United Community Bank in group United Community Bank More: the full row for United Community Bank 5,845 $337K 0.13% -5,665 13F-HR Timeline Group Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 5,822 $336K 0.07% +226 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 5,822 $336K 0.02% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 5,817 $335K 0.3% +134 13F-HR Timeline Defender Capital, LLC. More: the full row for Defender Capital, LLC. 5,810 $335K 0.11% new 13F-HR Timeline Winthrop Partners - WNY, LLC More: the full row for Winthrop Partners - WNY, LLC 5,800 $334K 0.18% 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 5,797 $334K 0.1% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 5,786 $334K <0.01% -2,205 13F-HR Timeline Group SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 5,788 $334K 0.18% +306 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 5,769 $333K 0.02% +175 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 5,765 $332K 0.21% 0 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 5,761 $332K 0.18% +10 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 5,760 $332K 0.09% +94 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 5,743 $331K 0.05% +820 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 5,739 $331K 0.03% +113 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 5,738 $331K 0.18% +470 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 5,735 $331K 0.1% new 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 5,727 $330K 0.03% -854 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 5,616 $330K 0.18% 0 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 5,707 $329K 0.35% 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 5,685 $328K 0.15% -800 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 5,681 $328K 0.17% -769 13F-HR Timeline Group Jacobs Equity LLC More: the full row for Jacobs Equity LLC 5,663 $327K 0.31% 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 5,653 $326K 0.22% -1,947 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 5,653 $326K 0.07% +312 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 5,642 $325K 0.14% -21 13F-HR Timeline Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 5,641 $325K 0.07% +88 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 5,626 $324K 0.03% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 5,625 $324K 0.02% +438 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 5,624 $324K 0.1% 0 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 5,618 $324K 0.11% 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 5,605 $323K 0.13% -635 13F-HR Timeline Breachway Investments LLC More: the full row for Breachway Investments LLC 5,600 $323K 0.34% 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 5,596 $323K 0.02% 0 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 5,588 $322K 0.06% -175 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 5,566 $321K 0.19% +1,704 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 5,530 $319K 0.06% 0 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 5,526 $319K <0.01% -4,606 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 5,522 $318K 0.04% +12 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 5,507 $318K 0.03% -335 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 5,493 $317K 0.06% +1,089 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 5,485 $316K 0.15% -200 13F-HR Timeline LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 5,478 $316K 0.2% 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 5,478 $316K 0.05% +51 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 5,470 $315K 0.13% +4 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 5,452 $314K 0.09% -979 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 5,440 $314K 0.12% 0 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 5,437 $314K 0.03% 0 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 5,423 $313K 0.14% -817 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 5,422 $313K 0.12% -393 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 5,421 $313K 0.09% new 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 5,417 $312K 0.04% 0 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 5,414 $312K 0.14% -17 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 5,413 $312K 0.03% -78 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 5,412 $312K 0.01% -2,228 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 5,410 $312K 0.16% 0 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 5,400 $311K 0.01% -1,434 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 5,398 $311K 0.02% +999 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 5,395 $311K 0.03% -267 13F-HR Timeline CFO CAPITAL MANAGEMENT LLC More: the full row for CFO CAPITAL MANAGEMENT LLC 5,393 $311K 0.23% 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 5,382 $310K 0.16% +14 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 5,375 $310K 0.19% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 5,372 $310K 0.01% +1,110 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 5,365 $309K <0.01% -3,751 13F-HR Timeline Group Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 5,359 $309K 0.04% 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 5,356 $309K 0.1% +660 13F-HR Timeline Ervin Investment Management, LLC More: the full row for Ervin Investment Management, LLC 5,351 $309K 0.17% -100 13F-HR/A Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 5,348 $308K 0.13% +952 13F-HR Timeline Griffith & Werner, Inc. More: the full row for Griffith & Werner, Inc. 5,346 $308K 0.16% -81 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 5,339 $308K 0.02% -12,639 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 5,334 $308K 0.02% +73 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 5,334 $308K 0.07% -654 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 5,328 $307K 0.12% -2,356 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 5,329 $307K 0.01% +68 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 5,326 $307K 0.1% +501 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 5,314 $306K 0.07% 0 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 5,291 $305K 0.01% +275 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 5,287 $305K 0.07% -809 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 5,275 $304K 0.03% -1,750 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 5,258 $303K 0.04% new 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 5,277 $302K 0.05% 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 5,143 $302K 0.08% new 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 5,235 $302K 0.19% 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 5,231 $302K 0.02% -965 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 5,222 $301K 0.01% +8 13F-HR Timeline Group Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 5,221 $301K 0.07% +41 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 5,207 $300K 0.02% -1,155 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 5,205 $300K 0.04% +22 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 5,193 $299K 0.29% 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 5,185 $299K 0.1% +100 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 5,185 $299K 0.02% +1,000 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 5,180 $299K 0.2% 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 5,176 $298K 0.05% +5 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 5,175 $298K 0.02% 0 13F-HR Timeline Group Laurion Capital Management LP More: the full row for Laurion Capital Management LP 5,171 $298K 0.02% -9,455 13F-HR/A Timeline United Bank More: the full row for United Bank 5,170 $298K 0.1% +275 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 5,169 $298K 0.2% 0 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 5,167 $298K 