HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 3,241 $363K 0.01% +605 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 3,241 $363K 0.13% +19 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 3,233 $362K 0.04% new 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 3,222 $361K 0.23% new 13F-HR/A Timeline City State Bank More: the full row for City State Bank 3,217 $360K 0.12% -170 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 3,213 $360K 0.33% -797 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 3,212 $360K 0.08% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 3,205 $359K 0.04% -20 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 3,200 $359K 0.03% 0 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. 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More: the full row for TRUST POINT INC. 3,036 $340K 0.03% -1,177 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 3,034 $340K 0.09% -223 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 3,012 $338K 0.04% new 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 3,010 $337K 0.1% -169 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 3,005 $337K 0.23% 0 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 3,007 $336K 0.01% -1,132 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 3,000 $336K 0.04% -3,000 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 2,999 $336K 0.3% +10 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,986 $335K 0.01% +292 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,977 $334K 0.03% -250 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 2,969 $333K 0.02% -10 13F-HR Timeline Group BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 2,963 $332K 0.07% +80 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,962 $332K 0.04% +10 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 2,953 $331K 0.21% -261 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,944 $330K 0.06% +347 13F-HR Timeline AMERIFLEX GROUP, INC. 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More: the full row for Waterloo Capital, L.P. 2,381 $267K 0.02% new 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,371 $266K 0.02% -130 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 2,363 $265K 0.11% +14 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 2,357 $264K 0.15% -15 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,352 $264K 0.04% +29 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 2,350 $263K 0.02% +184 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 2,345 $263K 0.13% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,342 $262K 0.03% new 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 2,338 $262K 0.09% -2,328 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,337 $262K 0.02% +169 13F-HR Timeline Group Slagle Financial, LLC More: the full row for Slagle Financial, LLC 2,336 $262K 0.12% -25,788 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 2,321 $260K 0.09% -380 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. 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More: the full row for SMITH, MOORE & CO. 2,130 $239K 0.02% -1,000 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 2,129 $239K 0.13% -985 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 2,125 $238K 0.18% new 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 2,121 $238K 0.03% new 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 2,118 $237K 0.07% new 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 2,118 $237K 0.07% new 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 2,110 $236K 0.04% new 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 2,106 $236K 0.2% new 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 2,100 $235K 0.07% new 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 2,098 $235K 0.12% -125 13F-HR Timeline Cohen Capital Management, Inc. 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