Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 6,563 $822K 0.34% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 6,547 $820K 0.1% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 6,541 $820K 0.03% +92 13F-HR Timeline Group Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 6,532 $818K 0.1% +176 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 6,522 $817K 0.25% -19 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 6,515 $816K 0.23% 0 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 6,512 $816K 0.24% 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 6,504 $815K 0.1% -2,458 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 6,497 $814K 0.15% +342 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 6,489 $813K 0.19% -127 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 6,475 $811K 0.33% +9 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 6,455 $809K 0.46% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 6,454 $809K 0.12% -86 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 6,450 $808K 0.32% -42 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 6,449 $808K 0.06% -210 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 6,443 $807K 0.05% +221 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 6,407 $807K 0.41% +54 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 6,374 $803K 0.59% -237 13F-HR Timeline VIRGINIA WEALTH MANAGEMENT GROUP, INC. More: the full row for VIRGINIA WEALTH MANAGEMENT GROUP, INC. 6,365 $798K 0.47% +100 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 6,362 $797K 0.23% 0 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 6,352 $796K 0.39% +25 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 6,351 $796K 0.23% -594 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 6,332 $793K 0.25% -209 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 6,294 $789K 0.16% 13F-HR Timeline ALONGSIDE, LLC More: the full row for ALONGSIDE, LLC 6,292 $788K 0.26% 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 6,275 $787K 0.35% +155 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 6,262 $785K 0.09% -37 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 6,252 $783K 0.36% +169 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 6,244 $782K 0.28% 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 6,243 $782K 0.05% +147 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 6,237 $781K 0.05% +666 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 6,236 $781K 0.22% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 6,219 $779K 0.05% -1,889 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 6,218 $779K 0.44% +47 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 6,217 $779K 0.4% +84 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 6,210 $778K 0.07% -154 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 6,197 $777K 0.18% -1,331 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 6,193 $776K 0.41% 0 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 6,178 $774K 0.13% +18 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 6,165 $772K 0.04% -6,929 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 6,154 $771K 0.21% -254 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 6,151 $771K 0.1% -256 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 6,148 $770K 0.61% +295 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 6,145 $770K 0.25% 0 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 6,144 $770K 0.55% +27 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 6,140 $769K 0.06% -23 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 6,100 $764K 1.75% new 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 6,098 $764K 0.17% +45 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 6,096 $764K 0.1% +358 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 6,080 $762K 0.24% 0 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 6,077 $761K 0.15% -500 13F-HR Timeline Leith Wheeler Investment Counsel Ltd. More: the full row for Leith Wheeler Investment Counsel Ltd. 6,055 $759K 0.06% new 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 6,050 $758K 0.61% -460 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 6,024 $755K 0.32% -60 13F-HR Timeline RICE HALL JAMES & ASSOCIATES, LLC More: the full row for RICE HALL JAMES & ASSOCIATES, LLC 6,019 $754K 0.04% -10 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 6,004 $752K 0.22% +104 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 6,782 $752K 0.11% -725 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 5,998 $752K 0.88% -225 13F-HR Timeline Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 5,989 $750K 0.81% 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 5,987 $750K 0.07% -33 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 5,984 $750K 0.07% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 5,981 $749K 0.18% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 5,974 $748K 0.18% -24 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 5,959 $747K 0.03% +59 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 5,935 $744K 0.03% +1 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 5,924 $742K 0.23% 0 13F-HR Timeline NEW VERNON INVESTMENT MANAGEMENT LLC in group New Vernon Capital Holdings I… More: the full row for NEW VERNON INVESTMENT MANAGEMENT LLC 5,918 $741K 0.72% 0 13F-HR Timeline Group KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 5,910 $740K 0.18% 0 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 5,909 $740K 0.21% -10 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 5,895 $739K 0.01% -797 13F-HR Timeline Group ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 5,891 $738K 0.23% 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 5,881 $737K 0.05% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 5,864 $735K 0.08% -1,305 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 5,864 $735K 0.16% +255 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 5,843 $732K 0.26% +18 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 5,816 $729K 0.02% -846 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 5,811 $728K 0.05% -93 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 5,802 $727K 0.05% -91 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 5,777 $724K 0.05% -1,075 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 5,769 $723K 0.18% +79 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 5,767 $723K 0.38% 0 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 5,764 $722K 0.37% +43 13F-HR Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 5,750 $720K 0.56% 0 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 5,747 $720K 0.48% -800 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 5,739 $719K 0.05% -1,736 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 5,735 $719K 0.22% +662 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 5,730 $718K 0.51% +465 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 5,722 $717K 0.62% +443 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 5,717 $716K 0.38% +689 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 5,715 $716K 0.56% -356 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 5,708 $715K 0.28% +61 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 5,697 $714K 0.11% +877 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 6,516 $713K 0.48% 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 5,685 $712K 0.07% -405 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 5,666 $710K 0.17% -19 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 5,646 $707K 0.21% -15 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 5,642 $707K 0.13% -777 13F-HR Timeline SOROS CAPITAL MANAGEMENT LLC in group SOROS FUND MANAGEMENT LLC More: the full row for SOROS CAPITAL MANAGEMENT LLC 5,611 $703K 0.18% 0 13F-HR Timeline Group Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 5,605 $702K 