WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 1,004 $397K 0.02% +225 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 1,001 $396K 0.1% -403 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 1,000 $396K 0.09% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,000 $396K 0.02% -428 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 1,000 $396K 0.18% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,000 $396K 0.02% -20 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 1,000 $396K 0.27% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,000 $396K 0.04% +110 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 996 $394K 0.08% +187 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 995 $394K <0.01% -8,121 13F-HR Timeline Group Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 991 $392K 0.25% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 990 $392K 0.03% +12 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 988 $391K 0.17% +4 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 983 $389K 0.14% 0 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 980 $388K 0.18% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 975 $386K 0.04% -16 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 971 $384K 0.04% +196 13F-HR Timeline Group Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 968 $383K 0.12% new 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 967 $383K 0.21% -75 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 1,020 $382K 0.05% -27 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 966 $382K 0.07% 0 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 966 $382K 0.03% 0 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 965 $382K 0.14% +3 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 960 $381K 0.04% -672 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 960 $380K 0.28% -176 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 960 $380K 0.22% 0 13F-HR Timeline Brookmont Capital Management More: the full row for Brookmont Capital Management 959 $379K 0.22% +48 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 958 $379K 0.03% -11 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 955 $378K 0.02% +50 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 955 $378K -8,121 Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 954 $377K <0.01% +205 13F-HR Timeline Group CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 952 $377K 0.08% 0 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 951 $376K 0.12% 0 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 942 $372K 0.67% +6 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 940 $372K 0.01% +93 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 938 $371K 0.18% -16 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 933 $369K 0.21% -135 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 926 $366K 0.19% +3 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 925 $366K 0.19% 0 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 922 $365K 0.09% +17 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 921 $364K 0.17% +118 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 920 $364K 0.04% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 920 $364K 0.07% 0 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 919 $364K 0.03% -20 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 916 $362K 0.07% 0 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 911 $361K 0.01% -1,202 13F-HR Timeline Group Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 912 $361K 0.09% +2 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 911 $360K 0.01% -92 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 901 $356K 0.03% new 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 900 $356K 0.03% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 901 $356K 0.26% -4 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 900 $356K 0.18% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 899 $356K 0.04% +3 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 899 $356K 0.03% 0 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 899 $356K 0.02% -29 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 898 $355K 0.09% +100 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 896 $354K 0.25% 0 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 896 $354K 0.24% +11 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 895 $354K 0.07% +65 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 895 $354K 0.1% -37 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 895 $354K 0.44% +33 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 893 $353K 0.16% -58 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 892 $353K 0.05% +103 13F-HR Timeline Elefante Mark B More: the full row for Elefante Mark B 890 $352K 0.26% -20 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 888 $351K 0.03% 0 13F-HR/A Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 885 $350K 0.14% 0 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 884 $350K 0.14% 0 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 939 $350K 0.07% 0 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 883 $349K 0.06% +71 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 881 $349K 0.21% 0 13F-HR Timeline First Long Island Investors, LLC More: the full row for First Long Island Investors, LLC 880 $348K 0.03% 0 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 877 $347K 0.08% +2 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 874 $347K 0.07% -95 13F-HR/A Timeline McGlone Suttner Wealth Management, Inc. 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Kulyk & Associates, LLC 833 $330K 0.07% +31 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 828 $328K 0.02% -9,389 13F-HR Timeline Group Concentrum Wealth Management More: the full row for Concentrum Wealth Management 826 $327K 0.1% new 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 824 $327K 0.01% -25 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 825 $326K 0.03% 0 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 825 $326K 0.23% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 820 $324K 0.02% +13 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 850 $324K 0.12% +84 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 816 $323K 0.08% -10 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 815 $322K 0.15% 0 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 814 $322K 0.09% +198 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 814 $322K 0.08% 0 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 810 $321K 0.13% +10 13F-HR Timeline TFC Financial Management, Inc. 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More: the full row for CJM Wealth Advisers, Ltd. 810 $320K 0.11% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 806 $319K 0.02% new 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 815 $319K 0.26% -815 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 804 $318K 0.17% -18 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 803 $318K 0.04% +12 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 803 $318K 0.03% +160 13F-HR Timeline David Wealth Management LLC More: the full row for David Wealth Management LLC 803 $318K 0.24% +3 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 801 $317K 0.2% +55 13F-HR Timeline Stanley-Laman Group, Ltd. 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More: the full row for Exchange Capital Management, Inc. 754 $298K 0.04% +14 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 751 $297K 0.01% +186 13F-HR Timeline Group Claret Asset Management Corp More: the full row for Claret Asset Management Corp 751 $297K 0.04% 0 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 750 $297K 0.1% +50 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 746 $295K 0.03% +3 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 744 $294K 0.11% -265 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 743 $294K 0.09% +84 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 743 $294K 0.06% 0 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 742 $294K 0.08% 0 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 741 $293K 0.02% 0 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 740 $293K 0.07% 0 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 738 $292K 0.07% +26 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 736 $291K 0.03% -162 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 735 $291K 0.05% 0 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 735 $291K 0.07% 0 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 735 $291K 0.07% -45 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 733 $290K 0.07% +53 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 729 $288K 0.01% -2,718 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 729 $288K 0.03% -50 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 727 $288K 0.03% 0 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 726 $287K 0.1% +15 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 726 $287K 0.2% -18 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 718 $284K 0.13% +43 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 718 $284K 0.03% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 717 $284K 0.03% +31 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 716 $283K 0.07% -3 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 713 $282K 0.13% -7 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 711 $281K 0.03% -5 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 711 $281K 0.05% -3 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 710 $281K 0.09% +60 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 710 $281K 0.05% +122 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 708 $281K 0.08% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. 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