CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 367 $440K 0.07% +92 13F-HR Timeline KEYSTONE INVESTORS PTE LTD More: the full row for KEYSTONE INVESTORS PTE LTD 367 $440K 0.05% new 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 367 $440K 0.17% -2 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 367 $440K 0.24% -15 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 366 $439K 0.04% -1 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 365 $438K 0.15% -28 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 365 $438K 0.26% new 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 365 $438K 0.1% +40 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 364 $436K 0.02% -130 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 364 $436K 0.08% -5 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 363 $435K 0.01% -26 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 363 $435K 0.24% -135 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 362 $434K 0.13% +10 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 362 $434K 0.15% +48 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 361 $433K 0.2% new 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 361 $433K 0.19% -3 13F-HR Timeline One River Asset Management, LLC More: the full row for One River Asset Management, LLC 360 $432K 1.38% new 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 360 $432K 0.1% -17 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 360 $432K 0.09% +11 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 360 $432K 0.18% -120 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 360 $432K 0.38% 0 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 358 $429K 0.03% -16 13F-HR Timeline Group RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 358 $429K 0.27% +10 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 357 $428K 0.08% 0 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 356 $427K 0.17% 0 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 356 $427K 0.33% 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 355 $426K 0.02% -39 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 355 $426K 0.08% +57 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 355 $426K 0.05% -28 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 355 $426K 0.29% 0 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 354 $424K 0.03% +14 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 354 $424K 0.04% +10 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 354 $424K 0.02% new 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 354 $424K 0.16% +32 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 354 $424K 0.16% 0 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 353 $423K 0.08% +45 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 353 $423K 0.1% +1 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 352 $422K 0.18% +144 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 352 $422K 0.1% -38 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 352 $422K 0.12% +80 13F-HR/A Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 490 $420K 0.13% +43 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 350 $420K 0.13% new 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 350 $420K 0.21% 0 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 350 $420K 0.12% 0 13F-HR Timeline EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 350 $420K 0.24% new 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 350 $420K 0.35% 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 349 $418K 0.38% -132 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 347 $416K 0.21% 0 13F-HR Timeline Group Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 347 $416K 0.41% 0 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 345 $414K 0.13% +84 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 345 $414K 0.02% new 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 345 $414K 0.18% +30 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 345 $414K 0.08% +45 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 344 $412K 0.06% -9 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 343 $412K 0.04% +105 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 343 $411K 0.03% -46 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 342 $410K 0.11% +25 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 342 $410K 0.1% -190 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 346 $410K 0.14% +1 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 341 $409K 0.1% -13 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 341 $409K 0.11% +2 13F-HR/A Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 341 $409K 0.17% +112 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 340 $408K 0.03% -10 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 340 $408K 0.03% -35 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 340 $408K 0.16% -102 13F-HR/A Timeline Group Lantz Financial LLC More: the full row for Lantz Financial LLC 340 $408K 0.09% -50 13F-HR Timeline October Effect Ltd More: the full row for October Effect Ltd 340 $408K 0.45% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 339 $407K 0.03% -3 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 339 $406K 0.02% 0 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 339 $406K 0.24% +39 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 339 $406K 0.13% new 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 338 $405K 0.13% -29 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 338 $405K 0.19% -6 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 338 $405K 0.22% +14 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 338 $405K 0.31% new 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 338 $405K 0.31% +1 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 338 $405K 0.28% -1 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 337 $404K 0.06% -1,297 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 337 $404K 0.06% 13F-HR Timeline Dash Acquisitions Inc. More: the full row for Dash Acquisitions Inc. 367 $404K 0.08% +18 13F-HR Timeline Marest Capital, LLC More: the full row for Marest Capital, LLC 336 $403K 0.24% +2 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 336 $403K 0.23% new 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 335 $402K 0.13% -23 13F-HR Timeline James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 335 $402K 0.01% new 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 333 $399K 0.18% +5 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 332 $398K 0.14% -6 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 332 $398K 0.23% 0 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 342 $397K 0.1% +40 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 307 $397K 0.17% 0 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 330 $396K 0.08% -40 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 330 $396K 0.09% 0 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 330 $396K 0.25% -298 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 329 $394K 0.11% -3 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 329 $394K 0.06% +10 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 328 $393K 0.03% +14 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 328 $393K 0.02% -59 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 328 $393K 0.03% 0 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 328 $393K 0.11% +49 13F-HR/A Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 328 $393K 0.08% 0 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 325 $390K 