Eagle Strategies LLC More: the full row for Eagle Strategies LLC 2,740 $312K 0.04% -28 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 2,717 $311K 0.05% new 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 2,734 $311K 0.18% +191 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 2,732 $311K 0.04% 0 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 2,730 $311K 0.27% -51 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 2,728 $310K 0.07% 0 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 2,895 $310K 0.14% -2 13F-HR Timeline Rayburn West Financial Services LLC More: the full row for Rayburn West Financial Services LLC 2,717 $309K 0.19% 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 2,716 $309K 0.1% -106 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 2,695 $308K 0.13% -219 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 2,705 $308K 0.07% -22 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 2,704 $308K 0.15% -2 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 2,697 $307K 0.25% 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 2,696 $307K 0.03% +646 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 2,670 $306K 0.09% +618 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 2,684 $305K 0.03% -69,243 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 2,681 $305K 0.34% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 2,672 $304K 0.08% +1,785 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 2,670 $304K 0.03% -497 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 2,668 $304K 0.07% 0 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 2,666 $303K 0.02% +22 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 2,683 $303K 0.07% -161 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 2,660 $303K 0.11% -156 13F-HR Timeline Friday Financial More: the full row for Friday Financial 2,655 $302K 0.11% 0 13F-HR Timeline O'Keefe Stevens Advisory, Inc. 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More: the full row for DIXON FNANCIAL SERVICES, INC. 2,633 $300K 0.13% 0 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 2,631 $299K 0.05% -1,389 13F-HR Timeline Group Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,626 $299K 0.04% -648 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 2,608 $299K 0.06% 0 13F-HR Timeline PENINSULA ASSET MANAGEMENT INC More: the full row for PENINSULA ASSET MANAGEMENT INC 2,625 $299K 0.15% -275 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 2,616 $298K 0.1% -367 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 2,610 $297K 0.07% -70 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 2,587 $296K 0.03% -221 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 2,603 $296K 0.11% -10 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 2,595 $295K 0.03% -82 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 2,595 $295K 0.04% -19 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 2,583 $294K 0.06% 0 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 2,581 $294K 0.22% -53 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 2,575 $293K 0.04% +141 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 2,572 $293K 0.25% -315 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 2,572 $293K 0.17% -510 13F-HR Timeline Group Elm Partners Management LLC More: the full row for Elm Partners Management LLC 2,567 $292K 0.01% +464 13F-HR/A Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 2,565 $292K 0.02% -1,749 13F-HR/A Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 2,563 $292K 0.19% 0 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 2,560 $291K 0.02% +48 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 2,560 $291K 0.06% -974 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 2,557 $291K 0.09% -200 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 2,580 $291K 0.05% -305 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 2,549 $290K 0.08% +800 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 2,545 $290K 0.08% +495 13F-HR Timeline Holland Advisory Services, Inc. More: the full row for Holland Advisory Services, Inc. 2,543 $289K 0.39% 0 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 2,543 $289K 0.06% -76 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 2,541 $289K 0.01% +60 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 2,540 $289K 0.07% 0 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 2,538 $289K 0.03% +181 13F-HR Timeline BANNERMAN WEALTH MANAGEMENT GROUP, LLC More: the full row for BANNERMAN WEALTH MANAGEMENT GROUP, LLC 2,538 $289K 0.2% +10 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 2,536 $288K 0.21% +1,500 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 2,534 $288K 0.26% new 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 2,531 $288K 0.02% +13 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 2,531 $288K 0.3% +88 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 2,528 $288K 0.04% +280 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 2,518 $286K 0.19% 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,517 $286K 0.02% -542 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 2,514 $286K 0.11% 0 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 2,512 $286K 0.03% -250 13F-HR Timeline GARDNER RUSSO & QUINN LLC More: the full row for GARDNER RUSSO & QUINN LLC 2,510 $286K <0.01% 0 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 2,507 $285K 0.16% -321 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 2,503 $285K 0.02% -45 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,502 $285K 0.14% +463 13F-HR Timeline Yelin Lapidot Holdings Management Ltd. in group Yelin Lapidot Holdings Manage… More: the full row for Yelin Lapidot Holdings Management Ltd. 2,500 $284K 0.06% 0 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 2,497 $284K 0.07% -72 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 2,501 $284K 0.03% +482 13F-HR Timeline Chatterton & Associates Inc. More: the full row for Chatterton & Associates Inc. 2,490 $283K 0.24% 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 2,489 $283K 0.12% 0 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 2,488 $283K 0.21% -1,073 13F-HR Timeline Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 2,486 $283K 0.19% 0 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 2,486 $283K 0.07% -126 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 2,485 $283K 0.01% -920 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 2,481 $282K 0.13% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,480 $282K 0.04% -41 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 2,478 $282K 0.04% -1,069 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 2,477 $282K 0.05% 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 2,476 $282K 0.15% +1,001 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 2,476 $282K 0.02% -675 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,473 $281K 0.03% -290 13F-HR Timeline A&I FINANCIAL SERVICES, LLC More: the full row for A&I FINANCIAL SERVICES, LLC 2,463 $280K 0.13% -15 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 2,460 $280K 0.11% -55 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 2,460 $280K 0.18% -722 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 2,453 $279K 0.05% -11,840 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 2,449 $279K 0.12% 0 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 2,444 $278K 0.05% -396 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 2,447 $278K 0.18% -964 13F-HR/A Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 2,443 $278K 0.18% -1,738 13F-HR Timeline Brookmont Capital Management More: the full row for Brookmont Capital Management 2,442 $278K 0.16% -186 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 2,435 $277K 0.01% new 