Strategic Advisors LLC More: the full row for Strategic Advisors LLC 4,014 $736K 0.12% -193 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 4,008 $735K 0.39% -18 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 4,006 $735K 0.48% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 4,000 $734K 0.06% 0 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 3,998 $733K 0.45% -394 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 3,984 $731K 0.22% +64 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 3,982 $730K 0.59% 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 3,978 $730K 0.04% +629 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 3,970 $728K 0.08% +86 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 3,956 $726K 0.34% -220 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 3,954 $725K 0.06% +628 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,932 $721K 0.05% +507 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 3,922 $719K 0.05% 0 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 3,912 $718K 0.47% -50 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 3,547 $716K 0.04% +43 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 3,904 $716K 0.25% +3,404 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 3,900 $715K <0.01% 0 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 3,895 $714K 0.24% -19 13F-HR Timeline Group Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 3,893 $714K 0.18% -56 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 3,883 $712K 0.29% +18 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 3,883 $712K 0.31% +3 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 3,871 $710K 0.32% -389 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 3,867 $709K 0.22% +156 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 3,867 $709K 0.52% -133 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 3,859 $708K 0.25% -258 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 3,846 $705K 0.36% -2,906 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 3,845 $705K 0.42% +201 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 3,830 $702K 0.14% +2,061 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 3,828 $702K 0.03% +2,024 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 3,825 $701K 0.05% -109 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 3,814 $699K 0.23% -6 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 3,810 $699K 0.39% 0 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 3,794 $696K 0.49% 0 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 3,790 $695K 0.1% -94 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 3,785 $694K 0.01% 0 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 3,776 $693K 0.11% +12 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 3,772 $692K 0.35% -150 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 3,481 $692K 0.24% -73 13F-HR Timeline WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 4,127 $691K 0.29% 0 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 3,763 $690K 0.14% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 3,758 $689K 0.26% -127 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 3,754 $688K 0.17% -4 13F-HR Timeline VARCOV Co. More: the full row for VARCOV Co. 3,751 $688K 0.27% 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 3,749 $688K 0.27% +14 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 3,746 $687K 0.22% +1,187 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 3,744 $687K 0.1% 0 13F-HR Timeline Good Harbor Advisors, Inc. More: the full row for Good Harbor Advisors, Inc. 3,739 $686K 0.8% 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 3,734 $685K 0.24% 0 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 3,729 $684K 0.62% 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 3,727 $684K 0.25% -100 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 3,688 $683K 0.11% +27 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $683K 0.29% -3,726 13F-HR Timeline Amount filed as zero, left out of ratios. VICUS CAPITAL More: the full row for VICUS CAPITAL 3,725 $683K 0.05% +341 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 3,721 $682K 0.75% -39 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 3,718 $682K 0.46% +42 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 3,716 $682K 0.16% +14 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 3,708 $681K 0.06% +73 13F-HR/A Timeline Keystone Financial Group More: the full row for Keystone Financial Group 3,711 $681K 0.05% new 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 3,702 $679K 0.13% -1,907 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3,696 $678K 0.04% -42 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 3,693 $677K 0.1% +132 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 3,685 $676K 0.2% 0 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 3,681 $675K 0.14% +354 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 3,681 $675K 0.18% -150 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 3,673 $674K 0.05% -278 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 3,671 $673K 0.35% 0 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 3,671 $673K 0.22% -47 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 3,667 $673K 0.06% -300 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 3,666 $672K 0.49% -515 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 3,666 $672K 0.33% -110 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 3,660 $671K 0.49% 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 3,660 $671K 0.09% 0 13F-HR Timeline Group LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 3,649 $669K 0.09% -11 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 3,643 $668K 0.06% +13 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 3,640 $667K 0.58% 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 3,639 $667K 0.22% +406 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,301 $667K 0.03% -11 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 3,634 $666K 0.2% +50 13F-HR Timeline BNB Wealth Management, LLC More: the full row for BNB Wealth Management, LLC 3,617 $663K 0.43% 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 3,615 $663K 0.05% -196 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 3,614 $663K 0.05% -108 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 3,413 $663K 0.08% +3 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 3,601 $660K 0.24% -45 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 3,599 $660K 0.2% -12 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 3,598 $660K 0.11% -32 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 3,594 $659K 0.13% +6 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 3,586 $658K 0.13% +300 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 3,577 $656K 0.24% -591 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 3,577 $656K 0.27% 0 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 3,573 $655K 0.14% +111 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 3,572 $655K 0.08% +62 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 3,567 $654K 0.63% 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 3,567 $654K 0.38% +255 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 3,564 $654K 0.09% +1,364 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 3,558 $652K 0.18% -32 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 3,550 $651K 0.63% 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 3,553 $651K 0.09% +1,942 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 3,549 $651K 0.05% +1,282 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 3,533 $648K 0.21% +6 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 3,528 $647K 0.02% -910 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 