Optas, LLC More: the full row for Optas, LLC 6,434 $795K 0.15% -487 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 6,404 $791K 0.04% 0 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 6,393 $789K 0.44% new 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 6,336 $782K 0.04% -159 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 6,324 $781K 0.09% 0 13F-HR Timeline MONTAG & CALDWELL, LLC More: the full row for MONTAG & CALDWELL, LLC 6,274 $775K 0.17% 0 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 6,270 $774K 0.61% -74 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 6,250 $772K 0.07% +200 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 6,228 $769K 0.25% new 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 6,113 $765K 0.1% +26 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 6,178 $763K 0.28% -222 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 6,153 $760K 0.02% -4,206 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 6,151 $760K 0.09% +4,731 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 6,135 $758K 0.03% +3,489 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 6,135 $758K 0.51% -256 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 6,122 $756K 0.05% +128 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,119 $756K 0.03% -3,161 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 6,101 $753K 0.03% +67 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 6,101 $753K 0.07% -65 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 6,073 $750K 0.07% -338 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 6,039 $746K 0.07% +815 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 6,020 $743K 0.14% -179 13F-HR Timeline Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 6,002 $741K 0.19% -70 13F-HR Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 5,988 $739K 0.26% -7,850 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 5,968 $737K 0.17% +66 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 5,967 $737K 0.07% -100 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 5,945 $734K 0.64% +835 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 5,935 $733K 0.28% -115 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 5,916 $731K 0.49% -794 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 5,875 $730K 0.11% -19,824 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 5,900 $729K 0.06% 0 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 5,892 $728K 0.68% 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 5,842 $721K 0.07% +490 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 5,837 $721K 0.55% -17 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 5,834 $720K 0.09% +157 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 5,832 $720K 0.06% new 13F-HR Timeline Group Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 5,831 $720K 0.11% +3 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 5,789 $715K 0.36% 0 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 5,765 $712K 0.06% new 13F-HR Timeline Tandem Investment Advisors, Inc. More: the full row for Tandem Investment Advisors, Inc. 5,738 $709K 0.02% +90 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 5,712 $705K 0.31% +5,700 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 5,705 $704K 0.22% +596 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 5,703 $704K 0.26% +2 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 5,633 $696K 0.1% +1,528 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 5,628 $695K 0.04% -467 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 5,594 $691K 0.13% -25,361 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 5,589 $690K 0.44% +886 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 5,582 $689K 0.04% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 5,576 $689K 0.01% +491 13F-HR/A Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 5,560 $687K 0.38% +140 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 5,551 $685K 0.18% +89 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 5,549 $685K 0.09% -127 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 5,422 $685K 0.02% +1,055 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 5,545 $685K 0.03% +1,045 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 5,537 $684K 0.03% +1,111 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 5,528 $683K 0.09% -37 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 5,525 $682K 0.15% +483 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 5,435 $681K 0.23% +659 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 5,507 $680K 0.1% +15 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 5,503 $680K 0.32% +290 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 5,501 $679K 0.35% +38 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 5,500 $679K 0.11% 0 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 5,493 $678K 0.27% -50 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 5,486 $677K 0.02% +750 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 5,476 $676K 0.24% 0 13F-HR Timeline Group Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 5,456 $674K 0.05% +22 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 5,441 $672K 0.06% 0 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 5,438 $672K 0.2% new 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 5,423 $670K 0.32% 0 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 5,456 $665K 0.48% -136 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 5,378 $664K 0.08% +1,506 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 5,351 $661K 0.17% +931 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 5,333 $659K 0.63% -816 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 5,322 $657K 0.04% -681 13F-HR/A Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 5,315 $656K 0.47% +818 13F-HR Timeline CONWAY CAPITAL MANAGEMENT, INC. More: the full row for CONWAY CAPITAL MANAGEMENT, INC. 5,309 $656K 0.29% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 5,296 $654K 0.01% -23,125 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 5,290 $653K 0.02% +42 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 5,270 $651K 0.44% -2,227 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 5,255 $649K <0.01% +533 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 5,176 $648K 0.02% +78 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 5,246 $648K 0.11% +58 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 5,239 $647K 0.16% +83 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 5,229 $646K <0.01% +2,702 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 5,155 $645K 0.43% +145 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 5,222 $645K 0.02% +635 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 5,188 $641K 0.06% +1 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 5,179 $640K 0.09% +1,587 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 5,177 $639K 0.15% +9 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 5,151 $636K 0.21% new 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 5,151 $636K 0.09% +1,006 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 5,138 $634K 0.22% 0 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 5,125 $633K 0.21% +1,188 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 5,096 $629K 0.1% 0 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 5,083 $628K 0.13% -76 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 5,063 $625K 0.24% +65 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 5,042 $623K 0.02% new 13F-HR Timeline Group KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 5,027 $621K 0.14% -220 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 5,022 $620K 0.03% new 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 5,021 $620K 0.42% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 