Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 4,334 $650K 0.44% 0 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 4,326 $649K 0.13% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 4,325 $649K 0.07% +18 13F-HR/A Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 4,323 $648K 0.25% +9 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 4,321 $648K 0.22% new 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 4,315 $647K 0.35% +63 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 4,308 $646K 0.44% -85 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 4,305 $646K 0.07% +2,069 13F-HR Timeline REIK & CO., LLC More: the full row for REIK & CO., LLC 4,305 $645K 0.15% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 4,302 $645K 0.32% +150 13F-HR Timeline Horan Capital Advisors, LLC. More: the full row for Horan Capital Advisors, LLC. 4,301 $645K 0.22% -180 13F-HR Timeline NAPATREE CAPITAL LLC More: the full row for NAPATREE CAPITAL LLC 4,301 $645K 0.36% +116 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 4,294 $644K 0.18% -308 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 4,281 $642K 0.14% +10 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 4,281 $642K 0.38% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 4,796 $642K 0.05% +2,022 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 4,277 $641K 0.78% 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 4,271 $640K 0.13% +184 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 4,238 $635K 0.11% 0 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 4,221 $633K 0.59% +60 13F-HR Timeline Watchman Group, Inc. More: the full row for Watchman Group, Inc. 4,218 $632K 0.18% -2,245 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 4,153 $632K 0.4% 0 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 4,196 $629K 0.16% +227 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 4,188 $628K 0.24% +293 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 4,180 $627K 0.31% +2,242 13F-HR Timeline Group Well Done, LLC More: the full row for Well Done, LLC 4,111 $625K 0.11% +258 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 4,168 $625K 0.05% -129 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 4,151 $622K 0.24% -171 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 4,129 $619K 0.65% -430 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 4,122 $618K 0.03% -994 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 4,118 $618K 0.64% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 4,115 $617K 0.08% +37 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 4,106 $616K 0.24% -650 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 4,090 $613K 0.73% -21 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 4,074 $611K 0.55% +508 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 4,068 $610K 0.06% +59 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 4,061 $609K 0.12% -5,896 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 4,060 $609K 0.07% +1,038 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 4,057 $608K 0.17% +29 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 3,994 $607K 0.07% -187 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 4,041 $606K 0.47% -95 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 4,039 $606K 0.07% -116 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 4,029 $604K 0.11% -33 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 4,029 $604K 0.07% +2,100 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 4,015 $602K 0.23% -272 13F-HR/A Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 3,987 $599K 0.33% +992 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 4,182 $599K 0.41% -1,249 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 3,985 $597K 0.33% -12,863 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 3,975 $596K 0.17% -19 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 3,971 $595K 0.2% -102 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 3,964 $594K 0.2% -2,693 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 3,960 $594K 0.05% +22 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 3,957 $593K 0.48% -6 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 3,956 $593K 0.18% -1,321 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 3,944 $591K 0.16% -463 13F-HR Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 3,939 $591K 0.15% -620 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 3,935 $590K 0.03% +102 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 3,928 $589K 0.29% new 13F-HR Timeline Group Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 3,925 $589K 0.09% +649 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 3,912 $587K 0.44% 0 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 3,915 $586K 0.09% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,908 $586K 0.08% +18 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 3,888 $583K 0.07% +1,845 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 3,888 $583K 0.1% -450 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 4,153 $583K 0.27% +671 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 3,883 $582K 0.53% -3,880 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 3,877 $581K 0.06% -269 13F-HR Timeline MCMORGAN & CO LLC More: the full row for MCMORGAN & CO LLC 3,868 $580K 0.09% -214 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 3,865 $580K 0.58% -86 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 3,864 $579K 0.31% 0 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 3,863 $579K 0.25% +19 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 3,860 $578K 0.23% +1,512 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 3,827 $574K 0.11% new 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 3,817 $572K 0.14% -867 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 3,812 $572K 0.19% -437 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 5,459 $571K 0.05% new 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 4,070 $571K 0.25% 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 3,797 $569K 0.53% +97 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 3,796 $569K 0.11% +30 13F-HR/A Timeline COMPASS CAPITAL MANAGEMENT, INC More: the full row for COMPASS CAPITAL MANAGEMENT, INC 3,788 $568K 0.04% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 3,788 $568K 0.05% -4,891 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 3,776 $566K 0.06% -1 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 3,775 $566K 0.03% +803 13F-HR Timeline Altrafin AG More: the full row for Altrafin AG 3,770 $565K 0.22% -278 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 3,770 $565K 0.47% -57 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,767 $565K 0.06% +798 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 3,767 $565K 0.04% -18 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 3,759 $564K 0.47% +19 13F-HR/A Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 3,755 $563K 0.78% +1,917 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 3,755 $563K 0.03% -332 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 3,702 $563K 0.37% 0 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 3,752 $563K 0.13% -150 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 3,733 $560K 0.15% -2,533 13F-HR Timeline Lesa Sroufe & Co More: the full row for Lesa Sroufe & Co 3,727 $559K 0.56% 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 3,728 $559K 0.13% +486 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 3,724 $558K <0.01% +906 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 3,722 $558K 0.48% -402 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 4,108 $557K 0.22% -685 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 3,714 $557K 0.42% -1,530 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 3,706 $556K 0.12% -165 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 3,700 $555K 0.09% +170 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 3,700 $555K 0.39% -5,390 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 3,694 $554K 0.13% -5 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 3,690 $553K 0.23% -289 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 3,681 $552K 0.42% +453 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 3,679 $552K 0.32% +1,097 13F-HR Timeline Aurora Investment Managers, LLC. More: the full row for Aurora Investment Managers, LLC. 3,673 $551K 0.35% -324 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 3,672 $551K 0.56% -38 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 3,667 $550K 0.06% 0 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 3,662 $549K 0.17% -40 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 3,660 $549K 0.3% 0 13F-HR Timeline FinDec Wealth Services, Inc. More: the full row for FinDec Wealth Services, Inc. 3,658 $548K 0.54% 0 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 3,656 $548K 0.07% -184 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 3,644 $546K 0.32% +91 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 3,633 $545K 0.38% +76 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 3,628 $544K 0.03% -845 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,616 $542K 0.06% new 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 3,615 $542K 0.23% 0 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 3,600 $540K 0.07% -597 13F-HR/A Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 3,596 $539K 0.03% +238 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 3,577 $536K 0.19% +87 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 3,579 $536K 0.23% +170 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 3,574 $536K 0.03% -164 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 3,571 $535K 0.34% +62 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 3,570 $535K 0.17% +54 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 3,570 $535K 0.02% 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 3,562 $534K 0.32% 0 13F-HR Timeline Waratah Capital Advisors Ltd. More: the full row for Waratah Capital Advisors Ltd. 3,558 $533K 0.04% new 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 3,543 $531K 0.13% 0 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 3,540 $531K 0.3% -193 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 3,529 $529K 0.08% +1,081 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 3,526 $529K 0.03% 0 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 3,521 $528K 0.17% -4 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 3,516 $527K 0.28% +482 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 3,508 $526K 0.03% -151 13F-HR Timeline Algorithmic Investment Models, LLC More: the full row for Algorithmic Investment Models, LLC 3,500 $525K 0.39% new 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 3,499 $525K 0.25% +178 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 3,491 $523K 0.45% -37 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 3,489 $523K 0.48% +68 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 3,488 $523K 0.43% +56 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 3,488 $523K 0.08% +1,764 13F-HR Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 3,486 $523K 0.05% 0 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 3,484 $522K 0.03% +226 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 3,479 $522K 0.17% -244 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 3,479 $522K 0.17% -2,250 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 3,468 $520K 0.03% new 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3,457 $518K 0.02% -60,810 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 3,457 $518K 0.12% +111 13F-HR/A Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 3,456 $518K 0.12% +234 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 3,456 $518K 0.11% +1,304 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 3,445 $517K 0.15% +139 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 3,443 $516K 0.09% -10 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 3,438 $515K 0.46% -586 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 3,428 $514K 0.28% +65 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 3,424 $513K 0.12% -196 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 3,420 $513K 0.08% +31 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 3,420 $513K 0.14% -1,434 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 3,414 $512K 0.14% -181 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 3,408 $511K 0.06% +1,830 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 3,404 $510K 0.06% -3,263 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 3,394 $509K 0.05% 0 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 3,393 $509K 0.28% -1 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 3,390 $508K 0.25% -99 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,386 $508K 0.08% +7 13F-HR/A Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 3,386 $508K 0.42% new 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 3,380 $507K 0.27% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 3,375 $506K 0.16% +275 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 3,373 $506K 0.34% +486 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 3,877 $506K 0.14% +75 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 3,773 $504K 0.1% +151 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 3,360 $504K 0.09% -136 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 3,360 $504K 0.46% 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 3,352 $503K 0.5% +992 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 3,352 $503K 0.26% -438 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 3,323 $498K 0.54% +185 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 3,319 $498K 0.24% -1,294 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 3,299 $495K 0.01% -166 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 3,298 $495K 0.06% -583 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 3,295 $494K <0.01% -11,113 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,293 $494K 0.32% +351 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 3,292 $494K 0.05% +3 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 3,289 $493K 0.12% +282 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 3,282 $492K 0.18% +101 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 3,276 $491K 0.1% -326 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 3,276 $491K 0.13% +800 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 3,262 $489K 0.14% -60 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 3,260 $489K 0.52% +3,180 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 3,255 $488K 0.12% +1 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 3,249 $487K 0.1% -754 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 3,249 $487K 0.02% +306 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 3,248 $487K 0.09% -685 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 3,242 $486K 0.22% -80 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 3,240 $486K 0.42% -500 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 3,238 $486K 0.22% +1,871 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 3,232 $485K 0.03% +328 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 3,229 $484K 0.42% -204 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 3,216 $482K 0.25% -186 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 3,214 $482K 0.03% -1,415 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 3,214 $482K 0.21% +928 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 3,213 $482K 0.1% -199 13F-HR Timeline