Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 4,512 $791K 0.32% -11,318 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 4,493 $789K 0.04% 0 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 4,500 $789K 0.33% 0 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 4,497 $788K 0.39% 0 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 4,490 $787K 0.35% -44 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 4,488 $786K 0.73% 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 4,482 $785K 0.95% 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 4,464 $782K 0.05% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 4,464 $782K 0.05% -2,527 13F-HR Timeline Fortitude Financial, LLC More: the full row for Fortitude Financial, LLC 4,454 $780K 0.44% 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 4,450 $780K 0.04% 0 13F-HR/A Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 4,445 $779K 0.3% +1,252 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 4,445 $779K 0.26% 0 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 4,388 $769K 0.09% +50 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 4,367 $765K 0.03% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 4,367 $765K 0.01% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,367 $765K 0.01% +258 13F-HR/A Timeline Group J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 4,343 $761K 0.2% -330 13F-HR Timeline Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 4,340 $760K 0.49% -148 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 4,310 $755K 0.02% +1,812 13F-HR Timeline Group Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 4,309 $755K 0.16% -7 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 4,280 $750K 0.05% +800 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 4,278 $750K 0.02% +34 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,272 $749K 0.03% +64 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 4,268 $748K 0.02% -160 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 4,245 $744K 0.19% -211 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 4,236 $742K 0.42% +647 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 4,208 $742K 0.32% +425 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 4,223 $740K 0.1% +83 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 4,181 $733K 0.21% -142 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 4,180 $732K 0.11% +457 13F-HR Timeline CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 4,058 $731K 0.5% -394 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 4,164 $730K 0.29% new 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 4,164 $730K 0.32% -144 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 4,156 $728K 0.11% +42 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 4,151 $727K 0.08% +1,394 13F-HR Timeline Runnymede Capital Advisors, Inc. 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More: the full row for Valued Retirements, Inc. 4,091 $717K 0.97% new 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 4,056 $711K 0.47% -1,286 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 4,046 $709K 0.04% -814 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 4,000 $709K <0.01% +2,000 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 4,031 $706K 0.23% +63 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 4,015 $704K 0.08% +48 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 4,013 $703K 0.2% +982 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 4,000 $701K 0.14% 0 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 4,000 $701K 0.5% 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 3,971 $696K 0.11% +2,219 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 3,964 $695K 0.55% 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 3,959 $694K 0.34% +1,274 13F-HR Timeline Delta Financial Group, Inc. 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More: the full row for Latko Wealth Management, Ltd. 3,877 $679K 0.4% +489 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 3,867 $678K 0.05% 0 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 3,847 $674K 0.22% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,846 $674K <0.01% +1,757 13F-HR Timeline Group MKT Advisors LLC More: the full row for MKT Advisors LLC 3,726 $671K 0.29% +1 13F-HR Timeline First City Capital Management, Inc. 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More: the full row for Institute for Wealth Management, LLC. 3,601 $631K 0.08% +525 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 3,587 $629K 0.6% 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 3,587 $629K 0.23% +10 13F-HR Timeline RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 3,578 $627K 0.59% 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 3,581 $626K 0.41% +12 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 3,565 $625K <0.01% +1,097 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 3,556 $623K 0.08% 0 13F-HR Timeline Group Waycross Investment Management Co More: the full row for Waycross Investment Management Co 3,547 $622K 0.65% +1,034 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 3,545 $621K <0.01% new 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 3,544 $621K 0.38% +693 13F-HR Timeline MARSHALL FINANCIAL GROUP INC /ADV More: the full row for MARSHALL FINANCIAL GROUP INC /ADV 3,528 $618K 0.19% +12 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 3,522 $617K 0.06% 0 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 3,519 $617K 0.48% 0 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,510 $615K 0.24% +750 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 3,508 $615K 0.12% +210 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 3,500 $613K 0.4% 0 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 3,492 $612K 0.02% +4 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 3,479 $610K 0.03% -131 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 3,465 $607K 0.01% 0 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 3,459 $606K 1.28% 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 3,457 $606K 0.03% +2,255 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 3,456 $606K 0.13% +478 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 3,443 $603K 0.23% -130 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,431 $601K 0.08% 0 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 3,426 $600K 0.02% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 3,417 $599K 0.07% 0 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 3,398 $595K 0.01% +160 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 3,398 $595K 0.17% -215 