Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 4,697 $440K 0.09% +671 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 4,741 $439K 0.21% 0 13F-HR/A Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 4,663 $437K 0.01% -173 13F-HR Timeline Group S.A. Mason LLC More: the full row for S.A. Mason LLC 4,651 $435K 0.17% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,649 $435K 0.06% +3,060 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 4,644 $435K 0.03% +265 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 4,643 $435K 0.16% 0 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 4,637 $434K 0.12% new 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 4,636 $434K 0.08% -2,089 13F-HR Timeline VVR Holdings LLC More: the full row for VVR Holdings LLC 4,611 $432K 0.22% 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 4,610 $432K 0.07% new 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 4,610 $432K 0.01% 0 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 4,603 $431K 0.16% 0 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 4,593 $430K 0.1% 0 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 4,593 $430K 0.11% new 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 4,586 $429K 0.07% +2,270 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 4,570 $428K 0.04% +837 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 4,566 $427K 0.03% new 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 4,564 $427K 0.11% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 4,550 $426K 0.03% -536 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 4,545 $425K 0.35% -457 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 4,544 $425K 0.02% +1,079 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 4,543 $425K 0.08% 0 13F-HR Timeline Peirce Capital Management, LLC More: the full row for Peirce Capital Management, LLC 4,534 $424K 0.17% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 4,532 $424K 0.1% +1,424 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 4,529 $424K 0.1% 0 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 4,520 $423K 0.01% -630 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 4,516 $423K 0.09% -60 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 4,505 $422K 0.01% -28 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 4,503 $422K 0.04% -103 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 4,502 $421K 0.34% 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 4,357 $421K 0.16% 0 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 4,499 $421K 0.2% -933 13F-HR Timeline Fractal Investments LLC More: the full row for Fractal Investments LLC 4,492 $420K 0.06% 0 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 4,468 $418K 0.45% 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 4,467 $418K 0.1% -353 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 4,460 $418K 0.02% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 4,459 $417K 0.03% +328 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 4,447 $416K 0.01% +125 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 4,444 $416K 0.02% -8 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 4,432 $415K 0.24% -1 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 3,849 $414K 0.3% -366 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 4,420 $414K 0.1% +320 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 4,420 $414K 0.12% +41 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 4,414 $413K 0.04% +955 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 4,381 $410K 0.06% 0 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 4,352 $407K 0.09% -1,981 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 4,340 $406K 0.06% 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 4,322 $405K 0.15% new 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 4,313 $404K 0.09% 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 4,292 $402K 0.01% -12,826 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 4,284 $401K 0.03% new 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 4,279 $401K 0.06% 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 4,276 $400K 0.35% +437 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 4,271 $400K 0.02% +90 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 4,268 $400K 0.08% -400 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 4,262 $399K 0.06% -607 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 4,258 $399K 0.05% -868 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 4,250 $398K 0.06% +916 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 4,242 $397K 0.07% -102 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 4,236 $397K 0.04% -56 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 4,235 $396K 0.05% -4,091 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 4,234 $396K 0.02% +432 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 4,234 $396K 0.14% +106 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 4,223 $395K 0.04% +5 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 4,213 $394K 0.17% +20 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 4,210 $394K 0.22% 0 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 4,198 $393K 0.03% +624 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 4,174 $391K 0.21% -373 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 4,152 $389K 0.04% +41 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 4,148 $388K 0.05% +253 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 4,148 $388K 0.01% -979 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 4,147 $388K 0.06% -335 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 4,138 $387K 0.09% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,131 $387K 0.02% +95 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 6,528 $387K 0.03% 13F-HR Timeline PCB Capital LLC More: the full row for PCB Capital LLC 4,125 $386K 0.62% 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 4,124 $386K 0.01% 0 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 4,122 $386K 0.03% -250 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 4,121 $386K 0.01% -380 13F-HR Timeline ABNER HERRMAN & BROCK LLC More: the full row for ABNER HERRMAN & BROCK LLC 4,110 $385K 0.04% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 4,109 $385K 0.06% -259 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 4,109 $385K 0.02% -43 13F-HR Timeline Group Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 4,088 $383K 0.11% 0 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 4,077 $382K 0.02% -3,764 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 4,063 $380K 0.04% +466 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 4,053 $379K 0.22% +887 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 4,047 $379K 0.35% 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 4,040 $378K 0.26% 0 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 4,040 $378K 0.03% -1,798 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 4,031 $377K 0.01% -2,561 13F-HR Timeline Group FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 4,026 $377K 0.02% -386 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,022 $377K 0.02% -200 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 3,496 $376K 0.13% -196 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 4,000 $374K 0.03% 0 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 3,993 $374K 0.09% 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 3,984 $373K 0.01% -200 13F-HR Timeline Group Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 3,982 $373K 0.31% +29 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 3,978 $372K 0.21% 0 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 3,888 $371K 0.08% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 3,966 $371K 0.02% +314 