Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,872 $266K 0.02% +144 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 1,867 $265K 0.07% -800 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 1,867 $265K 0.03% -987 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 1,864 $265K 0.1% new 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 1,863 $264K 0.1% new 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 1,865 $264K 0.06% new 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,858 $264K 0.04% new 13F-HR Timeline HARRIS ASSOCIATES L P More: the full row for HARRIS ASSOCIATES L P 1,860 $264K <0.01% new 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 1,823 $262K 0.09% new 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 1,846 $262K 0.03% new 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 1,841 $261K 0.25% +1,082 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 1,840 $261K 0.01% new 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 1,835 $260K 0.06% new 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 1,832 $260K 0.13% -34 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 1,829 $260K 0.42% -2,728 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 1,823 $259K 0.1% -180 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 1,816 $258K 0.05% -666 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 1,494 $256K 0.07% new 13F-HR Timeline Hobbs Wealth Management, LLC More: the full row for Hobbs Wealth Management, LLC 1,805 $256K 0.24% new 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 1,799 $255K 0.08% new 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 1,798 $255K 0.08% new 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 1,796 $255K <0.01% -306 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 1,793 $254K 0.1% new 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 1,777 $252K 0.09% -4,449 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 1,776 $252K 0.02% new 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 1,773 $252K <0.01% -265 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 1,763 $250K 0.2% new 13F-HR/A Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 1,762 $250K 0.05% new 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 1,760 $250K 0.09% -665 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 1,759 $250K 0.06% -2,570 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 1,758 $249K 0.04% new 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,756 $249K <0.01% new 13F-HR Timeline Group Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 1,756 $249K 0.04% new 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 1,755 $249K 0.06% new 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 1,575 $249K 0.04% 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 1,753 $249K 0.07% new 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 1,748 $248K 0.07% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,745 $248K 0.11% new 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 1,744 $247K 0.17% new 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 1,739 $247K 0.11% new 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 1,737 $246K 0.02% new 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 1,735 $246K 0.01% -916 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,732 $246K 0.03% -10 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 1,730 $245K 0.03% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,729 $245K 0.05% new 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,729 $245K 0.08% +472 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 1,724 $245K 0.1% new 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 1,719 $244K 0.06% new 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 1,716 $244K 0.03% new 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 1,716 $244K 0.04% new 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 1,376 $243K 0.08% new 13F-HR Timeline ABN AMRO Bank N.V. More: the full row for ABN AMRO Bank N.V. 1,702 $243K <0.01% new 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 1,705 $242K 0.11% -425 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,702 $242K 0.03% +40 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 1,698 $241K 0.19% new 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 1,696 $241K 0.12% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 1,691 $240K 0.05% new 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 1,691 $240K 0.02% -414 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 1,690 $240K 0.06% new 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,687 $239K 0.08% new 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 1,350 $239K 0.11% new 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 1,679 $238K 0.05% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,679 $238K 0.14% +603 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 1,676 $238K 0.04% new 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 1,671 $237K 0.1% -211 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 1,670 $237K 0.25% new 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 1,668 $237K 0.08% new 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 1,666 $236K 0.03% new 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 1,664 $236K 0.15% new 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 1,664 $236K 0.13% new 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 1,663 $236K 0.2% new 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 1,660 $236K 0.04% new 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,659 $235K 0.06% new 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 1,657 $235K 0.01% new 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,654 $235K 0.03% -103 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 1,653 $235K 0.02% -303 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 1,650 $234K 0.04% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,654 $234K 0.1% -1,396 13F-HR Timeline Sebold Capital Management, Inc. More: the full row for Sebold Capital Management, Inc. 1,648 $234K 0.14% new 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 1,646 $234K 0.04% new 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 1,646 $234K 0.06% new 13F-HR Timeline American Trust More: the full row for American Trust 1,643 $233K 0.02% new 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 1,642 $233K 0.06% new 13F-HR Timeline KENNEDY CAPITAL MANAGEMENT LLC More: the full row for KENNEDY CAPITAL MANAGEMENT LLC 1,640 $233K 0.01% new 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,635 $232K 0.05% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,627 $231K 0.02% -7 13F-HR Timeline Group First Interstate Bank More: the full row for First Interstate Bank 1,620 $230K 0.01% new 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 1,620 $230K 0.05% new 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 1,617 $229K 0.02% -388 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 1,615 $229K 0.15% -875 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 1,614 $229K 0.04% -1,312 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,613 $229K 0.01% -499 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 1,613 $229K 0.06% -5,378 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 1,611 $229K 0.06% new 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 1,603 $227K 0.04% new 13F-HR Timeline United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 1,600 $227K 0.01% new 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,600 $227K 0.1% new 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 1,595 $226K <0.01% new 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 1,593 $226K 0.08% new 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 1,590 $226K 0.04% new 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 1,586 $225K 0.02% -1,001 