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 3,386 $593K 0.19% +1,227 13F-HR Timeline Collier Financial More: the full row for Collier Financial 3,373 $591K 0.53% 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 3,362 $589K 0.01% +1,339 13F-HR Timeline Group Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 3,361 $589K 0.1% -70 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3,226 $588K 0.01% 0 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 3,326 $583K 0.44% 13F-HR/A Timeline Group HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 3,319 $582K 0.06% +195 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 3,318 $581K 0.39% -99 13F-HR Timeline BRAUN STACEY ASSOCIATES INC More: the full row for BRAUN STACEY ASSOCIATES INC 3,306 $579K 0.02% -95 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 3,305 $579K 0.18% -91 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,303 $579K 0.02% -276 13F-HR/A Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 3,290 $577K 0.28% +439 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 3,289 $576K 0.05% -493 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 3,288 $576K 0.08% +34 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 3,261 $574K 0.4% +649 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 3,272 $573K 0.56% 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 3,260 $571K 0.04% new 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 3,243 $568K 0.17% +615 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 3,242 $568K 0.25% new 13F-HR Timeline SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L… More: the full row for SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC 3,230 $566K 0.11% +1,110 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 3,214 $563K 0.54% 0 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 3,199 $561K 0.02% +603 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,199 $561K 0.03% -723 13F-HR Timeline Elios Financial Group Inc. More: the full row for Elios Financial Group Inc. 3,199 $561K 0.27% +273 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 3,194 $560K 0.17% -105 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 3,165 $555K 0.2% 0 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 3,158 $553K 0.06% -335 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 3,129 $548K 0.23% +646 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 3,120 $547K 0.2% -300 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 3,000 $546K 0.14% +32 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 3,117 $546K 0.21% -375 13F-HR Timeline Compound Global Advisors, LLC More: the full row for Compound Global Advisors, LLC 3,114 $546K 2.22% 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 3,098 $542K 0.09% -31,284 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 3,086 $541K 0.09% +389 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 3,083 $540K 0.28% 0 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 3,082 $540K 0.15% -326 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 3,077 $539K 0.06% -260 13F-HR Timeline Maxwell Wealth Strategies Inc. More: the full row for Maxwell Wealth Strategies Inc. 3,076 $539K 0.22% 0 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 3,073 $538K 0.35% 0 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 3,070 $538K 0.57% 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 3,052 $535K 0.04% +25 13F-HR Timeline Sherrill & Hutchins Financial Advisory,… More: the full row for Sherrill & Hutchins Financial Advisory, Inc 3,052 $535K 0.47% -7 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,051 $535K 0.07% 0 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 3,043 $533K 0.35% -425 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 3,041 $533K 0.32% +117 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 3,036 $532K 0.4% +887 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 3,030 $531K 0.22% +1 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 3,023 $530K 0.23% -186 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 2,993 $528K 0.1% -539 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 3,000 $526K 0.37% 0 13F-HR Timeline Lane & Associates LLC More: the full row for Lane & Associates LLC 2,889 $524K 0.27% -3,131 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 2,985 $523K 0.06% +407 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 2,978 $522K 0.05% 0 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 2,970 $520K 0.26% +1,045 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 2,968 $520K 0.14% 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 2,965 $519K 0.02% 0 13F-HR/A Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 2,957 $518K 0.14% +90 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 2,953 $518K 0.03% new 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 2,946 $516K 0.13% -69 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 2,933 $514K 0.21% -5 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 2,933 $514K 0.54% 0 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 2,930 $513K 0.11% +2,652 13F-HR/A Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 2,927 $513K 0.26% -247 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 2,926 $513K 0.05% new 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 2,920 $512K 0.05% new 13F-HR Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 2,908 $510K 0.19% new 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 2,908 $509K 0.18% +7 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 2,900 $508K 0.28% +10 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 2,895 $507K 0.32% +352 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 2,886 $506K 0.09% 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 2,883 $505K 0.05% -1,483 13F-HR Timeline Stevard, LLC More: the full row for Stevard, LLC 2,867 $502K 1.88% -577 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 2,859 $501K 0.17% -1,125 13F-HR Timeline David Wealth Management LLC More: the full row for David Wealth Management LLC 2,856 $501K 0.41% 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,857 $501K 0.03% +56 13F-HR Timeline Group Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 2,856 $500K 0.04% -11 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 2,854 $500K 0.01% new 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,853 $500K 0.03% +1,355 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,842 $498K 0.01% -320 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 2,827 $495K 0.16% -511 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 2,822 $494K 0.54% 13F-HR Timeline