TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,779 $530K 0.05% -15,030 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,764 $525K 0.02% new 13F-HR Timeline Group WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,749 $521K 0.04% -1,550 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 1,749 $521K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 1,749 $521K 0.09% new 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 1,736 $517K 0.11% -603 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 1,735 $517K 0.2% new 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 1,730 $515K 0.33% new 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 1,726 $514K 0.18% new 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 1,721 $513K 0.03% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,719 $512K 0.03% +619 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 1,717 $511K 0.18% -943 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 1,707 $509K 0.03% new 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 1,705 $508K 0.2% -955 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 1,704 $508K 0.23% -1,541 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 1,702 $507K 0.07% -635 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 1,698 $506K 0.24% new 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 1,690 $503K 0.22% +15 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 1,683 $501K 0.19% -1,208 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 1,678 $500K 0.06% new 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 1,673 $498K 0.08% new 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 1,668 $497K 0.1% new 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 1,665 $496K 0.08% new 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 2,400 $496K 0.2% 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 1,663 $496K 0.09% new 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 1,662 $495K 0.13% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,662 $495K 0.04% new 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 1,661 $495K 0.07% new 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 1,661 $495K 0.11% new 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 1,661 $495K 0.09% -2,630 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 1,659 $494K 0.1% new 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,659 $494K 0.37% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 1,656 $493K 0.23% -1,220 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 1,652 $492K 0.2% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,651 $492K 0.05% +2 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 1,650 $492K 0.1% -386 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 1,650 $492K 0.21% new 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 1,649 $491K 0.07% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,648 $491K 0.14% +308 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 1,642 $489K 0.04% new 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 1,637 $488K 0.02% -14,263 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 1,635 $487K 0.04% new 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,633 $486K 0.11% new 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 1,632 $486K 0.26% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,631 $486K 0.01% new 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 1,631 $486K 0.09% new 13F-HR Timeline Vienna Asset Management LLC More: the full row for Vienna Asset Management LLC 1,630 $486K 0.35% new 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 1,625 $484K 0.05% new 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 1,624 $484K 0.09% new 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 1,623 $483K 0.08% new 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 1,610 $480K 0.03% new 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 1,609 $479K 0.04% new 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 1,603 $478K 0.11% -276 13F-HR Timeline Group Patten Group, Inc. More: the full row for Patten Group, Inc. 1,603 $478K 0.07% new 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 1,913 $477K 0.02% -9,715 13F-HR Timeline Group BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 1,600 $477K 0.09% new 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,598 $476K 0.06% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 1,590 $474K 0.05% new 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 1,584 $472K 0.06% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,579 $470K 0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,573 $468K 0.01% -191 13F-HR Timeline Group Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 1,572 $468K 0.17% new 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 1,569 $467K 0.06% new 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 1,565 $466K 0.11% new 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 1,564 $466K 0.01% new 13F-HR Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 1,563 $466K 0.38% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,863 $464K <0.01% -132 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,541 $459K 0.28% -28 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 1,538 $458K 0.03% new 13F-HR Timeline Group Navalign, LLC More: the full row for Navalign, LLC 1,537 $458K 0.11% new 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 1,534 $457K 0.12% new 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 1,531 $456K 0.09% new 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 1,518 $452K 0.01% new 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 1,518 $452K 0.24% -1,358 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 1,518 $452K 0.02% new 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 1,517 $452K 0.02% new 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,516 $452K 0.01% new 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 1,512 $450K 0.14% new 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 1,511 $450K <0.01% new 13F-HR Timeline Group 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 1,510 $450K 0.02% -49 13F-HR Timeline Group Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 1,500 $447K 0.19% new 13F-HR Timeline TritonPoint Partners, LLC in group TritonPoint Partners, LLC More: the full row for TritonPoint Partners, LLC 1,497 $446K 0.04% new 13F-HR Timeline Group WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 1,494 $445K 0.22% new 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,494 $445K 0.01% new 13F-HR Timeline Group Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 1,479 $441K 0.17% -852 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 1,479 $440K 0.12% 0 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 1,478 $440K 0.02% new 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 1,474 $439K 0.13% new 13F-HR Timeline Group Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 1,472 $438K 0.02% -1,241 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,468 $437K 0.02% +1,134 13F-HR Timeline Bluebird Wealth Management LLC More: the full row for Bluebird Wealth Management LLC 1,465 $436K 0.38% new 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,453 $433K 0.01% new 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,450 $432K 0.02% new 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,450 $432K 0.09% +950 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 1,434 $427K 0.03% -624 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 1,427 $425K 0.27% new 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 1,427 $425K 0.07% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,426 $425K 0.03% +29 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 1,425 $424K 0.02% new 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 1,424 $424K 