VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 4,230 $375K 0.13% +1,435 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 4,220 $374K 0.09% -22,217 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 4,215 $374K 0.2% -273 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 4,185 $371K 0.09% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 4,179 $371K 0.13% -909 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 4,170 $370K 0.23% new 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 3,978 $370K 0.03% 0 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 4,155 $369K 0.07% 0 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 4,148 $368K 0.01% new 13F-HR Timeline Group Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 4,145 $368K 0.28% +800 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 4,136 $367K 0.01% +41 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 4,124 $366K 0.34% -2 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 4,119 $365K 0.21% +433 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 4,091 $363K 0.05% -697 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 4,089 $363K 0.19% +88 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 4,070 $361K 0.2% -210 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 4,025 $357K 0.04% +122 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 4,024 $357K 0.06% 0 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 4,009 $356K 0.07% 0 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 4,003 $355K 0.01% -587 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 4,000 $355K 0.24% 0 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 3,993 $354K 0.26% new 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 3,985 $354K 0.04% -159 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 3,958 $351K 0.04% -869 13F-HR/A Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 3,956 $351K 0.03% +42 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,907 $347K 0.01% -463 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 3,904 $346K 0.2% 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 3,893 $345K 0.31% 0 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 3,888 $345K 0.36% -400 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 3,875 $344K 0.02% -1,152 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 3,862 $343K 0.1% 0 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 3,854 $342K 0.16% -80 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 3,851 $342K 0.2% -91 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 3,850 $341K 0.02% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,840 $341K 0.02% -196 13F-HR Timeline Group Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 3,839 $341K 0.07% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,835 $340K 0.01% -200 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 3,833 $340K 0.02% 0 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 3,816 $338K 0.05% -281 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,867 $338K 0.01% -5,421 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 3,805 $337K 0.19% -411 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 3,800 $337K 0.27% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 3,781 $335K 0.05% +660 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 3,768 $334K 0.06% -281 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 3,756 $333K 0.05% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 3,740 $332K 0.03% -202 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 3,734 $331K 0.04% new 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 3,728 $331K 0.01% -57 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 3,713 $329K 0.01% 0 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 3,709 $329K 0.2% -512 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 3,698 $328K 0.08% 0 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 3,696 $328K 0.03% -443 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 3,667 $325K 0.3% -102 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 3,650 $324K 0.19% +2,040 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 3,649 $324K 0.01% 0 13F-HR/A Timeline Capital Square, LLC More: the full row for Capital Square, LLC 3,396 $324K 0.15% +1,054 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 3,705 $324K 0.02% +1,437 13F-HR Timeline BAYBAN More: the full row for BAYBAN 3,641 $323K 0.28% +7 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 3,624 $321K 0.06% -861 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 3,620 $321K 0.12% +120 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,598 $319K 0.02% -114 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,594 $319K 0.01% -677 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 3,581 $318K 0.13% +38 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,563 $316K <0.01% +18 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 3,556 $315K 0.08% new 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 3,543 $314K 0.47% +121 13F-HR Timeline Oath Planning, LLC More: the full row for Oath Planning, LLC 3,536 $314K 0.28% +38 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,516 $312K 0.02% +193 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 3,513 $312K 0.02% +731 13F-HR Timeline Busey Bank More: the full row for Busey Bank 3,512 $312K 0.01% +67 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3,492 $310K 0.06% -151 13F-HR Timeline Parker Financial LLC More: the full row for Parker Financial LLC 3,469 $308K 0.12% -195 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 3,467 $308K 0.01% 0 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 3,466 $307K 0.1% +7 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 3,450 $306K 0.1% +3,337 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 3,448 $306K 0.02% -559 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 3,434 $305K 0.1% +100 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 3,424 $304K 0.15% -38 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 3,200 $302K 0.06% +142 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 3,410 $302K 0.09% +25 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 3,409 $302K 0.04% -6 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 3,405 $302K 0.12% -7 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 3,387 $300K 0.07% +228 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 3,386 $300K 0.18% -200 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 3,383 $300K 0.01% +224 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 3,362 $298K 0.08% +399 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 3,355 $297K 0.09% -204 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 3,348 $297K 0.04% -218 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 3,332 $296K 0.06% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,330 $295K 0.01% -89 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 3,317 $294K 0.1% -1,830 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 3,307 $293K 0.12% 0 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 3,304 $293K 0.07% 0 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 3,285 $291K 0.08% 0 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 3,282 $291K 0.05% new 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 3,280 $291K 0.27% +221 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 3,268 $290K 0.28% +639 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 3,268 $290K 0.16% +3 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 3,265 $290K 0.07% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,262 $289K 0.01% +533 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 3,255 $289K <0.01% 0 13F-HR Timeline