BAXTER BROS INC More: the full row for BAXTER BROS INC 1,520 $269K 0.04% -390 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 1,520 $269K 0.15% 0 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 1,516 $268K 0.07% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,445 $268K 0.02% -144 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 1,511 $267K 0.01% +177 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 1,506 $267K 0.25% -1,096 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,504 $266K 0.01% new 13F-HR Timeline Group Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 1,501 $266K 0.11% +4 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 1,500 $266K 0.02% 0 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 1,500 $266K 0.13% 0 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 1,500 $266K 0.1% new 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 1,497 $265K 0.03% new 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 1,495 $265K 0.09% -5 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 1,493 $264K 0.03% new 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 1,491 $264K 0.12% -180 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,490 $264K 0.02% -211 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 1,490 $264K 0.08% +67 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 1,490 $264K 0.1% new 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 1,486 $263K 0.1% 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 1,729 $263K 0.09% +17 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 1,486 $263K 0.01% -39 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 1,484 $263K 0.01% 0 13F-HR Timeline Group MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 1,480 $262K 0.07% -1,684 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 1,475 $261K 0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,473 $261K 0.17% 0 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 1,471 $260K 0.03% new 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 1,467 $260K 0.14% -40 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 1,467 $260K 0.02% -441 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 1,465 $259K 0.16% 0 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 1,461 $259K 0.01% 0 13F-HR Timeline Group Dash Acquisitions Inc. More: the full row for Dash Acquisitions Inc. 1,452 $258K 0.05% -50 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 1,452 $257K 0.12% -51 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 1,446 $256K 0.04% +121 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 1,444 $256K 0.14% 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 1,442 $255K 0.03% 0 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 1,430 $253K 0.03% 0 13F-HR Timeline Ervin Investment Management, LLC More: the full row for Ervin Investment Management, LLC 1,430 $253K 0.16% 0 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 1,429 $253K 0.08% new 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 1,425 $252K 0.11% new 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 1,420 $251K 0.03% new 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 1,414 $250K 0.19% -225 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 1,413 $250K 0.15% new 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 1,405 $249K 0.07% -1,941 13F-HR Timeline Dechtman Wealth Management, LLC More: the full row for Dechtman Wealth Management, LLC 1,404 $249K 0.05% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,403 $248K 0.01% -127 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 1,402 $248K 0.08% 0 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 1,400 $248K 0.07% -70 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,400 $248K 0.05% -1,093 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 1,397 $247K 0.04% +16 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 1,394 $247K 0.04% +26 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 1,393 $247K 0.08% 0 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 1,386 $245K 0.16% -10 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 1,354 $245K 0.01% -10,530 13F-HR Timeline Group Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 1,380 $244K 0.06% new 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 1,379 $244K 0.08% -67 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,373 $243K 0.01% -284 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 1,370 $242K 0.05% -323 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 1,369 $242K 0.13% -22 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 1,367 $242K 0.04% 0 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 1,367 $242K 0.03% 0 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 1,366 $242K 0.06% 0 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 1,364 $241K 0.17% -738 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 1,362 $241K 0.06% -531 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,359 $241K 0.01% -4,496 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,359 $241K 0.07% -77 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 1,353 $239K <0.01% -20 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 1,351 $239K 0.01% -166 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 1,351 $239K 0.06% 0 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 1,350 $239K 0.05% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,347 $238K 0.01% 0 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 1,347 $238K 0.1% -16 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 1,344 $238K 0.04% new 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 1,344 $238K 0.02% new 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 1,343 $238K 0.09% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,369 $238K 0.12% 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,338 $237K 0.01% -139 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 1,408 $237K 0.26% 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 1,335 $236K 0.01% -9,418 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 1,343 $236K 0.04% new 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 1,331 $236K 0.05% 0 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 1,330 $235K 0.13% -606 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,326 $235K 0.04% +683 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 1,322 $234K 0.03% 0 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 1,321 $234K 0.01% -82 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 1,321 $234K 0.14% 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 1,320 $234K <0.01% -428 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 1,320 $234K 0.09% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,315 $233K 0.01% -3,027 13F-HR Timeline Group CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 1,305 $231K 0.51% -854 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 1,306 $231K 0.01% -3,547 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 1,300 $230K 0.06% new 13F-HR/A Timeline First Western Trust Bank More: the full row for First Western Trust Bank 1,300 $230K 0.01% -418 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 1,293 $229K 0.03% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,286 $228K 0.01% -30 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 1,286 $228K 0.15% 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 1,286 $228K 0.06% new 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 1,284 $227K 0.1% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,282 $227K 0.02% -459 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 1,282 $227K 0.13% new 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 1,280 $227K 0.17% -442 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 1,283 $226K 0.25% 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 1,277 $226K 