America First Investment Advisors, LLC More: the full row for America First Investment Advisors, LLC 929 $418K 0.08% 0 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 929 $418K 0.18% -41 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 927 $417K 0.08% +185 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 927 $416K 0.17% +31 13F-HR Timeline Omnitrust Wealth Management, Inc More: the full row for Omnitrust Wealth Management, Inc 924 $416K 0.53% 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 922 $415K 0.2% -127 13F-HR Timeline LANE BROTHERS & CO INC More: the full row for LANE BROTHERS & CO INC 922 $415K 0.3% 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 946 $414K 0.12% 0 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 920 $414K 0.17% +447 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 919 $413K 0.09% +12 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 916 $412K 0.14% +22 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 915 $411K 0.08% +45 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 913 $411K 0.02% -240 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 913 $411K 0.08% -48 13F-HR Timeline Wellment Financial More: the full row for Wellment Financial 913 $411K 0.48% +349 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 913 $411K 0.07% +4 13F-HR Timeline Southern Financial Group, LLC More: the full row for Southern Financial Group, LLC 912 $410K 0.12% 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 911 $410K 0.08% +8 13F-HR Timeline BANTA ASSET MANAGEMENT LP More: the full row for BANTA ASSET MANAGEMENT LP 909 $409K 0.37% 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 909 $409K 0.16% -17 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 906 $407K 0.03% new 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 905 $407K 0.07% +225 13F-HR Timeline Gross & Hartman Investments LLC More: the full row for Gross & Hartman Investments LLC 904 $407K 0.23% 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 927 $406K 0.14% +45 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 902 $406K 0.08% 0 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 902 $406K 0.08% -50 13F-HR Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 901 $405K 0.09% +10 13F-HR Timeline FinDec Wealth Services, Inc. More: the full row for FinDec Wealth Services, Inc. 901 $405K 0.43% +101 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 901 $405K 0.06% +148 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 900 $405K 0.13% +13 13F-HR Timeline Group Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 900 $405K 0.15% -145 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 900 $405K 0.35% -1 13F-HR/A Timeline HT Partners LLC More: the full row for HT Partners LLC 899 $404K 0.12% -12 13F-HR Timeline Davies Financial Advisors, Inc. More: the full row for Davies Financial Advisors, Inc. 899 $404K 0.75% -1,814 13F-HR Timeline WINSLOW ASSET MANAGEMENT INC More: the full row for WINSLOW ASSET MANAGEMENT INC 899 $404K 0.07% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 897 $403K 0.18% 0 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 896 $403K 0.21% -6 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 895 $402K 0.24% +200 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 893 $402K 1.29% +285 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 893 $402K 0.12% -2 13F-HR Timeline Beck Bode, LLC More: the full row for Beck Bode, LLC 893 $402K 0.07% 0 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 889 $402K 0.14% +1 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 891 $401K 0.05% -160 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 890 $400K 0.02% +10 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 889 $400K 0.14% 0 13F-HR Timeline Higgins & Schmidt Wealth Strategies LLC More: the full row for Higgins & Schmidt Wealth Strategies LLC 887 $399K 0.19% +18 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 884 $398K 0.06% +114 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 884 $398K 0.21% -192 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 882 $397K 0.14% -23,258 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 878 $395K 0.17% +7 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 878 $395K 0.08% +66 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 840 $395K 0.11% +230 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 877 $394K 0.28% +12 13F-HR Timeline CMC Financial Group More: the full row for CMC Financial Group 876 $394K 0.7% new 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 873 $392K 0.04% 0 13F-HR Timeline U S WEALTH GROUP, LLC. More: the full row for U S WEALTH GROUP, LLC. 872 $392K 0.26% 0 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 873 $392K 0.12% 0 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 871 $392K 0.34% +1 13F-HR Timeline Altus Wealth Management, LLC More: the full row for Altus Wealth Management, LLC 871 $392K 0.17% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 871 $392K 0.09% -114 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 871 $392K 0.09% -15 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 870 $391K 0.06% new 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 870 $391K 0.08% -182 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 869 $391K 0.21% 13F-HR Timeline Suncoast Equity Management More: the full row for Suncoast Equity Management 869 $391K 0.04% 0 13F-HR/A Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 869 $391K 0.12% -645 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 868 $390K 0.1% -1 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 865 $389K 0.02% +135 13F-HR Timeline Safe Harbor Family Capital, LLC More: the full row for Safe Harbor Family Capital, LLC 865 $389K 0.34% 13F-HR Timeline DILLON & ASSOCIATES INC More: the full row for DILLON & ASSOCIATES INC 865 $389K 0.05% 0 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 863 $388K 0.14% +2 13F-HR Timeline Town Capital LLC More: the full row for Town Capital LLC 862 $388K 0.32% 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 861 $387K 0.13% -154 13F-HR Timeline Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 861 $387K 0.16% -120 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 