0.14% -53 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 5,167 $298K 0.08% 0 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 5,051 $297K 0.02% +40 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 5,142 $296K 0.18% +150 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 5,137 $296K 0.17% +675 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 5,137 $296K 0.02% new 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 5,126 $296K 0.11% 0 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 5,122 $295K 0.07% -30 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 5,110 $295K 0.06% 0 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 5,073 $292K 0.06% +1 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 5,071 $292K 0.03% -7 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 5,066 $292K 0.02% +109 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 5,052 $291K 0.02% +126 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 5,046 $291K 0.1% 0 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 5,025 $290K 0.06% +184 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 5,021 $290K 0.09% +531 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 5,018 $289K 0.19% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 5,007 $289K 0.06% -3,502 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 5,002 $288K 0.02% -348 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 5,000 $288K 0.12% new 13F-HR Timeline Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 5,000 $288K 0.18% 0 13F-HR Timeline Graver Capital Management, LLC More: the full row for Graver Capital Management, LLC 5,000 $288K 0.23% 0 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 4,999 $288K 0.02% +602 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 4,997 $288K 0.02% +24 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 4,977 $287K 0.18% 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 4,972 $287K 0.03% +3 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 4,968 $286K 0.14% +200 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 4,963 $286K 0.04% +395 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 4,957 $286K 0.14% -1,654 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 4,953 $286K 0.24% 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 4,942 $285K 0.1% +131 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 4,940 $285K 0.07% -375 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 4,940 $285K 0.25% 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 4,939 $285K 0.14% -214 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 4,933 $284K 0.1% +8 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 4,924 $284K 0.03% -19 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 4,919 $284K 0.17% +277 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 4,918 $284K 0.1% 0 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 4,904 $283K 0.05% -183 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 4,900 $283K 0.07% 0 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 4,900 $283K 0.36% 0 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 4,894 $282K 0.09% -1,393 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 4,890 $282K 0.01% 0 13F-HR Timeline Group Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 4,875 $281K 0.02% -500 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 4,868 $281K 0.01% +503 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 4,864 $280K 0.1% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 4,759 $279K 0.05% +347 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,843 $279K <0.01% -548 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 4,841 $279K 0.16% 0 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 4,360 $279K 0.2% -53 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 4,821 $278K 0.02% +1,460 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 4,818 $278K 0.02% -165 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 4,814 $278K 0.03% +8 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 4,813 $278K 0.01% +33 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 4,808 $277K 0.02% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 4,788 $276K 0.02% -195 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 4,787 $276K 0.07% 0 13F-HR Timeline Group Balboa Wealth Partners More: the full row for Balboa Wealth Partners 4,777 $275K 0.05% +425 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 4,740 $273K 0.01% +574 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 4,741 $273K 0.03% 0 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 4,728 $273K 0.12% +1,555 13F-HR Timeline Rubicon Advisors, GP More: the full row for Rubicon Advisors, GP 4,727 $273K 0.25% 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 4,726 $272K 0.02% +50 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 4,977 $272K 0.09% +22 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 4,221 $272K 0.03% new 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 4,634 $271K 0.07% +300 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 4,705 $271K 0.11% +52 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 4,704 $271K 0.11% -470 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 4,700 $271K 0.02% -83 13F-HR Timeline CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 4,141 $271K 0.16% +99 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 4,691 $270K 0.03% -110 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 4,099 $270K 0.08% +44 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 4,685 $270K 0.02% +1,226 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 4,684 $270K 0.09% 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 4,680 $270K 0.03% +20 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 4,669 $269K 0.13% +469 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 4,408 $269K 0.07% +11 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 4,661 $269K 0.02% -31 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 4,655 $268K 0.08% -275 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 4,653 $268K 0.22% 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 4,652 $268K 0.03% -102 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 4,635 $267K 0.01% -5,444 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 4,632 $267K 0.11% -194 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 4,611 $266K 0.15% -212 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 4,609 $266K 0.06% -76 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 4,607 $266K 0.21% -35 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 4,607 $266K 0.05% +188 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 4,601 $265K 0.24% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 4,600 $265K 0.02% 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 $265K 0.02% 0 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 4,597 $265K 0.05% 0 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 4,595 $265K 0.02% -799 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 4,508 $265K 0.03% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 4,579 $264K 0.01% -3,550 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 4,578 $264K 0.06% +300 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 4,571 $264K 0.09% -3,442 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 4,564 $263K 0.02% -44 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 4,482 $263K 0.01% +74 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 4,561 $263K <0.01% -98 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 4,561 $263K 0.04% +253 13F-HR Timeline Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 4,550 $262K 0.2% -25 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 4,549 $262K 0.06% -90 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 4,526 $261K 0.08% -920 13F-HR Timeline