0.04% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,419 $423K 0.04% new 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 1,419 $423K 0.16% new 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 1,415 $422K 0.2% new 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 1,549 $421K 0.17% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,414 $421K 0.13% -29 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,409 $420K 0.01% new 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 1,409 $420K 0.19% new 13F-HR Timeline truNorth Financial Services, Inc. More: the full row for truNorth Financial Services, Inc. 1,403 $418K 0.37% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,403 $418K 0.02% -1,103 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,402 $418K 0.02% new 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 1,398 $416K 0.03% new 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 1,393 $415K 0.11% -414 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,391 $414K 0.05% new 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 1,389 $414K 0.02% new 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 1,389 $414K 0.33% -642 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 1,387 $413K 0.8% new 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,385 $413K 0.04% new 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 1,380 $411K 0.09% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,373 $409K 0.19% +893 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 1,365 $407K 0.02% new 13F-HR Timeline Group David J Yvars Group More: the full row for David J Yvars Group 1,365 $407K 0.2% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,362 $406K 0.02% +188 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,360 $405K 0.02% new 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 1,359 $405K 0.05% +45 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 1,388 $404K 0.1% -186 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 1,353 $403K 0.1% new 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 1,349 $402K 0.08% 0 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 1,347 $401K 0.35% new 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 1,346 $401K 0.09% new 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 1,345 $401K 0.04% new 13F-HR Timeline SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 1,342 $400K 0.13% new 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 1,338 $399K 0.04% new 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 1,623 $398K 0.46% -100 13F-HR Timeline SPRING CAPITAL MANAGEMENT, LLC More: the full row for SPRING CAPITAL MANAGEMENT, LLC 1,335 $398K 0.19% new 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 1,325 $395K 0.03% new 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 1,320 $393K 0.04% new 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 1,309 $390K 0.02% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,306 $389K 0.03% new 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 1,305 $389K 0.15% new 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 1,300 $387K 0.06% new 13F-HR Timeline TOBAM More: the full row for TOBAM 1,296 $386K 0.09% +875 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,361 $386K 0.03% new 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 1,293 $386K 0.3% -5,380 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 1,285 $383K 0.02% new 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 1,283 $382K 0.18% new 13F-HR Timeline Veratis Advisors, Inc. More: the full row for Veratis Advisors, Inc. 1,280 $381K 0.27% 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 1,607 $379K 0.22% new 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,271 $379K 0.02% new 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,270 $378K 0.11% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,264 $377K 0.02% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,261 $376K 0.04% new 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 1,259 $375K 0.03% new 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 1,259 $375K 0.06% new 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 1,258 $375K 0.06% new 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 1,255 $374K 0.12% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,255 $374K 0.03% +661 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 1,983 $373K 0.08% -80 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,248 $372K 0.01% +931 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,247 $371K 0.03% +115 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 1,246 $371K 0.01% new 13F-HR Timeline Group Vericrest Private Wealth More: the full row for Vericrest Private Wealth 1,245 $371K 0.33% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,244 $371K 0.06% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,240 $370K 0.01% +1,074 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 1,235 $368K 1.13% 0 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 1,234 $368K 0.01% new 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 1,232 $367K 0.08% new 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 1,232 $367K 0.16% +287 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,227 $366K 0.02% new 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 1,226 $365K 0.28% new 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,225 $365K 0.03% new 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 1,223 $364K 0.15% new 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 1,221 $364K 0.05% new 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 1,218 $363K 0.11% new 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 1,218 $363K 0.02% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,216 $362K 0.02% new 13F-HR Timeline Targeted Financial Services LLC More: the full row for Targeted Financial Services LLC 1,216 $362K 0.27% new 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,216 $362K 0.04% new 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 1,210 $360K 0.04% new 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,207 $360K 0.03% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,203 $358K 0.07% +5 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,202 $358K 0.03% +136 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,202 $358K <0.01% +767 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 1,201 $358K 0.21% new 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 1,200 $357K 0.01% new 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 1,199 $357K 0.05% new 13F-HR Timeline HEFFERNAN ADVISORY, INC More: the full row for HEFFERNAN ADVISORY, INC 1,196 $356K 0.3% new 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 1,192 $355K 0.11% new 13F-HR Timeline Glass Wealth Management Co LLC More: the full row for Glass Wealth Management Co LLC 1,190 $354K 0.12% new 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 1,186 $353K 0.03% -1,149 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,185 $353K <0.01% new 13F-HR Timeline Group Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 1,184 $353K 0.09% -890 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 1,181 $352K 0.05% new 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 1,178 $351K 0.05% new 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 1,178 $351K 0.15% new 13F-HR Timeline STG SECURITIES, LLC More: the full row for STG SECURITIES, LLC 1,178 $351K 0.38% 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 1,176 $350K <0.01% new 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 1,175 $350K 0.06% new 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 1,163 $346K 0.07% new 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 1,162 $346K 0.03% new 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 1,500 $346K 0.13% new 13F-HR Timeline