Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 2,109 $418K 0.14% +285 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 2,101 $417K 0.2% -731 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 2,092 $415K 0.14% -1,304 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 2,088 $414K 0.04% -35 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 2,083 $413K 0.09% +305 13F-HR Timeline Crumly & Associates Inc. 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LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,871 $371K 0.02% -85 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,871 $371K 0.04% -601 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,875 $371K 0.02% -17 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 1,870 $371K 0.01% -518 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 1,866 $370K 0.11% -178 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 1,936 $369K 0.15% -178 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 1,859 $368K 0.05% +431 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 1,854 $368K 0.21% +1,074 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 1,853 $367K 0.06% -195 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,842 $365K 0.02% -1,912 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 1,841 $365K 0.08% +559 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,840 $365K 0.12% +60 13F-HR Timeline Group KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 1,838 $364K 0.05% -825 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 1,833 $363K 0.04% 0 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 1,822 $361K 0.2% +822 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 1,820 $361K 0.06% +264 13F-HR Timeline Facet Wealth, Inc. 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More: the full row for NBT BANK, N.A. 1,750 $347K 0.02% -246 13F-HR Timeline Group PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 1,745 $346K 0.09% +145 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. 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More: the full row for Financial Security Advisor, Inc. 1,445 $287K 0.05% -366 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 1,443 $286K 0.04% +1,244 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 1,442 $286K 0.02% -58,426 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,435 $285K 0.02% -636 13F-HR Timeline Group GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 1,432 $284K <0.01% +485 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,431 $284K 0.13% -504 13F-HR Timeline Widmann Financial Services, Inc. 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More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 1,416 $281K 0.02% -518 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,404 $278K 0.01% -253 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 1,403 $278K 0.07% +34 13F-HR Timeline