Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 1,963 $540K 0.54% +331 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 1,960 $539K 0.38% 0 13F-HR Timeline RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 1,957 $538K 0.51% +6 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 1,949 $536K 0.26% -214 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 1,947 $535K 0.08% +567 13F-HR Timeline Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 1,936 $532K 0.28% -2 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 1,932 $531K <0.01% -235 13F-HR Timeline Group WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 1,930 $530K 0.18% +860 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 1,930 $530K 0.1% -1,399 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 1,929 $530K 0.05% -1 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 1,919 $530K 0.09% -2,405 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,942 $530K 0.07% +792 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 2,095 $529K 0.22% -48 13F-HR Timeline Parker Investment Management, LLC More: the full row for Parker Investment Management, LLC 1,925 $529K 0.09% +426 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 1,925 $529K 0.1% -21 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 1,924 $529K 0.11% +456 13F-HR Timeline Chicago Wealth Management, Inc. More: the full row for Chicago Wealth Management, Inc. 1,923 $529K 0.28% 0 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 1,920 $528K 0.02% -300 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,919 $527K 0.14% -851 13F-HR Timeline Group RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,918 $527K 0.4% -446 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 1,918 $527K 0.11% +58 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 1,917 $527K 0.05% -17 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 1,916 $526K 0.33% new 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,905 $524K 0.21% -18 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 1,905 $524K 0.16% 0 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 1,904 $523K 0.23% 0 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 1,902 $523K 0.24% new 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 1,893 $522K 0.19% 0 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 1,896 $521K 0.36% -142 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,895 $521K 0.21% -29 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 171,067 $521K 0.1% +579 13F-HR/A Timeline Guardian Partners Inc. More: the full row for Guardian Partners Inc. 1,975 $520K 0.05% 0 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 1,893 $520K 0.53% -309 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 1,893 $520K 0.26% new 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 1,886 $518K 0.24% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,886 $518K 0.15% -22 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,881 $517K 0.06% -81 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 1,881 $517K 0.72% +98 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 1,880 $517K 0.08% 0 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 1,877 $516K 0.19% -3 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 1,874 $515K 0.23% +1,160 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 1,870 $514K 0.17% 0 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 1,869 $514K 0.29% new 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 1,869 $514K 0.13% -10 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 1,863 $512K 0.33% +1,133 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 1,862 $512K 0.06% new 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 1,862 $512K 0.26% -6 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 1,858 $511K 0.16% +17 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 1,856 $510K 0.1% +366 13F-HR Timeline Penn Capital Management Company, LLC More: the full row for Penn Capital Management Company, LLC 1,854 $510K 0.05% new 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 1,851 $509K 0.14% -24 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 1,849 $508K 0.23% 0 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 1,847 $508K 0.38% new 13F-HR Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 1,841 $506K 0.2% +10 13F-HR/A Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 1,840 $506K 0.47% -278 13F-HR Timeline Legacy CG, LLC More: the full row for Legacy CG, LLC 1,839 $505K 0.16% 0 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 1,844 $504K 0.02% -99 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 1,835 $504K 0.22% +10 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 1,833 $504K 0.16% +384 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 1,832 $504K 0.25% +7 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 1,832 $503K 0.1% -21 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 1,831 $503K 0.43% 0 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 1,827 $502K 0.52% -25,925 13F-HR Timeline FIGURE 8 INVESTMENT STRATEGIES LLC More: the full row for FIGURE 8 INVESTMENT STRATEGIES LLC 1,823 $501K 0.52% +750 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 1,822 $501K 0.23% 0 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 1,818 $500K 0.26% -21 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 1,817 $500K 0.35% +8 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 1,831 $500K 0.19% -242 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 1,800 $495K 0.37% 0 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 1,788 $491K 0.27% +3 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 1,784 $490K 0.2% +105 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 1,782 $490K 0.08% 0 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 1,776 $488K 0.38% 0 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,775 $488K 0.06% new 13F-HR/A Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 1,774 $488K 0.17% -213,697 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 1,775 $487K 0.23% -978 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 1,771 $487K 0.07% -721 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 1,767 $486K 0.59% -48 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,765 $485K 0.2% +20 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 1,764 $485K 0.17% +91 13F-HR Timeline Henderson Brothers Financial Partners, … More: the full row for Henderson Brothers Financial Partners, LLC 1,441 $483K 0.24% 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 1,746 $482K 0.43% 0 13F-HR Timeline Yardley Wealth Management LLC More: the full row for Yardley Wealth Management LLC 1,754 $482K 0.28% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,827 $481K 0.12% +1,336 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 1,750 $481K 0.11% new 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 1,750 $481K 0.43% 0 13F-HR Timeline Virtus Wealth Solutions LLC More: the full row for Virtus Wealth Solutions LLC 1,748 $480K 0.15% +11 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 1,744 $479K 0.27% -130 13F-HR Timeline PALO ALTO WEALTH ADVISORS, LLC More: the full row for PALO ALTO WEALTH ADVISORS, LLC 1,655 $479K 0.19% +260 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 1,737 $477K 0.03% +793 13F-HR Timeline Group Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 1,736 $477K 0.32% -55 13F-HR Timeline Ruane, Cunniff & Goldfarb L.P. More: the full row for Ruane, Cunniff & Goldfarb L.P. 1,725 $474K 0.01% +567 13F-HR Timeline M. Kraus & Co More: the full row for M. Kraus & Co 1,724 $474K 0.14% -20 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 1,708 $469K 1.07% +2 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 1,706 $469K 0.24% 0 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 1,701 $468K 0.35% -33 13F-HR Timeline Ervin Investment Management, LLC More: the full row for Ervin Investment Management, LLC 1,696 $466K 0.31% -920 