Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 4,444 $638K <0.01% -135 13F-HR Timeline Group MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 4,101 $638K 0.09% +25 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 4,442 $637K 0.06% +1,550 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 4,419 $634K 0.01% +268 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 4,412 $633K 0.16% 0 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 4,408 $633K 0.42% 13F-HR Timeline Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 4,393 $630K 0.93% +156 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 4,391 $630K 0.14% +2 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 4,383 $629K 0.24% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 4,382 $629K <0.01% +2,892 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 4,379 $628K 0.02% -485 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 4,379 $628K 0.01% +29 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 4,372 $627K 0.34% -397 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 4,371 $627K 0.13% -231 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 4,359 $626K 0.08% +28 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 4,355 $625K 0.04% +130 13F-HR/A Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 4,337 $623K 0.08% -99 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 4,330 $621K 0.01% 0 13F-HR Timeline Group INVESTED ADVISORS More: the full row for INVESTED ADVISORS 4,324 $621K 0.64% new 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 4,311 $619K 0.57% 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 4,310 $619K 0.06% 0 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 4,308 $618K 0.44% -57 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 4,306 $618K 0.02% -276 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 4,296 $617K 0.2% +526 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,286 $615K 0.07% new 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 4,266 $612K 0.04% +2 13F-HR Timeline SWS Partners More: the full row for SWS Partners 4,254 $611K 0.15% -114 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 4,249 $610K 0.12% +13 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 4,240 $608K 0.15% +3 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4,231 $607K 0.03% 0 13F-HR Timeline Group Element Wealth, LLC More: the full row for Element Wealth, LLC 4,217 $605K 0.25% +1,830 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 4,182 $600K 0.05% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 4,180 $600K 0.03% 0 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 4,158 $597K 0.11% 0 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 4,156 $597K 0.07% +5 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 4,155 $596K 0.07% -65 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 4,139 $594K 0.13% +83 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 4,118 $591K 0.18% 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 4,113 $590K 0.18% +178 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 4,110 $590K 0.15% 0 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 4,095 $588K 0.27% +285 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 4,084 $586K 0.05% 0 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 4,082 $586K 0.25% +204 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 4,076 $585K 0.32% -314 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 4,073 $584K 0.43% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 4,018 $583K 0.06% -599 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 4,053 $582K 0.01% 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 4,050 $581K 0.08% 0 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,047 $581K 0.06% -254 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 4,045 $580K 0.02% -1,311 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 4,040 $580K 0.15% +48 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 4,004 $575K 0.02% 0 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 4,000 $574K 0.25% 0 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 3,842 $571K 0.11% +316 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 3,968 $570K 0.23% 0 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 3,955 $568K 0.33% +555 13F-HR Timeline Group GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 3,944 $566K 0.02% +31 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 3,938 $565K 0.22% 0 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 3,930 $564K 0.15% -66 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 3,893 $559K 0.44% new 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 3,892 $559K 0.31% -266 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 3,891 $558K 0.05% +508 13F-HR Timeline Group Heritage Trust Co More: the full row for Heritage Trust Co 3,878 $557K 0.06% -1,779 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 3,858 $554K 0.17% +10 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 3,851 $553K 0.38% -155 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 3,843 $552K 0.31% +338 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 3,838 $551K 0.21% 0 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 3,829 $550K 0.29% +1,018 13F-HR Timeline MARS JEWETT FINANCIAL GROUP, INC. More: the full row for MARS JEWETT FINANCIAL GROUP, INC. 3,498 $547K 0.16% 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 3,813 $547K 0.24% 0 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 3,803 $546K 0.37% 0 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 3,800 $545K 0.02% 0 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 3,793 $545K 0.08% -247 13F-HR Timeline Altrius Capital Management Inc More: the full row for Altrius Capital Management Inc 3,784 $543K 0.12% +294 13F-HR Timeline RCW Management, LLC More: the full row for RCW Management, LLC 3,780 $543K 0.55% 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 3,777 $542K 0.11% +11 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 3,770 $541K 0.18% 0 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 3,765 $540K 0.35% 0 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 3,763 $540K 0.12% 0 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 3,632 $540K 0.25% +600 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 3,760 $540K 0.05% +1,500 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 3,743 $537K 0.35% +195 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 3,734 $536K 0.17% -229 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 3,725 $535K 0.23% +6 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 3,716 $533K 0.02% 0 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 3,710 $532K 0.29% +17 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 3,708 $532K 0.24% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 3,705 $532K 0.07% -128 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 3,700 $531K 0.09% 0 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 3,693 $530K 0.02% +1 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,829 $530K 0.04% -287 13F-HR Timeline Blom & Howell Financial Planning, Inc. More: the full row for Blom & Howell Financial Planning, Inc. 3,690 $530K 0.53% 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 3,681 $528K 0.22% +557 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 3,678 $528K 0.11% -32 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 3,677 $528K 0.13% 0 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 3,654 $524K 0.03% +74 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 3,653 $524K 0.26% -191 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 3,653 $524K 0.06% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 3,645 $523K 0.16% -270 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 3,643 $523K 0.05% 0 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 3,507 $522K 0.03% -1,156 