MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 5,169 $310K 0.25% -1 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 5,146 $309K 0.03% -539 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 5,051 $308K 0.2% +1,587 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 5,126 $308K 0.14% 0 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 5,120 $307K 0.24% +977 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 5,110 $307K 0.07% 0 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 5,108 $307K 0.19% +17 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 5,107 $307K 0.02% +1,203 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 5,103 $306K 0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 5,477 $306K 0.2% 0 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 5,094 $306K 0.08% +48 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 5,080 $305K <0.01% -31,425 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,064 $304K 0.05% +2,123 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 5,056 $303K 0.05% +10 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 5,054 $303K 0.16% +309 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 5,054 $303K <0.01% +3 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 5,052 $303K 0.07% -1,030 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 5,048 $303K 0.02% new 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 5,036 $302K 0.11% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 5,036 $302K 0.04% +81 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 5,024 $302K 0.22% -196 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 5,762 $301K 0.05% -258 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 5,018 $301K 0.04% -4,405 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 5,010 $301K <0.01% -137 13F-HR Timeline Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 5,000 $300K 0.2% 0 13F-HR Timeline Graver Capital Management, LLC More: the full row for Graver Capital Management, LLC 5,000 $300K 0.31% 0 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 4,995 $300K 0.03% 0 13F-HR Timeline Group Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 4,992 $300K 0.22% 0 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 5,137 $299K 0.04% +765 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 4,975 $299K 0.09% 0 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 4,969 $298K 0.03% +259 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 4,968 $298K 0.04% +1 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 4,957 $298K 0.17% +40 13F-HR Timeline TT Capital Management LLC More: the full row for TT Capital Management LLC 4,957 $298K 0.25% 0 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 4,956 $297K 0.19% -250 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 4,954 $297K 0.02% -701 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 4,953 $297K 0.05% -192 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 4,922 $295K 0.02% -2,308 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 4,911 $295K 0.04% -2,093 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 4,907 $295K 0.02% +210 13F-HR Timeline Group YACKTMAN ASSET MANAGEMENT LP More: the full row for YACKTMAN ASSET MANAGEMENT LP 4,900 $294K <0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 4,900 $294K 0.1% +4,784 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 4,900 $294K 0.43% 0 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 4,884 $293K 0.04% 0 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 4,807 $293K 0.08% +366 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 4,873 $292K 0.02% -400 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 4,864 $292K 0.13% 0 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 4,861 $292K 0.12% +9 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 4,841 $291K 0.21% 0 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 5,159 $291K 0.16% -17 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 4,843 $291K 0.02% -138 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 4,835 $290K 0.08% +7 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 4,834 $290K 0.11% -371 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 4,825 $290K 0.01% 13F-HR Timeline Group ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 4,808 $289K 0.02% 0 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 4,800 $288K 0.05% new 13F-HR Timeline Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 4,768 $288K 0.36% 0 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 4,796 $288K 0.02% new 13F-HR Timeline Kapitalo Investimentos Ltda More: the full row for Kapitalo Investimentos Ltda 4,792 $288K 0.06% -11,258 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 4,788 $287K 0.13% +398 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 4,787 $287K 0.22% 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 4,786 $287K 0.04% -522 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 4,766 $286K 0.06% -56 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 4,761 $286K 0.06% -250 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 5,117 $285K 0.19% -10,022 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 4,725 $284K 0.03% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 4,721 $283K 0.05% +187 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 4,718 $283K 0.25% 0 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 4,716 $283K 0.1% new 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 4,713 $283K 0.06% +82 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 4,712 $283K 0.01% +346 13F-HR Timeline Group TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 4,711 $283K 0.03% 0 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 4,711 $283K 0.02% -134 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 4,700 $282K 0.21% 0 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 4,688 $281K 0.05% -89 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 4,684 $281K 0.09% +100 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 4,892 $280K 0.2% +360 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 4,667 $280K 0.82% 0 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 4,667 $280K 0.06% -186 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 4,658 $280K 0.17% -394 13F-HR Timeline Group Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 4,653 $279K 0.19% new 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 4,652 $279K 0.07% 0 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 4,640 $278K 0.02% 0 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 4,633 $278K 0.03% -1,129 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 4,630 $278K 0.12% new 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 4,605 $276K 0.08% -28,174 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 4,600 $276K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 4,600 $276K 0.02% -700 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 4,594 $276K 0.04% +486 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 4,740 $276K 0.02% 0 13F-HR Timeline Elios Financial Group Inc. More: the full row for Elios Financial Group Inc. 4,589 $275K 0.14% -235 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 4,587 $275K <0.01% new 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 4,585 $275K 0.1% -225 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 4,576 $275K 0.13% 0 13F-HR Timeline Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 4,572 $274K 0.25% 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 4,568 $274K 0.05% +123 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 4,563 $274K 0.02% +105 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 4,550 $273K 0.11% 0 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 4,549 $273K 0.08% 0 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 4,546 $273K 0.07% -4 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 4,545 $273K 0.04% 0 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 4,534 $272K 0.08% +136 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 4,532 $272K 0.15% +37 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 4,527 $272K 0.14% new 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 4,524 $272K 0.02% +477 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 4,523 $271K 0.29% -150 13F-HR Timeline Group Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 4,523 $271K 0.04% new 13F-HR/A Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 4,520 $271K 0.28% +3 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 4,515 $271K 0.01% new 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 4,502 $270K 0.26% 0 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 4,499 $270K 0.07% +576 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 4,495 $270K 0.01% -20 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 4,488 $269K 0.02% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 4,486 $269K 0.02% -1,001 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 4,476 $269K 0.1% +459 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 4,610 $268K 0.02% new 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 4,454 $267K 0.02% +399 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 4,451 $267K 0.27% +264 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 4,446 $267K 0.12% +23 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 4,395 $266K 0.03% new 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 4,437 $266K 0.06% +2 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 4,426 $266K 0.05% +10 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 4,423 $265K 0.24% +84 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 4,415 $265K 0.14% 0 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 4,408 $265K 0.13% -73 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 4,403 $264K 0.07% 0 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 4,402 $264K 0.15% 0 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 4,400 $264K 0.03% 0 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 4,396 $264K 0.05% +23 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 4,392 $264K 0.06% new 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 4,392 $264K 0.02% +364 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 4,386 $263K 0.13% +146 13F-HR/A Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 4,383 $263K 0.09% -250 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 4,308 $263K 0.03% +550 13F-HR Timeline Group FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 4,379 $263K 0.13% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 4,376 $263K 0.14% +404 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 4,370 $262K 0.12% +200 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 4,358 $262K 0.01% +163 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 4,348 $261K 0.08% 0 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 4,345 $261K 0.02% -2,338 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 4,344 $261K 0.15% +477 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 4,341 $261K 0.03% -71 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 4,621 $260K 0.11% +9 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 4,339 $260K 0.13% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 4,334 $260K 0.04% -258 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 4,330 $260K 0.01% 0 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 4,307 $259K 0.02% 0 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 4,305 $258K 0.08% -292 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 4,302 $258K 0.14% +174 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 4,300 $258K 0.07% -300 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 4,294 $258K 0.13% -874 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 4,285 $257K 0.18% +98 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 4,278 $257K 0.13% new 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 4,259 $256K 0.06% -324 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 4,254 $255K 0.07% 0 13F-HR/A Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 4,251 $255K 0.05% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 4,250 $255K 0.07% +116 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 4,250 $255K 0.12% +250 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 4,243 $255K 0.14% -37,071 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 4,242 $255K 0.02% +19 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 4,238 $254K 0.11% 0 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 4,215 $253K 0.04% +64 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 4,214 $253K 0.07% +381 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 4,212 $253K 0.19% +28 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 4,251 $252K 0.03% +32 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 4,118 $251K 0.01% 0 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 4,173 $250K 0.16% +168 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 4,158 $250K 0.04% +77 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 4,146 $249K 0.19% new 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 4,136 $248K 0.22% -64 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 4,133 $248K 0.05% -1,046 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 4,132 $248K 0.18% +21 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 4,124 $248K 0.02% 0 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 4,105 $246K 0.08% new 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 4,431 $246K 0.11% 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 4,100 $246K 0.1% new 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 4,079 $245K 0.1% +164 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 4,058 $244K 0.18% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 4,050 $243K 0.01% -673 13F-HR Timeline Group Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 4,039 $242K 0.11% -3,791 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 4,037 $242K 0.2% 0 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 4,037 $242K 0.16% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 4,310 $241K 0.04% -10,143 13F-HR Timeline CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 4,042 $240K 0.17% new 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 4,000 $240K 0.12% new 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 4,006 $240K 0.01% -448 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 3,998 $240K 0.01% new 13F-HR Timeline Roberts Financial Services LLC More: the full row for Roberts Financial Services LLC 3,972 $238K 0.05% new 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 3,970 $238K 0.06% 0 13F-HR Timeline Smith Asset Management Co., LLC More: the full row for Smith Asset Management Co., LLC 3,961 $238K 0.22% -25 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 3,945 $237K 0.05% -663 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 3,945 $237K 0.06% +8 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 3,943 $237K <0.01% -59 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 3,942 $237K 0.13% new 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 3,939 $236K 0.06% new 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,936 $236K 0.02% +100 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 3,930 $236K 0.18% +55 13F-HR Timeline Horan Capital Advisors, LLC. More: the full row for Horan Capital Advisors, LLC. 3,922 $235K 0.08% new 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 3,920 $235K 0.09% new 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 3,918 $235K 0.06% -100 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them.