 0.05% 0 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 1,235 $578K 0.18% -400 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 1,234 $578K 0.2% -3 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,233 $578K 0.05% -289 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 1,232 $577K 0.37% 0 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 1,231 $577K 0.4% +669 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 1,230 $576K 0.22% 0 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 1,227 $575K 0.08% +36 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 1,225 $574K 0.35% 0 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 1,224 $573K 0.14% +87 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 1,222 $572K 0.14% 0 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 1,220 $572K 0.41% 0 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 1,220 $571K 0.05% -64 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 1,218 $571K 0.15% +1 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,217 $570K 0.09% 0 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 1,215 $569K 0.15% 0 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 1,214 $569K 0.01% -1,246 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 1,338 $568K 0.09% -10 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 1,207 $565K 0.04% 0 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 1,205 $564K 0.13% 0 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 1,205 $564K 0.27% 0 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 1,204 $564K 0.38% 0 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 1,204 $564K 0.22% +72 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 1,202 $563K 0.24% +282 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 1,200 $562K 0.1% 0 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 1,197 $561K 0.02% 0 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 1,195 $560K 0.34% -50 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 1,192 $558K 0.08% -1 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 1,190 $557K 0.08% 0 13F-HR Timeline Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 1,185 $555K 0.13% 0 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 1,185 $555K 0.07% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 1,184 $554K 0.07% -55 13F-HR Timeline RPG Investment Advisory, LLC More: the full row for RPG Investment Advisory, LLC 1,179 $552K 0.07% -193 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 1,177 $551K 0.34% -253 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 1,177 $551K 0.19% -4 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 1,174 $550K 0.1% 0 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 1,165 $546K 0.44% 0 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 1,159 $543K 0.1% 0 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 1,158 $542K 0.07% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,154 $541K 0.25% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,150 $539K 0.1% 0 13F-HR Timeline Group BFSG, LLC More: the full row for BFSG, LLC 1,149 $538K 0.05% 0 13F-HR Timeline Paradigm, Strategies in Wealth Manageme… More: the full row for Paradigm, Strategies in Wealth Management, LLC 1,143 $535K 0.34% 0 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 1,143 $535K 0.62% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,140 $534K 0.07% -51 13F-HR Timeline Torray Investment Partners LLC More: the full row for Torray Investment Partners LLC 1,138 $533K 0.07% 0 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 1,141 $532K 0.01% new 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 1,136 $532K 0.07% 0 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 1,136 $532K 0.13% 0 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 1,136 $532K 0.06% -902 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 1,135 $532K 0.42% 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 1,135 $531K 0.13% +1 13F-HR Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 1,132 $530K 0.55% 0 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 1,129 $529K 0.12% 0 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 1,126 $528K 0.33% +41 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 1,123 $526K 0.06% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 1,121 $525K 0.03% +247 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 1,121 $525K 0.1% 0 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 1,117 $523K 0.33% 0 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1,112 $521K 0.01% 0 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 1,111 $520K 0.49% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 1,111 $520K 0.48% -16 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 1,104 $517K 0.06% +61 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 1,102 $516K 0.18% 0 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 5,615 $516K 0.05% -9,767 13F-HR Timeline Schulz Wealth, LTD. More: the full row for Schulz Wealth, LTD. 1,101 $516K 0.34% +77 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 1,100 $515K 0.05% -3 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 1,096 $513K 0.12% 0 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 1,095 $513K 0.23% -31 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,093 $512K <0.01% 0 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 1,088 $510K 0.06% 0 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 1,088 $510K 0.24% 0 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 1,200 $509K 0.06% 0 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 1,087 $509K 0.15% 0 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 1,087 $509K 0.3% 0 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 1,085 $508K 0.14% 0 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 1,083 $507K 0.1% +321 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 1,083 $507K 0.05% 0 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 1,083 $507K 0.11% +1 13F-HR Timeline Skyline Advisors, Inc. 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Ltd, Zurich 920 $431K <0.01% new 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 914 $431K 0.16% 0 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 919 $431K 0.29% 0 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 908 $429K 0.1% -398 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 915 $429K 0.03% 0 13F-HR Timeline Group ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 913 $428K 0.21% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 912 $427K 0.13% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 909 $426K 0.23% -8 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 907 $425K 0.19% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 907 $425K 0.32% -19 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 906 $424K 0.19% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 905 $424K 0.03% +143 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 904 $423K 0.14% 0 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 903 $423K 0.1% -10 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 901 $422K 0.11% -56 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 901 $422K 0.07% 0 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 900 $422K 0.02% -56 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 900 $422K 0.01% new 13F-HR Timeline Group Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 900 $422K 0.05% +39 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 900 $421K 0.3% +1 13F-HR Timeline BRAUN STACEY ASSOCIATES INC More: the full row for BRAUN STACEY ASSOCIATES INC 898 $421K 0.01% -1 13F-HR Timeline Abbot Financial Management, Inc. 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