KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 1,166 $529K 0.3% +12 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,161 $526K 0.09% +307 13F-HR Timeline Group WRAPMANAGER INC More: the full row for WRAPMANAGER INC 1,156 $524K 0.18% -23 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 1,156 $524K 0.06% +46 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 1,155 $524K 0.01% +21 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,154 $523K 0.02% +197 13F-HR Timeline TOBAM More: the full row for TOBAM 1,154 $523K 0.13% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 1,151 $522K 0.29% 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 1,149 $521K 0.26% new 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 1,144 $519K 0.11% +29 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,142 $518K 0.18% 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 1,141 $517K 0.04% new 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 1,135 $515K 0.25% -10 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 1,135 $514K 0.01% +360 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 1,134 $514K 0.08% -1 13F-HR Timeline Group WESTFIELD CAPITAL MANAGEMENT CO LP More: the full row for WESTFIELD CAPITAL MANAGEMENT CO LP 1,132 $513K <0.01% new 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 1,114 $505K 0.13% new 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,109 $503K <0.01% +462 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,107 $502K <0.01% -70 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 1,104 $500K 0.12% +53 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,101 $499K 0.09% +56 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 1,098 $498K 0.16% +355 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,076 $496K 0.03% +7 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,094 $496K 0.04% -59 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 1,091 $495K 0.17% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,091 $494K 0.02% +159 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,087 $493K 0.02% +224 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,085 $492K 0.01% -2,367 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,095 $492K 0.01% -271 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 1,084 $491K 0.25% +12 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 1,079 $489K 0.05% +161 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,077 $488K 0.03% -32 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,069 $485K 0.01% -122 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 1,066 $483K 0.19% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,061 $481K 0.03% +19 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,053 $477K 0.03% +2 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 1,044 $473K 0.41% +74 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 1,043 $473K 0.4% +16 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,035 $469K 0.07% +271 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 1,031 $467K 0.3% +13 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 1,029 $467K 0.02% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,026 $465K 0.03% -12 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 1,013 $459K <0.01% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,010 $458K 0.02% -8 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 1,007 $457K 0.1% +152 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 1,006 $456K 0.34% +71 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 1,005 $456K 0.02% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,002 $454K 0.03% +308 13F-HR Timeline SCHWARTZ INVESTMENT COUNSEL INC More: the full row for SCHWARTZ INVESTMENT COUNSEL INC 1,000 $453K 0.02% 0 13F-HR Timeline WASHINGTON GROWTH STRATEGIES LLC More: the full row for WASHINGTON GROWTH STRATEGIES LLC 998 $452K 0.29% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 991 $449K 0.16% -280 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 991 $449K 0.01% -79 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 990 $449K 0.23% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 983 $446K 0.03% -4 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 976 $442K 0.01% new 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 974 $442K 0.25% +42 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 927 $441K 0.12% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 966 $438K 0.05% new 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 987 $436K 0.1% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 952 $432K 0.14% +10 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 938 $425K 0.02% -575 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 937 $425K <0.01% -159,938 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 930 $422K 0.05% -645 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 927 $420K 0.01% -97 13F-HR Timeline Elevated Private Wealth, LLC More: the full row for Elevated Private Wealth, LLC 916 $415K 0.43% 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 914 $414K 0.01% -12 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 910 $413K 0.01% -730 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 908 $412K 0.3% 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 907 $411K 0.01% -118 13F-HR Timeline Group Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 902 $409K 0.1% +2 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 900 $408K 0.02% -622 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 899 $408K 0.01% +62 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 899 $408K 0.01% -9 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 867 $406K 0.01% -140 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 860 $406K 0.14% +616 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 894 $405K 0.09% new 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 893 $405K 0.29% -182 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 885 $401K 0.21% +10 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 881 $399K 0.06% -18 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 881 $399K 0.14% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 835 $399K 0.01% +171 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 876 $397K 0.05% +40 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 874 $396K 0.03% +116 13F-HR/A Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 872 $395K 0.1% +56 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 869 $394K 0.04% 0 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 869 $394K 0.05% 0 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 865 $392K 0.05% 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 858 $389K 0.07% +781 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 849 $385K 0.01% -63 13F-HR Timeline Group Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 848 $385K 0.03% +220 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 847 $384K 0.01% -17 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 846 $384K 0.07% +85 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 841 $381K 0.01% -68 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 841 $381K 0.03% -52 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 835 $379K 0.02% 13F-HR Timeline Group Trust Co of the South More: the full row for Trust Co of the South 834 $378K 0.06% new 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 827 $375K 0.14% -8 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 827 $375K 0.01% new 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 