WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,585 $418K 0.04% +128 13F-HR/A Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 1,581 $417K 0.16% +3 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 1,578 $416K 0.01% -254 13F-HR Timeline Gray Wealth Management Inc. More: the full row for Gray Wealth Management Inc. 1,568 $413K 0.16% -205 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 1,562 $412K 0.01% -220 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,561 $411K 0.06% -172 13F-HR/A Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 1,557 $410K 0.28% +2 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 1,554 $409K 0.04% 0 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 1,544 $407K 0.31% +113 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 1,543 $407K 0.07% 0 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 1,538 $405K 0.11% +137 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 1,809 $405K 0.23% -1,213 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 1,534 $404K 0.36% +6 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 1,532 $404K 0.01% 0 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 1,533 $404K 0.14% new 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 1,531 $403K 0.05% -34 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 1,530 $403K 0.07% +37 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,343 $402K 0.02% -71 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 1,526 $402K 0.02% +461 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 1,518 $400K 0.1% -17,820 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,517 $400K 0.04% +838 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 1,510 $398K 0.09% 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,501 $396K 0.1% -49 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,498 $395K 0.02% -48 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 1,496 $394K 0.19% 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 1,492 $393K 0.23% +123 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 1,486 $392K 0.07% -28 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,481 $390K <0.01% +31 13F-HR Timeline Group Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 1,481 $390K 0.07% new 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 1,477 $389K 0.17% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 1,476 $389K <0.01% +208 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,472 $388K 0.02% -580 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 1,467 $387K 0.03% new 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 1,467 $387K 0.04% 0 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 1,465 $386K 0.01% -172 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,460 $385K 0.01% +120 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,458 $384K 0.03% +13 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 1,450 $382K 0.12% 0 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 1,445 $381K 0.18% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,444 $380K 0.01% +72 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 1,439 $379K 0.38% 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 1,431 $377K 0.06% -86 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 1,434 $377K <0.01% -1,625 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,430 $377K 0.04% -1,748 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,318 $374K 0.36% 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,420 $374K 0.12% 0 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 1,420 $374K 0.13% -85 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,419 $374K 0.03% -751 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,416 $373K 0.05% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,412 $372K 0.02% -439 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,407 $371K 0.04% -295 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,406 $370K 0.04% -99 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 1,405 $370K 0.05% +13 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 1,403 $370K 0.28% +82 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 1,390 $366K 0.05% 0 13F-HR/A Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 1,388 $366K 0.04% new 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 1,384 $365K 0.18% +5 13F-HR Timeline NAPATREE CAPITAL LLC More: the full row for NAPATREE CAPITAL LLC 1,384 $365K 0.21% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,381 $364K 0.04% -1,173 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 1,500 $363K 0.09% +14 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 1,375 $362K 0.12% -48 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 1,369 $361K 0.18% +1 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,362 $359K 0.05% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,356 $357K 0.05% +47 13F-HR Timeline Fairbanks Capital Management, Inc. More: the full row for Fairbanks Capital Management, Inc. 1,351 $356K 0.22% -2,415 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 1,345 $354K 0.02% 0 13F-HR Timeline Group Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 1,341 $353K 0.29% 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 1,340 $353K 0.13% -43 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,338 $353K 0.02% +33 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,337 $352K 0.1% -18 13F-HR Timeline HARRIS ASSOCIATES L P More: the full row for HARRIS ASSOCIATES L P 1,325 $349K <0.01% +595 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 1,324 $349K 0.12% -105 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 1,319 $348K 0.01% +203 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 1,319 $348K 0.02% 0 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 1,316 $347K 0.26% -250 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 1,314 $346K 0.05% +3 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 1,314 $346K 0.03% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,313 $346K 0.01% -88 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 1,313 $346K 0.08% -199 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,311 $345K 0.02% +8 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 1,302 $343K 0.2% 0 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 1,302 $343K 0.05% -1 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 1,296 $341K 0.06% -55 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 1,293 $341K 0.35% 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 1,287 $339K <0.01% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 1,286 $339K 0.04% -173 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 1,285 $339K 0.12% +50 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 1,282 $338K 0.08% 0 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 1,276 $336K 0.19% 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,275 $336K 0.01% new 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 1,264 $333K 0.18% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,259 $332K 0.04% +122 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 1,259 $332K 0.02% -9 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,251 $330K 0.02% -4 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,249 $329K 0.05% 0 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 1,248 $329K 0.03% -175 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 1,248 $329K 0.07% -38 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 1,243 $327K 0.24% 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,241 $327K 0.13% -103 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 