180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 8,450 $687K 0.07% +251 13F-HR Timeline Tarbox Family Office, Inc. 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More: the full row for MOKAN Wealth Management Inc. 7,732 $628K 0.24% -97 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 7,733 $628K 0.07% -196 13F-HR/A Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 7,732 $628K 0.31% -50 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 7,708 $626K 0.28% -2 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 7,704 $626K 0.24% 0 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 7,698 $626K 0.09% +345 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 7,692 $625K 0.14% new 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 7,680 $624K 0.13% -26 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 7,676 $624K 0.18% +935 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 7,669 $623K 0.06% +6,775 13F-HR Timeline Group Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 7,665 $623K 0.07% +25 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 7,659 $622K 0.17% +67 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 7,655 $622K 0.04% -3,786 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 7,649 $622K 0.13% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 7,642 $621K 0.06% new 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 7,141 $620K 0.29% -774 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 7,621 $619K 0.23% +299 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 7,610 $618K 0.25% 0 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 7,600 $618K 0.12% 0 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 7,585 $616K 0.09% +40 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 7,570 $615K 0.18% +137 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 7,563 $615K 0.16% 0 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 7,562 $615K 0.12% -1,373 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 7,558 $614K 0.21% -305 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 7,545 $613K 0.08% -604 13F-HR Timeline Huntleigh Advisors, Inc. 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More: the full row for Family Capital Management, Inc. 7,479 $608K 0.24% +1,086 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 7,477 $608K 0.12% 0 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 7,270 $607K 0.36% 0 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 7,447 $605K 0.12% +765 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 7,430 $604K 0.23% 0 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 7,430 $604K 0.12% +3,715 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 7,428 $604K 0.3% +2 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 7,423 $603K 0.03% -633 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 7,400 $601K 0.04% 0 13F-HR/A Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 7,400 $601K 0.08% +253 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 7,368 $601K 0.06% +648 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 7,393 $601K 0.15% +672 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 7,389 $601K 0.04% +112 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 7,388 $600K 0.21% -400 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 7,352 $597K 0.19% +1,275 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 7,267 $595K 0.36% -351 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 7,290 $592K 0.07% -228 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 7,277 $591K 0.13% +792 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 7,276 $591K 0.07% +265 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 7,274 $591K 0.09% 0 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 7,255 $590K 0.02% new 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 7,208 $590K 0.11% +927 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 7,242 $589K 0.11% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 7,239 $588K 0.08% -583 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 7,211 $586K 0.32% +236 13F-HR Timeline Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 7,207 $586K 0.43% +18 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 7,201 $585K 0.15% +1,369 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 7,190 $584K 0.33% +746 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 7,177 $583K 0.02% -7,868 13F-HR Timeline V. M. MANNING & CO., INC. More: the full row for V. M. MANNING & CO., INC. 7,166 $582K 0.5% 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 7,164 $582K 0.07% +991 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 7,141 $580K 0.31% -145 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 7,139 $580K 0.28% +58 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 7,126 $579K 0.13% +238 13F-HR Timeline IMA Advisory Services, Inc. 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More: the full row for Maple Capital Management, Inc. 7,077 $575K 0.03% -325 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 7,076 $575K 0.12% +3,503 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 7,070 $575K 0.03% +259 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 7,066 $574K 0.34% +1,422 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 7,065 $574K 0.3% 0 13F-HR Timeline Navigate Wealth Management, LLC More: the full row for Navigate Wealth Management, LLC 7,038 $574K 0.36% 0 13F-HR Timeline Catalyst Investment Management LLC More: the full row for Catalyst Investment Management LLC 7,055 $573K 0.52% +1,987 13F-HR Timeline AMG Asset Management Group, Inc. More: the full row for AMG Asset Management Group, Inc. 7,046 $573K 0.36% +147 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 6,996 $572K 0.33% -98 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 7,039 $572K 0.07% +902 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 7,025 $571K 0.23% +750 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 7,021 $571K 0.25% +1,211 13F-HR/A Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 7,020 $570K 0.01% -542 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 7,001 $569K 0.37% +236 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 7,000 $569K 0.4% 0 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 6,990 $568K 0.26% new 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 6,981 $567K 0.09% +592 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 6,980 $567K 0.23% -317 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 6,961 $566K 0.3% -59 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 6,957 $565K 0.15% 0 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 6,957 $565K 0.39% 0 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 6,938 $564K 0.27% -154 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 6,935 $564K 0.04% +485 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 6,931 $563K 0.12% 0 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 6,921 $562K 0.28% +286 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 6,919 $562K 0.07% +333 13F-HR Timeline CDM FINANCIAL COUNSELING SERVICES, INC. More: the full row for CDM FINANCIAL COUNSELING SERVICES, INC. 6,919 $562K 0.48% -380 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 6,906 $561K 0.13% -111 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 6,892 $560K 0.18% +143 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 6,891 $560K 0.33% new 13F-HR Timeline M. Kraus & Co More: the full row for M. Kraus & Co 6,888 $560K 0.15% 0 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 6,898 $559K 0.11% +359 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 6,876 $559K 0.02% 0 13F-HR Timeline Group New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 6,852 $557K 0.13% +825 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 6,849 $557K 0.1% -1,615 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 6,841 $556K 0.36% +46 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 6,837 $556K 0.5% -6,499 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 6,788 $555K 0.24% -1,129 13F-HR Timeline Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 6,787 $555K 0.11% 0 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 6,827 $555K 0.13% 0 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 6,320 $554K 0.11% -305 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 6,811 $554K 0.13% +167 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 6,811 $554K 0.03% +938 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 6,782 $551K 0.1% -882 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 6,778 $551K 0.15% +23 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 6,736 $550K 0.22% +15 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 6,752 $549K 0.06% +11 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 6,597 $547K 0.16% -169 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 6,739 $547K 0.12% -5,665 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 6,723 $546K 0.41% +1,690 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 6,707 $545K 0.1% +365 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 6,697 $544K 0.1% -1,802 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 6,673 $542K 0.3% +776 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 6,673 $542K 0.23% +7 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 6,666 $542K 0.16% -174 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 6,658 $541K 0.13% +74 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 6,644 $540K 0.03% +38 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 6,641 $540K 0.08% -119 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 6,640 $540K 0.07% -117 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 6,635 $539K 0.22% +234 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 6,628 $539K 0.09% 0 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 6,622 $538K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 6,614 $538K 0.06% +651 13F-HR Timeline