Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 2,402 $290K 0.12% 0 13F-HR Timeline WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 2,401 $290K 0.26% -223 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 2,400 $290K 0.14% +110 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 2,392 $289K 0.21% -72 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 2,389 $289K 0.14% +5 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 2,389 $289K 0.06% +25 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 25,925 $288K 0.03% -1,265 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 2,380 $288K 0.14% 0 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 2,378 $287K 0.27% 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 2,371 $286K 0.2% +276 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 2,369 $286K 0.16% +254 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 2,362 $285K 0.06% -80 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 2,359 $285K 0.01% 0 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 2,359 $285K 0.75% 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 2,357 $285K 0.16% 0 13F-HR Timeline Group Generation Capital Management LLC More: the full row for Generation Capital Management LLC 2,355 $285K 0.24% 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 2,350 $284K 0.04% +9 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 2,346 $283K 0.06% new 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 2,344 $283K 0.07% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,342 $283K 0.04% 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 2,340 $283K 0.08% +14 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,334 $282K 0.03% 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 2,326 $281K 0.07% +173 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 2,320 $280K 0.05% +3 13F-HR Timeline BROWN CAPITAL MANAGEMENT LLC More: the full row for BROWN CAPITAL MANAGEMENT LLC 2,308 $279K 0.01% -10 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,301 $278K 0.02% +146 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 2,300 $278K 0.05% +229 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 2,297 $277K 0.02% -33 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 2,293 $277K <0.01% -51 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,283 $276K 0.02% +545 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 2,279 $275K 0.03% 0 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 2,275 $275K 0.08% +285 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 2,269 $274K 0.02% +220 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 2,269 $274K 0.06% -14 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 2,263 $273K 0.12% new 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 2,260 $273K 0.03% 0 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 2,251 $272K 0.12% 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 2,249 $272K 0.03% +75 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 2,248 $272K 0.03% new 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 2,243 $271K 0.1% +1,854 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 2,242 $271K 0.06% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 2,241 $271K 0.13% +2 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 2,236 $270K 0.02% 0 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 2,231 $270K 0.03% 0 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 2,230 $269K 0.21% -6 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 2,229 $269K 0.13% +12 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 2,223 $269K 0.13% +1 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 2,222 $268K 0.02% 0 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 2,216 $268K 0.22% +301 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 2,214 $267K 0.23% 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,213 $267K 0.11% +3 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 2,200 $266K 0.05% +215 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 2,199 $266K 0.08% new 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 2,199 $266K 0.08% 0 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 2,196 $265K 0.03% +1 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 2,186 $264K 0.04% 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 2,182 $264K 0.11% +3 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 2,179 $263K 0.04% +266 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,177 $263K 0.01% +18 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 2,174 $263K 0.08% +439 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,174 $263K 0.02% -50 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 2,172 $262K 0.04% +235 13F-HR/A Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 2,170 $262K 0.01% -315 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 2,162 $261K 0.03% 0 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 2,149 $260K 0.06% +7 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 2,147 $259K 0.04% new 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 2,146 $259K <0.01% 0 13F-HR Timeline Group LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 2,145 $259K 0.04% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,142 $259K 0.01% -132 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,139 $258K 0.04% +107 13F-HR Timeline GRAHAM CAPITAL WEALTH MANAGEMENT, LLC More: the full row for GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 2,138 $258K 0.22% +338 13F-HR Timeline Monterey Private Wealth, Inc. More: the full row for Monterey Private Wealth, Inc. 2,129 $257K 0.08% -63 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 2,126 $257K 0.02% +26 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 2,124 $257K 0.13% 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 2,123 $256K 0.02% -117 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 2,113 $256K 0.3% -95 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 2,109 $255K 0.04% 0 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 2,102 $255K 0.08% 0 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 2,105 $254K 0.03% 0 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 2,063 $251K 0.02% +101 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 2,356 $251K 0.06% +233 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,074 $251K 0.08% -11 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 2,073 $250K 0.01% 0 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 2,068 $250K 0.03% new 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 2,065 $249K 0.04% -112 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 2,063 $249K <0.01% +76 13F-HR Timeline Group Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 2,062 $249K 0.11% -1,450 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 2,059 $249K 0.21% 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 2,058 $249K 0.02% +16 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 2,058 $249K 0.2% 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 2,056 $248K 0.11% 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 2,049 $248K 0.04% 0 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 2,048 $247K 0.23% 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 2,048 $247K 0.01% +119 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 2,029 $245K 0.06% +121 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 2,028 $245K 0.14% -1,099 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 2,022 $244K 0.02% +29 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,020 $244K 0.04% +41 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 2,017 $244K 0.13% 0 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 2,010 $243K 0.06% new 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 2,005 $242K 0.11% 0 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 2,005 $242K 0.16% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,004 $242K 0.01% -229 13F-HR Timeline YCG, LLC More: the full row for YCG, LLC 2,000 $242K 0.02% 0 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 2,000 $242K 0.07% 0 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 2,000 $242K 0.1% 0 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 1,995 $241K 0.19% new 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 2,000 $241K 0.12% -250 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 1,989 $240K 0.05% +170 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 1,979 $239K 0.08% 0 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 1,921 $239K 0.03% +100 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 1,977 $239K 0.02% -3 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 1,975 $239K 0.03% 0 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 1,971 $238K 0.14% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,967 $238K <0.01% -2,298 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 1,963 $237K 0.01% +29 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 1,962 $237K 0.14% 0 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 1,959 $237K 0.06% +130 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,948 $235K 0.03% -35 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 1,933 $234K 0.22% 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 1,933 $234K 0.04% +151 13F-HR Timeline NAPATREE CAPITAL LLC More: the full row for NAPATREE CAPITAL LLC 1,921 $232K 0.14% new 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 1,910 $231K 0.23% +1 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 1,908 $231K 0.06% +171 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 1,903 $230K 0.05% -62 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,899 $229K 0.02% +45 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 1,896 $229K 0.04% 0 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 1,882 $227K 0.2% 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 1,881 $227K 0.16% new 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 1,880 $227K 0.03% -11,516 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 1,878 $227K 0.14% 0 13F-HR Timeline SignalPoint Asset Management, LLC More: the full row for SignalPoint Asset Management, LLC 1,875 $227K 0.06% +55 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 1,875 $227K 0.18% 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 1,870 $226K 0.14% +24 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 1,862 $225K 0.1% -573 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 1,860 $225K 0.18% 0 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,853 $224K 0.01% +24 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 1,853 $224K 0.13% -100 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 1,852 $224K 0.01% 0 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 1,850 $223K 0.07% 0 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 1,847 $223K 0.12% new 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 1,847 $223K 0.06% +27 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,842 $222K 0.07% -1 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 1,782 $222K 0.11% -3 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,840 $222K 0.05% new 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 1,840 $222K 0.2% 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 1,833 $221K 0.06% -17 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 1,832 $221K 0.2% 0 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 1,830 $221K 0.05% 0 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 1,825 $220K 0.02% new 13F-HR/A Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 1,820 $220K 0.09% 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 1,815 $219K 0.01% new 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 1,805 $218K 0.07% +86 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 1,803 $218K 0.06% +30 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 1,802 $218K 0.04% +65 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,801 $218K 0.03% 0 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 1,725 $216K 0.13% 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 1,781 $215K 0.18% 13F-HR Timeline CHAPIN DAVIS, INC. 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More: the full row for Wealthstream Advisors, Inc. 1,680 $203K 0.04% new 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 1,680 $203K 0.13% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,678 $203K 0.03% new 13F-HR Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 1,677 $203K 0.04% new 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 1,673 $202K 0.02% new 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. 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