New Millennium Group LLC More: the full row for New Millennium Group LLC 1,470 $696K 0.3% -102 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 1,469 $692K 0.43% -29 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 1,460 $691K 0.33% +1 13F-HR Timeline Legacy Wealth Management, LLC More: the full row for Legacy Wealth Management, LLC 1,456 $689K 0.04% +182 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 1,455 $689K 0.69% 0 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 1,452 $687K 0.1% -160 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,452 $687K 0.28% +298 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 1,450 $686K 0.52% 0 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 1,445 $684K 0.11% +1 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 1,605 $684K 0.06% 13F-HR Timeline Woodward Financial Advisors, Inc. 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More: the full row for ORBA Wealth Advisors, L.L.C. 1,417 $671K 0.58% +673 13F-HR Timeline New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 1,417 $671K 0.28% 0 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 1,416 $670K 0.29% +1 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 1,415 $670K 0.53% +250 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 1,411 $668K 0.53% -93 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,400 $668K 0.07% -33 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 1,410 $667K 0.36% 0 13F-HR Timeline Gilbert & Cook, Inc. 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More: the full row for Legacy Private Trust Co. 1,357 $642K 0.04% -5 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 1,395 $641K 0.39% +20 13F-HR Timeline GUARDSMAN PRIVATE CAPITAL MANAGEMENT, I… More: the full row for GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. 1,353 $641K 0.51% 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 1,350 $639K 0.1% 0 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 1,350 $639K 0.03% new 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 1,349 $639K 0.11% 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 1,348 $638K 0.09% -514 13F-HR Timeline Reliant Wealth Planning More: the full row for Reliant Wealth Planning 1,347 $638K 0.2% 0 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 1,345 $637K 0.11% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 1,344 $636K 0.07% 0 13F-HR Timeline Pekin Hardy Strauss, Inc. 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More: the full row for MontVue Capital Management, Inc. 1,328 $628K 0.42% 0 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 1,325 $627K 0.37% +20 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 1,321 $625K 0.13% +6 13F-HR Timeline Financial Guidance Group, Inc. 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More: the full row for Portfolio Resources Advisor Group, Inc. 1,309 $620K 0.62% 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,307 $619K 0.07% 0 13F-HR Timeline Ashford Advisors, LLC More: the full row for Ashford Advisors, LLC 1,290 $611K 0.13% 0 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 1,290 $611K 0.37% 0 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 1,288 $610K 0.1% 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 1,286 $609K 0.16% 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 1,285 $608K 0.13% -15 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 1,285 $608K 0.12% 0 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 1,277 $607K 0.28% 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 1,277 $604K 0.08% +85 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 1,276 $604K 0.13% -7 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 1,275 $603K 0.5% 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 1,275 $603K 0.15% 0 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 1,274 $603K 0.03% +403 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 1,270 $601K 0.06% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,270 $601K 0.44% 0 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 1,269 $601K 0.14% -40 13F-HR Timeline Rubicon Advisors, GP More: the full row for Rubicon Advisors, GP 1,269 $600K 0.56% 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 1,261 $597K 0.31% -685 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 1,261 $597K 0.86% -8 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 1,293 $596K 0.25% -507 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 1,258 $596K 0.1% -109 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 1,256 $594K 0.13% -310 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 1,247 $593K 0.23% -140 13F-HR Timeline Group BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 1,253 $593K 0.08% 0 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 1,253 $593K 0.25% 0 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 1,250 $592K 0.35% 0 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 1,247 $590K 0.87% 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 1,246 $590K 0.27% -210 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 1,245 $589K 0.04% +381 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,243 $588K 0.05% +166 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 1,242 $588K 0.39% 0 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 1,241 $587K 0.27% 0 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 1,241 $587K 0.06% -71 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 1,239 $586K 0.29% -489 13F-HR Timeline MLP3, LLC More: the full row for MLP3, LLC 1,239 $586K 0.64% 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 1,238 $586K 0.2% 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 1,235 $585K 0.05% 0 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 1,234 $584K 0.18% 0 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 1,234 $584K 0.09% +164 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 1,230 $582K 1.3% -7 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 1,230 $582K 