Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 6,213 $545K 0.18% +33 13F-HR Timeline Sovereign's Capital Management, LLC More: the full row for Sovereign's Capital Management, LLC 6,211 $545K 0.32% +811 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 6,204 $545K 1.1% -995 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 6,195 $544K 0.18% -70 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 6,187 $543K 0.12% 0 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 6,178 $542K 0.08% -651 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 6,165 $542K 0.03% +49 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 6,164 $541K 0.23% +1 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 6,163 $541K 0.6% 0 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 5,987 $541K 0.1% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 6,152 $540K 0.21% -1,362 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 6,143 $539K 0.11% -152 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 6,143 $539K 0.12% +2,931 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 6,138 $539K <0.01% +377 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Friday Financial More: the full row for Friday Financial 5,993 $538K 0.32% new 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 6,119 $537K 0.18% +228 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 6,085 $537K 0.4% +220 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 83,725 $537K 0.29% +78,702 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 6,115 $537K 0.1% +171 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 6,111 $536K 0.58% +749 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 6,108 $536K 0.07% -767 13F-HR Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 6,106 $536K 0.11% new 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 6,103 $536K 0.15% +128 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 6,102 $536K 0.35% 0 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 6,101 $536K 0.39% -48 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 6,095 $535K 0.08% +511 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 6,085 $534K 0.1% +458 13F-HR Timeline M. Kraus & Co More: the full row for M. Kraus & Co 6,084 $534K 0.16% 0 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 6,065 $534K 0.43% +300 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 6,062 $532K 0.21% +41 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 6,060 $532K 0.46% 0 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 6,059 $532K 0.1% -582 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 6,039 $530K 0.27% +912 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 6,030 $529K 0.33% +176 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 6,021 $529K 0.14% -432 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 6,018 $528K 0.06% +108 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 6,014 $528K 0.12% -114 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 6,012 $528K 0.27% +1 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 6,006 $527K 0.18% -503 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 5,607 $527K 0.12% +22 13F-HR Timeline One68 Global Capital, LLC More: the full row for One68 Global Capital, LLC 6,000 $527K 0.26% new 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 6,000 $527K 0.31% 0 13F-HR Timeline EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 6,000 $527K 0.34% 0 13F-HR Timeline Willow Creek Wealth Management Inc. 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More: the full row for Retirement Investment Advisors, Inc. 5,916 $519K 0.05% 0 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 5,905 $518K 0.47% +3 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 5,870 $517K 0.22% -67 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 5,885 $517K 0.32% +106 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 5,885 $517K 0.39% -165 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 5,861 $515K 0.13% -100 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 5,860 $514K 0.08% +31 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 5,858 $514K 0.19% -240 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 5,856 $514K 0.03% +6 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 5,854 $514K 0.12% +6 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 5,853 $514K 0.01% +76 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 5,851 $514K 0.06% 0 13F-HR Timeline Seaside Wealth Management, Inc. 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ALLISON & CO., INC. 5,806 $510K 0.5% +388 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 5,792 $508K 0.11% 0 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 5,776 $507K 0.26% +368 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 5,772 $507K 0.06% +185 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 5,772 $507K 0.34% -80 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 5,770 $507K 0.34% -50 13F-HR/A Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 5,762 $506K 0.04% +57 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 5,761 $506K 0.28% -5,009 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 5,756 $505K 0.07% -16,699 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 5,754 $505K 0.08% -560 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 5,754 $505K 0.23% -738 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 5,747 $505K 0.06% +50 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 5,744 $504K 0.08% +128 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 5,743 $504K 0.12% -77 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 5,742 $504K 0.11% +539 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 5,732 $503K 0.13% new 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. 