Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 2,379 $606K 0.05% -1,561 13F-HR Timeline COMPASS CAPITAL MANAGEMENT, INC More: the full row for COMPASS CAPITAL MANAGEMENT, INC 2,380 $605K 0.03% new 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 2,371 $603K 0.14% -250 13F-HR Timeline MAS Advisors LLC More: the full row for MAS Advisors LLC 2,354 $599K 0.95% -14 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 2,352 $598K 0.09% +202 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 2,348 $597K 0.15% +135 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 2,346 $597K <0.01% -10 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. 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More: the full row for Nikulski Financial, Inc. 2,204 $561K 0.14% -60 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 2,197 $559K 0.04% -28 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2,195 $558K 0.07% +69 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 2,194 $558K 0.16% +85 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 2,181 $556K 0.24% +458 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,179 $554K 0.02% +213 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 2,171 $552K 0.23% +55 13F-HR Timeline Facet Wealth, Inc. 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More: the full row for Physician Wealth Advisors, Inc. 2,083 $530K 0.08% -26 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,081 $529K 0.04% +86 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,078 $529K 0.06% -100 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 2,071 $527K 0.25% +73 13F-HR Timeline Peregrine Asset Advisers, Inc. 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GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 2,041 $519K 0.41% -10 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 2,038 $518K 0.25% 0 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 2,179 $517K 0.07% -2,485 13F-HR Timeline Team Hewins, LLC More: the full row for Team Hewins, LLC 2,020 $515K 0.17% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 2,020 $513K 0.05% +42 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 2,013 $512K 0.19% -28 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 2,012 $512K 0.26% +242 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 2,010 $511K 0.21% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,009 $511K 0.02% -812 13F-HR Timeline Bell Bank More: the full row for Bell Bank 2,003 $509K 0.02% +2 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 2,000 $509K 0.2% -294 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 1,992 $507K <0.01% +313 13F-HR Timeline Group Paragon Capital Management LLC More: the full row for Paragon Capital Management LLC 1,992 $507K 0.24% +4 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,825 $506K 0.03% -377 13F-HR Timeline Group Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 1,981 $504K 0.35% +4 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 1,973 $502K 0.5% +65 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 1,967 $500K 0.05% 0 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 1,967 $500K 0.11% 0 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 1,966 $500K 0.06% 0 13F-HR Timeline Group STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 2,106 $499K 0.06% 0 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 1,962 $499K <0.01% +462 13F-HR Timeline Group Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 1,959 $498K 0.23% +4 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 1,952 $498K 0.22% 0 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 1,948 $496K 0.43% -276 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,946 $495K 0.17% +736 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 1,942 $494K 0.34% +10 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,941 $494K 0.22% +1 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 1,935 $492K 0.14% +31 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 1,934 $492K 0.22% -47 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,933 $492K 0.02% +62 13F-HR Timeline Tumwater Wealth Management, LLC More: the full row for Tumwater Wealth Management, LLC 1,928 $490K 0.22% -749 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,926 $490K 0.01% +786 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 1,922 $489K 0.26% new 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 1,913 $486K 0.1% -26 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 1,910 $486K 0.03% +69 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 1,909 $486K 0.08% +5 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 1,891 $481K 0.28% +301 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 1,889 $480K 0.21% 0 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 1,889 $480K 0.12% +187 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 1,884 $479K 0.03% -21 13F-HR Timeline Group LCNB CORP More: the full row for LCNB CORP 1,875 $477K 0.17% -30 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 1,866 $474K 0.16% -424 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 1,858 $472K 0.06% +153 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 1,847 $470K 0.06% 0 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 1,846 $470K 0.17% +80 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 1,846 $469K 0.14% +404 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 1,846 $469K 0.07% +906 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 1,843 $469K 0.23% -17 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,833 $466K 0.16% -43 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,823 $464K 0.14% +13 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,820 $463K 0.03% +5 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 1,816 $462K 0.05% -66 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 1,815 $462K 0.09% +72 13F-HR Timeline Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 1,812 $461K 0.4% +6 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 1,812 $461K 0.34% -22 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,809 $460K 0.01% +28 13F-HR Timeline Bakala Capital LLC More: the full row for Bakala Capital LLC 1,809 $460K 2.48% +6 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 1,805 $459K 0.17% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 1,805 $459K 0.16% +76 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 1,798 $459K 0.07% -46 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 1,800 $458K 0.13% +141 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 1,800 $458K 0.53% -5 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 1,800 $458K 0.31% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,798 $457K 0.05% +4 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 1,797 $457K 0.1% -482 13F-HR Timeline Total Clarity Wealth Management, Inc. 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More: the full row for Weitzel Financial Services, Inc. 1,677 $425K 0.17% +45 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 1,850 $425K 0.15% +818 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 1,659 $422K 0.06% +25 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 1,655 $421K 0.17% new 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 1,647 $420K 0.15% 0 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 1,649 $419K 0.2% +22 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,751 $419K 0.03% 0 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 1,648 $419K 0.06% -175 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 1,648 $419K 0.09% 0 13F-HR Timeline Per Stirling Capital Management, LLC. 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