RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,475 $398K 0.01% -32 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 1,474 $398K 0.22% 0 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 1,470 $396K 0.09% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,469 $396K 0.02% +611 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,469 $396K 0.02% +143 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 1,465 $395K 0.2% 0 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 1,446 $390K 0.28% +7 13F-HR Timeline Beacon Wealthcare LLC More: the full row for Beacon Wealthcare LLC 1,445 $390K 0.16% 0 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 1,438 $388K 0.15% 0 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 1,437 $387K 0.13% -11 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,430 $386K 0.03% new 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 1,421 $383K 0.08% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,421 $383K 0.13% 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 1,415 $381K 0.01% -1,407 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 1,405 $379K 0.1% 0 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 1,402 $378K 0.21% 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 1,401 $378K <0.01% +6 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 1,400 $378K 0.14% 0 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 1,394 $376K 0.02% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 1,392 $375K 0.04% 0 13F-HR Timeline American Trust More: the full row for American Trust 1,392 $375K 0.03% 0 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 1,389 $375K 0.19% +3 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 1,385 $374K 0.04% 0 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 1,380 $372K 0.13% 0 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 1,363 $368K 0.01% 0 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 1,361 $367K 0.14% 0 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 1,360 $367K 0.25% 0 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 1,358 $366K 0.1% new 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 1,350 $364K 0.08% new 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 1,342 $362K 0.05% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,323 $357K 0.04% -239 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,313 $354K 0.02% +41 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,311 $354K 0.06% new 13F-HR/A Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 1,308 $353K 0.02% -151 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 1,302 $351K 0.1% +310 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 1,298 $350K 0.04% -56 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,293 $349K 0.08% +5 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 1,287 $347K 0.41% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,278 $345K 0.12% 0 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 1,268 $343K <0.01% +38 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,263 $341K 0.01% +25 13F-HR Timeline Group Accredited Investors Inc. More: the full row for Accredited Investors Inc. 1,260 $340K 0.02% 0 13F-HR Timeline Shorepoint Capital Partners LLC More: the full row for Shorepoint Capital Partners LLC 1,256 $339K 0.08% +18 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 1,254 $338K 0.04% 0 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 1,252 $338K 0.11% 0 13F-HR Timeline Ballentine Capital Advisors, Inc More: the full row for Ballentine Capital Advisors, Inc 1,250 $337K 0.17% 0 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 1,249 $337K 0.04% 0 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 1,236 $333K 0.07% -23 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 1,220 $333K 0.04% 0 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 1,235 $333K 0.06% +64 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 1,233 $333K 0.05% +140 13F-HR Timeline MY Wealth Management Inc. More: the full row for MY Wealth Management Inc. 1,233 $333K 0.33% -7 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 1,227 $331K 0.03% +91 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 1,223 $330K 0.12% -38 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 1,221 $329K 0.14% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 1,208 $326K 0.19% -85 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 1,200 $324K <0.01% -44 13F-HR Timeline West Coast Financial LLC More: the full row for West Coast Financial LLC 1,200 $324K 0.04% 0 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 1,200 $324K 0.09% 0 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 1,192 $322K 0.17% +3 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 1,191 $321K 0.25% +4 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 1,190 $321K 0.13% +7 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 1,190 $321K 0.24% 0 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 1,189 $321K 0.07% +325 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 1,185 $320K 0.13% -89 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 1,180 $318K 0.17% -379 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 1,170 $316K 0.2% new 13F-HR Timeline Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 1,167 $315K 0.05% -229 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,162 $313K 0.01% +12 13F-HR Timeline Better Money Decisions, LLC More: the full row for Better Money Decisions, LLC 1,162 $313K 0.22% +119 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,157 $312K <0.01% +295 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,151 $310K 0.01% 0 13F-HR Timeline Group Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 1,145 $309K 0.04% +206 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1,144 $309K 0.02% -74 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 1,143 $308K 0.14% 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,138 $307K 0.05% +100 13F-HR/A Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,135 $306K 0.01% 0 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 1,130 $305K 0.15% 0 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 1,095 $302K 0.07% +17 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 1,077 $302K 0.08% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,120 $301K 0.13% -62 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 1,114 $300K 0.1% 0 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 1,112 $300K 0.18% 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 1,109 $299K 0.37% 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 1,109 $299K 0.09% -96 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 1,104 $298K 0.15% -3 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,102 $297K <0.01% +1,019 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 1,100 $297K 0.06% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 1,098 $296K 0.11% 0 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 1,093 $295K 0.04% 0 13F-HR Timeline Edge Capital Group, LLC More: the full row for Edge Capital Group, LLC 1,091 $294K 0.02% new 13F-HR Timeline Axos Invest Inc. More: the full row for Axos Invest Inc. 1,087 $293K 0.21% +142 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 1,084 $292K 0.03% +7 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 1,080 $291K 0.01% 0 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 1,077 $290K 0.21% -12 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 1,072 $289K 0.01% -2 13F-HR Timeline Martin Worley Group More: the full row for Martin Worley Group 1,071 $289K 0.18% 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,066 $288K 0.01% 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 