BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 2,482 $881K 0.17% +35 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 2,479 $880K 0.13% -264 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 2,472 $878K 1.19% 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 2,467 $876K 0.37% -70 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 2,462 $874K 0.04% -11,876 13F-HR/A Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 2,461 $873K 0.13% +36 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 2,450 $870K 0.22% 0 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 2,450 $870K 0.08% +1,547 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 2,450 $870K 0.66% 0 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 2,447 $869K 0.55% -42 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 2,444 $868K 0.05% +171 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 2,442 $867K 0.65% +1,181 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 2,441 $867K 0.06% -950 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 2,437 $865K 0.44% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 2,437 $865K 0.08% -2,426 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 2,427 $862K 0.36% new 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,494 $862K 0.02% +672 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 2,425 $861K 0.73% -50 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 2,422 $860K 0.69% 0 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 2,419 $859K 0.21% +5 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 2,417 $858K 0.36% -200 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 2,415 $858K 0.07% +100 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 2,401 $852K 0.14% +718 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 2,400 $852K 0.62% -600 13F-HR Timeline Freemont Management S.A. More: the full row for Freemont Management S.A. 2,400 $852K 0.14% +600 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 2,400 $852K 0.1% -390 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 2,397 $851K 0.18% +14 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 2,394 $851K 0.49% -107 13F-HR Timeline Gator Capital Management, LLC More: the full row for Gator Capital Management, LLC 2,391 $849K 0.26% 0 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 2,386 $847K 0.4% -87 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 2,384 $847K 0.39% +1,334 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 2,383 $846K 0.16% -20 13F-HR Timeline Biondo Investment Advisors, LLC More: the full row for Biondo Investment Advisors, LLC 2,378 $844K 0.11% 0 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 2,367 $840K 0.24% -386 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 2,364 $839K 0.35% -182 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 2,351 $835K 0.47% -115 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 2,349 $834K 0.08% -3,156 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 2,345 $833K 0.22% -70 13F-HR/A Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 2,340 $831K 1.36% -20 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 2,338 $830K 0.14% +733 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 2,340 $830K 0.41% +49 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 2,334 $829K 0.33% -185 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 2,325 $825K 0.11% +158 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 2,448 $825K 0.34% +4 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 2,321 $824K 0.33% +13 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 2,321 $824K 0.24% 0 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 2,312 $821K 0.57% 0 13F-HR Timeline Creegan & Nassoura Financial Group, LLC More: the full row for Creegan & Nassoura Financial Group, LLC 2,310 $820K 0.53% 0 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 2,310 $820K 0.82% -89 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 2,306 $819K 0.56% -246 13F-HR Timeline TOBAM More: the full row for TOBAM 2,307 $819K 0.32% +450 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FCA CORP /TX More: the full row for FCA CORP /TX 2,295 $815K 0.24% -397 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 2,294 $814K 0.29% -6 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 2,288 $812K 0.13% -109 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 2,282 $810K 0.14% -7 13F-HR Timeline Gladius Capital Management LP More: the full row for Gladius Capital Management LP 2,278 $809K 1.27% -3,783 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 2,274 $807K 0.1% +220 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 2,267 $805K 0.37% +21 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 2,255 $801K 0.04% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 2,253 $800K 0.15% +239 13F-HR Timeline WINSLOW ASSET MANAGEMENT INC More: the full row for WINSLOW ASSET MANAGEMENT INC 2,250 $799K 0.16% -100 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 2,245 $797K 0.45% 0 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 2,229 $791K 0.64% -72 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 2,226 $790K 0.5% -76 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 2,221 $789K 0.46% 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 2,218 $788K 0.12% +395 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 2,210 $785K 0.22% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2,209 $784K 0.06% -133 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 2,208 $784K 0.01% -3,396 13F-HR Timeline Group Veery Capital, LLC More: the full row for Veery Capital, LLC 2,206 $783K 0.27% +3 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 2,206 $783K 0.09% +205 13F-HR Timeline Yelin Lapidot Holdings Management Ltd. in group Yelin Lapidot Holdings Manage… More: the full row for Yelin Lapidot Holdings Management Ltd. 2,202 $782K 0.14% +15 13F-HR Timeline Group Main Street Group, LTD More: the full row for Main Street Group, LTD 2,201 $782K 0.25% -142 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 2,200 $781K 0.23% 0 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 2,225 $780K 0.36% 0 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 2,186 $776K 0.15% -1,253 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 2,183 $775K 0.13% new 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 2,182 $775K 0.3% +364 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 2,178 $773K 0.05% -62 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 2,178 $773K 0.34% +1,396 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 2,176 $773K 0.28% +27 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 2,174 $772K 0.26% +505 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 2,170 $770K 0.06% -233 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 2,166 $769K 0.1% +232 13F-HR Timeline Group ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 2,163 $768K 0.09% +50 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 2,163 $767K 0.16% 0 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,159 $767K 0.05% +48 13F-HR Timeline Nicholas Investment Partners, LP More: the full row for Nicholas Investment Partners, LP 2,154 $765K 0.07% +631 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 2,154 $765K 0.19% +520 13F-HR Timeline HAMILTON CAPITAL PARTNERS, LLC More: the full row for HAMILTON CAPITAL PARTNERS, LLC 2,143 $761K 0.37% -20,394 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2,139 $759K 0.13% +1,478 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 2,135 $758K 0.37% -4 13F-HR Timeline Group Lincoln Capital LLC More: the full row for Lincoln Capital LLC 2,130 $756K 0.15% 0 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 2,125 $755K 0.18% -56 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 2,118 $752K 0.08% -25 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 2,107 $748K 0.17% +460 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 2,102 $746K 