Group Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 3,253 $289K 0.12% -601 13F-HR/A Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 3,248 $288K 0.07% -495 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 3,234 $287K 0.21% -865 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 3,232 $287K 0.12% -271 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 3,229 $286K 0.04% 0 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 3,225 $286K 0.22% +2 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,216 $285K 0.01% new 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 3,210 $285K 0.13% +14 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 3,207 $284K <0.01% new 13F-HR Timeline Group Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 3,205 $284K 0.09% +193 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 3,197 $284K 0.09% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,196 $284K <0.01% +1,782 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 3,193 $283K 0.03% +532 13F-HR Timeline Group Elite Financial, Inc. More: the full row for Elite Financial, Inc. 3,195 $283K 0.13% +307 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 3,170 $281K 0.07% -284 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 3,168 $281K 0.05% +123 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 3,167 $281K 0.12% -1,420 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 3,165 $281K 0.03% -5 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 3,148 $279K 0.12% +33 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 3,145 $279K 0.02% -1,635 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 3,140 $279K 0.1% -939 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,140 $279K <0.01% new 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 3,140 $279K 0.14% +120 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 3,138 $278K 0.01% 0 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 3,136 $278K 0.13% -27 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 3,125 $277K 0.18% +549 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 3,124 $277K 0.09% +291 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 3,122 $277K 0.14% 0 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 3,121 $277K 0.07% +638 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 3,120 $277K <0.01% +115 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 3,117 $277K 0.05% -55 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 3,100 $275K 0.04% -31 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 3,094 $274K 0.13% +32 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 3,092 $274K 0.03% -661 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 3,088 $274K <0.01% -417 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,081 $273K <0.01% +167 13F-HR Timeline Group Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 3,078 $273K 0.16% +18 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 3,078 $273K 0.02% -32 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 3,075 $273K 0.04% +8 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 3,070 $272K 0.14% -25 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 3,053 $271K 0.07% +1 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 3,048 $270K 0.05% +73 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 3,020 $268K 0.19% -1,251 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 3,008 $267K 0.02% 0 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 3,006 $267K 0.11% -23 13F-HR Timeline Alexander Randolph Advisory, Inc. More: the full row for Alexander Randolph Advisory, Inc. 3,000 $266K 0.23% 0 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 3,000 $266K 0.05% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 3,000 $266K 0.01% new 13F-HR Timeline Group DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 3,000 $266K 0.15% 0 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 2,799 $265K 0.04% new 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 2,984 $265K 0.15% -300 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 2,983 $265K 0.01% +13 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 2,979 $264K 0.09% -522 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 2,977 $264K 0.03% -215 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,962 $263K 0.02% -90 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 2,949 $262K 0.02% +217 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 2,948 $261K 0.07% new 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 2,941 $261K 0.12% +28 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 2,940 $261K <0.01% +1,797 13F-HR Timeline Group VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 2,936 $260K 0.02% +588 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 2,914 $258K 0.16% +3 13F-HR Timeline Group Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 2,914 $258K 0.03% -568 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,894 $257K 0.02% new 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 2,889 $256K <0.01% -64 13F-HR Timeline Group Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 2,886 $256K 0.19% 0 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 2,880 $255K 0.17% +130 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 2,875 $255K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Allegheny Financial Group More: the full row for Allegheny Financial Group 2,872 $255K 0.03% +20 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 2,855 $254K 0.06% +19 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 2,862 $254K 0.09% 0 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 2,860 $254K 0.05% +290 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 2,855 $253K 0.06% -2 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 2,855 $253K 0.01% new 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 2,853 $253K 0.17% -22 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 2,849 $253K 0.15% -6 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 2,847 $253K 0.06% +10 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 2,845 $252K 0.13% 0 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 2,837 $252K 0.08% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,836 $252K 0.01% +33 13F-HR Timeline Group Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 2,835 $251K 0.17% -60 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 2,831 $251K 0.03% -191 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 2,826 $251K 0.07% new 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 2,823 $250K 0.12% -11 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 2,813 $250K 0.03% +5 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 2,812 $249K 0.2% -50 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 2,809 $249K 0.07% 0 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 2,806 $249K 0.1% -53 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 2,800 $248K <0.01% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,790 $247K <0.01% +298 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 2,782 $247K 0.09% -8 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 2,781 $247K 0.06% -2 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 2,781 $247K 0.07% -50 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 2,781 $247K 0.06% -717 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 2,779 $246K <0.01% +62 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 2,776 $246K 0.17% +20 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 2,773 $246K 0.04% +9 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 2,773 $246K 0.03% +17 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 2,769 $246K 0.1% +5 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 2,765 $245K 0.01% 0 13F-HR Timeline