Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 5,468 $274K 0.08% +27 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 5,468 $274K 0.07% +61 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 5,462 $274K 0.15% -1,232 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 5,457 $274K 0.07% -168 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 5,456 $274K 0.14% +70 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 5,446 $273K 0.04% +284 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 5,442 $273K 0.14% +37 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 5,442 $273K 0.12% 0 13F-HR Timeline Junk Investment Group, LLC More: the full row for Junk Investment Group, LLC 5,431 $273K 0.14% 13F-HR Timeline WINSLOW ASSET MANAGEMENT INC More: the full row for WINSLOW ASSET MANAGEMENT INC 5,427 $272K 0.05% -100 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 5,416 $272K 0.18% -1,196 13F-HR Timeline Todd Wealth Management, LLC More: the full row for Todd Wealth Management, LLC 5,414 $272K 0.25% -16 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 5,408 $271K 0.02% new 13F-HR/A Timeline Curat Global, LLC More: the full row for Curat Global, LLC 5,400 $271K 0.27% -240 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 5,399 $271K 0.06% new 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 5,397 $271K 0.03% -680 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 5,395 $271K 0.04% new 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 5,386 $270K 0.02% -3,193 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 5,366 $269K 0.06% 0 13F-HR Timeline Peak Wealth Management LLC More: the full row for Peak Wealth Management LLC 5,360 $269K 0.22% +100 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 5,360 $269K 0.02% -1,388 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 5,358 $269K 0.04% -3,266 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 5,346 $268K 0.11% -300 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 5,338 $268K 0.02% +218 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 5,325 $267K 0.06% -1,812 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 5,320 $267K 0.05% +16 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 5,315 $267K 0.13% 0 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 5,313 $267K 0.3% -501 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 5,305 $266K 0.04% 0 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 5,290 $266K 0.17% -138 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 5,289 $266K 0.16% 0 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 5,283 $265K 0.09% +259 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 5,281 $265K 0.06% new 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 5,253 $264K 0.13% +181 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 5,246 $263K 0.08% -881 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 5,245 $263K 0.18% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 5,244 $263K 0.14% 0 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 5,242 $263K 0.15% -47 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 5,242 $263K 0.13% 0 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 5,233 $263K <0.01% -128,456 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 5,243 $263K 0.07% new 13F-HR Timeline Clark & Stuart, Inc More: the full row for Clark & Stuart, Inc 5,225 $262K 0.18% 0 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 5,215 $262K 0.05% -2,851 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 5,209 $261K 0.08% 0 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 5,177 $260K 0.01% -951 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 5,166 $259K 0.05% +32 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 5,162 $259K 0.08% -315 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 5,161 $259K 0.17% -126 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 5,157 $259K 0.03% -1,500 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 5,466 $259K 0.03% +1,087 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 5,154 $259K 0.01% 0 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 5,147 $258K 0.15% +106 13F-HR Timeline Paragon Capital Management LLC More: the full row for Paragon Capital Management LLC 5,141 $258K 0.13% new 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 5,125 $257K 0.08% new 13F-HR Timeline Lauer Wealth, LLC More: the full row for Lauer Wealth, LLC 5,354 $257K 0.21% -381 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 5,118 $257K 0.12% -100 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 5,112 $257K 0.04% new 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 5,112 $257K 0.03% new 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 5,100 $256K 0.08% new 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 5,100 $256K 0.12% 0 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 5,098 $256K <0.01% -258 13F-HR Timeline Group ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 5,081 $255K 0.08% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 5,155 $255K 0.03% -75 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 5,077 $255K 0.22% new 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 5,065 $254K 0.07% -455 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 5,050 $253K 0.03% -349 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 5,046 $253K 0.07% new 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 5,040 $253K 0.06% new 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 5,036 $253K 0.03% new 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 5,015 $252K 0.13% 0 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 5,013 $252K 0.14% -203 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 5,011 $252K 0.12% +13 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 5,009 $251K 0.06% -104 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 5,009 $251K 0.11% 0 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 5,005 $251K 0.09% 0 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 5,001 $251K 0.05% +14 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 5,000 $251K 0.12% new 13F-HR Timeline Group TORNO CAPITAL, LLC More: the full row for TORNO CAPITAL, LLC 5,000 $251K 0.1% new 13F-HR/A Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 5,000 $251K 0.28% 0 13F-HR Timeline HFR Wealth Management, LLC More: the full row for HFR Wealth Management, LLC 4,993 $251K 0.06% 0 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 4,987 $250K 0.04% new 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 4,985 $250K 0.08% +30 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 4,981 $250K 0.06% new 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 4,978 $250K 0.06% 0 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 4,975 $250K 0.17% 0 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 4,973 $250K 0.24% -29 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 4,973 $250K 0.01% -23 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 4,969 $249K 0.17% 0 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 5,290 $249K 0.04% new 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 4,962 $249K 0.02% new 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 4,932 $248K 0.07% -2,723 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 4,924 $247K 0.06% new 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 4,922 $247K 0.03% +8 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 4,921 $247K 0.02% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 4,913 $247K 0.22% new 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 4,906 $246K 0.07% -753 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 4,878 $245K 0.04% new 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 4,873 $245K 0.05% new 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 5,185 $244K 0.03% -93 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 4,861 $244K 0.02% new 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 4,856 $244K 