13F-HR/A Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 3,955 $370K 0.1% +98 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 3,947 $369K 0.08% -130 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 3,943 $369K 0.25% new 13F-HR Timeline BCO Wealth Management LLC More: the full row for BCO Wealth Management LLC 3,933 $368K 0.23% +458 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 3,927 $368K 0.09% +37 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,896 $365K 0.2% -167 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,893 $364K <0.01% +125 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,887 $364K 0.02% -53 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 3,876 $364K 0.05% +804 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 3,880 $363K 0.02% -97 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 3,879 $363K 0.01% -364 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 3,877 $363K 0.34% -269 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 3,869 $362K 0.04% 0 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,864 $362K 0.08% -13 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 3,853 $361K 0.08% -480 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 3,844 $360K 0.1% -94 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 3,841 $360K 0.02% new 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 3,839 $359K 0.02% +655 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 3,836 $359K 0.07% 0 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 3,820 $358K 0.03% -193 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 3,811 $357K 0.11% 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 3,810 $357K 0.05% -12,061 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 3,805 $356K 0.09% +324 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 3,804 $356K 0.01% +461 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 3,801 $356K 0.05% 0 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 3,795 $355K 0.02% +104 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 3,793 $355K 0.15% -63 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 3,791 $355K 0.15% +208 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 3,790 $355K 0.04% +177 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 3,790 $355K 0.04% +1,405 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 3,789 $355K 0.03% 0 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 3,787 $355K 0.21% 0 13F-HR Timeline Group PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 3,784 $354K 0.22% +90 13F-HR Timeline Gaddis Premier Wealth Advisors LLC More: the full row for Gaddis Premier Wealth Advisors LLC 3,784 $354K 0.27% 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 3,764 $352K 0.23% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Range Financial Group LLC More: the full row for Range Financial Group LLC 3,762 $352K 0.12% +85 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 3,761 $352K 0.21% +190 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 3,748 $351K 0.06% 0 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 3,747 $351K 0.14% -227 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 3,737 $350K 0.1% -18,361 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 3,725 $349K 0.02% 0 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 3,724 $349K 0.06% -480 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 3,716 $348K 0.07% 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 3,709 $347K 0.08% -10 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 3,705 $347K 0.24% 0 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 3,702 $347K 0 Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 3,699 $346K 0.04% new 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 3,673 $344K 0.01% -91 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 3,673 $344K 0.1% -200 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 3,666 $343K 0.1% +319 13F-HR Timeline Benchmark Financial, LLC More: the full row for Benchmark Financial, LLC 3,664 $343K 0.34% 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 3,661 $343K 0.06% +21 13F-HR Timeline Solutions 4 Wealth, Ltd More: the full row for Solutions 4 Wealth, Ltd 3,658 $342K 0.52% 0 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 3,654 $342K 0.02% -860 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 3,648 $342K 0.02% -337 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 3,645 $341K 0.25% +27 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 3,644 $341K 0.03% 0 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 3,634 $340K 0.09% 0 13F-HR Timeline Group MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 3,630 $340K 0.12% +183 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 3,629 $340K 0.02% +452 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 3,627 $340K 0.09% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 3,622 $339K 0.05% +853 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 3,613 $338K 0.05% -425 13F-HR Timeline Integrated Wealth Management More: the full row for Integrated Wealth Management 3,612 $338K 0.38% 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 3,609 $338K 0.22% -134 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 3,608 $338K 0.05% -222 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 3,600 $337K 0.04% -4 13F-HR/A Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 3,599 $337K 0.09% -179 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 3,587 $336K 0.08% +79 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 3,580 $335K 0.01% 0 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 3,579 $335K 0.11% -65 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 3,568 $334K 0.01% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 3,568 $334K 0.1% -183 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 3,568 $334K 0.03% 0 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 3,557 $333K 0.18% +236 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 3,556 $333K 0.24% 0 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 3,551 $332K 0.15% +1,280 13F-HR Timeline Reliant Investment Management, LLC More: the full row for Reliant Investment Management, LLC 3,546 $332K 0.13% -329 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 3,533 $331K 0.02% +371 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 3,529 $330K 0.17% 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 3,525 $330K 0.06% -225 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 3,281 $329K 0.25% 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 3,517 $329K 0.14% -1,047 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 3,513 $329K 0.01% -30,567 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 3,502 $328K 0.09% -193 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 3,498 $327K 0.01% -304 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 3,481 $326K 0.06% +246 13F-HR Timeline Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 3,478 $326K 0.32% 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 3,472 $325K 0.01% -770 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 3,454 $323K 0.06% +450 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,446 $323K 0.1% +67 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 3,427 $321K 0.06% -402 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 3,421 $320K 0.03% 0 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 3,379 $320K 0.05% -48 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 3,413 $319K 0.06% -489 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 3,402 $318K 0.06% -20 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 3,400 $318K 0.17% -335 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 3,400 $318K 0.22% +1,000 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 3,400 $318K 0.24% 0 13F-HR Timeline