Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 672 $340K 0.06% -7 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 672 $340K 0.33% 0 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 669 $338K 0.07% -327 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 668 $338K 0.07% -13 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 668 $338K 0.05% -6 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 668 $338K 0.09% +44 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 667 $337K 0.28% 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 665 $336K 0.26% -1 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 665 $336K 0.21% +71 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 664 $336K 0.36% -8 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 662 $335K 0.23% 0 13F-HR Timeline IMZ Advisory Inc More: the full row for IMZ Advisory Inc 662 $335K 0.15% +3 13F-HR Timeline Lakeshore Financial Planning, Inc. 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More: the full row for Lifelong Wealth Advisors, Inc. 627 $317K 0.14% 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 627 $317K 0.04% -95 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 626 $317K 0.19% -192 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 626 $317K 0.14% +2 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 625 $316K 0.46% 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 625 $316K 0.02% -42 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 624 $316K 0.11% 0 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 622 $315K 0.09% -1 13F-HR Timeline Von Berge Wealth Management Group, LLC More: the full row for Von Berge Wealth Management Group, LLC 574 $313K 0.19% -9 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 619 $313K 0.05% -115 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 619 $313K 0.21% -10 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 618 $313K 0.13% +27 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 618 $313K 0.11% +26 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 616 $312K 0.02% +90 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 616 $312K 0.02% +44 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 614 $311K 0.68% +241 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 610 $310K 0.25% -7 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 612 $310K 0.14% +194 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 612 $310K 0.02% -35 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 612 $310K 0.07% 0 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 611 $309K 0.12% -63 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 611 $309K 0.12% -16 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 611 $309K 0.24% +37 13F-HR Timeline Cyrus J. Lawrence, LLC More: the full row for Cyrus J. Lawrence, LLC 611 $309K 0.06% +30 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 610 $309K 0.09% 0 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 609 $308K 0.2% +192 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 608 $308K 0.03% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 608 $308K 0.04% 0 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 606 $307K 0.03% +168 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 606 $307K 0.04% +5 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 606 $307K 0.22% -143 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 605 $306K 0.24% 13F-HR Timeline COERENTE CAPITAL MANAGEMENT More: the full row for COERENTE CAPITAL MANAGEMENT 605 $306K 0.06% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 605 $306K 0.14% +148 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 604 $306K 0.16% 0 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 601 $304K 0.15% 0 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 598 $302K 0.11% -107 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 596 $301K 0.05% +13 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 595 $301K 0.08% +4 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 595 $301K 0.11% 0 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 594 $301K 0.05% +109 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 594 $300K 0.06% +157 13F-HR/A Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 593 $300K 0.03% -163 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 593 $300K 0.02% -39 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 591 $299K 0.06% -164 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 591 $299K <0.01% -438 13F-HR Timeline Group Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 590 $298K 0.04% 0 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 590 $298K 0.12% -755 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 589 $298K 0.23% 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 587 $297K 0.05% -70 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 587 $297K 0.04% -310 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 586 $296K 0.03% new 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 587 $296K 0.06% -20 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 585 $296K 0.33% 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 584 $295K 0.02% 0 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 493 $295K 0.15% +40 13F-HR Timeline JBGlobal.com LLC More: the full row for JBGlobal.com LLC 582 $294K 0.31% 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 579 $293K 0.17% -28 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 541 $293K 0.16% -1,359 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 578 $292K 0.11% -32 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 578 $292K 0.18% 0 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 577 $292K 0.06% new 13F-HR Timeline M. Kraus & Co More: the full row for M. Kraus & Co 577 $292K 0.09% -16 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 537 $292K 0.09% -527 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 577 $292K 0.05% +31 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 575 $291K 0.16% +20 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 573 $290K 0.03% -10 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 572 $289K 0.15% +44 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 572 $289K 0.03% -24 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 572 $289K 0.08% 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 568 $287K 0.01% +64 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 568 $287K 0.06% -34 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 568 $287K 0.2% -20 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 568 $287K 0.04% 0 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 568 $287K 0.13% 0 13F-HR Timeline Standard Family Office LLC More: the full row for Standard Family Office LLC 567 $287K 0.35% 0 13F-HR Timeline Elite Life Management LLC More: the full row for Elite Life Management LLC 567 $287K 0.85% +3 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 567 $287K 0.26% 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 566 $286K 0.13% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AdviceOne Advisory Services, LLC More: the full row for AdviceOne Advisory Services, LLC 566 $286K 0.25% 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 565 $286K 0.2% +2 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 563 $285K 0.13% new 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 561 $284K 0.33% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 561 $284K 0.21% -500 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 560 $283K 0.13% -130 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 559 $283K 0.09% -19 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 558 $282K 0.03% 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 557 $282K 0.08% +2 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 557 $282K 0.14% -4 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 557 $282K 0.08% +226 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 556 $281K 0.08% -25 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 556 $281K 0.07% 0 13F-HR Timeline Crestline Management, L.P. 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More: the full row for Foguth Wealth Management, LLC. 521 $277K 0.07% +113 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 547 $277K 0.2% +150 13F-HR Timeline Journey Beyond Wealth, LLC More: the full row for Journey Beyond Wealth, LLC 547 $277K 0.26% 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 546 $276K 0.03% +60 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 546 $276K 0.15% -3 13F-HR Timeline Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 545 $276K 0.18% 0 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 545 $276K 0.01% +42 13F-HR Timeline Blue Investment Partners LLC More: the full row for Blue Investment Partners LLC 545 $276K 0.1% 0 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 544 $275K 0.13% -187 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 544 $275K 0.14% -72 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 543 $274K 0.12% 0 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 542 $274K 0.16% 0 13F-HR Timeline Rakuten Securities, Inc. 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