Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 915 $455K 0.26% -86 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 913 $454K 0.05% -5 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 913 $454K 0.03% +6 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 912 $454K 0.11% +75 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 910 $453K 0.31% 0 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 907 $451K 0.2% 0 13F-HR Timeline Lafayette Investments, Inc. 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Lawrence, LLC More: the full row for Cyrus J. Lawrence, LLC 803 $399K 1.51% -12,472 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 801 $399K 0.14% +241 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 801 $399K 0.35% -54 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 801 $399K 0.91% new 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 799 $398K 0.16% 0 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 794 $395K 0.31% -47 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 792 $394K 0.12% -31 13F-HR Timeline Pinnacle Bancorp, Inc. 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More: the full row for JGP Global Gestao de Recursos Ltda. 765 $381K 0.29% -657 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 788 $381K 0.21% -39 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 762 $379K <0.01% new 13F-HR Timeline Group EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 762 $379K 0.2% +2 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 729 $379K 0.1% 0 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 756 $377K 0.04% 0 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 754 $376K 0.39% -103 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 753 $375K 0.08% 0 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 752 $374K 0.16% 0 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 751 $374K 0.12% +1 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 749 $373K 0.19% +13 13F-HR/A Timeline Delta Financial Group, Inc. 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More: the full row for SBI Securities Co., Ltd. 733 $365K 0.01% -11 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 893 $363K 0.04% +158 13F-HR Timeline VAN STRUM & TOWNE INC. 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More: the full row for Sunflower Bank, N.A. 718 $357K 0.1% +4 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 717 $357K 0.1% +295 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 715 $356K 0.08% 0 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 714 $355K 0.24% +18 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 713 $355K 0.28% -114 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 712 $354K 0.15% -65 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 712 $354K 0.15% 0 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 711 $354K 0.04% -17 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 708 $352K 0.08% 0 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 708 $352K 0.31% new 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 707 $352K 0.04% -3 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 707 $352K 0.3% -36 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 704 $350K 0.09% -1,229 13F-HR Timeline XY Capital Ltd More: the full row for XY Capital Ltd 703 $350K 0.23% new 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 700 $348K 0.41% 0 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 698 $347K 0.08% -159 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 698 $347K <0.01% 0 13F-HR Timeline Group Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 696 $346K 0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 695 $346K 0.14% +637 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 695 $346K 0.03% -133 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 694 $346K 0.08% +213 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 694 $345K 0.33% -5 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 691 $344K 0.02% -1,515 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 691 $344K 0.07% -149 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 689 $343K 0.07% -47 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 686 $341K 0.03% +28 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 685 $341K 0.1% 0 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 684 $340K 0.34% -1 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 684 $340K 0.12% +65 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 683 $340K 0.05% +57 13F-HR Timeline EAGLE CAPITAL MANAGEMENT LLC More: the full row for EAGLE CAPITAL MANAGEMENT LLC 683 $340K <0.01% 0 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 683 $340K 0.08% -4 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 682 $340K 0.08% -1,067 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 682 $339K 0.03% +139 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 682 $339K 0.22% new 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 678 $338K 0.13% +26 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 678 $337K 0.09% -26 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 676 $336K 0.26% +5 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 675 $336K 0.09% -35 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 675 $336K 0.01% 0 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 675 $336K 0.06% +51 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 675 $336K 0.26% +182 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 673 $335K 0.42% -155 13F-HR/A Timeline Essex LLC More: the full row for Essex LLC 672 $335K 0.07% -50 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 671 $334K 0.05% -95 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 669 $333K 0.04% new 13F-HR/A Timeline Group Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 668 $332K 0.28% +2 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 668 $332K 0.05% +65 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 667 $332K 0.08% 0 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 667 $332K 0.3% +68 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 666 $331K <0.01% -3 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 662 $329K 0.03% new 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 661 $329K 0.07% -95 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 661 $329K 0.16% -11 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 660 $328K 0.16% 0 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 659 $328K 0.06% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 658 $327K 0.24% 0 13F-HR Timeline Drum Hill Capital, LLC More: the full row for Drum Hill Capital, LLC 658 $327K 0.38% +8 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 657 $327K 0.07% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 656 $326K 0.14% 0 13F-HR/A Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 654 $325K 0.16% -30 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 648 $323K 0.18% +120 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 649 $323K 0.07% -34 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 647 $322K 0.05% +78 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 646 $322K 0.03% -47 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 646 $321K <0.01% +553 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 645 $321K 0.04% -15 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 644 $320K 0.06% +33 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 641 $319K 0.06% +104 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 640 $319K 0.02% -2,604 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 640 $318K 0.01% +188 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 640 $318K 0.25% 0 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 639 $318K 0.04% +4 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 638 $317K 0.04% 0 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 638 $317K 0.22% 0 13F-HR Timeline