0.43% 0 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 5,585 $700K 0.09% -13 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 5,556 $696K 0.04% -972 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 5,600 $696K 0.24% 0 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 5,551 $695K 0.36% +152 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 5,549 $695K 0.2% -24 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 5,511 $690K 0.16% +80 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 5,502 $689K 0.03% +957 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 5,501 $689K 0.54% 0 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 5,485 $687K 0.32% -250 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 5,482 $687K 0.08% -21 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 5,479 $686K 0.4% 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 5,470 $685K 0.29% -175 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 5,455 $683K 0.13% -1,776 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 5,455 $683K 0.37% 0 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 5,443 $682K 0.06% 0 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 5,431 $680K 0.08% 0 13F-HR Timeline Patrick Mauro Investment Advisor, INC. More: the full row for Patrick Mauro Investment Advisor, INC. 5,411 $678K 0.35% +210 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 5,406 $677K 0.18% +1,759 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 5,405 $677K 0.16% -450 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 5,403 $677K 0.09% +310 13F-HR Timeline PARADIGM CAPITAL MANAGEMENT INC/NY More: the full row for PARADIGM CAPITAL MANAGEMENT INC/NY 5,400 $677K 0.03% 0 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 5,393 $676K 0.13% +226 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 5,387 $675K 0.08% +113 13F-HR Timeline Winthrop Partners - WNY, LLC More: the full row for Winthrop Partners - WNY, LLC 5,366 $672K 0.36% 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 5,362 $672K 0.11% 0 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 5,360 $672K 0.13% -143 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 5,344 $670K 0.33% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 5,337 $669K 0.33% -985 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 5,327 $667K 0.24% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 5,320 $667K 0.5% new 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 5,319 $666K 0.04% -865 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 5,315 $666K 0.5% 0 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 5,314 $666K 0.21% -2,816 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 5,305 $665K 0.32% -1,295 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 5,300 $664K 0.23% -395 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 5,297 $664K 0.17% -100 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 5,293 $663K 0.09% +1 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 5,285 $662K 0.15% +86 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 5,285 $662K 0.23% +202 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 5,271 $660K 0.2% +22 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 5,266 $660K 0.31% new 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 5,264 $660K 0.17% 0 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 5,255 $658K 0.07% +97 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 5,245 $657K 0.04% +6 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 5,240 $657K 0.18% 0 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 6,019 $657K 0.26% +1,044 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 5,235 $656K 0.65% 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 5,226 $655K 0.13% +3,513 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 5,220 $654K 0.42% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 5,216 $653K 0.06% -125 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 5,200 $652K 0.2% 0 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 5,204 $652K 0.04% +1 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 5,199 $651K 0.1% +1,234 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 5,196 $651K 0.06% +39 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 5,188 $650K 0.04% +1,133 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 5,184 $650K 0.22% +520 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 5,177 $649K 0.18% 0 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 5,173 $648K 0.06% +12 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 5,169 $648K 0.06% -264 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 5,141 $644K 0.04% +825 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 5,135 $643K 0.24% +2 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 5,133 $643K 0.05% -136 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 5,128 $642K 0.03% +1 13F-HR Timeline Group Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 5,127 $642K 0.13% +230 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 5,120 $641K 0.38% +265 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 5,122 $641K 0.07% -850 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 5,104 $639K 0.02% -46 13F-HR Timeline BROOKTREE CAPITAL MANAGEMENT More: the full row for BROOKTREE CAPITAL MANAGEMENT 5,100 $639K 0.43% 0 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 5,098 $639K 0.12% -40 13F-HR Timeline City State Bank More: the full row for City State Bank 5,095 $638K 0.17% +8 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 5,090 $638K 0.14% +2,247 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 5,090 $638K 0.06% 0 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 5,089 $638K 0.02% -173 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 5,133 $638K 0.82% +12 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 5,087 $637K 0.13% -10 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 5,074 $636K 0.09% -42 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 5,068 $635K 0.05% -196 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 5,040 $631K 0.08% +467 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 5,035 $631K 0.04% +945 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 5,026 $630K 0.6% 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 5,021 $629K 0.02% +235 13F-HR Timeline Group CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 5,020 $629K 0.15% -79 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 5,003 $627K 0.12% -57 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 4,994 $626K 0.09% +14 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 4,988 $625K 0.04% -188 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 4,975 $623K 0.06% -135 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 4,944 $623K 0.14% +28 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 4,966 $622K 0.14% +308 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 4,955 $621K 0.39% 0 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 4,950 $620K 0.04% +4 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 4,949 $620K 0.1% +164 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 4,943 $619K 0.09% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 4,934 $618K 0.25% -222 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 4,927 $617K 0.07% -455 13F-HR/A Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 4,926 $617K 0.11% +115 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 4,924 $617K 0.26% +4 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 4,915 $616K 0.05% -51 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 4,909 $615K 0.31% 0 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 4,905 $615K 0.32% -1,160 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 4,901 $614K 0.41% 0 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 4,900 $614K 0.28% 0 13F-HR Timeline Group