1,065 $287K 0.07% -107 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 1,060 $286K 0.05% -34 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,055 $285K 0.02% +109 13F-HR/A Timeline Group Capital International Investors in group Capital International Investo… More: the full row for Capital International Investors 1,051 $285K <0.01% new 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 1,051 $283K <0.01% -105 13F-HR Timeline Group WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 1,050 $283K 0.03% 0 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 1,048 $283K 0.02% 0 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 1,044 $282K 0.11% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,043 $281K 0.03% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,038 $280K <0.01% +162 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 1,037 $280K 0.05% new 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 1,034 $279K 0.07% 0 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 1,023 $276K 0.05% -4 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,066 $276K 0.02% 0 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 1,066 $276K 0.09% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,019 $275K 0.03% new 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 1,016 $274K 0.14% 0 13F-HR Timeline Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 1,015 $274K 0.14% 0 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 1,014 $274K 0.03% +6 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,011 $273K 0.01% 0 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 1,006 $271K 0.08% 0 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 1,000 $270K 0.03% 0 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 1,000 $270K 0.02% -25 13F-HR Timeline Group Creegan & Nassoura Financial Group, LLC More: the full row for Creegan & Nassoura Financial Group, LLC 1,000 $270K 0.18% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,000 $270K 0.02% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 998 $269K <0.01% +15 13F-HR/A Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 996 $269K 0.19% -225 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 996 $269K 0.09% +171 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 992 $268K 0.06% 0 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 954 $267K 0.03% +119 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 988 $266K 0.19% 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 970 $262K 0.18% +6 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 965 $260K 0.1% new 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 965 $260K 0.03% 0 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 964 $260K 0.07% 0 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 957 $258K 0.11% +4 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 955 $258K 0.2% 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 952 $257K 0.26% 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 948 $256K <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 946 $255K 0.01% -17 13F-HR Timeline ACAS, LLC More: the full row for ACAS, LLC 910 $254K 0.19% -220 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 925 $252K 0.11% -11 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 929 $251K 0.03% +85 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 929 $251K 0.25% 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 928 $250K 0.06% +53 13F-HR Timeline US FINANCIAL ADVISORS, LLC More: the full row for US FINANCIAL ADVISORS, LLC 926 $250K 0.08% +153 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 925 $249K 0.02% +50 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 921 $248K 0.13% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 906 $244K 0.04% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 901 $244K 0.02% -321 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 903 $244K 0.12% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 903 $243K 0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 901 $243K 0.06% new 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 900 $243K 0.01% 0 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 896 $242K 0.05% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 896 $242K 0.02% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 896 $242K 0.03% -1 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 895 $241K 0.07% -43 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 892 $241K 0.01% 0 13F-HR Timeline Group WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 890 $240K 0.06% +2 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 889 $240K 0.18% 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 889 $240K <0.01% -130 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 889 $240K 0.02% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 887 $239K 0.11% 0 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 886 $239K 0.13% +5 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 885 $239K 0.01% +89 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 885 $239K 0.02% 0 13F-HR Timeline Group CW Advisors, LLC More: the full row for CW Advisors, LLC 884 $239K <0.01% -78 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 884 $238K <0.01% new 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 884 $238K 0.06% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 855 $237K 0.23% 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 876 $236K 0.01% +2 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 876 $236K 0.03% 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 872 $235K 0.05% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 871 $235K 0.01% new 13F-HR Timeline Group Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 865 $233K 0.17% 0 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 860 $232K 0.13% 0 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 857 $231K <0.01% +65 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 855 $230K 0.1% +44 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 851 $229K 0.06% -35 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 848 $229K 0.08% 0 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 845 $228K 0.04% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 843 $227K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 842 $227K 0.05% -9 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 839 $226K 0.05% 0 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 836 $226K 0.23% 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 832 $224K 0.01% -9 13F-HR Timeline Group COWA, LLC More: the full row for COWA, LLC 829 $224K 0.1% 0 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 822 $222K 0.04% new 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 822 $222K 0.21% 0 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 821 $221K <0.01% -6 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 821 $221K 0.04% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 820 $221K 0.1% 0 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 819 $221K 0.2% 13F-HR Timeline First International Bank & Trust More: the full row for First International Bank & Trust 817 $220K 0.07% 0 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 817 $220K 0.18% 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 815 $220K 0.15% +5 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 814 $220K 0.03% 0 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 811 $219K 0.06% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 808 $218K <0.01% 0 13F-HR Timeline Group LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 807 $218K 0.09% +5 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 804 $217K <0.01% -453 13F-HR Timeline Group