Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 6,187 $747K 0.1% -280 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 6,175 $746K 0.05% 0 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 6,167 $745K 0.08% -150 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 6,131 $741K 0.07% +509 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 6,114 $739K 0.07% -115 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 6,084 $735K 0.25% +504 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 6,063 $732K 0.05% +110 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 6,024 $728K 0.14% +119 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 6,018 $727K 0.52% +15 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 6,013 $727K 0.03% -561 13F-HR/A Timeline Keel Point, LLC More: the full row for Keel Point, LLC 6,003 $725K 0.06% +966 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 5,994 $724K 0.57% +1,192 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 5,979 $722K 0.02% +595 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 5,936 $717K 0.01% +3,041 13F-HR Timeline Group Kenora Financial, LLC More: the full row for Kenora Financial, LLC 5,934 $717K 0.29% +315 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 5,911 $716K 0.09% -10,572 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 5,911 $714K 0.11% -70 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,910 $714K 0.09% +3,024 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 5,900 $713K 0.06% -8,450 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 5,900 $713K 0.82% 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 5,895 $712K 0.59% -4,409 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 5,861 $708K 0.03% +358 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 5,860 $708K 0.02% -230 13F-HR Timeline Group NOVEM GROUP More: the full row for NOVEM GROUP 5,845 $706K 0.1% 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 5,825 $704K 0.39% -1,050 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 5,825 $704K 0.12% -42 13F-HR Timeline Busey Bank More: the full row for Busey Bank 5,812 $702K 0.02% -277 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 5,811 $702K 0.02% -9,524 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 5,811 $702K 0.03% -86 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 5,842 $701K 0.7% +1,507 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 5,800 $701K 0.31% new 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 5,789 $699K 0.34% +534 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 5,783 $699K 0.04% -12,940 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 5,777 $698K 0.02% new 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 5,742 $694K 0.06% +173 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 5,735 $693K 0.02% +154 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 5,730 $692K 0.21% -96 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 5,727 $692K 0.18% -600 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,723 $691K 0.05% -4,205 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 5,703 $689K 0.03% -159 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 5,657 $683K 0.03% +2,325 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 5,637 $683K 0.37% +1,044 13F-HR/A Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 5,612 $678K 0.19% +12 13F-HR Timeline Tandem Investment Advisors, Inc. More: the full row for Tandem Investment Advisors, Inc. 5,604 $677K 0.03% -107 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 5,588 $675K 0.17% -59 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 5,582 $674K 0.04% 0 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 5,572 $673K 0.04% -1 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 5,524 $667K 0.99% 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 5,522 $667K 0.15% +161 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 5,498 $664K 0.28% -1,159 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 5,458 $661K 0.01% -26,880 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 5,622 $661K 0.46% -296 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 5,467 $660K 0.39% +79 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 5,441 $657K 0.06% 0 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 5,437 $657K 0.15% -200 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 5,423 $655K 0.34% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 5,398 $652K 0.1% -1,980 13F-HR/A Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 5,391 $651K 0.35% +2 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 5,288 $648K 0.26% -11 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 5,356 $647K 0.1% -118 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 5,360 $644K new Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 5,324 $643K 0.37% -813 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 5,310 $642K 0.07% +551 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 5,309 $641K 0.05% +188 13F-HR Timeline CONWAY CAPITAL MANAGEMENT, INC. More: the full row for CONWAY CAPITAL MANAGEMENT, INC. 5,304 $641K 0.28% +5 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 5,295 $640K 0.08% +327 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 5,257 $635K 0.08% -12,676 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 5,230 $632K 0.08% +2,941 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 5,223 $631K 0.03% -161 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 5,208 $629K 0.05% +250 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 5,207 $629K 0.02% -2,675 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 5,202 $629K 0.35% -323 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 5,198 $628K 0.13% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 5,170 $625K 0.06% -91 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 5,161 $624K 0.31% +513 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 5,159 $623K 0.34% 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 5,658 $623K 0.07% 0 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 5,140 $621K 0.47% +450 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 5,127 $619K 0.02% -9 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 5,115 $618K 0.59% 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 5,100 $616K 0.17% -176 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 5,096 $616K 0.1% 0 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 5,094 $615K 0.37% new 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 5,060 $611K 0.06% +1 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 5,026 $607K 0.15% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 5,000 $604K 0.17% new 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 4,998 $604K 0.26% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 4,989 $603K 0.1% -530 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 4,987 $603K 0.05% +84 13F-HR/A Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 4,986 $602K 0.23% -25 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 5,050 $602K 0.42% new 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 4,970 $600K 0.06% +3,970 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 4,951 $598K 0.06% +1,498 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 4,924 $595K 0.09% -5,377 13F-HR Timeline Edge Capital Group, LLC More: the full row for Edge Capital Group, LLC 4,916 $594K 0.03% +240 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 4,911 $593K 0.07% +716 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 4,888 $591K 0.12% +126 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4,869 $588K 0.02% +976 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 4,855 $588K 0.41% +305 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 4,862 $587K 0.13% -4,738 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 4,855 $587K 