Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 4,242 $647K 0.6% 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 4,238 $646K 0.48% 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 4,237 $646K 0.21% -94 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 4,141 $646K 0.29% -196 13F-HR Timeline SPROTT INC. More: the full row for SPROTT INC. 4,232 $645K 0.02% +790 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 4,228 $644K 0.17% +406 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 4,228 $644K 0.21% -36 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 4,220 $643K <0.01% new 13F-HR Timeline Group Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 4,213 $642K 0.12% +212 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 4,206 $641K 0.11% -207 13F-HR Timeline Fractal Investments LLC More: the full row for Fractal Investments LLC 4,200 $640K 0.09% 0 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 4,199 $640K 0.1% -374 13F-HR Timeline KW WEALTH MANAGEMENT LLC More: the full row for KW WEALTH MANAGEMENT LLC 4,192 $639K 0.97% +588 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 4,188 $638K 0.13% -14 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 4,186 $638K 0.09% 0 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 4,183 $638K 0.05% +877 13F-HR/A Timeline CARDEROCK CAPITAL MANAGEMENT INC More: the full row for CARDEROCK CAPITAL MANAGEMENT INC 4,182 $637K 0.15% -12 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 4,171 $636K 0.64% 0 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 4,167 $635K 0.03% -330 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 4,165 $635K 0.05% -185 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 4,155 $633K 0.42% 0 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 4,153 $633K 0.41% -9 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 4,013 $633K 0.07% +181 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 4,140 $631K 0.13% 0 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 4,140 $631K 0.43% +1,443 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 4,138 $631K 0.37% +582 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 4,134 $630K 0.17% -134 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 4,134 $630K 0.13% -10 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 4,129 $629K 0.15% +1,017 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 4,117 $627K 0.43% -116 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 4,112 $627K 0.11% 0 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 4,105 $626K 0.39% +203 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 4,101 $625K 0.08% +499 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 4,092 $624K 0.31% +1,300 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 4,085 $623K 0.13% -32 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 4,085 $623K 0.05% -242 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 4,080 $622K 0.11% -70 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 4,075 $621K 0.17% -75 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 4,068 $620K 0.45% +2 13F-HR Timeline Dash Acquisitions Inc. More: the full row for Dash Acquisitions Inc. 3,421 $620K 0.13% +1 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 4,066 $620K 0.12% -203 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 4,058 $618K 0.01% +229 13F-HR Timeline Group CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 4,058 $618K 0.22% -1,295 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 4,054 $618K 0.11% -118 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 4,051 $617K 0.05% -148 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 4,050 $617K 0.42% +110 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 4,046 $617K 0.08% -4,468 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 4,044 $616K 0.44% -16 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 4,041 $616K 0.51% +81 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 4,037 $615K 0.31% 0 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 4,030 $614K 0.02% -657 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 4,026 $614K 0.22% +57 13F-HR Timeline Group Kennebec Savings Bank More: the full row for Kennebec Savings Bank 4,010 $611K 0.53% +182 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 4,009 $611K <0.01% -8,140 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 4,005 $610K 0.45% 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 4,000 $610K 0.08% -100 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Blue Water Asset Management More: the full row for Blue Water Asset Management 3,997 $609K 0.22% 13F-HR Timeline Ridge Creek Global, Inc More: the full row for Ridge Creek Global, Inc 3,995 $609K 0.51% 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 3,989 $608K 0.38% +247 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 3,984 $607K 0.09% -455 13F-HR Timeline Warm Springs Advisors Inc. More: the full row for Warm Springs Advisors Inc. 3,982 $607K 0.47% -158 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 3,976 $606K 0.05% 0 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 3,975 $606K 0.41% 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 3,974 $606K 0.48% 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 3,961 $604K 0.03% -129 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 3,960 $604K 0.03% -395 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 3,957 $603K 0.29% +625 