0.03% new 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 1,277 $226K 0.01% -53 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,276 $226K 0.04% +722 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,273 $225K 0.01% +1,006 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,273 $225K 0.03% -255 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 1,273 $225K 0.01% -266 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 1,274 $225K 0.2% new 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 1,271 $225K 0.06% new 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 1,269 $225K 0.01% new 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 1,268 $224K 0.06% -2,035 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 1,265 $224K 0.03% new 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 1,260 $223K 0.05% new 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 1,259 $223K 0.02% new 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 1,259 $223K 0.11% new 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 1,258 $223K 0.02% new 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 1,257 $222K 0.14% 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 1,255 $222K 0.06% new 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 1,255 $222K 0.04% new 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 1,255 $222K 0.09% -100 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 1,255 $222K 0.17% new 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 1,254 $222K 0.03% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,254 $222K 0.11% new 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 1,254 $222K 0.07% -41 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 1,252 $222K 0.04% new 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 1,250 $221K 0.05% -615 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 1,250 $221K 0.08% new 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 1,247 $221K 0.02% new 13F-HR Timeline CHECK CAPITAL MANAGEMENT INC/CA More: the full row for CHECK CAPITAL MANAGEMENT INC/CA 1,245 $220K 0.01% new 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 1,243 $220K 0.03% new 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 1,243 $220K 0.06% -5,000 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 1,241 $220K 0.07% new 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 1,240 $219K 0.11% -156 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 1,235 $219K 0.15% new 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 1,235 $219K 0.18% -434 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 1,235 $219K 0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,234 $218K 0.06% -6 13F-HR Timeline ARRIEN INVESTMENTS, INC. More: the full row for ARRIEN INVESTMENTS, INC. 1,215 $218K 0.16% new 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 1,230 $218K 0.17% 13F-HR/A Timeline Group NDWM LLC More: the full row for NDWM LLC 1,227 $217K 0.18% new 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 1,226 $217K 0.07% new 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 1,225 $217K 0.03% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,225 $217K 0.02% +70 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,224 $216K 0.01% +200 13F-HR Timeline Group CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 1,217 $215K 0.08% new 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 1,213 $215K 0.03% new 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 1,212 $215K 0.01% new 13F-HR Timeline Group STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 1,212 $215K 0.19% new 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 1,211 $214K 0.04% -1,898 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 1,210 $214K 0.08% -356 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 1,256 $214K 0.04% new 13F-HR Timeline David Wealth Management LLC More: the full row for David Wealth Management LLC 1,205 $213K 0.18% 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,205 $213K 0.07% +200 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 1,201 $213K 0.06% -376 13F-HR Timeline Central Asset Investments & Management … More: the full row for Central Asset Investments & Management Holdings (HK) Ltd 1,200 $212K 0.13% new 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 1,200 $212K 0.13% new 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 1,137 $212K 0.16% 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 1,194 $211K 0.14% new 13F-HR/A Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,193 $211K 0.01% 0 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 1,192 $211K 0.01% new 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 1,191 $211K 0.02% -373 13F-HR Timeline Investments & Financial Planning, LLC More: the full row for Investments & Financial Planning, LLC 1,191 $211K 0.13% new 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 1,190 $211K 0.04% -227 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 1,189 $210K 0.08% new 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 1,183 $209K 0.05% -850 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 1,180 $209K 0.08% -6,344 13F-HR/A Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 1,180 $209K 0.05% new 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 1,176 $208K 0.16% 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 1,170 $207K 0.07% new 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 1,167 $207K 0.09% new 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 1,165 $206K 0.09% -195 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 1,163 $206K 0.09% new 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 1,161 $206K 0.19% new 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 1,161 $205K 0.04% new 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 1,160 $205K 0.01% new 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 1,159 $205K 0.03% -215 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 1,158 $205K 0.01% new 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 1,158 $205K 0.11% new 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 1,157 $205K 0.05% -694 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 1,157 $205K 0.02% -2,303 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,156 $205K 0.03% new 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,188 $204K 0.04% new 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 1,154 $204K 0.01% new 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 1,150 $204K 0.01% new 13F-HR Timeline Grant/GrossMendelsohn, LLC More: the full row for Grant/GrossMendelsohn, LLC 1,151 $204K 0.11% new 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 1,150 $204K 0.05% new 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,149 $203K 0.02% 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,148 $203K 0.05% -264 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 1,146 $203K 0.03% new 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 1,146 $203K 0.02% new 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 1,144 $203K 0.15% 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 1,138 $202K 0.1% new 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,142 $202K 0.02% -362 13F-HR Timeline Campbell Deegan Wealth Management, LLC More: the full row for Campbell Deegan Wealth Management, LLC 1,139 $202K 0.24% 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 1,138 $201K 0.02% new 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,136 $201K 0.03% new 13F-HR/A Timeline Leisure Capital Management More: the full row for Leisure Capital Management 1,134 $201K 0.08% -250 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,131 $200K 0.03% +15 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 1,131 $200K 0.03% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,111 $197K 0.02% -122 13F-HR Timeline