Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 10,415 $436K 0.19% +5,980 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 10,320 $432K 0.09% -467 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 10,295 $431K 0.18% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 10,277 $430K 0.05% -1,754 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 10,260 $429K 0.42% +5,716 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 10,135 $424K 0.2% +133 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 10,128 $424K 0.26% +648 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 10,118 $423K 0.03% -746 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 10,108 $423K 0.15% -22 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 10,086 $422K 0.12% 0 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 10,066 $421K 0.37% 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 10,018 $419K 0.02% 0 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 10,000 $418K 0.07% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 9,750 $417K 0.02% +3,618 13F-HR Timeline Group Alexander Randolph Advisory, Inc. More: the full row for Alexander Randolph Advisory, Inc. 9,951 $416K 0.39% +2,585 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 9,941 $416K 0.08% -935 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 9,908 $414K 0.1% -34 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 9,885 $413K 0.14% 0 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 9,780 $409K 0.01% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 9,658 $404K 0.01% +12 13F-HR/A Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 9,653 $404K <0.01% -2,669 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 9,648 $403K 0.03% -952 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 9,631 $403K 0.09% -611 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 9,584 $401K 0.19% +1,382 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 9,584 $401K 0.17% -710 13F-HR Timeline Keeley-Teton Advisors, LLC More: the full row for Keeley-Teton Advisors, LLC 9,576 $400K 0.05% 0 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 9,500 $397K 0.01% 0 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 9,495 $397K 0.48% 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 9,488 $397K 0.03% 0 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 9,474 $396K <0.01% +2,663 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 9,449 $395K 0.03% 0 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 9,394 $395K 0.07% new 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 9,321 $390K 0.25% 0 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 9,295 $389K 0.01% 0 13F-HR Timeline Group SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 9,294 $389K 0.17% -313 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 9,292 $389K 0.09% +2,018 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 9,216 $387K 0.1% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 9,211 $385K 0.02% -83,607 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 9,192 $384K 0.36% 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 9,185 $384K 0.06% -800 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 9,183 $384K 0.08% -834 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 9,141 $382K <0.01% -6,001 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 9,137 $382K 0.04% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 9,103 $381K 0.21% -192 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 9,102 $381K 0.16% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 9,080 $380K 0.03% +276 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 9,036 $378K 0.02% +2,615 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 9,030 $377K 0.01% -1,038 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 8,997 $376K 0.06% -193 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 8,981 $376K 0.04% -4,661 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 8,939 $374K 0.24% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 8,881 $371K 0.07% +216 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 8,875 $371K <0.01% -2,750 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 8,805 $368K -1,816 Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 8,777 $367K <0.01% 0 13F-HR Timeline Group Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 8,719 $365K 0.35% 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 8,702 $364K 0.12% +232 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 8,669 $363K 0.1% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 8,644 $362K 0.01% +152 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 8,612 $360K 0.04% -107 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 8,604 $360K 0.22% 0 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 8,600 $360K 0.11% 0 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 8,562 $358K 0.17% +469 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 8,526 $357K 0.08% +2,231 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 8,516 $356K 0.04% 0 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 8,512 $356K 0.04% 0 13F-HR Timeline Lane & Associates LLC More: the full row for Lane & Associates LLC 8,325 $356K 0.18% +374 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 8,483 $355K 0.01% -345 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 8,470 $354K 0.08% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 8,444 $353K 0.06% +13 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 8,153 $351K 0.05% 0 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 8,389 $351K <0.01% +485 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 8,369 $350K 0.12% -8 13F-HR Timeline JARISLOWSKY, FRASER Ltd More: the full row for JARISLOWSKY, FRASER Ltd 8,341 $349K <0.01% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 8,340 $349K 0.09% 0 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 8,328 $348K 0.07% -11,361 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 8,325 $348K 0.07% +502 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 8,311 $348K 0.02% -674 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 8,260 $345K 0.01% -5,693 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 8,205 $343K 0.12% -220 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 8,197 $343K 0.06% -1,928 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 8,194 $343K 0.16% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 8,190 $343K 0.02% -131 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 8,185 $342K 0.12% 0 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 8,003 $335K 0.1% -772 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 8,004 $335K 0.02% +1,495 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 7,996 $334K 0.07% 0 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 7,994 $334K 0.17% +2,775 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 7,956 $333K 0.03% new 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 7,956 $333K 0.16% +179 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 7,924 $331K 0.06% -426 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 7,894 $330K 0.16% +134 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 7,889 $330K <0.01% +434 13F-HR Timeline Group FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 7,839 $328K 0.14% -9,384 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 7,820 $327K 0.07% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 7,814 $327K 0.04% -1,539 13F-HR Timeline COMMON FUND FOR NONPROFIT ORGANIZATIONS in group COMMON FUND FOR NONPROFIT ORG… More: the full row for COMMON FUND FOR NONPROFIT ORGANIZATIONS 7,800 $326K 0.04% -4,680 13F-HR Timeline Group Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 7,782 $325K 0.14% +986 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 7,735 $323K 0.1% +220 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 