DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 7,441 $1.05M 0.27% -685 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 7,434 $1.04M 0.32% +374 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 7,398 $1.04M 0.67% -3 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 7,397 $1.04M 0.33% -57 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 7,395 $1.04M 0.34% -2,280 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 7,392 $1.04M 0.03% -101,726 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 7,386 $1.04M 0.1% -344 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 7,327 $1.03M 0.13% +216 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 7,701 $1.03M 0.07% +556 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 7,323 $1.03M 0.3% +252 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 7,317 $1.03M 0.07% +1,199 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 7,310 $1.03M 0.38% -140 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 7,283 $1.02M 0.15% +254 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 7,282 $1.02M 0.43% +278 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 7,259 $1.02M 0.16% -375 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 7,206 $1.01M 0.55% +72 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 7,183 $1.01M 0.03% -7,162 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 7,177 $1.01M 0.4% -329 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 7,165 $1.01M 0.11% -45 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 7,158 $1.01M 0.89% -59 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 7,134 $1M 0.35% +28 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 7,124 $1M 0.21% -58 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 7,112 $999K 0.17% -1,770 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 7,108 $998K 0.23% 0 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 7,106 $998K 0.25% 0 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 7,100 $997K 0.2% -51,100 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 7,088 $995K 0.43% +9 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 7,086 $995K 0.15% -115 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 7,083 $995K 0.03% -1,138 13F-HR Timeline Group Hudock, Inc. More: the full row for Hudock, Inc. 7,079 $994K 0.15% +70 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 7,074 $993K 0.39% +4,190 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 7,071 $993K 0.2% -1,311 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 7,054 $991K 0.11% +485 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 7,030 $987K 0.14% +119 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 7,012 $985K 0.31% +162 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 7,004 $984K 0.23% -598 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 6,994 $982K 0.5% +618 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 6,982 $981K 0.02% +44 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 6,980 $980K 0.68% 0 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 6,974 $979K 0.01% +1,546 13F-HR Timeline Group Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 6,966 $978K 0.4% -112 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 6,962 $978K 0.16% +2,998 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 6,950 $976K 0.14% new 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 6,947 $976K 0.09% -820 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 6,928 $973K 0.22% -638 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 6,923 $972K 0.09% -88 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 6,911 $971K 0.15% +2,578 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 6,909 $970K 0.27% 0 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 6,904 $970K 0.25% -202 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 6,896 $968K 0.08% -341 13F-HR Timeline Group Bank & Trust Co More: the full row for Bank & Trust Co 6,895 $968K 0.72% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 6,892 $968K 0.08% +406 13F-HR/A Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 6,881 $966K 1.56% -3,659 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 6,881 $966K 0.12% -127 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 6,874 $965K 0.13% -202 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 6,861 $964K 0.51% +1 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 6,860 $963K 0.26% -985 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 6,860 $963K 0.54% +172 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 6,855 $963K 0.29% -259 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 6,848 $962K 0.42% +184 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 6,837 $960K 0.16% +268 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 6,837 $960K 0.61% 0 13F-HR Timeline KEATING INVESTMENT COUNSELORS INC More: the full row for KEATING INVESTMENT COUNSELORS INC 6,830 $959K 0.27% -300 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 6,803 $955K 0.13% +172 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 6,800 $955K 0.33% 0 13F-HR Timeline TWO SIGMA INVESTMENTS, LP group of 2 filers holding More: the full row for TWO SIGMA INVESTMENTS, LP 6,796 $954K -58,304 Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 20,921 $954K 0.15% +18,354 13F-HR/A Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 6,791 $954K 0.2% -5,566 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 6,787 $953K -729 Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 6,785 $953K 0.31% +139 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 6,783 $953K 0.44% +117 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 6,756 $953K 0.75% -3,889 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 6,775 $951K 0.51% -168 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 6,722 $944K 0.18% +2,222 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 6,719 $944K 0.51% -30 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 6,718 $944K 0.21% +94 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 6,716 $943K 0.15% +2,102 13F-HR Timeline Donald L. Hagan, LLC More: the full row for Donald L. Hagan, LLC 6,715 $943K 0.46% -205 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 6,697 $941K 0.01% +5,215 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 6,693 $940K 0.33% +30 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 6,688 $939K 0.48% +12 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 6,679 $938K 0.14% -551 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 6,673 $937K 0.13% +3,547 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 6,664 $936K 0.07% +29 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 6,661 $936K 0.24% -89 13F-HR Timeline GUARDIAN CAPITAL LP in group GUARDIAN CAPITAL LP More: the full row for GUARDIAN CAPITAL LP 6,660 $935K 0.03% +81 13F-HR Timeline Group Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 6,654 $934K 0.13% +696 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 6,646 $933K 0.28% 0 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 6,640 $933K 0.14% new 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 6,639 $932K 0.11% -9 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 6,634 $932K 0.11% +1,073 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 6,634 $932K 0.82% +11 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 6,631 $931K 0.38% +734 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 6,625 $930K 0.04% new 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 6,621 $930K 0.4% +63 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 6,621 $930K 0.06% -46 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 6,609 $928K 0.14% -3,394 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 6,603 $927K 0.06% 0 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 6,585 $925K 0.15% new 