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 3,635 $522K 0.32% new 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 3,601 $517K 0.17% +732 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 3,600 $517K 0.05% 0 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 3,593 $516K 0.08% 0 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 3,592 $516K 0.29% new 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 3,588 $515K 0.4% -125 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 3,587 $515K 0.11% -58 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 3,574 $513K 0.01% -136 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 3,546 $509K 0.06% +2,303 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 3,541 $508K 0.32% +14 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 3,534 $507K 0.31% +587 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 3,529 $506K 0.77% 0 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 3,464 $503K 0.17% +20 13F-HR Timeline Friday Financial More: the full row for Friday Financial 3,499 $502K 0.18% 0 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 3,347 $502K 0.19% -66 13F-HR/A Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,497 $502K 0.03% +76 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 3,478 $499K 0.05% -214 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 3,475 $499K 0.03% 0 13F-HR Timeline Group WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 3,472 $498K 0.36% +7 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 3,470 $498K 0.09% new 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 3,461 $497K 0.01% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,458 $496K 0.02% +1,101 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 3,455 $496K 0.02% 0 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 3,450 $495K 0.17% +562 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 3,446 $495K 0.35% +19 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 3,444 $494K 0.08% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,440 $494K 0.01% -35 13F-HR Timeline Group TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 3,435 $493K 0.04% 0 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 3,428 $492K 0.28% +540 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 3,420 $491K 0.08% -638 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 3,399 $488K 0.32% +257 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,396 $488K 0.01% -576 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 3,379 $485K 0.05% +22 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 3,375 $484K 0.02% 0 13F-HR Timeline Group Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 3,350 $481K 0.09% -200 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,349 $481K 0.03% -154 13F-HR Timeline Group GDS Wealth Management More: the full row for GDS Wealth Management 3,348 $481K 0.03% 0 13F-HR Timeline Breachway Investments LLC More: the full row for Breachway Investments LLC 3,348 $480K 0.51% 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 3,343 $480K 0.5% +91 13F-HR Timeline Weitzel Financial Services, Inc. More: the full row for Weitzel Financial Services, Inc. 3,305 $478K 0.19% 0 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 3,327 $477K 0.19% +16 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 3,326 $477K 0.15% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 3,300 $474K 0.14% 0 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 3,281 $471K 0.21% new 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 3,271 $469K 0.05% -442 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 3,263 $468K 0.06% -128 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 3,260 $468K 0.1% -136 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 3,256 $467K 0.19% 0 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 3,248 $466K 0.21% +101 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 3,245 $466K 0.02% new 13F-HR Timeline Group KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 3,234 $464K 0.33% -188 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 3,007 $464K 0.11% -240 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 3,160 $464K 0.02% +328 13F-HR Timeline Vannoy Advisory Group, Inc. More: the full row for Vannoy Advisory Group, Inc. 3,219 $462K 0.29% 0 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 3,213 $461K 0.05% +371 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 3,200 $459K 0.11% 0 13F-HR Timeline Group Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 3,199 $459K 0.18% +21 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 3,193 $458K 0.02% 0 13F-HR Timeline Group L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 3,191 $458K 0.05% 0 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 3,186 $457K 0.12% +686 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 3,183 $457K <0.01% -492 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 3,172 $455K 0.03% +1,320 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 3,166 $454K 0.03% 0 13F-HR Timeline Group Kirkwood Financial Services More: the full row for Kirkwood Financial Services 3,143 $451K 0.16% -1 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 3,139 $450K 0.02% -29 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 3,126 $449K 0.31% +600 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 3,123 $448K 0.31% +1 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 3,118 $447K 0.12% 0 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 3,114 $447K 0.11% -124 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 3,111 $447K 0.04% +3 13F-HR Timeline J. R. Prunier Capital Management LLC More: the full row for J. R. Prunier Capital Management LLC 3,108 $446K 0.19% 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 3,107 $446K 0.03% -1,342 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 3,075 $441K 0.15% 0 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 3,073 $441K 0.18% 0 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 3,068 $440K 0.23% +17 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 3,055 $438K 0.1% -169 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 2,901 $438K 0.06% 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 3,053 $438K 0.22% +72 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 3,050 $438K 0.33% 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 3,036 $436K 0.31% -3 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 3,035 $436K 0.25% 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 3,029 $435K 0.32% -378 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 3,015 $433K 0.22% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 3,005 $431K 0.04% +5 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 3,001 $431K 0.22% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,999 $430K 0.06% -55 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 2,999 $430K 0.13% -187 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 2,989 $429K 0.2% 0 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 2,982 $428K <0.01% -392 13F-HR Timeline Group OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 2,978 $427K 0.09% -352 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 2,970 $426K 0.02% +1,474 13F-HR Timeline Group INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 2,960 $425K 0.02% 0 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 2,999 $423K 0.15% +4 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 2,935 $421K <0.01% 0 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 2,933 $421K 0.06% +2 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 2,929 $420K 0.21% 13F-HR Timeline Calder Financial LLC More: the full row for Calder Financial LLC 2,926 $420K 0.41% 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 2,925 $420K 0.1% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 2,859 $418K 0.57% +1,332 13F-HR/A Timeline