0.54% +113 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 2,099 $745K 0.24% new 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 2,098 $745K 0.14% -83 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 2,098 $745K 0.11% -173 13F-HR/A Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 2,096 $744K 0.13% 0 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 2,121 $743K 0.42% 0 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 2,092 $743K 0.35% -224 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 2,091 $742K 0.03% -410 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 2,090 $742K 0.48% +51 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 2,088 $741K 1.03% -1,303 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 2,083 $740K 0.55% +58 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 2,078 $738K 0.32% +655 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 2,070 $735K 0.33% +22 13F-HR Timeline City State Bank More: the full row for City State Bank 2,067 $734K 0.23% 0 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 2,067 $734K 0.38% +655 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 2,064 $733K 0.45% -63 13F-HR Timeline ACADEMY CAPITAL MANAGEMENT More: the full row for ACADEMY CAPITAL MANAGEMENT 2,062 $732K 0.1% +1,202 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 2,060 $731K 0.41% -10 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 2,058 $731K 0.2% -2,583 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 2,058 $731K 0.33% +1 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 2,058 $731K 0.68% 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 2,054 $729K 0.26% +53 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 2,054 $729K 0.6% 0 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 2,052 $729K 0.06% +122 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 2,075 $728K 0.4% -214 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 2,050 $728K 0.02% +81 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 2,050 $728K 0.18% -118 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 2,049 $728K 0.06% -140 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 2,047 $727K 0.05% +285 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 2,040 $724K 0.35% +408 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 2,039 $724K 0.19% +105 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 2,033 $722K 0.08% -20 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 2,033 $722K 0.23% 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 2,030 $721K 0.07% -14 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 2,024 $719K 0.49% -58 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 2,022 $718K 0.08% 0 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 2,018 $716K 0.42% -5 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 2,017 $716K 0.2% -7 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 2,011 $714K 0.11% +140 13F-HR Timeline Group New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 2,048 $714K 0.64% -35 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 2,009 $713K 0.61% new 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 2,008 $713K 0.14% -1,169 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 2,005 $712K 0.03% +589 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 2,005 $712K 0.11% -148 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 2,016 $711K 0.23% +92 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 1,999 $710K 0.12% +18 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 1,999 $710K 0.46% -75 13F-HR Timeline Group Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 1,998 $709K 0.11% -21 13F-HR/A Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 1,991 $707K 0.23% 0 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 1,988 $706K 0.52% -363 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 1,987 $706K 0.16% +3 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 1,986 $705K 0.25% 0 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 1,982 $704K 0.68% -252 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 1,981 $703K 0.17% +23 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,980 $703K 0.4% -132 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 1,979 $702K 0.67% +1 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 1,978 $702K 0.06% +85 13F-HR Timeline Elefante Mark B More: the full row for Elefante Mark B 1,975 $701K 0.53% -10 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,974 $701K 0.08% +90 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,974 $701K 0.09% -159 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 1,974 $701K 0.23% +6 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 1,974 $701K 0.18% -159 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 1,972 $700K 0.33% -84 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 1,969 $699K 0.07% +347 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 1,946 $698K 0.09% +487 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 1,959 $696K 0.83% +37 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,957 $695K 0.38% -35 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 1,956 $694K 0.02% +152 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 1,953 $693K 2.87% +252 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 1,950 $692K 0.18% +282 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 56,258 $692K 0.12% new 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 1,948 $692K 0.25% -122 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 1,940 $689K 0.11% +514 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 1,939 $688K 0.25% +495 13F-HR/A Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 1,933 $687K 0.14% -389 13F-HR Timeline Blue Investment Partners LLC More: the full row for Blue Investment Partners LLC 1,935 $687K 0.24% 0 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 1,932 $686K 0.07% -231 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 1,932 $686K 0.64% +176 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 1,928 $685K 0.45% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 1,921 $682K 0.24% -2 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 1,920 $682K 0.34% -599 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,918 $681K 0.14% -37 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 1,918 $681K 0.52% +29 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 1,916 $680K 0.31% +216 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,913 $679K 0.16% +757 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 1,912 $679K 0.11% 0 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 1,900 $675K 0.34% +1,500 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 1,901 $675K 0.28% +21 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 1,896 $673K 0.32% +1 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,890 $671K 0.04% -1,135 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 1,887 $670K 0.03% +813 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 1,882 $668K 0.11% +5 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 1,882 $668K 0.34% -98 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 1,879 $667K 0.1% -169 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,876 $666K 0.06% -133 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 1,872 $665K 0.36% -57 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 1,862 $662K 0.26% +6 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 1,862 $661K 0.44% 0 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 1,860 $661K 0.11% +15 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 1,860 $660K 0.15% +249 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 1,854 $658K 0.04% +333 13F-HR/A Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 1,888 $658K 0.23% +120 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 1,853 $658K 0.62% -63 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 1,851 $657K 0.23% -10 13F-HR Timeline