1,231 $324K 0.01% +173 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 1,225 $323K 0.16% -25 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,221 $322K 0.02% -69 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,219 $321K 0.02% 0 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,217 $321K 0.02% +2 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 1,211 $319K 0.21% 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 1,226 $318K 0.07% +20 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 1,208 $318K 0.24% -12 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 1,200 $316K 0.05% 0 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 1,200 $316K 0.05% -479 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 1,203 $316K 0.09% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,191 $314K 0.15% -130 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 1,189 $313K 0.14% +189 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 1,200 $313K 0.12% 0 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 1,186 $312K 0.01% -164 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 1,185 $312K 0.12% -599 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 1,182 $311K 0.06% 0 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 1,180 $311K 0.06% +21 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,178 $310K 0.03% +44 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 1,174 $309K 0.05% -70 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 1,174 $309K 0.15% 0 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,173 $309K 0.17% 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 1,172 $309K 0.2% +15 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,170 $308K <0.01% -26 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 1,171 $307K 0.28% -916 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1,166 $307K 0.01% -7 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 1,156 $305K 0.11% 0 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 1,156 $305K 0.32% 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,147 $302K 0.09% +255 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 1,146 $302K 0.14% +289 13F-HR Timeline New Vernon Capital Holdings II LLC in group New Vernon Capital Holdings I… More: the full row for New Vernon Capital Holdings II LLC 1,145 $302K 0.21% -206 13F-HR Timeline Group Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 1,141 $301K 0.07% +6 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 1,138 $300K 0.29% 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,138 $300K 0.04% new 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 1,133 $299K 0.13% -2,816 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 1,126 $297K 0.07% 0 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 1,123 $296K 0.1% +81 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,120 $295K 0.2% -228 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 1,111 $293K 0.17% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,109 $292K 0.04% +262 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,184 $292K 0.02% -12,297 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 1,103 $291K 0.07% +59 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 1,102 $290K 0.03% new 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 1,102 $290K 0.11% +5 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 1,101 $290K 0.12% -4 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 1,098 $289K 0.21% -20 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 1,094 $288K 0.06% +27 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 1,092 $288K 0.22% 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 1,090 $287K 0.07% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,087 $286K 0.11% -9 13F-HR Timeline Group Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 1,081 $285K 0.01% 0 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 1,081 $285K 0.16% +3 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 1,079 $284K 0.24% -820 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,078 $284K 0.24% -24 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,106 $284K 0.03% +69 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 1,075 $283K 0.21% -1,014 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 3,644 $282K 0.09% +5 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 1,069 $282K 0.06% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,069 $282K 0.02% -3 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 1,068 $282K 0.08% +241 13F-HR Timeline BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 1,063 $280K 0.13% -9 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 1,053 $277K 0.03% +335 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 1,050 $277K 0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,051 $277K 0.02% +40 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 1,025 $277K 0.06% +259 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1,047 $276K 0.02% +35 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 1,044 $275K 0.21% 0 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 1,042 $275K 0.05% +50 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,039 $274K 0.04% -11 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,038 $274K 0.01% +1 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 1,037 $273K 0.03% 0 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 1,032 $272K 0.15% -242 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 1,029 $271K 0.02% -4 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,021 $269K 0.02% +1 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,018 $268K 0.05% -591 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 1,014 $267K 0.03% 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 1,009 $266K 0.07% -12 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 1,007 $265K 0.24% 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 1,005 $265K <0.01% +10 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 1,003 $264K 0.04% -67 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 1,000 $263K 0.02% 0 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 1,000 $263K 0.19% 0 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 1,000 $263K 0.13% -145 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 1,000 $263K 0.08% 0 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 1,000 $263K 0.08% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 994 $262K 0.02% 0 13F-HR Timeline Group FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 986 $260K 0.02% -11 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 984 $259K 0.1% 0 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 983 $259K 0.03% -11 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 981 $258K 0.07% -102 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 978 $258K 0.02% -38 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 977 $258K 0.01% -11 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 973 $256K 0.01% -131 13F-HR Timeline Group Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 973 $256K 0.01% +114 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 972 $256K 0.01% +40 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 970 $256K 0.12% +14 13F-HR Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 967 $255K 0.28% 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 965 $254K 0.12% -57 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 963 $254K 0.07% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 963 $254K 0.22% 0 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 960 $253K 0.09% -10 13F-HR Timeline