Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 2,404 $220K 0.07% -165 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 2,400 $220K 0.01% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 2,400 $220K 0.04% 0 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 2,400 $220K 0.04% 0 13F-HR Timeline S&CO INC More: the full row for S&CO INC 2,400 $220K 0.01% 0 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 2,398 $220K 0.05% +23 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 2,393 $219K 0.08% 0 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 2,393 $219K 0.09% -29 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 2,383 $218K 0.02% 0 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 2,383 $218K 0.07% -7 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 2,378 $218K 0.05% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 2,375 $218K 0.02% new 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 2,376 $218K <0.01% new 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 2,366 $217K 0.1% -114 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 2,357 $216K 0.03% new 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 2,353 $216K 0.01% -5,968 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 2,349 $215K 0.03% new 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,335 $214K 0.02% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,333 $214K 0.01% new 13F-HR Timeline NBH Bank More: the full row for NBH Bank 2,327 $213K 0.09% 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 2,317 $212K 0.06% new 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 2,310 $212K 0.02% new 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 2,305 $211K 0.02% -123 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 2,300 $211K 0.04% new 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 2,301 $211K 0.08% new 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 2,300 $211K 0.01% -207 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 2,293 $210K 0.11% -223 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 2,283 $209K 0.12% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,282 $209K 0.01% -27,272 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 2,280 $209K 0.06% new 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 2,278 $209K 0.01% new 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 2,285 $209K 0.03% +1,839 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 2,275 $209K 0.02% -762 13F-HR Timeline Guilbault Capital LLC More: the full row for Guilbault Capital LLC 2,272 $208K 0.21% new 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 2,270 $208K 0.12% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HCR Wealth Advisors More: the full row for HCR Wealth Advisors 2,265 $208K 0.02% new 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 2,265 $208K 0.04% new 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 2,246 $206K 0.01% +424 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 2,415 $206K 0.04% 0 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 2,245 $206K 0.06% new 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 2,245 $206K 0.09% new 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 2,234 $205K 0.02% new 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,231 $204K 0.04% new 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 2,229 $204K 0.09% new 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 2,228 $204K 0.01% new 13F-HR Timeline Bond & Devick Financial Network, Inc. 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LLC 935 $86K 0.01% +108 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 938 $86K 0.04% +6 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 914 $83.8K 0.02% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 912 $83.6K <0.01% -72 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 910 $83.4K 0.01% 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 893 $81.9K 0.08% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 889 $81.5K 0.01% +46 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 888 $81.4K 0.01% new 13F-HR Timeline Wealth Enhancement Trust Services, Inc. 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Private Wealth Management, LLC 846 $77.6K 0.04% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 840 $77K 0.05% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 829 $76.9K 0.03% +3 13F-HR Timeline Silver Grove Financial Group, Inc. 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Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 480 $44K <0.01% +240 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 470 $43K 0.01% -177 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 468 $42.9K 0.01% -35 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 468 $42.9K <0.01% -7 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 465 $42.6K 0.01% +48 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 457 $41.9K 0.04% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 456 $41.8K 0.01% +23 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 455 $41.7K 0.01% -74 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 436 $40.6K 0.03% 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 441 $40.4K 0.01% -59 13F-HR Timeline Westside Investment Management, Inc. 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