0.27% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 4,853 $586K 0.01% +2,184 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 4,850 $586K 0.21% -200 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 4,846 $585K 0.1% +14 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 4,833 $584K 0.42% +862 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 4,815 $582K 0.17% +361 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 4,814 $582K 0.04% +2,988 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4,805 $581K 0.02% +177 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 4,759 $575K 0.04% -141 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 4,676 $573K 0.04% -268 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 4,736 $572K 0.06% +48 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 4,728 $571K 0.06% -29 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 4,704 $568K 0.28% -189 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 4,687 $566K 0.06% +452 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 4,676 $565K 0.12% +2,592 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 4,674 $565K 0.02% +1,019 13F-HR/A Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 4,652 $562K 0.07% +142 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 4,649 $562K 0.1% +485 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 4,644 $561K 0.04% +301 13F-HR Timeline Group MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 4,644 $561K 0.14% -103 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 4,637 $560K 0.02% +42 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 4,623 $558K 0.02% -5 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 4,590 $555K 0.09% -1,635 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 4,577 $553K 0.26% -945 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 4,572 $552K 0.03% +554 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 4,567 $552K 0.08% +26 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 4,534 $548K 0.17% -1,274 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,518 $546K 0.05% +1,997 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 4,504 $544K 0.33% 13F-HR Timeline Group Bryce Point Capital, LLC More: the full row for Bryce Point Capital, LLC 4,495 $543K 0.16% 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 4,492 $543K 0.16% 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 4,489 $542K 0.22% 0 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 4,482 $541K 0.16% +539 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 4,473 $540K 0.04% +1,717 13F-HR/A Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 4,467 $540K 0.08% +72 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 4,453 $538K 0.2% +8 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 4,446 $537K 0.02% +498 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 4,441 $536K 0.04% +24 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 4,425 $535K 0.4% -12 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 4,440 $532K 0.09% -525 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 4,381 $529K 0.12% -112 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 4,365 $527K 0.05% +2 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 4,363 $527K 0.12% -396 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 4,355 $526K 0.3% +253 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 4,338 $524K 0.03% +84 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 4,331 $523K 0.28% -162 13F-HR Timeline Eagle Ridge Investment Management More: the full row for Eagle Ridge Investment Management 4,313 $521K 0.05% -2,246 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Severin Investments, LLC More: the full row for Severin Investments, LLC 4,310 $521K 0.52% 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 4,295 $519K 0.02% +1,358 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 4,286 $518K 0.14% -33 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 4,318 $515K 0.07% 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 4,258 $514K 0.14% 0 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 4,250 $513K 0.31% +1,287 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 4,240 $512K 0.06% +68 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 4,236 $512K 0.18% +2,287 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 4,228 $511K 0.03% 0 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 4,219 $510K 0.04% -40 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 4,217 $509K 0.34% +835 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 4,215 $509K 0.08% -16,678 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 4,195 $507K 0.18% -446 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 4,189 $506K 0.26% +831 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 4,178 $505K 0.07% -2,348 13F-HR Timeline Keystone Financial Planning, Inc. More: the full row for Keystone Financial Planning, Inc. 4,177 $505K 0.16% +12 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 4,146 $501K 0.4% new 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 4,146 $501K 0.11% -2,730 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 4,131 $499K 0.09% +1,272 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 4,115 $497K 0.1% -55 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 4,114 $497K 0.03% +3 13F-HR Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 4,101 $495K 0.19% -39 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 4,080 $493K 0.15% +269 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 3,941 $492K 0.08% new 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 4,074 $492K 0.12% +1,803 13F-HR Timeline CHARTIST INC /CA/ More: the full row for CHARTIST INC /CA/ 4,071 $492K 0.25% -44 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 4,065 $491K 0.29% 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 4,034 $487K 0.15% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 3,895 $486K 0.02% -1,222 13F-HR Timeline Group PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 4,000 $483K 0.37% 0 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 4,000 $483K 0.26% new 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 3,998 $483K 0.03% -266 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 3,980 $481K 0.26% +44 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,976 $480K 0.03% +164 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 3,956 $478K 0.2% -625 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 3,937 $476K 0.18% -1,318 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 3,900 $471K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,856 $466K 0.1% +955 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 3,853 $465K 0.12% -203 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 3,850 $465K 0.12% -250 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 3,849 $465K 0.32% -77 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 3,840 $464K 0.25% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,834 $463K 0.02% +403 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 3,829 $463K 0.03% +6 13F-HR Timeline PACIFIC GLOBAL INVESTMENT MANAGEMENT CO More: the full row for PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 3,827 $462K 0.59% -4,469 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 3,819 $461K 0.09% -528 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 3,813 $461K 0.01% -13,855 13F-HR Timeline Group Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 3,795 $458K 0.07% +1,080 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 3,795 $458K 0.14% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,775 $456K 0.05% -191 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,774 $456K 0.02% +258 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 3,759 $454K 0.14% +284 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 3,752 $453K 0.06% 0 13F-HR Timeline