Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 2,560 $778K 0.45% -4 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 2,558 $777K 0.05% +747 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 2,555 $776K 0.05% -86 13F-HR Timeline Group BANYAN CAPITAL MANAGEMENT, INC. More: the full row for BANYAN CAPITAL MANAGEMENT, INC. 2,549 $775K 0.35% new 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 2,545 $773K 0.13% +40 13F-HR Timeline Somerset Group LLC More: the full row for Somerset Group LLC 2,544 $773K 0.61% 0 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 2,545 $773K 0.33% -22 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 2,543 $773K 0.13% 0 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 2,543 $773K 0.1% -183 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2,537 $771K 0.06% +324 13F-HR Timeline Group Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 2,534 $770K 0.15% -40 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 2,532 $769K 0.47% -49 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 2,532 $769K 0.25% +2,388 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 2,531 $769K 0.61% -2,365 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 2,524 $767K 0.3% +1 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 2,516 $765K 0.19% +108 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 2,513 $764K 0.28% -43 13F-HR Timeline Holland Advisory Services, Inc. More: the full row for Holland Advisory Services, Inc. 2,509 $762K 1.05% +1 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 2,503 $761K 0.32% +65 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 2,503 $761K 0.34% 0 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 2,500 $760K 0.1% -100 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 2,499 $759K 0.07% +120 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 2,498 $759K 0.34% -20 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 2,497 $759K 0.35% -328 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,496 $758K 0.12% +256 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 2,495 $758K 0.3% -85 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 2,536 $758K 0.12% new 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 2,488 $756K 0.61% +5 13F-HR/A Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 2,486 $756K 0.36% -141 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 2,485 $755K 0.98% 0 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 2,476 $752K 0.75% +291 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 2,474 $752K 0.06% -790 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 2,569 $751K 0.08% -38 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 2,468 $750K 0.16% -23 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 2,463 $748K 0.25% -3 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 2,454 $746K 0.06% +457 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 2,444 $743K 0.34% +47 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 2,444 $743K 0.08% +770 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 2,443 $742K 0.34% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 2,443 $742K 0.1% new 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 2,440 $742K 0.19% +26 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 2,438 $741K 0.32% +767 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 2,436 $740K 0.02% +3 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 2,435 $740K 0.27% -10 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 2,434 $740K 0.03% -368 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 2,425 $737K 0.19% 0 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 2,424 $737K 0.06% +12 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 2,423 $736K 0.09% +34 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 2,421 $736K 0.12% +13 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 2,415 $734K 0.13% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,410 $732K 0.02% -221 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 2,409 $732K 0.04% +316 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 2,408 $732K 0.33% +110 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 2,407 $731K 0.04% -24,426 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 2,407 $731K 0.46% +390 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 2,404 $731K 0.46% 0 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 2,402 $730K 0.06% -2 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 2,401 $730K 0.32% -149 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 2,400 $729K 0.38% +630 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 2,400 $729K 0.21% -200 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 2,400 $729K <0.01% 0 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 2,386 $725K 0.31% +19 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 2,384 $725K 0.23% +2 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 2,380 $723K 0.16% +983 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CPC Advisors, LLC More: the full row for CPC Advisors, LLC 2,378 $723K 0.08% +422 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 2,375 $722K 0.53% -90 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 2,375 $722K 0.06% -90 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 2,371 $721K 0.41% +96 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 2,391 $720K 0.16% +158 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 2,369 $720K 0.24% -82 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,443 $719K 0.19% -1,568 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 2,364 $718K 0.1% +1 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 2,349 $716K 0.14% +13 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,353 $715K 0.1% +297 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 2,350 $714K 0.22% 0 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 2,351 $714K 0.13% +65 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 2,346 $713K 0.32% -3 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 2,338 $710K 0.3% -504 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 2,338 $710K 0.06% +26 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 2,330 $708K 0.68% -95 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 2,326 $707K 0.97% +831 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 2,324 $706K 0.1% -52 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 2,324 $706K 0.33% 0 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 2,323 $706K 0.04% -61 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,320 $705K 0.12% +181 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 2,315 $704K 0.07% -198 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 2,313 $703K 0.19% +90 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 2,307 $701K 0.33% +44 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 2,303 $700K 0.11% -10 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 2,301 $699K 0.23% +146 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 2,298 $698K 0.07% -60 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 2,252 $698K 0.23% +15 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 2,297 $698K 0.19% 0 13F-HR Timeline Group BROOKTREE CAPITAL MANAGEMENT More: the full row for BROOKTREE CAPITAL MANAGEMENT 2,296 $698K 0.44% 0 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 2,353 $697K 0.29% +1,253 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 2,281 $693K 0.06% 0 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 2,279 $693K 0.38% +444 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 2,273 $691K 0.61% +54 13F-HR Timeline Gray Private Wealth, LLC More: the full row for Gray Private Wealth, LLC 2,272 $690K 0.35% -12 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,266 $689K 0.17% -4 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 2,263 $688K 0.83% -2,733 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 2,253 $685K 0.62% 0 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 2,268 $684K 0.3% -263 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,249 $683K 0.07% -206 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 2,246 $682K 0.13% -6 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 2,244 $682K 0.17% 0 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 2,237 $680K 0.05% 0 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 2,237 $680K 0.66% 0 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 2,229 $677K 0.06% 0 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 2,228 $677K 0.1% -67 13F-HR Timeline M. Kraus & Co More: the full row for M. Kraus & Co 2,222 $675K 0.19% +125 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,222 $675K 0.12% +1,496 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 2,221 $675K 0.13% -367 13F-HR Timeline Fiscal Wisdom Wealth Management, LLC More: the full row for Fiscal Wisdom Wealth Management, LLC 2,176 $675K 0.64% 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 2,217 $674K 0.37% +139 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 2,211 $672K 0.02% +12 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 2,209 $671K 0.13% +4 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 2,209 $671K 0.15% +67 13F-HR Timeline American Trust More: the full row for American Trust 2,201 $669K 0.06% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 2,199 $668K 0.16% +6 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 2,189 $665K 0.11% new 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 2,188 $665K 0.38% -75 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 2,188 $665K 0.07% +5 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 2,187 $665K 0.47% 0 13F-HR Timeline Goldstream Capital Management Ltd More: the full row for Goldstream Capital Management Ltd 2,182 $663K 0.23% 0 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 2,173 $660K 0.46% +93 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 2,165 $658K 0.22% +9 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 2,155 $655K 0.44% -99 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 9,481 $654K 0.11% -444 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 2,171 $654K 0.2% +174 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 2,150 $653K 0.15% +70 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 2,149 $653K 0.17% -42 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 2,146 $652K 0.25% 0 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 2,144 $652K 0.17% +27 13F-HR Timeline Centerstone Investors, LLC More: the full row for Centerstone Investors, LLC 2,142 $651K 2.32% 0 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 2,138 $650K 0.23% +8 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 2,137 $650K 0.35% +20 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 2,137 $649K 0.11% +391 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 2,137 $649K 0.01% -433 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 2,161 $649K 0.17% -12 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 2,135 $649K 0.39% -8 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 2,133 $648K 0.05% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 2,133 $648K 0.18% +116 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 2,132 $648K 0.08% -70 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 2,132 $648K 0.23% +50 13F-HR/A Timeline MFA Wealth Services More: the full row for MFA Wealth Services 2,131 $648K 0.45% +66 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,120 $644K 0.19% -183 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 2,117 $643K 0.26% -98 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 2,117 $643K 0.25% -53 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,111 $642K <0.01% +313 13F-HR Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 2,111 $642K 0.53% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 2,110 $641K 0.1% -13 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 2,134 $641K 0.47% +150 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 2,103 $639K 0.17% -37 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 2,102 $639K 0.17% +386 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 2,098 $638K 0.26% -1,380 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 2,095 $637K 0.2% 0 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 2,094 $636K 0.1% -278 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 2,093 $636K 0.07% -27 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 2,092 $636K 0.19% +103 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 2,088 $635K 0.12% +5 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,085 $634K 0.11% +25 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 2,083 $633K 0.1% -2 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 2,082 $633K 0.08% +824 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,079 $632K 0.05% +8 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 2,077 $631K 0.26% +900 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 2,073 $630K 0.09% 0 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 2,071 $629K 0.26% +26 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,070 $629K 0.14% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,069 $629K 0.09% +146 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 2,068 $628K 0.27% -11,521 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 2,067 $628K 0.08% +5 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 2,057 $628K 0.14% -277 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 2,065 $628K 0.05% new 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 2,063 $627K 0.18% +202 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,061 $626K 0.14% -50 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 2,058 $625K 0.05% -6 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 2,060 $625K 0.21% +11 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 2,051 $623K 0.47% +85 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 2,049 $623K 0.17% -935 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 2,047 $622K 0.09% +728 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 2,043 $621K 0.01% new 13F-HR Timeline Group Port Capital LLC More: the full row for Port Capital LLC 2,039 $620K 0.03% +25 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,030 $617K 0.16% -50 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 2,027 $616K 0.18% -200 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 2,024 $615K 0.05% +90 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 2,019 $614K 0.07% -12 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 2,015 $612K 0.21% 0 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 2,014 $612K 0.33% -196 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 2,013 $612K 0.22% +47 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 2,011 $611K 0.67% 0 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 2,012 $611K 0.09% +140 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 2,009 $611K 0.53% 0 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 2,009 $610K 0.26% +200 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 2,008 $610K 0.23% 0 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 2,007 $610K 0.08% -78 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 2,006 $610K 0.16% new 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 2,003 $609K 0.01% 0 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 2,004 $609K 0.36% +5 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,003 $609K 0.07% +77 13F-HR Timeline