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 6,585 $925K 0.36% -88 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 6,553 $920K 0.14% -30 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 6,547 $919K 0.06% +85 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 6,056 $918K 0.51% +58 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 6,527 $917K 0.13% +388 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 6,506 $914K 0.4% -409 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 6,497 $912K 0.28% -500 13F-HR Timeline Group Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 6,491 $912K 0.02% +101 13F-HR Timeline DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 6,479 $910K 0.58% 0 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 6,474 $909K 0.16% +133 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 6,472 $909K 0.11% -663 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 6,450 $906K 0.51% 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 6,427 $904K 0.37% +48 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 6,431 $903K 0.01% +1,047 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 6,370 $903K 0.2% +40 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 6,415 $901K 0.32% 0 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 6,390 $897K 0.3% +1,007 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 6,377 $896K 0.42% -1,584 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 6,375 $895K 0.21% -1,327 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 6,373 $895K 0.05% +228 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 6,371 $895K 0.2% -75 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 6,370 $895K 0.37% +54 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 6,357 $893K 0.17% -1,525 13F-HR Timeline Security National Bank More: the full row for Security National Bank 6,336 $890K 0.14% -300 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 6,334 $890K 0.12% +30 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 6,321 $888K 0.22% 0 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 6,286 $883K 0.29% +15 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 6,278 $882K 0.24% 0 13F-HR Timeline Group Kenora Financial, LLC More: the full row for Kenora Financial, LLC 6,274 $881K 0.3% +917 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 6,269 $880K 0.38% +1,965 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 6,247 $877K 0.57% -830 13F-HR Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 6,221 $876K +2,174 Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 6,234 $876K 0.16% +32 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 6,222 $874K 0.06% -169 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 6,220 $874K 0.4% +2,472 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 6,207 $872K 0.64% new 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 6,185 $869K 0.45% -1,270 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 6,183 $868K 0.16% 0 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 6,148 $863K 0.05% +3,103 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 6,147 $863K 0.6% new 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 6,130 $861K 0.13% -231 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 6,128 $861K 0.08% -50 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 6,107 $858K 0.24% -40 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 6,103 $857K 0.22% -66 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 6,092 $856K 0.28% +464 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 6,061 $851K 0.06% -810 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 6,045 $849K 0.55% +145 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 6,039 $848K 0.59% +13 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 6,038 $848K 0.34% -57 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 6,018 $845K 0.74% +73 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 5,738 $841K 0.32% +5 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 5,977 $839K 0.44% +4,100 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 5,946 $835K 0.72% -65 13F-HR Timeline Pollock Investment Advisors, LLC More: the full row for Pollock Investment Advisors, LLC 5,941 $834K 0.65% -7 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 5,934 $833K 0.19% +98 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 5,928 $833K 0.19% -1 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 5,927 $832K 0.35% -148 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 5,861 $823K 0.34% +243 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 5,844 $821K 0.31% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 5,836 $820K 0.19% -126 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 5,816 $817K 0.28% -149 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 5,811 $816K 0.1% +72 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 5,808 $816K 0.13% -82 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 5,808 $816K 0.65% -940 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 5,807 $816K 0.37% -1,039 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 5,803 $815K 0.12% -169 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 5,793 $814K 0.33% +199 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 5,791 $813K 0.06% -1 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 5,780 $812K 0.59% -757,411 13F-HR/A Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 5,773 $811K 0.12% +77 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 5,767 $810K 0.11% -279 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 5,761 $809K 0.2% -1,925 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 5,737 $806K 0.04% -120 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 5,516 $806K 0.28% +82 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 5,661 $806K 0.12% new 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 5,730 $805K 0.06% -10 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 5,726 $804K 0.2% new 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 5,713 $803K 0.12% -78 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 5,716 $803K 0.1% 0 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 5,715 $803K 0.09% +470 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 5,710 $802K 0.16% -4 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 5,706 $801K 0.23% -2,389 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 5,704 $801K 0.2% +716 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 5,667 $796K 0.18% -35 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 5,668 $796K 0.08% -437 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 5,658 $795K 0.46% +325 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 5,652 $794K 0.49% +22 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 5,635 $791K 0.08% -607 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 5,624 $790K 0.56% -8 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 5,540 $789K 0.02% -474 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 5,605 $787K 0.13% +1,019 13F-HR Timeline Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 5,600 $787K 0.19% +1,113 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 5,600 $786K 0.27% -28 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,592 $785K 0.11% +1,635 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 5,578 $783K 0.1% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 5,569 $782K 0.05% +1,597 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 5,568 $782K 0.43% 0 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 5,551 $780K 0.06% -697 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 5,541 $778K 0.11% -547 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 5,537 $778K 0.26% +234 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 5,516 $775K 0.59% 0 13F-HR Timeline