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 1,589 $225K 0.03% new 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 1,582 $224K 0.08% new 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 1,580 $224K 0.08% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,580 $224K 0.01% -17 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 1,578 $224K 0.08% new 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 1,577 $224K 0.1% new 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 1,571 $223K 0.08% new 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 1,566 $222K 0.05% -65,891 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 1,560 $221K 0.05% new 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 1,560 $221K 0.18% new 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,558 $221K 0.04% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,556 $221K 0.02% +209 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 1,553 $220K 0.03% new 13F-HR Timeline Group FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 1,551 $220K 0.01% new 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 1,550 $220K 0.22% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JARISLOWSKY, FRASER Ltd More: the full row for JARISLOWSKY, FRASER Ltd 1,548 $220K <0.01% new 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 1,547 $220K 0.02% new 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 1,546 $219K 0.07% new 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 1,545 $219K 0.1% -2,852 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 1,544 $219K 0.02% new 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,540 $219K 0.01% new 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 1,539 $218K 0.07% new 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 1,361 $218K 0.05% new 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 1,535 $218K 0.01% new 13F-HR Timeline Decatur Capital Management, Inc. More: the full row for Decatur Capital Management, Inc. 1,534 $218K 0.1% new 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 1,532 $217K 0.02% new 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 2,112 $217K 0.02% 0 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,528 $217K 0.02% -1,023 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 1,524 $216K 0.1% new 13F-HR Timeline Omnitrust Wealth Management, Inc More: the full row for Omnitrust Wealth Management, Inc 372 $216K 0.25% 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 1,522 $216K 0.08% new 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,521 $216K 0.01% -490 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,521 $216K 0.02% 0 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 1,520 $216K 0.01% new 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 1,518 $215K 0.06% new 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 1,518 $215K 0.18% new 13F-HR Timeline Dash Acquisitions Inc. More: the full row for Dash Acquisitions Inc. 1,354 $215K 0.05% -500 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 1,556 $215K 0.03% new 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 1,511 $214K 0.13% new 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,504 $213K 0.03% new 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 1,503 $213K 0.14% new 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 1,503 $213K 0.08% -480 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 1,501 $213K 0.16% new 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 1,500 $213K 0.03% new 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 1,232 $213K 0.1% new 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,499 $213K 0.01% 0 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 1,498 $213K 0.1% new 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 1,497 $212K 0.14% new 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 1,496 $212K 0.09% new 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 1,495 $212K 0.05% new 13F-HR Timeline EWG Elevate Inc. More: the full row for EWG Elevate Inc. 1,493 $212K 0.07% new 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 1,489 $211K 0.14% new 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 1,485 $211K 0.03% new 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 1,483 $210K 0.16% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,479 $210K <0.01% +256 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 1,461 $210K 0.04% -21,655 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,475 $209K 0.02% 0 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 1,473 $209K 0.09% new 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1,472 $209K <0.01% -86,751 13F-HR Timeline NBZ Investment Advisors LLC More: the full row for NBZ Investment Advisors LLC 1,469 $208K 0.12% 0 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 1,200 $208K 0.06% new 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 1,461 $207K 0.01% new 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 1,460 $207K 0.11% new 13F-HR Timeline Group VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 1,459 $207K 0.07% new 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 1,454 $206K 0.03% new 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 1,449 $206K 0.05% new 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 1,443 $205K 0.03% new 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 1,443 $205K 0.04% new 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 1,442 $205K 0.09% -1,332 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 1,435 $204K 0.12% new 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 1,435 $204K 0.05% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 1,431 $203K 0.02% -5 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 1,429 $203K 0.02% new 13F-HR Timeline Paloma Partners Management Co in group Paloma Partners Management Co More: the full row for Paloma Partners Management Co 1,429 $203K 0.05% -3,571 13F-HR Timeline Group Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 1,429 $203K 0.03% -16,891 13F-HR Timeline Group Capital Square, LLC More: the full row for Capital Square, LLC 1,384 $203K 0.11% new 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 1,426 $202K 0.02% new 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 1,425 $202K 0.12% -1,100 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 1,425 $202K 0.05% new 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,489 $201K 0.03% new 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 1,414 $201K 0.06% new 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 1,413 $201K 0.06% new 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 1,411 $200K 0.05% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,459 $199K 0.08% +100 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 1,377 $195K 0.07% +1,222 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,373 $195K 0.05% +959 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 1,425 $194K 0.02% 0 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 1,367 $194K 0.19% +840 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1,319 $187K 0.08% +1,318 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,314 $186K 0.02% +102 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 1,288 $183K 0.04% +1 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,285 $182K 0.12% +109 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,223 $174K 0.01% -313 13F-HR Timeline Group REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1,197 $170K 0.04% +173 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,193 $169K 0.07% +735 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 1,183 $168K 0.03% +8 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 1,182 $168K 0 Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 1,119 $159K 0.1% +470 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 1,115 $158K 0.08% 0 13F-HR Timeline