0.07% new 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 4,850 $243K 0.04% new 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 4,848 $243K 0.11% -4,550 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 4,846 $243K 0.25% -1,000 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 4,838 $243K 0.21% new 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 4,831 $243K 0.1% -109 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 4,824 $242K 0.03% new 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 4,821 $242K 0.09% new 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 4,817 $242K 0.03% -7,050 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 4,814 $242K 0.07% new 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 4,814 $242K 0.08% new 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 4,811 $241K 0.02% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 4,810 $241K 0.05% -335 13F-HR Timeline CHECK CAPITAL MANAGEMENT INC/CA More: the full row for CHECK CAPITAL MANAGEMENT INC/CA 4,800 $241K 0.01% -1,060 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 4,799 $241K 0.09% new 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 4,792 $241K 0.13% -5,564 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 4,776 $240K 0.16% -318 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 5,175 $239K 0.03% new 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 4,753 $239K 0.06% -150,663 13F-HR Timeline Elevation Advisory Partners LLC More: the full row for Elevation Advisory Partners LLC 6,052 $238K 0.22% 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 5,133 $238K 0.08% -1,632 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 4,738 $238K 0.03% new 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 4,735 $238K 0.09% new 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 4,733 $238K <0.01% new 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 4,718 $237K 0.13% new 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 4,716 $237K 0.09% -2,342 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 4,715 $237K 0.1% -4,056 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 4,715 $237K 0.16% new 13F-HR Timeline Mann Financial Group, Inc. More: the full row for Mann Financial Group, Inc. 4,711 $236K 0.22% -2,335 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 4,710 $236K 0.03% -585 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 4,709 $236K 0.03% -1,018 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 4,700 $236K 0.12% new 13F-HR Timeline Taylor Securities Services, Inc. More: the full row for Taylor Securities Services, Inc. 4,700 $236K 0.11% new 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 4,693 $236K 0.09% -953 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 4,693 $236K 0.07% new 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 4,770 $236K 0.04% new 13F-HR Timeline MTM FINANCIAL GROUP, LLC More: the full row for MTM FINANCIAL GROUP, LLC 4,691 $235K 0.11% new 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 4,689 $235K 0.08% new 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 4,687 $235K 0.03% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 4,686 $235K 0.02% 0 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 4,678 $235K 0.05% new 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 4,673 $235K 0.2% +1 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 4,671 $234K 0.05% new 13F-HR Timeline REAVES W H & CO INC More: the full row for REAVES W H & CO INC 4,665 $234K <0.01% new 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 4,665 $234K 0.06% new 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 4,653 $234K 0.23% new 13F-HR Timeline Haven Capital Group, Inc. More: the full row for Haven Capital Group, Inc. 4,653 $234K 0.22% new 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 4,647 $233K 0.12% new 13F-HR/A Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 4,635 $233K 0.06% new 13F-HR Timeline Independent Wealth Advisors LLC More: the full row for Independent Wealth Advisors LLC 4,629 $232K 0.23% new 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 4,625 $232K 0.03% new 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 4,625 $232K 0.07% +14 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 4,616 $232K 0.05% new 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 4,611 $231K 0.07% new 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 4,606 $231K 0.06% new 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 4,601 $231K 0.03% new 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 4,598 $231K 0.11% new 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 4,609 $230K 0.19% new 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 4,566 $229K 0.11% new 13F-HR Timeline NESTEGG ADVISORS, INC. More: the full row for NESTEGG ADVISORS, INC. 4,559 $229K 0.2% new 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 4,559 $229K 0.07% 13F-HR/A Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 4,555 $229K 0.14% -500 13F-HR Timeline Prism Planning Partners LLC More: the full row for Prism Planning Partners LLC 4,554 $229K 0.27% -825 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 4,544 $228K 0.04% -500 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 4,544 $228K 0.08% -530 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 4,542 $228K 0.02% new 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 4,541 $228K 0.08% new 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 4,534 $228K 0.04% -9,076 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 4,533 $228K 0.1% new 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 4,520 $227K 0.02% new 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 4,519 $227K 0.15% new 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 4,515 $227K 0.02% new 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 4,515 $227K 0.08% +275 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 4,512 $227K 0.02% -331,924 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 4,511 $226K 0.07% new 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 4,510 $226K 0.03% -830 13F-HR Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 4,510 $226K 0.14% new 13F-HR Timeline Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 4,502 $226K 0.03% 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 4,495 $226K 0.06% 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 4,487 $225K 0.04% +1,188 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 4,474 $225K 0.03% new 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 4,468 $224K 0.03% new 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 4,467 $224K 0.05% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 4,457 $224K 0.06% new 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 2,748 $224K 0.1% new 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 4,445 $223K 0.03% new 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 4,444 $223K 0.11% new 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 4,440 $223K 0.04% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 4,440 $223K 0.07% -960 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 4,436 $223K <0.01% -1,482 13F-HR Timeline Group Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 4,433 $223K 0.13% new 13F-HR Timeline CULTIVAR CAPITAL, INC. More: the full row for CULTIVAR CAPITAL, INC. 4,431 $222K 0.14% new 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 4,426 $222K 0.05% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 4,425 $222K 0.09% +50 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 4,417 $222K 2.05% new 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 4,410 $221K 0.06% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 4,406 $221K 0.02% -7 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 4,399 $221K 0.08% new 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 4,397 $221K 0.04% new 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 4,397 $221K 0.03% new 13F-HR/A Timeline