3,514 $644K 0.37% +38 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 3,500 $644K 0.06% +1,300 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 3,205 $644K 0.07% -391 13F-HR Timeline Capstone Capital Management Ltd More: the full row for Capstone Capital Management Ltd 3,507 $643K 0.62% 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 3,503 $643K 0.09% +97 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 3,498 $641K 0.17% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 3,496 $641K 0.42% 0 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 3,490 $640K 0.05% +82 13F-HR Timeline CHECK CAPITAL MANAGEMENT INC/CA More: the full row for CHECK CAPITAL MANAGEMENT INC/CA 3,489 $640K 0.04% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 3,205 $639K 0.06% -91 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 3,255 $639K 0.43% 0 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 3,484 $639K 0.23% +3 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 3,447 $632K 0.04% -5 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 3,446 $632K 0.12% +93 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 3,444 $632K 0.02% +79 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 3,444 $632K 0.09% -640 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 3,440 $631K 0.29% 0 13F-HR Timeline Group GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 3,437 $630K 0.03% 0 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 3,415 $630K 0.5% -65 13F-HR Timeline CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 3,423 $628K 0.41% 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 3,418 $627K 0.09% -427 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 3,418 $627K 0.05% -99 13F-HR Timeline Group Carson Advisory Inc. More: the full row for Carson Advisory Inc. 3,416 $627K 0.33% +501 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 3,405 $624K 0.01% -364 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 3,401 $624K 0.45% +13 13F-HR Timeline CORSAIR CAPITAL MANAGEMENT, L.P. More: the full row for CORSAIR CAPITAL MANAGEMENT, L.P. 3,396 $623K 0.1% -1,502 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 3,395 $623K 0.2% +39 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 3,390 $622K 0.19% 0 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 3,383 $620K 0.01% -1,647 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 3,383 $620K 0.37% +53 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 3,380 $620K 0.29% +564 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 3,380 $620K 0.16% -160 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 3,379 $620K 0.2% 0 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 3,376 $619K 0.19% -496 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 3,364 $617K 0.43% -29 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 3,364 $617K 0.16% +54 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 3,363 $617K 0.04% +54 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 3,358 $616K 0.08% +188 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 3,358 $616K 0.38% -1 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 3,077 $615K 0.07% -72 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 3,351 $615K 0.19% +294 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 3,349 $614K 0.07% +200 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 3,340 $613K 0.11% 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 3,330 $611K 0.04% -105 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 3,329 $610K 0.23% +2 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 3,257 $610K 0.15% +31 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 3,321 $609K 0.05% +267 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 3,317 $608K 0.56% +5 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 3,160 $608K 0.16% +623 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 3,309 $607K 0.23% +731 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 3,304 $606K 0.21% 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 3,302 $606K 0.09% 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 3,296 $604K 0.33% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 3,293 $604K 0.07% new 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 3,289 $603K 0.44% 0 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 3,286 $603K 0.05% +89 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 3,284 $602K 0.03% -453 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 3,277 $601K 0.05% -50 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 3,270 $600K 0.03% -6,891 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 3,255 $597K 0.37% 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 3,251 $596K 0.03% new 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 3,246 $595K 0.18% +5 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 3,236 $594K 0.25% -1,792 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 3,231 $593K 0.04% new 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 3,228 $592K 0.07% +617 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 3,226 $592K 0.07% -71 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 3,221 $591K 0.16% +57 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 5,065 $590K 0.14% +1,847 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 3,214 $589K 0.38% +147 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 3,206 $588K 0.02% +47 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 3,202 $587K 0.29% +30 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 3,200 $587K 0.18% +10 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 3,194 $586K 0.32% +29 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 3,188 $585K 0.25% +52 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 3,180 $583K 0.15% -180 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 3,178 $583K 0.07% +202 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 3,178 $583K 0.01% -2,475 13F-HR Timeline ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 3,170 $581K 0.27% 0 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 3,165 $580K 0.38% -100 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 3,162 $580K 0.13% +15 13F-HR Timeline Goldstream Capital Management Ltd More: the full row for Goldstream Capital Management Ltd 3,162 $580K 0.24% 0 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 3,156 $579K 0.01% +97 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,154 $578K 0.13% +2 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 3,152 $578K 0.12% -19 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 3,151 $578K 0.05% 0 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 3,146 $577K 0.27% 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 3,143 $576K 0.06% +670 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 3,141 $576K 0.24% +32 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 3,141 $576K 0.02% +561 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 3,105 $569K 0.12% +479 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 3,102 $569K 0.07% +149 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 3,101 $569K 0.15% +180 13F-HR/A Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 3,099 $568K 0.08% 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 3,095 $568K 0.04% +81 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 3,092 $567K 0.17% +149 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 3,091 $567K 0.13% 0 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 3,076 $564K 0.2% new 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 3,063 $562K 0.36% -8 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 3,059 $561K 0.05% -741 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 3,058 $561K 0.17% 0 13F-HR Timeline