CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 1,904 $552K 0.26% 0 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 1,893 $549K 0.2% 0 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 1,898 $548K 0.67% -5,476 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 1,888 $547K 0.11% +348 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 1,886 $546K 0.24% -86 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 1,881 $545K 0.17% +281 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 1,880 $545K 0.14% 0 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 1,880 $545K 0.2% +8 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 1,879 $545K 0.14% new 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 1,875 $543K 0.15% +457 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 1,874 $542K 0.33% new 13F-HR Timeline Eagle Ridge Investment Management More: the full row for Eagle Ridge Investment Management 1,870 $542K 0.05% -347 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 1,870 $542K 0.18% +170 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,870 $542K 0.16% 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 1,868 $541K 0.22% +133 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 1,864 $540K 0.19% +658 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 1,860 $539K 0.11% +501 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 1,860 $539K 0.19% +17 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,860 $539K 0.08% new 13F-HR/A Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,854 $537K 0.07% 0 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 1,853 $537K 0.11% 0 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 1,853 $537K 0.02% new 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 1,850 $536K 0.42% +57 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 1,849 $536K 0.26% 0 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 1,848 $536K 0.08% +320 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 1,841 $534K 0.17% 0 13F-HR Timeline Legacy CG, LLC More: the full row for Legacy CG, LLC 1,839 $533K 0.16% 0 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 1,839 $533K 0.28% new 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 1,839 $533K 0.01% +699 13F-HR Timeline Ironwood Wealth Management, LLC. More: the full row for Ironwood Wealth Management, LLC. 1,835 $532K 0.17% -183 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 1,831 $531K 0.41% 13F-HR Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 1,831 $531K 0.29% +12 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 1,829 $530K 0.1% +84 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 1,829 $530K 0.26% 0 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 1,825 $529K 0.23% 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 1,825 $529K 0.28% new 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 1,825 $529K 0.02% 0 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 1,825 $529K 0.03% 0 13F-HR Timeline Group Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 1,822 $528K 0.23% 0 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 1,820 $527K 0.39% +689 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 1,816 $527K 0.31% +123 13F-HR Timeline Richard C. Young & CO., LTD. More: the full row for Richard C. Young & CO., LTD. 1,816 $526K 0.06% -241 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 1,815 $526K 0.57% +60 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,810 $525K 0.03% +211 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 1,809 $524K 0.42% 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 1,809 $524K 0.42% 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 1,800 $522K 0.39% 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 1,778 $520K 0.48% +487 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 1,791 $519K 0.17% +512 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 1,746 $518K 0.45% -529 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 1,785 $517K 0.28% 0 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 1,783 $517K 0.04% +125 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 1,782 $516K 0.08% +3 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 1,776 $515K 0.47% 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 1,776 $515K 0.31% -296 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 1,730 $514K 0.16% -132 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 1,763 $511K 0.1% +294 13F-HR Timeline Yardley Wealth Management LLC More: the full row for Yardley Wealth Management LLC 1,754 $508K 0.25% 0 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 1,750 $507K 0.51% -428 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,745 $506K 0.22% +526 13F-HR Timeline M. Kraus & Co More: the full row for M. Kraus & Co 1,744 $505K 0.15% new 13F-HR Timeline Virtus Wealth Solutions LLC More: the full row for Virtus Wealth Solutions LLC 1,737 $504K 0.12% 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 1,737 $503K 0.1% +61 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 1,734 $503K 0.39% 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 1,732 $502K 0.14% -59 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 1,716 $497K 0.2% +155 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 1,715 $497K 0.09% +28 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 1,712 $496K 0.45% 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 1,706 $495K 1.25% 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 1,706 $494K 0.26% -214 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 1,705 $494K 0.21% 13F-HR Timeline HC Advisors, LLC More: the full row for HC Advisors, LLC 1,701 $493K 0.4% 0 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 1,694 $491K 0.16% 0 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 1,674 $491K 0.09% 0 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 1,692 $490K 0.25% +22 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 1,693 $490K 0.18% +13 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 1,691 $490K 0.27% 0 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 1,687 $489K 0.38% +79 13F-HR Timeline Ciovacco Capital Management LLC More: the full row for Ciovacco Capital Management LLC 1,686 $489K 0.28% -73 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 1,685 $488K 0.12% new 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 1,679 $487K 0.32% +4 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 1,679 $487K 0.2% +92 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 1,677 $486K 0.02% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,675 $485K 0.05% 0 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 1,673 $485K 0.42% 0 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 1,673 $485K 0.16% 0 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 16,853 $484K 0.4% +1,763 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 1,668 $483K 0.11% 0 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 1,650 $478K 0.11% -21 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 1,649 $478K 0.03% -269 13F-HR Timeline Group Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 1,636 $474K 0.51% 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 1,635 $474K 0.21% -1,601 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 1,632 $473K 0.46% 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 1,631 $473K 0.48% 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 1,629 $472K 0.03% 0 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 1,629 $472K 0.16% 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 1,629 $472K 0.15% +227 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 1,625 $471K 0.6% +30 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,623 $470K 0.26% 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 1,623 $470K 0.02% +567 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 1,622 $470K 0.07% +2 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 1,616 $468K 0.08% +5 