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 1,696 $466K 0.11% +28 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 1,692 $465K 0.2% -13 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 1,687 $464K 0.09% -76 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 1,685 $463K 0.08% -30 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 1,682 $462K 0.16% -12 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 1,682 $462K 0.3% +3 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 1,677 $461K 0.02% 0 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 1,675 $460K 0.4% -12 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,675 $460K 0.05% 0 13F-HR Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 1,667 $458K <0.01% new 13F-HR Timeline Group PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 1,665 $458K 0.3% -368 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 1,731 $456K 0.18% +1 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 1,654 $455K 0.11% +4 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,653 $454K 0.24% +30 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 1,652 $454K 0.13% +43 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 15,818 $453K 0.36% -1,035 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 1,642 $451K 0.09% +347 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 1,639 $450K 0.39% -34 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 1,638 $450K 0.04% +126 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 1,635 $449K 0.47% +4 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 1,635 $449K 0.47% -1 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 1,635 $449K 0.02% -190 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 1,634 $449K 0.11% +166 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 1,629 $448K 0.14% 0 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 1,729 $447K 0.32% -47 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 1,622 $446K 0.09% +6 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 1,621 $446K 0.28% +710 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 1,620 $445K 0.09% +498 13F-HR Timeline Retirement Systems of Alabama More: the full row for Retirement Systems of Alabama 1,620 $445K <0.01% +130 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 1,620 $445K 0.34% -230 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 1,619 $445K 0.14% -262 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 1,616 $444K 0.09% 0 13F-HR Timeline FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 1,616 $444K 0.06% 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 1,616 $444K 0.38% 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 1,614 $444K 0.43% +26 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 1,610 $442K 0.17% -106 13F-HR Timeline Kingstone Capital Partners Texas, LLC More: the full row for Kingstone Capital Partners Texas, LLC 1,610 $442K 0.36% +2 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 1,606 $441K 0.05% +3 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 1,604 $441K 0.09% +54 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 1,603 $441K 0.09% -285 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 1,599 $439K 0.08% +318 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 1,596 $439K 0.14% +78 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 1,595 $438K 0.3% -30 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 1,674 $438K 0.08% 0 13F-HR Timeline FFG Partners, LLC More: the full row for FFG Partners, LLC 1,591 $437K 0.18% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,658 $437K 0.2% -246 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 1,589 $437K 0.09% -148 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 1,588 $436K 0.09% +155 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,576 $434K 0.07% -24 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 1,570 $431K 0.28% +143 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 1,569 $431K 0.33% 0 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 1,565 $430K 0.21% new 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,557 $428K 0.12% 0 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 1,555 $427K 0.21% -40 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 1,553 $427K 0.14% -76 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 1,551 $426K 0.18% 0 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 1,541 $424K 0.05% -18 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 1,540 $423K 0.34% +109 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 1,539 $423K 0.14% -697 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 1,537 $422K 0.06% -85 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 1,536 $422K 0.11% -196 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 1,533 $421K 0.05% -40 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 1,528 $420K 0.06% -320 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 1,513 $416K 0.05% 0 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 1,502 $413K 0.09% +169 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 1,500 $412K 0.07% +1 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 1,500 $412K 0.11% 0 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 1,500 $412K 0.12% 0 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 1,500 $412K 0.24% 0 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 1,498 $412K 0.18% 0 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 1,494 $411K 0.3% +27 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 1,493 $410K 0.1% 0 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 1,490 $410K 0.02% +22 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 1,490 $410K 0.14% 0 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 1,486 $408K 0.22% -93 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 1,483 $408K 0.34% 0 13F-HR Timeline Brewster Financial Planning LLC More: the full row for Brewster Financial Planning LLC 1,481 $407K 0.3% +725 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 1,481 $407K 0.09% -60 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 1,481 $407K 0.02% +79 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 1,475 $405K 0.03% +130 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 1,474 $405K 0.33% -346 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 1,471 $404K 0.21% -10 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 1,470 $404K 0.08% -11 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 1,469 $404K 0.04% +295 13F-HR Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 1,468 $403K <0.01% -33 13F-HR Timeline Rezny Wealth Management, Inc. More: the full row for Rezny Wealth Management, Inc. 1,467 $403K 0.1% +347 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 1,462 $402K 0.07% -565 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 1,457 $400K 0.3% 0 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 1,454 $400K 0.18% +1 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 1,453 $399K 0.06% +76 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 1,450 $399K 0.36% -5 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 1,447 $398K 0.21% +33 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 1,442 $396K 0.22% -86 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 1,441 $396K 0.31% +4 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 1,439 $395K 0.15% +249 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 1,438 $395K 0.07% +559 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 1,437 $395K 0.15% -427 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 1,594 $395K 0.22% -235 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 1,436 $395K 0.36% 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 1,432 $393K 0.1% +13 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 1,430 $393K 0.02% +1 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1,429 $393K 0.21% +976 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,427 $392K 0.11% -40 13F-HR Timeline