0.01% +24 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 325 $390K 0.04% +25 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 325 $390K 0.1% +88 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 325 $390K 0.11% +59 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 561 $387K 0.13% +12 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 323 $387K 0.04% -7 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 323 $387K 0.09% 0 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 323 $387K 0.21% +26 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 322 $386K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 322 $386K 0.18% +22 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 322 $386K 0.02% -943 13F-HR Timeline Group ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 322 $386K <0.01% -2,180 13F-HR Timeline Group IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 322 $386K 0.26% 0 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 322 $386K 0.17% new 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 327 $386K <0.01% -30 13F-HR Timeline Group ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 321 $385K 0.07% -2 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 321 $385K 0.07% -188 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 320 $384K 0.1% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 320 $384K 0.03% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 320 $384K 0.18% -5 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 320 $384K 0.09% +52 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 319 $382K 0.3% -995 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 319 $382K 0.3% +16 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 318 $381K 0.01% 0 13F-HR Timeline Group Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 318 $381K 0.12% new 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 318 $381K 0.22% +1 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 317 $380K 0.01% +45 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 317 $380K 0.05% -23 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 316 $379K 0.23% 0 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 316 $379K 0.13% new 13F-HR Timeline Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 314 $376K 0.09% +3 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 314 $376K 0.07% 0 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 314 $376K 0.09% 0 13F-HR Timeline Group W1M Investment Management Ltd More: the full row for W1M Investment Management Ltd 314 $376K <0.01% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 313 $375K 0.13% 0 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 313 $375K 0.06% +5 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 313 $375K 0.22% +13 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 312 $374K 0.05% +85 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 311 $373K 0.14% +146 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 311 $373K <0.01% 0 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 311 $373K 0.07% +59 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 311 $373K 0.17% +15 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 311 $372K 0.03% -115 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 310 $372K 0.18% +8 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 310 $372K 0.15% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 309 $370K 0.09% 0 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 309 $370K 0.11% +15 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 309 $370K 0.1% -8 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 309 $370K 0.33% -12 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 309 $370K 0.14% +2 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 308 $369K <0.01% 0 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 308 $369K 0.06% -1 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 308 $369K 0.13% 0 13F-HR Timeline Donald L. Hagan, LLC More: the full row for Donald L. Hagan, LLC 306 $367K 0.18% -239 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 305 $366K 0.05% -11 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 305 $366K 0.07% -3 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 304 $365K 0.03% +5 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 304 $364K 0.04% -68 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 304 $364K 0.13% +1 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 303 $363K 0.02% +57 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 303 $363K 0.35% 0 13F-HR Timeline Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 303 $363K 0.16% 0 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 303 $363K 0.23% +3 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 303 $363K <0.01% +49 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 302 $362K 0.11% +52 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 301 $361K 0.03% -15 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 300 $360K 0.05% 0 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 300 $360K 0.07% 0 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 300 $360K 0.04% 0 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 300 $360K 0.02% 0 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 300 $360K 0.02% -8 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 300 $360K 0.28% new 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 300 $360K 0.15% -9 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 299 $358K 0.04% +4 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 299 $358K 0.1% +4 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 298 $357K 0.01% new 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 298 $357K 0.03% +35 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 297 $356K 0.04% +12 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 297 $356K 0.02% -6 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 297 $356K 0.27% 0 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 304 $356K 0.13% +2 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 296 $355K 0.08% +49 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 296 $355K 0.07% -25 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 296 $355K 0.07% -68 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 295 $354K 0.2% +16 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 295 $354K 0.15% +10 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 295 $353K 0.07% -3 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 294 $353K 0.15% new 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 294 $352K 0.14% -2 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 298 $349K 0.09% 0 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 291 $349K 0.02% +84 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 290 $348K 0.03% -10 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 290 $348K 0.18% 0 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 290 $348K 0.21% +50 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 288 $345K 0.08% +10 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 288 $345K 0.02% +2 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 288 $345K 0.06% +9 13F-HR Timeline LIFE LINE WEALTH MANAGEMENT LLC More: the full row for LIFE LINE WEALTH MANAGEMENT LLC 288 $345K 0.11% -2 13F-HR Timeline Semanteon Capital Management, LP More: the full row for Semanteon Capital Management, LP 286 $343K 0.43% -8 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 286 $343K 0.28% -7 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 284 $340K 0.01% 0 13F-HR Timeline Group