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 3,955 $603K 0.03% -382 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 3,950 $602K 0.15% 0 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 3,948 $602K 0.02% 0 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 3,942 $601K 0.28% -100 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 3,938 $600K 0.05% -38 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 3,935 $600K 0.13% +61 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 3,933 $599K 0.08% -184 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 3,927 $599K 0.1% -262 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 3,926 $598K 0.19% +327 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,919 $597K 0.03% -156 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 3,919 $597K 0.22% -100 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 3,920 $597K 0.02% 0 13F-HR Timeline Group R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC More: the full row for R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC 3,916 $597K 0.33% 0 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 3,916 $597K 0.22% -71 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 3,915 $597K 0.3% +1,564 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 3,904 $595K 0.06% -1,047 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 3,869 $594K 0.47% -150 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 3,888 $593K 0.13% -31 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 3,886 $592K 0.06% +5 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 3,876 $591K 0.27% +107 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 3,875 $591K 0.26% -1,555 13F-HR Timeline DWR WEALTH MANAGEMENT, LLC More: the full row for DWR WEALTH MANAGEMENT, LLC 3,876 $590K 0.55% 13F-HR Timeline Jones Kertz & Associates, Inc. More: the full row for Jones Kertz & Associates, Inc. 3,873 $590K 0.3% 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 3,872 $590K 0.1% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 3,870 $590K 0.27% +24 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 3,869 $590K 0.18% +853 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 3,867 $589K 0.16% -3 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 3,862 $589K 0.2% +66 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 3,859 $588K 0.1% -611 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 3,857 $588K 0.22% -688 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 3,857 $588K 0.16% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 3,856 $588K 0.2% 0 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 3,852 $587K 0.08% +368 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 3,850 $587K 0.06% -308 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 3,844 $586K 0.29% +100 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 3,838 $585K 0.47% 13F-HR Timeline Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 3,822 $582K 0.31% -10 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 3,819 $582K 0.09% -139 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 3,818 $582K 0.3% -226 13F-HR Timeline Lanham O'Dell & Company, Inc. More: the full row for Lanham O'Dell & Company, Inc. 3,816 $582K 0.17% +20 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 3,814 $581K 0.13% -233 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 3,813 $581K 0.25% -3,209 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 3,810 $581K 0.42% -33 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 3,809 $581K 0.57% -8 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 3,806 $580K 0.03% -340 13F-HR Timeline SCP Investment, LP More: the full row for SCP Investment, LP 3,800 $579K 0.47% -4,800 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 3,533 $579K 0.05% -46 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 3,798 $579K 0.29% +215 13F-HR Timeline BANYAN CAPITAL MANAGEMENT, INC. More: the full row for BANYAN CAPITAL MANAGEMENT, INC. 3,798 $579K 0.25% -500 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 3,795 $578K 0.32% 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 3,793 $578K 0.13% 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 3,793 $578K 0.12% -319 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 3,793 $578K 0.05% +1,557 13F-HR Timeline America First Investment Advisors, LLC More: the full row for America First Investment Advisors, LLC 3,792 $578K 0.11% +394 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 3,781 $576K 0.09% -300 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 3,776 $575K 0.25% +71 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 3,774 $575K 0.11% 0 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 3,768 $574K 0.14% +13 13F-HR Timeline ODonnell Financial Services, LLC More: the full row for ODonnell Financial Services, LLC 3,759 $573K 0.2% 0 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 3,754 $572K 0.12% -40 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 3,751 $572K 0.41% +11 13F-HR Timeline Security National Bank More: the full row for Security National Bank 3,736 $569K 0.08% 0 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 3,726 $568K 0.1% -642 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 3,725 $568K 0.15% 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 3,722 $567K 0.13% -106 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 3,717 $567K 0.08% +27 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 3,718 $566K 0.24% -233 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 3,712 $566K 0.14% +46 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 3,711 $566K 0.16% -478 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 3,711 $566K 0.04% -226 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 3,704 $565K 0.2% -136 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 3,690 $562K 0.11% -16,024 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 3,684 $561K 0.16% -42 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 3,679 $561K 0.01% -15 13F-HR Timeline Group Wellington Grp LLC More: the full row for Wellington Grp LLC 3,679 $561K 0.19% 13F-HR/A Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 3,678 $561K 0.08% -1,845 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 3,676 $560K 0.17% +82 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 3,675 $560K 0.08% +271 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 3,663 $558K 0.13% -416 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 3,657 $557K 0.12% +13 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 3,656 $557K 0.07% +2,010 13F-HR Timeline Artesa Financial Group, LLC More: the full row for Artesa Financial Group, LLC 3,654 $557K 0.57% 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 3,642 $555K 0.28% -20 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 3,640 $555K 0.02% -218 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 3,635 $554K 0.06% -821 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 3,630 $553K 0.37% 0 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 3,629 $553K 0.12% -782 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 3,626 $553K 0.14% -700 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 3,622 $552K 0.23% 0 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 3,620 $552K 0.32% -95 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 3,620 $552K 0.45% -350 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 3,618 $551K 0.05% -649 13F-HR Timeline V. M. MANNING & CO., INC. More: the full row for V. M. MANNING & CO., INC. 3,613 $551K 0.56% -200 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 3,610 $550K 0.12% -517 13F-HR Timeline BNB Wealth Management, LLC More: the full row for BNB Wealth Management, LLC 3,602 $549K 0.35% 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 3,598 $548K 0.09% -2,727 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 3,598 $548K 0.03% -277 13F-HR Timeline McBroom & Associates, LLC More: the full row for McBroom & Associates, LLC 3,597 $548K 0.27% 0 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 3,596 $548K 0.38% -22 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 3,594 $548K 0.12% -168 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 3,590 $547K 0.09% 0 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 3,700 $547K 0.16% +2,285 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 3,585 $546K 0.15% -160 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 3,578 $545K 0.02% +1,034 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 3,575 $545K 0.24% -283 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 3,569 $544K 0.33% 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 3,567 $544K 0.06% +75 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 3,565 $543K 0.16% 0 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 3,480 $542K 0.08% 13F-HR Timeline RICE HALL JAMES & ASSOCIATES, LLC More: the full row for RICE HALL JAMES & ASSOCIATES, LLC 3,557 $542K 0.03% 0 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 3,553 $542K 0.11% +1,176 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 3,550 $541K 0.04% 0 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 3,550 $541K 0.14% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 3,537 $539K 0.04% -505 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 3,536 $539K 0.17% -279 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 3,532 $538K 0.08% +8 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 3,530 $538K 0.27% -211 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 3,522 $537K 0.17% +8 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 3,522 $537K 0.48% 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 3,500 $533K 0.15% 0 13F-HR Timeline Drexel Morgan & Co. More: the full row for Drexel Morgan & Co. 3,500 $533K 0.08% 0 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 3,478 $530K 0.17% +95 13F-HR Timeline Holcombe Financial, Inc. More: the full row for Holcombe Financial, Inc. 3,468 $529K 0.33% 0 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 3,467 $528K 0.04% -85 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 3,464 $528K 0.26% -291 13F-HR Timeline HC Advisors, LLC More: the full row for HC Advisors, LLC 3,462 $528K 0.37% +16 13F-HR Timeline White Wing Wealth Management More: the full row for White Wing Wealth Management 3,461 $527K 0.31% +32 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 3,459 $527K 0.05% -4,585 13F-HR Timeline Group Eukles Asset Management More: the full row for Eukles Asset Management 3,457 $527K 0.2% +46 13F-HR Timeline Wilkinson Global Asset Management LLC More: the full row for Wilkinson Global Asset Management LLC 3,453 $526K 0.04% +1,000 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3,450 $526K 0.07% +35 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 3,446 $525K 0.24% 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 3,443 $525K 0.24% +57 13F-HR Timeline