MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 3,581 $444K 0.06% -84 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 3,577 $444K 0.04% -75 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 3,571 $443K 0.35% +360 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 3,570 $443K 0.44% 0 13F-HR/A Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 3,568 $442K 0.22% -21 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 3,564 $442K 0.15% -38 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 3,562 $442K 0.04% -247 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 3,562 $442K 0.36% 0 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 3,558 $441K 0.02% -114 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 3,549 $440K 0.06% -122 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 3,546 $440K 0.23% -10 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 3,539 $439K 0.18% +247 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 3,535 $438K 0.05% -1,201 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 3,533 $438K 0.08% +67 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 3,523 $437K 0.05% 0 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 3,521 $437K 0.22% -155 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 3,517 $436K 0.02% +355 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 3,507 $435K 0.33% -170 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 3,506 $435K 0.33% -153 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 3,504 $435K 0.14% +73 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 3,502 $434K 0.1% -100 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 3,501 $434K 0.1% +12 13F-HR Timeline GRACE & WHITE INC /NY More: the full row for GRACE & WHITE INC /NY 3,500 $434K 0.08% 0 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 3,500 $434K 0.23% 0 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,488 $433K 0.03% +208 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 3,486 $432K 0.06% +523 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 3,467 $430K 0.1% 0 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 3,466 $430K 0.06% -53 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 3,465 $430K 0.1% +191 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,462 $429K 0.02% -829 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 3,458 $426K 0.17% +21 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 3,427 $425K 0.06% -2 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 3,425 $425K 0.06% -472 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 3,422 $424K 0.41% -10 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 3,422 $424K 0.32% -200 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 3,418 $424K 0.19% -65 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 3,414 $423K 0.16% 0 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 3,405 $422K 0.25% -1,451 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 3,404 $422K 0.09% -220 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3,402 $422K 0.03% +79 13F-HR/A Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 3,398 $421K 0.22% -281 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 3,390 $420K 0.05% new 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 3,390 $420K 0.28% +6 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 3,385 $420K 0.03% +40 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 3,380 $419K 0.11% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 3,374 $418K 0.05% -247 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 3,374 $418K 0.08% -219 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 3,370 $418K 0.04% +349 13F-HR Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 3,363 $417K 0.09% 0 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 3,359 $416K 0.19% +7 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 3,357 $416K 0.23% +145 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 3,344 $415K 0.13% -122 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 3,335 $414K 0.08% -36 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 3,335 $414K 0.04% +537 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 3,329 $413K 0.04% +227 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 3,325 $412K 0.21% +945 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 3,323 $412K 0.07% -463 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 3,322 $412K 0.14% -136 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 3,321 $412K 0.17% +50 13F-HR Timeline PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 3,315 $411K 0.24% -240 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 3,314 $411K 0.07% -518 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 3,316 $411K 0.11% -187 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 3,300 $409K <0.01% 0 13F-HR Timeline Group ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 3,296 $409K 0.03% -60,922 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 3,296 $409K 0.06% +27 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 3,285 $407K 0.15% -55 13F-HR/A Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 3,282 $407K 0.04% -10,284 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 3,282 $407K 0.13% -187 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 3,280 $407K 0.26% -494 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 3,275 $406K 0.07% -59 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 3,274 $406K 0.33% +495 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 3,264 $405K 0.06% -220 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 3,253 $403K 0.05% 0 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 3,308 $402K 0.17% -500 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 3,238 $402K 0.02% -49 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 3,238 $402K 0.32% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,235 $401K 0.04% +171 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 3,232 $401K 0.26% 0 13F-HR Timeline Group RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 3,231 $401K 0.15% -188 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 4,058 $401K 0.19% 0 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 3,229 $400K 0.29% -4,225 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 3,229 $400K 0.21% +422 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 3,227 $400K 0.33% -3,639 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 3,221 $399K 0.07% -140 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 3,219 $399K 0.16% -249 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 3,218 $399K 0.14% -350 13F-HR Timeline CLG LLC More: the full row for CLG LLC 3,213 $398K 0.12% -70 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 3,189 $395K 0.09% -100 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 3,189 $395K 0.26% 0 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 3,187 $395K 0.1% new 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 3,186 $395K 0.14% -1,546 13F-HR Timeline TOBAM More: the full row for TOBAM 3,189 $395K 0.15% -3,465 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. City State Bank More: the full row for City State Bank 3,180 $394K 0.12% -250 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 3,173 $393K 0.01% -8,394 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 3,173 $393K 0.1% -175 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 3,170 $393K 0.05% -400 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 3,169 $393K 0.05% -472 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 3,153 $391K 0.46% 0 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 3,153 $391K 0.04% -220 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 3,257 $390K 0.06% 0 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 3,142 $390K <0.01% -2,144,188 13F-HR Timeline Group Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 3,142 $390K 0.08% +19 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 3,141 $390K 0.13% +244 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 3,138 $389K 0.16% 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 3,134 $389K 0.22% -1 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 3,129 $388K 0.09% +348 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 3,129 $388K 0.08% -618 13F-HR Timeline EAGLE CAPITAL MANAGEMENT LLC More: the full row for EAGLE CAPITAL MANAGEMENT LLC 3,128 $388K <0.01% -571 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 3,116 $386K 0.05% +203 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 3,109 $386K 0.19% 0 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 3,101 $385K 0.05% -60 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 3,099 $384K 0.33% 0 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 3,096 $384K 0.03% -373 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 3,081 $384K 0.03% +750 13F-HR Timeline SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 3,092 $383K 0.15% -82 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 3,090 $383K 0.03% +286 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 3,081 $382K 0.14% -4 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 3,077 $382K 0.06% -3,809 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 3,077 $382K 0.28% -501 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 3,075 $381K 0.15% 0 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 3,101 $381K 0.1% +193 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 3,061 $380K 0.12% 0 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 3,059 $379K 0.17% +100 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 3,055 $379K 0.07% +32 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 3,051 $378K 0.07% +178 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 3,044 $377K 0.02% -600 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 3,038 $377K 0.1% 0 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 3,033 $376K 0.24% -274 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 3,032 $376K 0.03% -19,449 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 3,031 $376K 0.05% new 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 3,031 $376K 0.23% -142 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 3,026 $375K 0.07% -117 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 3,023 $375K 0.07% -571 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 3,023 $375K 0.28% new 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 3,020 $375K 0.21% 0 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 3,011 $373K 0.06% +25 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 3,011 $373K 0.11% -38 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 3,008 $373K 0.06% -54 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3,006 $373K 0.06% -57 13F-HR Timeline BlueCrest Capital Management Ltd More: the full row for BlueCrest Capital Management Ltd 3,000 $372K 0.04% 0 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 2,996 $372K 0.28% -155 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 2,996 $372K 0.06% +16 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 2,993 $371K 0.12% -175 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 2,991 $371K 0.1% 0 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 2,985 $370K 0.25% new 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 2,977 $369K 0.24% -85 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 2,965 $368K 0.02% -25 13F-HR Timeline Group Claret Asset Management Corp More: the full row for Claret Asset Management Corp 2,962 $367K 0.05% -136 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 2,945 $367K 0.1% -181 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 2,952 $366K 0.25% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 3,069 $366K 0.03% -81,851 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 2,941 $365K 0.02% +10 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 2,933 $364K 0.12% +7 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 2,924 $363K 0.22% new 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 2,920 $362K 0.11% -4 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 2,905 $362K 0.14% 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 2,919 $362K 0.05% -145 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 2,909 $361K 0.02% -171 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 2,908 $361K 0.06% +167 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 2,905 $360K 0.12% 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 2,905 $360K 0.25% -153 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 2,953 $360K 0.17% +837 13F-HR Timeline PENINSULA ASSET MANAGEMENT INC More: the full row for PENINSULA ASSET MANAGEMENT INC 2,900 $360K 0.19% -6 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 2,900 $360K 0.18% -162 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 2,896 $359K 0.3% 0 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 2,889 $358K 0.1% +172 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 2,881 $357K 0.18% +41 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 2,881 $357K 0.24% +479 13F-HR Timeline A&I FINANCIAL SERVICES, LLC More: the full row for A&I FINANCIAL SERVICES, LLC 2,877 $357K 0.2% 0 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 2,877 $357K 0.09% 0 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 2,872 $356K 0.03% -885 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 2,869 $356K 0.35% -163 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 2,868 $356K 0.07% -224 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 2,865 $355K 0.05% -2,618 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 2,864 $355K 0.15% -22 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 2,858 $354K 0.13% -100 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 2,854 $354K 0.37% -2,890 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 2,847 $353K 0.13% +39 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 2,846 $353K 0.02% -212 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 2,845 $353K 0.07% +10 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 2,839 $352K 0.19% -702 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 2,839 $352K 0.36% -715 13F-HR/A Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 2,837 $352K 0.1% +206 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 2,836 $352K 0.05% -60 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2,836 $352K 0.1% +78 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 2,834 $351K 0.07% 0 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 2,833 $351K 0.08% -6 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 2,829 $351K 0.03% +21 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 2,824 $350K 0.3% -4,330 13F-HR Timeline GARDNER RUSSO & QUINN LLC More: the full row for GARDNER RUSSO & QUINN LLC 2,818 $349K <0.01% -125 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 2,810 $348K 0.24% +50 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 2,809 $348K 0.1% +547 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 2,809 $348K 0.19% +1 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 2,806 $348K 0.17% -1,018 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 2,805 $348K 0.02% -233 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 2,804 $348K 0.08% -352 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 2,803 $348K 0.06% +10 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 2,798 $347K 0.07% -3,119 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 2,798 $347K 0.17% +28 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 2,797 $347K 0.09% +103 13F-HR Timeline