7,734 $323K 0.07% new 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 7,732 $323K 0.06% -5,383 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 7,669 $323K 0.26% 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 7,723 $323K 0.19% +21 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 7,688 $322K <0.01% -2,306 13F-HR Timeline Group MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 7,671 $321K 0.33% -1,516 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 7,645 $320K 0.32% -276 13F-HR Timeline WMS Partners, LLC More: the full row for WMS Partners, LLC 7,592 $317K 0.02% +3,155 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 7,570 $317K 0.02% 0 13F-HR Timeline Group Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 7,542 $315K 0.11% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 7,541 $315K 0.01% +6 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 7,500 $314K 0.01% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 7,495 $313K 0.14% +172 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 7,485 $313K 0.01% +236 13F-HR Timeline DISCOVERY CAPITAL MANAGEMENT, LLC / CT More: the full row for DISCOVERY CAPITAL MANAGEMENT, LLC / CT 7,462 $312K 0.02% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 7,458 $312K 0.01% +684 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 6,792 $311K 0.06% 0 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 7,405 $310K 0.21% -2,837 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 7,392 $309K 0.08% -258 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 7,379 $309K 0.17% 0 13F-HR Timeline American Trust More: the full row for American Trust 7,370 $308K 0.02% new 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 7,361 $308K 0.25% 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 7,346 $307K 0.15% +1,778 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 7,331 $307K <0.01% +1,478 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 7,330 $307K 0.03% -1,000 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 7,324 $306K 0.17% 0 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 7,279 $304K 0.04% new 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 7,279 $304K 0.07% -1,185 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 7,242 $303K 0.26% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 7,241 $303K 0.02% -1,858 13F-HR Timeline Group True North Advisors, LLC More: the full row for True North Advisors, LLC 7,228 $302K 0.07% new 13F-HR Timeline Wealth Forward, LLC More: the full row for Wealth Forward, LLC 7,214 $302K 0.21% -5,332 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 7,165 $300K 0.16% +256 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 7,131 $298K 0.06% +26 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 7,116 $298K 0.1% -700 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 7,069 $296K 0.04% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 7,065 $295K 0.01% -947 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 7,032 $294K 0.01% new 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 7,041 $294K 0.03% -29,157 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 7,002 $293K 0.01% +251 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 6,984 $292K 0.01% -3,108 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 6,982 $292K 0.08% 0 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 6,945 $290K 0.11% 0 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 6,330 $290K 0.03% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 6,848 $286K 0.02% +2,349 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 6,841 $286K 0.13% 0 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 6,810 $285K 0.11% -2,138 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 6,794 $284K 0.19% -46 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 6,787 $284K 0.13% new 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 6,782 $284K 0.05% -50 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 6,718 $282K 0.02% 0 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 6,703 $282K 0.17% +200 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 6,654 $278K 0.04% 0 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 6,639 $278K 0.08% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 6,598 $276K <0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 6,582 $275K 0.11% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 6,579 $275K <0.01% -17,743 13F-HR Timeline Group 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 6,576 $275K 0.02% 0 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 6,490 $274K 0.05% +110 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 6,487 $271K 0.02% -306,548 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 6,461 $270K 0.14% +216 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 6,397 $268K 0.08% -957 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 6,396 $267K 0.06% -218 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 6,340 $265K 0.13% +81 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 6,309 $264K 0 Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 6,298 $263K 0.05% +637 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 6,288 $263K 0.06% 0 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 6,276 $262K 0.03% +500 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 6,258 $262K 0.04% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 6,249 $261K 0.01% 0 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 6,233 $261K 0.01% -900 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 6,223 $260K 0.06% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 6,202 $259K 0.02% -5,346 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 6,183 $259K 0.13% 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 6,177 $258K 0.13% 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 6,162 $258K 0.1% -229 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 6,163 $258K 0.03% +15 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 6,152 $257K 0.02% +2 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 6,077 $254K 0.05% 0 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 6,034 $252K 0.17% 0 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 6,018 $252K 0.07% +25 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6,009 $251K 0.02% -443 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 6,010 $251K 0.04% 0 13F-HR/A Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 6,000 $251K <0.01% 0 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 6,000 $251K <0.01% new 13F-HR Timeline Group Sandy Spring Bank More: the full row for Sandy Spring Bank 5,987 $250K 0.01% 0 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 5,973 $249K <0.01% +1,058 13F-HR/A Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 5,946 $249K 0.04% +12 13F-HR Timeline Stillwater Capital Advisors, LLC More: the full row for Stillwater Capital Advisors, LLC 5,935 $248K 0.03% -585 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 5,923 $248K 0.06% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 5,904 $247K 0.01% +12 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 5,890 $246K 0.13% new 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 5,865 $245K 0.05% 0 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 5,828 $244K 0.15% +1,035 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 5,813 $243K 0.04% 0 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 5,799 $243K 0.04% -2,890 13F-HR/A Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 5,791 $242K 0.02% 0 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 5,732 $240K 0.09% -100 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 5,726 $239K 0.03% +279 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 5,713 $239K 0.06% -1,610 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 5,708 $239K 0.06% 13F-HR Timeline