5,003 $618K 0.06% +144 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 5,000 $617K 0.19% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 4,999 $617K 0.01% -849 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 4,998 $617K 0.1% +217 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 5,000 $617K 0.13% 0 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 4,970 $614K 0.06% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 4,952 $612K 0.09% -140 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 4,928 $609K 0.37% new 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 4,910 $606K 0.04% +68 13F-HR 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 4,867 $601K 0.08% +200 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4,861 $600K 0.02% -114 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 4,858 $600K 0.02% -8,255 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 4,856 $600K 0.11% -89 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 4,855 $600K 0.25% 0 13F-HR Timeline Beck Bode, LLC More: the full row for Beck Bode, LLC 4,851 $599K 0.1% +329 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 4,842 $598K 0.03% +2 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,840 $598K 0.05% +274 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 4,837 $597K 0.11% +276 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 4,800 $593K 0.2% +5 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 4,763 $589K 0.02% -1,061 13F-HR Timeline Group LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 4,746 $586K 0.01% -743 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 4,706 $585K 0.03% -257 13F-HR/A Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 4,724 $583K 0.08% +46 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 4,677 $578K 0.3% -1 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 4,651 $575K 0.05% +1,920 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 4,594 $575K 0.19% -1,615 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 4,647 $574K 0.05% -164 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 4,645 $574K 0.04% +1,221 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 4,621 $571K 0.13% -23 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 4,582 $566K 0.08% +169 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 4,572 $565K 0.22% new 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 4,568 $564K 0.08% 0 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 4,534 $560K 0.12% +424 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 4,509 $557K 0.05% +1,083 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 4,501 $556K 0.06% -186 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,492 $555K 0.12% -1,012 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 4,491 $555K 0.02% -6,372 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 4,490 $554K 0.26% 0 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 4,489 $554K 0.22% 0 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 4,483 $554K 0.06% -24 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,482 $553K 0.01% +210 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 4,481 $553K 0.1% +211 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 4,183 $553K 0.07% +19 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 4,465 $551K 0.04% -199 13F-HR Timeline Group Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 4,450 $550K 0.09% -814 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 4,430 $547K 0.21% 0 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 4,427 $547K 0.26% -132 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 4,421 $546K 0.04% -217 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 4,402 $544K 0.41% +764 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 4,401 $543K 0.14% -87 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 4,372 $540K 0.49% +90 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 4,372 $540K 0.05% +4 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 4,358 $538K 0.01% -1,724 13F-HR Timeline Group Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 4,360 $538K 0.01% -185,957 13F-HR/A Timeline Group Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 4,350 $537K 0.11% +1,454 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 4,329 $535K 0.05% +160 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 4,325 $534K 0.36% +850 13F-HR/A Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 4,312 $532K 0.04% -105 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 4,258 $526K 0.08% +57 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 4,258 $526K 0.13% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 4,256 $526K 0.05% +723 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 4,252 $525K 0.04% +104 13F-HR Timeline Keystone Financial Planning, Inc. More: the full row for Keystone Financial Planning, Inc. 4,204 $519K 0.16% +14 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 4,194 $518K 0.41% -1,330 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 4,191 $518K 0.24% -219 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 4,189 $517K 0.25% 0 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 4,169 $515K 0.03% -231 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 4,163 $514K 0.07% -1,949 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 4,156 $513K 0.06% +818 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 4,144 $512K 0.06% new 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 4,131 $510K 0.12% +400 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 4,130 $510K 0.12% 0 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 4,098 $506K 0.14% +2 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,093 $505K 0.05% +615 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 4,085 $504K 0.02% +247 13F-HR Timeline SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 3,821 $504K 0.34% -1,181 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 4,074 $503K 0.34% +74 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 4,069 $502K 0.14% +94 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 4,062 $502K 0.02% new 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 4,030 $500K 0.09% -3,016 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 4,052 $500K 0.25% +2,089 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Covenant Partners, LLC More: the full row for Covenant Partners, LLC 4,034 $498K 0.15% 0 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 4,008 $495K 0.45% -407 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 4,001 $494K 0.06% +183 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 4,000 $494K 0.23% 0 13F-HR Timeline VANTAGE WEALTH More: the full row for VANTAGE WEALTH 4,000 $494K 0.11% new 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 3,937 $493K 0.28% +267 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 3,980 $492K 0.06% +5 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 3,976 $491K 0.35% -41 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 3,968 $490K 0.1% -415 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 3,954 $488K 0.46% -274 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 3,951 $488K 0.07% -10,387 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 3,939 $486K 0.23% -305 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 3,937 $486K 0.31% +111 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,937 $486K 0.14% -1,046 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 3,933 $486K 0.05% -300 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 3,909 $483K 0.02% +199 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 3,882 $479K 0.39% +889 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,881 $479K 0.02% -734 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 3,870 $478K 0.02% -116 13F-HR/A Timeline