Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 2,778 $798K 0.37% 0 13F-HR/A Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 9,860 $794K 0.47% +7,545 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 10,263 $793K 0.28% +7,016 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,755 $791K 0.09% +1,084 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 2,750 $790K 0.08% 0 13F-HR Timeline Outbound Financial Inc More: the full row for Outbound Financial Inc 2,747 $789K 0.59% 0 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 2,738 $786K 0.12% +42 13F-HR/A Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 2,732 $785K 0.24% +419 13F-HR Timeline Diversified Portfolios, Inc. 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More: the full row for Moors & Cabot, Inc. 2,584 $742K 0.03% -134 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 10,093 $742K 0.2% +5 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 2,583 $742K 0.01% +577 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 2,572 $738K 0.07% +1,225 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 2,570 $738K 0.38% -25 13F-HR Timeline Willis Investment Counsel More: the full row for Willis Investment Counsel 2,567 $737K 0.04% 0 13F-HR Timeline Bakala Capital LLC More: the full row for Bakala Capital LLC 2,558 $735K 3.53% +10 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 2,553 $733K 0.05% 0 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 2,551 $732K 0.22% -52 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 2,539 $732K 0.65% +1 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 2,541 $730K 0.21% -226 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 2,539 $729K 0.5% +242 13F-HR Timeline Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 2,536 $728K 0.49% -16 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 2,528 $726K 0.52% -18 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 2,527 $726K 1.31% -271 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 2,515 $722K 0.31% +144 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 2,513 $722K 3.28% -4,202 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 2,513 $722K 0.58% +1,307 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 2,502 $719K 0.45% -18 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 2,502 $718K 0.1% +427 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 2,501 $718K 0.25% +513 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 2,498 $717K 0.06% -1,191 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 2,489 $715K 0.54% -180 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 2,488 $715K 0.29% +1,288 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 2,486 $714K 0.38% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,470 $709K 0.02% +17 13F-HR Timeline Group Welch Group, LLC More: the full row for Welch Group, LLC 2,469 $709K 0.03% -473 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 2,469 $709K 0.22% -161 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,461 $707K 0.09% -47 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. 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More: the full row for North Star Investment Management Corp. 2,277 $654K 0.04% +2 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 2,267 $651K 0.04% +4 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 2,263 $650K 0.21% -1,047 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 2,256 $648K 0.01% -31 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 2,250 $646K 0.37% 0 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 2,248 $646K 0.07% 0 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 2,244 $645K 0.15% +1 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 2,228 $640K 0.19% +77 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 2,223 $638K 0.31% +178 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 2,213 $635K 0.26% +92 13F-HR Timeline Busey Bank More: the full row for Busey Bank 2,211 $635K 0.02% -125 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 2,209 $635K 0.17% -2,131 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 2,194 $630K 0.15% +14 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 2,187 $628K 0.3% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 2,188 $628K 0.16% 0 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 2,185 $627K 0.41% 0 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,182 $627K 0.14% +532 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 2,181 $626K 0.09% -25 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 2,181 $626K 0.26% -250 13F-HR Timeline Swisher Financial Concepts, Inc. 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More: the full row for TRUST POINT INC. 2,094 $601K 0.05% +16 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,092 $601K 0.01% -67 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 2,090 $600K 0.24% +5 13F-HR/A Timeline One Day In July LLC More: the full row for One Day In July LLC 2,089 $600K 0.05% +784 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 2,087 $599K 0.58% -3 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 2,081 $598K 0.62% 0 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 2,069 $594K 0.02% -11,586 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 2,069 $594K 0.06% +33 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 2,065 $593K 0.1% 0 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 2,059 $591K 0.1% +316 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 2,051 $589K 0.17% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 2,034 $589K 0.4% 0 13F-HR Timeline NOTTINGHAM ADVISORS, INC. 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Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 1,897 $544K 0.26% -677 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 1,890 $543K 0.4% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 1,889 $543K 0.19% +61 13F-HR Timeline ETF Portfolio Partners, Inc. 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