Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 2,010 $526K 0.23% 0 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 2,008 $526K 0.05% 0 13F-HR Timeline Group Team Hewins, LLC More: the full row for Team Hewins, LLC 2,007 $526K 0.16% -2 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 2,003 $525K 0.11% +76 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 2,002 $524K 0.1% +193 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,001 $524K 0.06% -30 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 1,997 $523K 0.42% +280 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,996 $523K 0.19% +1 13F-HR Timeline Peirce Capital Management, LLC More: the full row for Peirce Capital Management, LLC 1,995 $523K 0.2% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,992 $522K 0.02% +1,024 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 1,981 $519K 0.19% +791 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 1,978 $518K 0.19% +95 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 1,978 $518K 0.23% -185 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 1,973 $517K 0.15% new 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 1,973 $517K 0.54% -223 13F-HR Timeline Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 1,972 $516K 0.21% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,971 $516K 0.03% +34 13F-HR Timeline Group Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 4,125 $516K 0.19% +47 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 1,968 $515K 0.16% -214 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 1,968 $515K 0.05% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,967 $515K 0.09% +2 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,962 $514K 0.06% -119 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 1,957 $512K 0.14% +53 13F-HR Timeline Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 1,954 $512K 0.34% -34 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 1,952 $511K 0.28% 0 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 1,799 $510K 0.24% -485 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,945 $509K 0.2% +1 13F-HR/A Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 1,942 $509K 0.11% +688 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 1,929 $505K 0.14% -105 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,915 $502K 0.12% +130 13F-HR Timeline Busey Bank More: the full row for Busey Bank 1,914 $501K 0.01% +317 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,905 $499K 0.02% -1 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 1,755 $498K 0.07% 0 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 1,897 $497K 0.08% +428 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 1,897 $497K 0.16% +6 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 1,891 $495K 0.04% -432 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 1,881 $493K 0.23% +12 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 1,875 $491K 0.17% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,869 $490K 0.07% 0 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 1,865 $488K 0.06% 0 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 1,858 $487K 0.14% +750 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 1,851 $485K 0.06% +4 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 1,851 $485K 0.07% -186 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 1,849 $484K 0.16% +44 13F-HR Timeline Bakala Capital LLC More: the full row for Bakala Capital LLC 1,839 $482K 2.32% +7 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. KLCM Advisors, Inc. 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More: the full row for Per Stirling Capital Management, LLC. 1,801 $472K 0.05% +363 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 1,800 $472K 0.16% -5,693 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 1,800 $471K 0.13% 0 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 1,796 $470K 0.23% 0 13F-HR Timeline Parsonex Advisory Services, Inc. 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More: the full row for Weitzel Financial Services, Inc. 1,641 $432K 0.16% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,647 $431K 0.01% -76 13F-HR Timeline LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 1,646 $431K 0.14% 0 13F-HR Timeline Golden Bell Financial Planning LLC More: the full row for Golden Bell Financial Planning LLC 1,646 $431K 0.34% -26 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,645 $431K 0.05% -320 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 1,643 $430K 0.12% +53 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 1,642 $430K 0.01% +8 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,643 $430K 0.06% -118 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,492 $430K 0.01% +25 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 1,639 $429K 0.09% -32 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 1,639 $429K 0.09% -9 13F-HR Timeline Selective Wealth Management, Inc. 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