HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 1,576 $485K 0.02% 0 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 1,575 $485K 0.34% 0 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 1,559 $480K 0.08% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,558 $480K 0.03% -25 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,533 $473K 0.04% -230 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 1,530 $471K 0.05% +4 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,529 $471K 0.01% -196 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 1,529 $471K 0.04% 0 13F-HR Timeline Claro Advisors Inc. 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More: the full row for Bouchey Financial Group, Ltd. 1,136 $350K 0.03% 0 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 1,135 $350K <0.01% +3 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,135 $349K 0.01% 0 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 1,135 $349K 0.05% 0 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 1,112 $342K 0.09% -264 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,112 $342K 0.04% +61 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 1,111 $342K <0.01% +141 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,110 $342K 0.02% -117 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 1,109 $342K 0.33% 0 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 1,105 $340K 0.14% 0 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,101 $339K 0.02% 0 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 1,100 $339K 0.06% 0 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 1,098 $338K 0.01% -4,167 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,097 $338K 0.02% 0 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 1,093 $337K 0.03% 0 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 1,095 $337K 0.07% +30 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,093 $337K 0.02% 0 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 1,093 $336K 0.06% 0 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 1,092 $336K 0.03% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 1,086 $334K <0.01% -556 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 1,085 $334K 0.26% +195 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 1,080 $332K 0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 1,076 $331K 0.1% 0 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 1,074 $331K 0.14% -6 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 1,073 $330K 0.07% -28 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,065 $329K 0.01% +277 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 1,042 $324K 0.09% +5 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,050 $323K 0.02% -347 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 1,050 $323K 0.03% 0 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 1,048 $323K 0.26% 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 1,048 $323K 0.02% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. 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More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 1,000 $308K 0.1% +3 13F-HR Timeline Creegan & Nassoura Financial Group, LLC More: the full row for Creegan & Nassoura Financial Group, LLC 1,000 $308K 0.2% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 996 $307K 0.04% -18,994 13F-HR/A Timeline Group COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 991 $305K 0.01% -33 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 988 $304K 0.02% +529 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 986 $303K 0.05% 0 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 984 $303K 0.05% 0 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 976 $301K 0.18% +3 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 964 $297K 0.01% 0 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 964 $297K 0.07% 0 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 956 $296K 0.05% -103 13F-HR Timeline Shorepoint Capital Partners LLC More: the full row for Shorepoint Capital Partners LLC 960 $296K 0.06% 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 957 $295K <0.01% +9 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 955 $294K 0.2% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 953 $293K 0.2% 0 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 952 $293K 0.24% 0 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 950 $293K 0.05% -1 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 950 $293K 0.03% -2 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 949 $292K 0.02% -10 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 943 $290K <0.01% -159 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 939 $289K 0.04% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 938 $289K 0.17% 0 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 937 $288K 0.18% +3 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 935 $288K 0.06% +34 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 935 $288K 0.04% -33 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 934 $288K 0.25% +2 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 936 $286K 0.08% new 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 928 $286K 0.08% 0 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 927 $285K 0.01% -235 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 924 $284K 0.05% +28 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. 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Wright Associates Inc. 922 $284K 0.11% +1 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 920 $283K 0.01% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 920 $283K 0.01% new 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 895 $282K 0.05% -60 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 910 $280K 0.08% 0 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 909 $280K 0.06% 0 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 908 $280K 0.09% 0 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 903 $278K 0.11% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 901 $277K 0.02% -8 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 900 $277K 0.09% new 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 897 $276K 0.02% -16 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 896 $276K 0.02% 0 13F-HR Timeline Midwest Professional Planners, LTD. 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