Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 2,135 $369K 0.31% +12 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,134 $369K 0.03% +239 13F-HR/A Timeline Farmers National Bank More: the full row for Farmers National Bank 2,134 $369K 0.1% 0 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 2,133 $368K 0.04% 0 13F-HR Timeline MKD WEALTH COACHES, LLC More: the full row for MKD WEALTH COACHES, LLC 2,131 $368K 0.42% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,124 $367K 0.01% +2 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 2,123 $367K 0.28% -1,510 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 2,118 $366K 0.27% +200 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 2,114 $365K 0.14% -4 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 2,106 $364K 0.01% new 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 2,099 $363K 0.03% -251 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 2,096 $362K 0.07% +455 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 2,096 $362K 0.08% +496 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 2,078 $359K 0.19% 0 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 $358K 0.04% 0 13F-HR Timeline Group Drake & Associates, LLC More: the full row for Drake & Associates, LLC 2,069 $357K 0.1% +373 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 2,067 $357K 0.14% +585 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 2,065 $357K 0.51% -166 13F-HR Timeline Vickerman Investment Advisors, Inc. 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More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 1,719 $297K 0.09% +164 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 1,715 $296K 0.43% +325 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,747 $296K 0.02% 0 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 1,746 $296K 0.04% +3 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 1,708 $295K 0.03% new 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 1,704 $294K 0.07% 0 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 1,691 $292K 0.05% -296 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 1,689 $292K 0.09% +23 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 1,690 $292K 0.02% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,690 $292K 0.02% 0 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 1,792 $291K 0.05% new 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 1,687 $291K 0.02% 0 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. 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More: the full row for Stegner Investment Associates Inc. 1,624 $281K 0.2% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. New Republic Capital, LLC More: the full row for New Republic Capital, LLC 1,618 $280K 0.12% +1,416 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 1,617 $279K 0.03% -381 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 1,616 $279K 0.01% 0 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 1,610 $278K 0.19% -1 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,609 $278K 0.03% +1 13F-HR Timeline S. R. Schill & Associates More: the full row for S. R. 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