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 2,432 $277K 0.23% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,428 $276K 0.1% -1,102 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 2,427 $276K 0.11% 0 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 2,422 $276K 0.18% 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 2,420 $275K 0.05% -10 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 2,418 $275K 0.06% +505 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 2,417 $275K 0.03% -165 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 2,411 $274K 0.02% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 2,407 $274K 0.05% +11 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 2,403 $273K 0.01% -195 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 2,632 $273K 0.06% -35 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 2,397 $273K 0.09% +171 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 2,395 $272K 0.22% 0 13F-HR Timeline Israel Discount Bank of New York More: the full row for Israel Discount Bank of New York 2,395 $272K 0.74% new 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 2,376 $272K 0.01% new 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 2,391 $272K 0.14% -70 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2,387 $272K 0.04% 0 13F-HR Timeline Prism Planning Partners LLC More: the full row for Prism Planning Partners LLC 2,386 $271K 0.3% 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 2,385 $271K 0.04% -1,040 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 2,375 $270K 0.02% -406 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 2,374 $270K 0.08% 0 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 2,373 $270K 0.11% 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 2,371 $270K 0.04% +3 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 2,369 $270K 0.18% 0 13F-HR Timeline WealthSpring Partners, LLC More: the full row for WealthSpring Partners, LLC 2,368 $269K 0.28% 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 2,366 $269K 0.05% -19 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 2,371 $269K 0.13% new 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 2,363 $269K 0.07% -102 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 2,361 $269K 0.19% -160 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 2,359 $268K 0.09% -77 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 2,359 $268K 0.18% new 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 2,356 $268K 0.11% -277 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 2,349 $267K 0.16% new 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 2,344 $267K 0.06% +244 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 2,346 $267K 0.28% -300 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 2,344 $267K 0.02% +84 13F-HR Timeline Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 2,343 $267K 0.02% +17 13F-HR Timeline Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 2,340 $266K 0.13% 0 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 2,324 $266K 0.06% new 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 2,339 $266K 0.21% -50 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 2,335 $266K 0.04% -85 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 2,335 $266K 0.09% -160 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 2,327 $265K 0.09% -19 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 2,313 $264K 0.04% +44 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 2,319 $264K 0.17% -2 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 2,313 $263K 0.06% -44 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 2,313 $263K 0.03% -89 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 2,309 $263K 0.01% -493 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 2,302 $262K 0.07% 0 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 2,292 $261K 0.03% +152 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 2,291 $261K 0.08% +150 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 2,287 $260K 0.12% +67 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 2,284 $260K 0.39% 0 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 2,283 $260K 0.04% 0 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 2,282 $260K 0.14% -8 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 2,281 $260K 0.02% -636 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 2,276 $259K 0.02% -14 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 2,274 $259K 0.04% -174 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 2,271 $258K 0.04% -336 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 2,256 $258K 0.03% -212 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 2,272 $258K 0.06% 0 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 2,270 $258K 0.05% -11 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 2,264 $258K 0.11% -394 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 2,259 $257K 0.03% -10,305 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 2,258 $257K 0.13% 0 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 2,258 $257K 0.02% -42 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 2,307 $257K 0.17% -307 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 2,255 $257K 0.04% -43 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 2,253 $256K 0.09% -380 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,250 $256K 0.13% -246 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 2,246 $256K 0.11% -522 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,243 $255K 0.02% +105 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 2,239 $255K 0.14% +38 13F-HR Timeline Capital CS Group, LLC More: the full row for Capital CS Group, LLC 2,236 $254K 0.4% -270 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 2,236 $254K 0.09% -70 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 2,233 $254K 0.13% 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 2,233 $254K 0.04% -622 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 2,239 $254K 0.05% +425 13F-HR Timeline Lesa Sroufe & Co More: the full row for Lesa Sroufe & Co 2,231 $254K 0.19% 0 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 2,230 $254K 0.12% 0 13F-HR Timeline Juno Financial Group LLC More: the full row for Juno Financial Group LLC 2,223 $253K 0.1% 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 2,222 $253K 0.05% -230 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 2,219 $252K 0.03% +77 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 2,215 $252K 0.04% -245 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 2,215 $252K 0.01% 0 13F-HR/A Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 2,215 $252K 0.1% -10 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 2,214 $252K 0.04% -227 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 2,209 $251K 0.01% +3 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 2,205 $251K 0.05% -40 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 2,204 $251K 0.06% -4 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 2,305 $251K 0.01% -582 13F-HR Timeline FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 2,200 $250K 0.16% 0 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,199 $250K 0.03% -240 13F-HR Timeline Integras Partners LLC More: the full row for Integras Partners LLC 2,198 $250K 0.2% 0 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 2,198 $250K 0.06% 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 2,302 $250K 0.18% -8 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 2,196 $250K 0.12% 0 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 2,194 $250K 0.11% -441 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 2,185 $249K 0.09% +3 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 2,184 $248K 0.07% +1,600 13F-HR Timeline