DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 1,253 $412K 0.11% 0 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 1,253 $412K 0.12% +1 13F-HR Timeline Karani Asset Management LLC More: the full row for Karani Asset Management LLC 1,247 $410K 0.36% new 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 1,242 $408K 0.02% -7 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 1,233 $405K 0.19% +48 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 1,229 $404K 0.12% -39 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,224 $402K 0.02% -5,684 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 1,220 $401K 0.05% +1 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 1,219 $401K 0.16% 0 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 1,219 $400K 0.01% new 13F-HR Timeline Group FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,218 $400K 0.05% -211 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 1,216 $400K 0.2% new 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 1,163 $399K 0.03% +49 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,215 $399K 0.03% +27 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 1,211 $399K 0.06% 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 1,214 $399K 0.06% +34 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,212 $398K 0.03% -158 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,202 $395K 0.14% -47 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 1,200 $394K 0.01% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 1,200 $394K 0.08% 0 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 1,200 $394K 0.15% 0 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 1,284 $392K 0.05% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,188 $391K 0.03% +257 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 1,190 $391K 0.01% new 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,189 $391K 0.01% -1,133 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 1,189 $391K 0.01% -69 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 1,188 $390K 0.09% -100 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 1,186 $390K 0.09% +5 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 1,186 $390K 0.09% +576 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 1,179 $389K 0.11% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,179 $387K 0.04% +17 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 1,172 $386K 0.07% -124 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 1,173 $385K 0.03% +26 13F-HR/A Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 1,172 $385K 0.04% 0 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 1,165 $384K 0.07% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,166 $383K 0.02% -18 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 1,165 $383K 0.28% +108 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,163 $382K 0.07% -133 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,159 $381K 0.03% -310 13F-HR Timeline 111 Capital More: the full row for 111 Capital 1,158 $381K 0.09% -1,942 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,157 $380K 0.04% -830 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 1,156 $380K 0.39% -5 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 1,154 $379K 0.27% -93 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 1,141 $379K 0.04% +11 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 1,150 $379K 0.27% 0 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 1,150 $378K 0.1% -155 13F-HR Timeline Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 1,137 $373K 0.27% -1 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,134 $373K 0.01% -416 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 1,131 $372K 0.01% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,130 $371K 0.04% -287 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 1,130 $371K 0.16% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 1,120 $368K 0.05% -65 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 1,120 $368K 0.08% +3 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 1,116 $367K 0.02% +14 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 1,114 $366K 0.08% -28 13F-HR Timeline Onyx Financial Advisors, LLC More: the full row for Onyx Financial Advisors, LLC 1,112 $365K 0.15% new 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,112 $365K 0.04% +169 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 1,111 $365K 0.07% 0 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 1,110 $365K 0.14% +574 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 1,108 $364K 0.06% +286 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 1,108 $364K 0.03% -1,392 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 1,106 $363K 0.02% -100 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 1,105 $363K 0.06% 0 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 1,099 $361K 0.01% -476 13F-HR Timeline RTD Financial Advisors, Inc. 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More: the full row for North Forty Two & Co. 1,062 $349K 0.32% -30 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,060 $348K 0.06% -16 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 1,056 $347K 0.16% 0 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,054 $346K 0.02% +15 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 1,053 $346K 0.21% 0 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 1,052 $346K 0.16% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 1,042 $343K 0.1% +16 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 1,043 $343K 0.08% +215 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 33,146 $342K 0.13% -6 13F-HR Timeline Brookmont Capital Management More: the full row for Brookmont Capital Management 1,039 $341K 0.19% -26 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,038 $341K 0.03% -23 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 1,034 $340K 0.08% 0 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 1,030 $338K 0.09% 0 13F-HR/A Timeline Athena Investment Management More: the full row for Athena Investment Management 1,029 $338K 0.18% 0 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 1,027 $337K 0.14% new 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 1,027 $337K 0.23% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,177 $336K 0.01% +29 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 1,020 $335K 0.03% +192 13F-HR Timeline Tailwinds Wealth, LLC More: the full row for Tailwinds Wealth, LLC 1,018 $335K 0.82% +33 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 1,018 $335K 0.18% +1 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,014 $334K 0.19% 0 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 1,013 $333K 0.07% +93 13F-HR Timeline Pinnacle West Asset Management, Inc. 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LLC 921 $303K 0.03% +20 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 920 $302K 0.03% 0 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 920 $302K 0.01% -3,490 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 912 $301K 0.01% 0 13F-HR Timeline DAGCO, INC. 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More: the full row for TFC Financial Management, Inc. 839 $276K 0.03% -12 13F-HR Timeline Somerset Group LLC More: the full row for Somerset Group LLC 800 $275K 0.2% 0 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 835 $274K 0.13% 0 13F-HR Timeline Group Platform Technology Partners More: the full row for Platform Technology Partners 833 $274K 0.05% +64 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 832 $273K 0.01% -188 13F-HR Timeline Group TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 830 $273K 0.02% +20 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 827 $272K 0.07% +114 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 827 $272K 0.02% +81 13F-HR Timeline McGlone Suttner Wealth Management, Inc. 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