859 $386K 0.36% -14 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 858 $386K 0.03% -16 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 857 $385K 0.16% -20 13F-HR Timeline marrick wealth, LLC More: the full row for marrick wealth, LLC 855 $385K 0.31% 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 854 $384K 0.2% +44 13F-HR Timeline PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 853 $384K 0.1% +10 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 853 $384K 0.18% 0 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 852 $383K 0.04% 0 13F-HR Timeline Private Harbour Investment Management &… More: the full row for Private Harbour Investment Management & Counsel, LLC 850 $382K 0.4% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 850 $382K 0.02% +41 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 846 $380K 0.18% 0 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 845 $380K 0.09% -100 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 844 $380K 0.35% +8 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 843 $379K 0.12% +32 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 841 $378K 0.12% -60 13F-HR Timeline Shelter Rock Management, LLC More: the full row for Shelter Rock Management, LLC 841 $378K 0.38% 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 837 $376K 0.4% 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 837 $376K 0.01% -675 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 837 $376K 0.33% 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 838 $376K 0.03% 0 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 836 $376K 0.04% new 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 836 $376K 0.05% 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 835 $376K 0.22% +93 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 834 $375K 0.13% +206 13F-HR Timeline Treasure Coast Financial Planning More: the full row for Treasure Coast Financial Planning 834 $375K 0.2% 0 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 830 $373K 0.24% -3 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 830 $373K 0.15% +78 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 907 $373K 0.26% +328 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 829 $373K 0.04% +84 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 827 $372K 0.59% new 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 826 $371K 0.06% +158 13F-HR Timeline 25 LLC More: the full row for 25 LLC 826 $371K 0.12% -1,565 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 824 $371K 0.02% 0 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 824 $371K 0.02% +172 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 819 $368K 0.03% +616 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 820 $368K 0.21% +46 13F-HR Timeline Bauman Advisory Group, LLC More: the full row for Bauman Advisory Group, LLC 816 $367K 0.3% 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 816 $367K 0.11% 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 815 $367K 0.21% -100 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 814 $366K 0.11% +113 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 813 $366K 0.09% -2,032 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 813 $366K 0.17% -23 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 812 $365K 0.02% +27 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 811 $365K 0.04% +123 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 811 $365K 0.02% -74 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 811 $365K 0.38% 13F-HR Timeline Johnson Wealth Management, LLC More: the full row for Johnson Wealth Management, LLC 810 $364K 0.18% +75 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 809 $364K 0.08% +81 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 809 $364K 0.12% -77 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 809 $364K 0.08% +315 13F-HR Timeline Sage Investment Advisers LLC More: the full row for Sage Investment Advisers LLC 809 $364K 0.27% 13F-HR Timeline Momentous Wealth Management, Inc. 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More: the full row for Brand Asset Management Group, Inc. 778 $350K 0.1% -3,866 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 778 $350K 0.25% +118 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 776 $349K 0.28% -135 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 775 $349K 0.04% -1,159 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 775 $349K 0.02% 0 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 774 $348K 0.38% 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 770 $346K 0.09% 0 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 770 $346K 0.05% +132 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 769 $346K 0.05% +253 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 769 $346K 0.06% +7 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 768 $345K 0.08% -102 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 768 $345K 0.01% +231 13F-HR/A Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 768 $345K 0.11% -23 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 768 $345K 0.11% -5 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 767 $345K 0.05% new 13F-HR Timeline Pacific Wealth Strategies Group, Inc. 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More: the full row for TAGStone Capital, Inc. 763 $343K 0.13% +43 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 761 $342K 0.05% +49 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 761 $342K 0.33% 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 760 $342K 0.02% +16 13F-HR Timeline Security National Bank More: the full row for Security National Bank 760 $342K 0.05% -122 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 760 $342K 0.26% 0 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 759 $341K 0.05% -190 13F-HR Timeline Pursuit Wealth Management LLC More: the full row for Pursuit Wealth Management LLC 759 $341K 0.29% 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 740 $340K 0.16% -138 13F-HR/A Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 755 $340K 0.22% +220 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 754 $339K 0.06% 0 13F-HR Timeline