L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,544 $650K 0.07% +63 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 2,543 $650K 0.08% -170 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 2,500 $648K 0.02% 0 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 2,530 $647K 0.05% +8 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 2,526 $646K <0.01% -76 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,517 $644K 0.03% +609 13F-HR Timeline Group Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 2,508 $641K 0.02% -119 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,504 $640K 0.04% +9 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 2,502 $640K 0.21% 0 13F-HR Timeline Owlhouse Capital LP More: the full row for Owlhouse Capital LP 2,500 $639K 0.98% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,494 $638K 0.03% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,495 $638K 0.03% -322 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 2,493 $637K <0.01% -680 13F-HR Timeline Group PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 2,479 $634K 0.08% +103 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 2,464 $630K 0.07% -515 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 2,463 $630K 0.08% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,462 $629K 0.01% -36 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 2,457 $628K 0.2% -53 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 2,426 $620K 0.2% -1,318 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2,423 $619K 0.07% +34 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 2,412 $617K 0.09% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 2,409 $616K 0.07% 0 13F-HR Timeline Group REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 2,384 $610K 0.37% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,380 $609K 0.03% +18 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 2,371 $606K 0.12% 0 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 2,371 $606K 0.06% 0 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 2,370 $606K 0.11% -44 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 2,360 $603K 0.03% +5 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 2,360 $603K 0.13% -55 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 2,352 $601K 0.03% -189 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 2,350 $601K 0.07% 0 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 2,347 $600K 0.28% -36 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 2,334 $597K 0.3% 0 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 2,332 $596K 0.12% -68 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 2,329 $595K 0.06% +40 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 2,319 $593K 0.02% -318 13F-HR Timeline LightSquare Wealth Management, LLC More: the full row for LightSquare Wealth Management, LLC 2,310 $591K 0.41% -782 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 2,310 $591K 0.12% -35 13F-HR/A Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 2,310 $591K 0.05% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,302 $589K 0.02% -125 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 2,295 $587K 0.22% -5,086 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 2,294 $587K 0.2% -135 13F-HR Timeline Fractal Investments LLC More: the full row for Fractal Investments LLC 2,291 $586K 0.07% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,284 $584K 0.16% -25 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 2,270 $581K 0.01% +211 13F-HR Timeline Group Dauntless Investment Group, LLC More: the full row for Dauntless Investment Group, LLC 2,264 $579K 1% -1,892 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DAVIS R M INC More: the full row for DAVIS R M INC 2,264 $579K 0.01% 0 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,263 $579K 0.02% +1,246 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 2,260 $578K 0.04% -100 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 2,250 $575K 0.26% 0 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 2,246 $574K 0.34% -1,214 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 2,237 $572K 0.02% +9 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,230 $570K 0.03% +45 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 2,227 $569K 0.02% 0 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,224 $569K 0.02% +86 13F-HR Timeline Peregrine Asset Advisers, Inc. 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More: the full row for Ruedi Wealth Management, Inc. 1,714 $438K 0.1% -178 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,426 $438K 0.03% +464 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 1,701 $435K 0.04% +6 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 1,700 $435K 0.09% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,696 $434K 0.04% +254 13F-HR Timeline Cherry Creek Investment Advisors, Inc. 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More: the full row for First Heartland Consultants, Inc. 1,662 $425K 0.03% -39 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,662 $425K 0.04% +9 13F-HR Timeline Group Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,661 $425K 0.08% +451 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 1,649 $422K 0.06% 0 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 1,648 $421K 0.07% 0 13F-HR Timeline