Atlas Wealth LLC More: the full row for Atlas Wealth LLC 2,118 $359K 0.14% new 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 2,109 $357K 0.14% -375 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,092 $354K 0.02% new 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 2,091 $354K 0.06% +419 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 2,089 $354K 0.31% -76 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,087 $353K 0.03% 0 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 2,082 $353K 0.13% +127 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 2,079 $352K 0.16% +5 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 2,078 $352K 0.18% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2,074 $351K 0.07% +71 13F-HR Timeline TOEWS CORP /ADV More: the full row for TOEWS CORP /ADV 2,073 $351K 0.21% -40 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 2,072 $351K 0.03% 0 13F-HR Timeline Group FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 2,072 $351K 0.02% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 2,071 $351K 0.04% -87 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 2,069 $350K 0.02% new 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 2,068 $350K 0.05% new 13F-HR Timeline Wealth Group, Ltd. 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More: the full row for Collaborative Wealth Managment Inc. 1,813 $307K 0.14% -70 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 1,810 $306K 0.27% +8 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 1,809 $306K 0.07% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,809 $306K 0.07% -150 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 1,806 $306K 0.18% new 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. 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More: the full row for Harbor Group, Inc. 1,741 $295K 0.07% +9 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 1,740 $295K 0.06% 0 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 1,739 $294K 0.2% +39 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 1,737 $294K 0.11% 0 13F-HR Timeline Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 1,730 $293K 0.1% 0 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 1,727 $292K 0.15% -116 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 1,674 $292K 0.03% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,722 $292K 0.05% -15 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 1,721 $291K 0.04% -14 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,716 $291K 0.1% 13F-HR Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 1,715 $290K 0.03% 0 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 1,713 $290K 0.02% new 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 1,710 $290K 0.11% +1 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 1,706 $289K 0.11% new 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 1,704 $288K 0.07% -625 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 1,698 $287K 0.12% 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 1,690 $286K 0.02% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,690 $286K 0.02% -717 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 1,687 $286K 0.02% 0 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 1,689 $286K 0.02% -263 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 1,683 $285K 0.13% -8,180 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 1,680 $284K 0.14% 0 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 1,679 $284K 0.02% +136 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 1,676 $284K 0.09% +31 13F-HR/A Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,674 $283K <0.01% +96 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 1,668 $282K 0.13% -9 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 1,666 $282K 0.08% +138 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 1,660 $281K 0.01% new 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 1,649 $279K 0.15% +340 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 1,641 $278K 0.06% -10 13F-HR Timeline UNIONVIEW, LLC More: the full row for UNIONVIEW, LLC 1,639 $277K 0.2% +6 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 1,637 $277K 0.02% 0 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 1,637 $277K 0.09% 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 1,628 $276K 0.15% +9 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 1,627 $276K 0.23% +109 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,626 $275K <0.01% +2 13F-HR Timeline Stegner Investment Associates Inc. More: the full row for Stegner Investment Associates Inc. 1,624 $275K 0.18% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 1,620 $274K 0.02% -37 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 1,616 $274K 0.01% 0 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 1,614 $273K 0.14% 0 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 1,611 $273K 0.18% -63 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,608 $272K 0.03% -1 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 1,608 $272K 0.09% 0 13F-HR Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 1,604 $272K 0.21% 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 1,603 $271K 0.16% +111 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 1,617 $271K 0.23% 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 1,602 $271K 0.29% new 13F-HR Timeline S. R. Schill & Associates More: the full row for S. R. Schill & Associates 1,600 $271K 0.23% 0 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 1,600 $271K 0.06% 0 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 1,600 $271K 0.08% 0 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 1,593 $270K 0.11% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,591 $269K 0.01% +284 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,588 $269K 0.05% +286 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 1,589 $269K 0.05% +5 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 1,587 $269K 0.14% new 13F-HR Timeline OMNI 360 Wealth, Inc. 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Shaheen & Associates DBA Whitney & Co 1,566 $265K 0.03% new 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 1,568 $265K 0.02% -277 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 1,555 $263K 0.09% -700 13F-HR Timeline STAPP WEALTH MANAGEMENT, PLLC More: the full row for STAPP WEALTH MANAGEMENT, PLLC 1,555 $263K 0.41% new 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 1,553 $263K 0.04% 0 13F-HR Timeline KRAFT ASSET MANAGEMENT, LLC More: the full row for KRAFT ASSET MANAGEMENT, LLC 1,524 $263K 0.2% 0 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 1,546 $262K 0.3% 13F-HR Timeline White Wing Wealth Management More: the full row for White Wing Wealth Management 1,546 $262K 0.19% -712 13F-HR Timeline McGlone Suttner Wealth Management, Inc. 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