MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 909 $302K 0.02% 0 13F-HR Timeline Edgemoor Investment Advisors, Inc. 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P. 827 $275K 0.02% -158 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 826 $274K 0.02% +100 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 823 $273K 0.09% +49 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 830 $273K 0.06% +1 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 786 $272K 0.18% new 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 820 $272K 0.22% 0 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 819 $272K 0.1% -50 13F-HR Timeline Woodward Financial Advisors, Inc. 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More: the full row for Wealth Management Associates, Inc. 792 $263K 0.09% new 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 792 $263K 0.09% -28 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 791 $263K 0.08% +43 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 791 $263K 0.03% +33 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 790 $262K 0.02% -30 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 788 $262K 0.15% +24 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 787 $261K 0.06% -186 13F-HR Timeline Sheets Smith Investment Management More: the full row for Sheets Smith Investment Management 786 $261K 0.17% new 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 786 $261K 0.96% 0 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 785 $261K 0.07% 0 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 785 $261K 0.04% +15 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 784 $260K 0.03% +4 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 783 $260K 0.04% 0 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 782 $260K 0.02% -191,242 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 782 $260K 0.01% -208 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 781 $259K 0.09% -17 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 780 $259K 0.17% +2 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 780 $259K 0.1% +140 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 780 $259K 0.06% +4 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 780 $259K 0.03% new 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 787 $259K 0.05% -541 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 778 $258K 0.1% 0 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 776 $258K 0.09% +29 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 776 $258K 0.03% +8 13F-HR Timeline Group David J Yvars Group More: the full row for David J Yvars Group 775 $257K 0.14% -495 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 775 $257K 0.03% +5 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 774 $257K 0.01% -790 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 774 $257K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Defined Financial Planning LLC More: the full row for Defined Financial Planning LLC 793 $257K 0.21% -128 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 770 $256K 0.06% -13 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 770 $256K 0.04% -3 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 769 $256K 0.07% -24 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 769 $255K 0.03% +126 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 768 $255K 0.08% 0 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 767 $255K 0.06% 0 13F-HR Timeline Peak Retirement Planning, Inc. 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