0.18% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 1,229 $582K 0.16% -17 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 1,294 $581K 0.24% -131 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 1,227 $581K 0.07% 0 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 1,224 $579K 0.14% 0 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 1,223 $579K 0.36% -9 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 1,222 $578K 0.13% 0 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,221 $578K 0.03% new 13F-HR Timeline Group NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 1,220 $577K 0.15% +5 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 1,220 $577K 0.15% +220 13F-HR Timeline ARK Investment Management LLC in group ARK Investment Management LLC More: the full row for ARK Investment Management LLC 1,219 $577K <0.01% +496 13F-HR Timeline Group SB Capital Management Inc More: the full row for SB Capital Management Inc 1,217 $576K 0.21% 13F-HR Timeline CHILTON INVESTMENT CO INC. 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More: the full row for Astoria Portfolio Advisors LLC. 1,275 $571K 0.13% -39 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1,205 $570K 0.01% +93 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 1,205 $570K 0.13% 0 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 1,205 $570K 0.26% 0 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 1,204 $570K 0.38% 0 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 1,202 $569K 0.16% -231 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 1,200 $568K 0.06% 0 13F-HR Timeline Collar Capital Management, LLC More: the full row for Collar Capital Management, LLC 1,200 $568K 0.38% -100 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 1,200 $568K 0.12% 0 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 1,200 $568K 0.37% -20 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 1,199 $568K 0.02% +164 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 1,199 $567K 0.12% -47 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 1,202 $567K 0.22% 0 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 1,197 $567K 0.02% 0 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 1,195 $566K 0.35% 0 13F-HR Timeline Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 1,191 $564K 0.28% new 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 1,190 $563K 0.08% 0 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 1,189 $563K 0.04% -31 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 1,188 $562K 0.09% -229 13F-HR Timeline Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 1,185 $561K 0.15% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 1,185 $561K 0.06% +1 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 1,182 $559K 0.28% -2,459 13F-HR Timeline RPG Investment Advisory, LLC More: the full row for RPG Investment Advisory, LLC 1,179 $558K 0.06% 0 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 1,175 $556K 0.11% +1 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 1,174 $556K 0.33% -51 13F-HR Timeline City State Bank More: the full row for City State Bank 1,167 $552K 0.15% +116 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 1,166 $552K 0.43% +55 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 1,165 $552K 0.04% -42 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 1,159 $548K 0.1% 0 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 1,158 $548K 0.07% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 1,156 $547K 0.23% +250 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 1,148 $543K 0.06% +25 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 1,143 $541K 0.59% 0 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 1,142 $541K 0.06% +6 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 1,139 $539K 0.12% 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 1,135 $537K 0.4% 0 13F-HR Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 1,132 $536K 0.53% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 1,136 $535K 0.06% 0 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 1,130 $535K 0.03% +691 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 1,126 $533K 0.13% -10 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 1,123 $532K 0.05% +23 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 1,121 $531K 0.03% 0 13F-HR Timeline Tailwinds Wealth, LLC More: the full row for Tailwinds Wealth, LLC 1,118 $529K 0.57% 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 1,111 $529K 0.07% -74 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 1,106 $523K 0.47% 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 1,104 $523K 0.06% 0 13F-HR Timeline Schulz Wealth, LTD. More: the full row for Schulz Wealth, LTD. 1,101 $521K 0.33% 0 13F-HR Timeline GRANVILLE CAPITAL, INC. More: the full row for GRANVILLE CAPITAL, INC. 1,094 $518K 0.27% 13F-HR Timeline OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 1,122 $517K 0.13% 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,093 $517K <0.01% 0 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 1,090 $516K 0.22% -5 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 1,088 $515K 0.23% 0 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 1,087 $515K 0.28% 0 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 1,086 $514K 0.03% +141 13F-HR Timeline Group Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 1,085 $514K 0.32% -92 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 1,085 $514K 0.14% 0 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 1,084 $513K 0.11% +1 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 1,083 $513K 0.05% 0 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 1,083 $513K 0.17% +1 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 1,088 $512K 0.06% 0 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 1,080 $511K 0.1% -3 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 1,077 $510K 0.14% +1 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,413 $510K 0.03% +5 13F-HR Timeline Group