825 $374K 0.1% new 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 823 $373K 0.05% new 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 817 $370K 0.28% -126 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 817 $370K 0.17% 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 813 $369K 0.09% -144 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 810 $367K 0.01% +101 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 833 $366K 0.03% -495 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 802 $364K 0.07% new 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 800 $363K 0.22% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 798 $362K 0.13% +45 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 797 $361K 0.02% +587 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 790 $358K 0.01% new 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 790 $358K 0.06% -100 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 789 $358K 0.08% 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 782 $355K 0.01% +219 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 780 $354K 0.02% +15 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 780 $354K 0.01% 0 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 779 $353K 0.07% -37 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 778 $353K 0.06% -4 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 773 $350K 0.01% +2 13F-HR Timeline Group One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 767 $348K 0.09% -60 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 766 $347K 0.19% 0 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 764 $346K 0.22% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 763 $346K 0.06% +679 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 762 $345K 0.01% new 13F-HR Timeline Group AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 760 $345K 0.12% 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 760 $344K 0.13% +26 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 755 $342K 0.14% 0 13F-HR Timeline Baker Chad R More: the full row for Baker Chad R 750 $340K 0.06% -8,990 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 750 $340K 0.07% 0 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 748 $339K 0.03% +18 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 746 $338K 0.02% 0 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 740 $335K <0.01% new 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 746 $335K 0.03% new 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 734 $333K 0.01% +6 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 734 $333K 0.2% +39 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 732 $332K 0.01% 0 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 732 $332K 0.24% -35 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 730 $331K 0.05% +22 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 730 $331K 0.01% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 723 $328K 0.03% +70 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 722 $327K 0.15% 0 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 720 $326K 0.37% new 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 716 $325K 0.28% 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 712 $323K 0.04% +14 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 710 $322K 0.21% +50 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 709 $321K 0.01% -3,018 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 708 $321K 0.18% -27 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 706 $320K 0.01% -1,304 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 697 $316K 0.01% -2 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 696 $316K 0.04% +478 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 667 $313K 0.05% new 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 691 $313K 0.01% -98 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 687 $311K 0.01% 13F-HR Timeline Group William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 682 $309K 0.15% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 678 $307K 0.06% -2 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 678 $307K 0.06% 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 677 $307K 0.16% new 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 676 $306K 0.03% -164 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 666 $302K 0.08% +26 13F-HR/A Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 665 $301K 0.06% +10 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 664 $301K 0.11% +32 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 663 $301K 0.16% 0 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 663 $301K 0.05% +1 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 661 $300K 0.02% -355 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 661 $300K 0.01% +50 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 659 $299K 0.02% -298 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 659 $299K 0.11% -20 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 653 $296K <0.01% +25 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 650 $295K 0.02% +21 13F-HR/A Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 615 $294K 0.1% 0 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 645 $292K 0.03% 0 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 641 $291K 0.01% -15 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 640 $290K 0.19% 0 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 636 $288K 0.01% +15 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 634 $287K 0.1% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 629 $285K 0.01% 0 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 629 $285K 0.04% -2 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 628 $285K 0.01% +52 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 626 $284K 0.15% -45 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 626 $284K 0.26% 13F-HR Timeline Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 625 $283K 0.26% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 625 $283K 0.06% +70 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 625 $283K 0.02% new 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 625 $283K 0.13% -24 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 620 $281K 0.05% -164 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 614 $278K 0.02% 0 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 613 $278K 0.04% -13 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 612 $277K 0.06% 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 609 $276K 0.25% 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 608 $275K 0.22% -140 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 605 $274K 0.06% 0 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 603 $273K 0.06% +18 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 601 $272K 0.09% +12 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 601 $272K <0.01% +1 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 600 $272K 0.02% -1,164 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 597 $271K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Midwest Trust Co More: the full row for Midwest Trust Co 596 $270K <0.01% -24 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 593 $269K 0.02% +37 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 592 $269K 0.04% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 592 $268K 0.02% new 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 591 $268K 0.13% 0 13F-HR Timeline