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 1,616 $468K 0.1% -431 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 1,609 $466K 0.13% +28 13F-HR Timeline Kingstone Capital Partners Texas, LLC More: the full row for Kingstone Capital Partners Texas, LLC 1,608 $466K 0.38% 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,604 $465K 0.1% -6 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 1,603 $465K 0.07% +1 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 1,603 $465K 0.05% +5 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,600 $464K 0.09% +435 13F-HR Timeline Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 1,596 $462K 0.28% +3 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 1,595 $462K 0.24% -73 13F-HR Timeline FFG Partners, LLC More: the full row for FFG Partners, LLC 1,591 $461K 0.16% +10 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 1,588 $460K 0.43% -167 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 1,579 $458K 0.24% 0 13F-HR Timeline Verisail Partners, LLC More: the full row for Verisail Partners, LLC 1,579 $458K 0.21% 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 1,573 $456K 0.06% +43 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 1,572 $455K 0.1% -17 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 1,569 $455K 0.35% -175 13F-HR Timeline AMERICAN ASSET MANAGEMENT INC. More: the full row for AMERICAN ASSET MANAGEMENT INC. 1,562 $453K 0.46% new 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 1,559 $452K 0.06% +88 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,557 $451K 0.14% +1 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 1,555 $451K 0.18% +4 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 1,551 $449K 0.18% 0 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 1,550 $449K 0.1% new 13F-HR Timeline CHARTIST INC /CA/ More: the full row for CHARTIST INC /CA/ 1,543 $447K 0.23% -17 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 1,542 $447K 0.08% +35 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 1,541 $447K 0.12% new 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 1,541 $447K 0.1% 0 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 1,538 $446K 0.13% -1 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 1,534 $445K 0.06% +429 13F-HR Timeline Executive Wealth Management, LLC More: the full row for Executive Wealth Management, LLC 1,531 $444K 0.03% -82 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 1,528 $443K 0.24% +4 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 1,481 $441K 0.13% +138 13F-HR Timeline Johns Hopkins University More: the full row for Johns Hopkins University 1,519 $440K 0.02% +306 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 1,518 $440K 0.14% +177 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 1,514 $439K 0.09% 0 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 1,513 $438K 0.06% -3,548 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 1,512 $438K 0.04% +185 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 1,510 $438K 0.38% +729 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 1,501 $435K <0.01% 0 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 1,500 $435K 0.25% new 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 1,500 $435K 0.13% 0 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 1,500 $435K 0.12% 0 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 1,500 $435K 0.12% +2 13F-HR Timeline Parker Investment Management, LLC More: the full row for Parker Investment Management, LLC 1,499 $435K 0.07% +3 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 1,499 $434K 0.08% +83 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 1,498 $434K 0.2% -48 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 1,493 $433K 0.1% 0 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 1,490 $432K 0.08% -678 13F-HR Timeline Retirement Systems of Alabama More: the full row for Retirement Systems of Alabama 1,490 $432K <0.01% 0 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 1,490 $432K 0.14% new 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 1,483 $430K 0.35% 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 1,482 $429K 0.31% +131 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 1,481 $429K 0.08% -331 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 1,481 $429K 0.22% -1,119 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 1,468 $426K 0.02% +113 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 1,468 $426K 0.08% +334 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 1,468 $425K 0.1% +1 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,467 $425K 0.12% -35 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 1,467 $425K 0.36% 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 1,440 $423K 0.22% 0 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 1,457 $422K 0.28% 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 1,449 $420K 0.1% +185 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 1,455 $420K 0.29% -700 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 1,453 $419K 0.19% 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 1,445 $419K 0.25% 0 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 1,440 $417K 0.14% -188 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 1,437 $417K 0.31% -1,422 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 1,433 $415K 0.09% 0 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 1,431 $415K 0.46% 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 1,429 $414K 0.03% 0 13F-HR Timeline Hapanowicz & Associates Financial Servi… More: the full row for Hapanowicz & Associates Financial Services, Inc 1,429 $414K 0.21% +576 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 1,428 $414K 0.01% -288 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 1,427 $414K 0.26% +83 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 1,425 $413K 0.02% 0 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 1,424 $413K <0.01% +234 13F-HR Timeline Group Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 1,419 $411K 0.11% -68 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Tillman Hartley LLC More: the full row for Tillman Hartley LLC 1,418 $411K 0.12% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 1,418 $411K 0.3% 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 1,416 $411K 0.31% 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 1,414 $410K 0.2% -55 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 1,405 $407K 0.05% new 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 1,403 $407K 0.31% -100 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 1,402 $406K 0.02% -423 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 1,401 $406K 0.27% 13F-HR Timeline Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 1,400 $406K 0.15% -200 13F-HR Timeline PALO ALTO WEALTH ADVISORS, LLC More: the full row for PALO ALTO WEALTH ADVISORS, LLC 1,395 $404K 0.14% +424 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 1,395 $404K 0.05% -48 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 1,389 $403K 0.3% +16 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 1,387 $402K 0.04% 0 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 1,385 $401K 0.1% 0 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 1,384 $401K 0.16% +7 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 1,380 $400K 0.06% +271 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 1,378 $399K 0.04% 0 13F-HR Timeline Group Arkos Global Advisors More: the full row for Arkos Global Advisors 1,377 $399K 0.06% +24 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 1,376 $399K 0.68% -5 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 1,374 $398K 0.05% -20 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 1,371 $398K 0.12% 0 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 1,364 $395K 0.03% +481 13F-HR Timeline Group Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 1,362 $395K 0.27% 0 13F-HR Timeline