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More: the full row for Symphony Financial Services, Inc. 5,637 $495K 0.32% -19 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 5,633 $495K 0.23% +907 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 5,631 $494K 0.6% 13F-HR Timeline BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 5,803 $494K 0.25% -3,158 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 5,617 $493K 0.43% +1,005 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 5,605 $492K 0.74% +370 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 5,604 $492K 0.1% +517 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 5,595 $491K 0.5% +341 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 5,594 $491K 0.2% +26 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 5,582 $490K 0.36% -63 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 5,574 $489K 0.27% -14 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 5,561 $488K 0.48% -208 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 5,559 $488K 0.31% -34 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 5,539 $486K 0.41% +3 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 5,528 $485K 0.13% +16 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 5,493 $482K 0.14% -16,737 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 5,492 $482K 0.04% 0 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 5,478 $481K 0.24% +264 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 5,472 $480K 0.15% 0 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 5,470 $480K 0.24% +283 13F-HR Timeline Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 5,455 $479K 0.18% -1 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 5,449 $478K 0.31% -1,154 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 5,446 $478K 0.46% -3,204 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 5,441 $478K 0.25% +45 13F-HR Timeline Strategic Planning, Inc. More: the full row for Strategic Planning, Inc. 5,434 $477K 0.27% 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 5,427 $476K 0.29% -92 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 5,427 $476K 0.72% 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 5,422 $476K 0.2% +2 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 5,423 $476K 0.07% +271 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 5,418 $476K 0.08% 0 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 5,413 $475K 0.08% +391 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 5,383 $473K 0.03% +1 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 5,360 $471K 0.39% -3,160 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 5,358 $470K 0.1% 0 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 5,345 $469K 0.23% -82 13F-HR Timeline PACIFIC GLOBAL INVESTMENT MANAGEMENT CO More: the full row for PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 5,343 $469K 0.66% -4,864 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 5,333 $468K 0.13% -349 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 5,317 $467K 0.35% -36 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 5,310 $466K 0.05% +171 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 5,308 $466K 0.22% +200 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 5,306 $466K 0.02% +558 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 4,898 $466K 0.06% +1,299 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 5,298 $465K 0.06% +1,716 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 5,297 $465K 0.04% new 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 5,229 $465K 0.14% +249 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 5,282 $464K 0.3% +113 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. 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More: the full row for Bouchey Financial Group, Ltd. 5,216 $459K 0.04% +110 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 5,224 $459K 0.13% -880 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 5,210 $457K 0.04% new 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 5,166 $454K 0.26% -4,410 13F-HR Timeline LAWSON KROEKER INVESTMENT MANAGEMENT IN… More: the full row for LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 5,166 $454K 0.08% -4,200 13F-HR Timeline Shotwell Rutter Baer Inc More: the full row for Shotwell Rutter Baer Inc 5,449 $453K 0.4% -50 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 5,144 $453K 0.21% -300 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 5,151 $452K 0.21% +150 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 5,142 $451K 0.41% -1,516 13F-HR Timeline Wolf Group Capital Advisors More: the full row for Wolf Group Capital Advisors 5,140 $451K 0.15% new 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 5,139 $451K 0.28% +20 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 5,076 $451K 0.25% 0 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 5,131 $450K 0.11% +27 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 5,116 $449K 0.08% +181 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 5,112 $449K 0.11% -476 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 5,107 $448K 0.17% +768 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 5,106 $448K 0.06% +81 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 5,103 $448K 0.43% -22 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 5,102 $448K 0.15% +410 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 5,093 $447K 0.08% -600 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 5,091 $447K 0.13% +273 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 5,081 $446K 0.02% 0 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 5,061 $444K 0.35% -267 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 5,050 $443K 0.01% +612 13F-HR Timeline Group Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 5,048 $443K 0.21% -928 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 5,038 $442K 0.17% -400 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 4,765 $442K 0.09% -422 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 5,030 $442K 0.21% -128 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 5,033 $442K 0.28% -279 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 5,025 $441K 0.11% -848 13F-HR Timeline Treasure Coast Financial Planning More: the full row for Treasure Coast Financial Planning 5,016 $440K 0.27% +1,000 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 5,000 $439K 0.32% +1,500 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 5,000 $439K 0.13% new 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 4,991 $438K 0.34% -4,784 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 4,982 $437K 0.04% +600 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 4,961 $437K 0.07% 0 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 4,972 $436K 0.29% +198 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 4,957 $435K 0.13% -827 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 4,950 $435K 0.14% -1,313 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 4,679 $434K 0.36% -243 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 4,942 $434K 0.34% +1,607 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 4,940 $434K 0.25% -108 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 4,923 $432K 0.36% -215 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 4,916 $432K 0.16% -458 13F-HR Timeline