James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 982 $307K 0.05% -15 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 981 $306K 0.08% 0 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 978 $305K 0.09% 0 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 1,083 $305K 0.16% +57 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 976 $305K 0.03% 0 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 975 $305K 0.04% 0 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 975 $305K 0.06% -1 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 974 $304K 0.03% 0 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 974 $304K 0.26% +3 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 973 $304K 0.17% +1 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 973 $304K 0.03% +204 13F-HR Timeline Bond & Devick Financial Network, Inc. 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More: the full row for Conservest Capital Advisors, Inc. 959 $300K 0.03% +2 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 959 $300K 0.1% +1 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 956 $299K 0.06% -279 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 956 $299K 0.34% +36 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 956 $299K 0.04% -32 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 955 $299K 0.03% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 955 $298K <0.01% -309 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. MEMBERS CAPITAL ADVISORS INC More: the full row for MEMBERS CAPITAL ADVISORS INC 954 $298K 0.35% 0 13F-HR Timeline Ardent Capital Management, Inc. More: the full row for Ardent Capital Management, Inc. 951 $297K 0.13% 0 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 950 $297K 0.02% +15 13F-HR Timeline Group Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 950 $297K 0.2% -1,615 13F-HR/A Timeline Sterling Financial Planning, Inc. 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More: the full row for Gold Investment Management Ltd. 851 $266K 0.11% +3 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 850 $266K 0.02% -52 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 850 $266K 0.09% -1 13F-HR Timeline OBERWEIS ASSET MANAGEMENT INC/ More: the full row for OBERWEIS ASSET MANAGEMENT INC/ 849 $265K 0.01% +1 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 845 $264K 0.05% -11 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 844 $264K 0.07% +18 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 843 $263K 0.31% -602 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 843 $263K 0.24% -955 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 842 $263K 0.13% new 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 841 $263K 0.1% -326 13F-HR Timeline TFC Financial Management, Inc. 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More: the full row for Asset Management Group, Inc. 828 $259K 0.05% +5 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 826 $258K 0.12% +2 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 824 $258K 0.04% +1 13F-HR Timeline Horan Capital Advisors, LLC. 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More: the full row for Prism Advisors, Inc. 772 $241K 0.07% +49 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 772 $241K 0.04% 0 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 772 $241K 0.11% 0 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 771 $241K 0.19% -90 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 771 $241K 0.12% new 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 803 $241K 0.25% new 13F-HR Timeline