ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 4,069 $1.16M 0.17% -154 13F-HR Timeline Baer Investment Advisory LLC More: the full row for Baer Investment Advisory LLC 4,060 $1.16M 1.31% -15 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 4,024 $1.14M 0.12% 0 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 4,003 $1.14M 0.24% -194 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 3,998 $1.14M 0.38% +131 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 3,924 $1.13M 0.47% -142 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 3,963 $1.13M 0.39% +40 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 3,908 $1.11M 0.34% +944 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 3,877 $1.1M 0.26% 0 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 3,837 $1.09M 0.21% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 3,790 $1.08M 0.68% 0 13F-HR Timeline LDIC Inc. More: the full row for LDIC Inc. 3,703 $1.05M 0.63% +188 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3,664 $1.04M 0.27% +1,089 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 3,653 $1.04M 0.68% +113 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 3,625 $1.03M 0.15% -567 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 3,550 $1.01M 0.5% -50 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 3,494 $1M 0.19% -4,883 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 3,482 $984K 0.2% -2,369 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 3,439 $978K 0.17% +21 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 3,416 $972K 0.36% +416 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 3,370 $959K 0.33% +350 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 3,279 $933K 0.27% 0 13F-HR Timeline Sherrill & Hutchins Financial Advisory,… More: the full row for Sherrill & Hutchins Financial Advisory, Inc 3,277 $932K 0.45% +6 13F-HR Timeline Madson Wealth Advisors Inc More: the full row for Madson Wealth Advisors Inc 3,257 $927K 0.65% -49 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 3,169 $902K 0.21% -66 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 3,158 $898K 0.36% +83 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 3,135 $892K 0.45% +2 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 3,134 $891K 0.24% +153 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 3,120 $888K 0.87% 0 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 3,100 $882K 0.58% -150 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 3,087 $878K 0.09% +70 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 3,023 $860K 0.31% +5 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 3,008 $856K 0.57% +23 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,965 $844K 0.01% +479 13F-HR Timeline Group FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 2,917 $830K 0.71% -50 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,869 $816K 0.1% +54 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 2,859 $813K 0.35% +56 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 2,858 $813K 0.36% +40 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 2,854 $812K 0.16% -166 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 2,842 $810K 0.14% -12 13F-HR Timeline FORTERIS WEALTH MANAGEMENT INC. More: the full row for FORTERIS WEALTH MANAGEMENT INC. 2,842 $809K 0.67% +246 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 2,821 $803K 0.39% +2,051 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 2,817 $801K 0.08% -134 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 2,797 $796K 0.17% -55 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 2,795 $795K 0.18% -30 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 2,786 $793K 0.06% -76 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 2,786 $792K 0.44% -327 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,778 $790K 0.16% -212 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 2,771 $788K 0.45% -77 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 2,764 $786K 0.56% -279 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 2,764 $786K 0.1% -36 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,769 $782K 0.32% -2 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 2,727 $776K 0.11% +8 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 2,707 $770K 0.29% -68 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 2,701 $768K 0.16% +380 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 2,618 $745K 0.44% -53 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 2,590 $737K 0.08% +944 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 2,585 $735K 0.19% +1 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 2,572 $732K 0.45% -114 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 2,520 $717K 0.09% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Montecito Bank & Trust More: the full row for Montecito Bank & Trust 2,487 $708K 0.11% +14 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 2,483 $706K 0.04% +163 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 2,476 $704K 0.12% +46 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 2,486 $702K 0.21% +38 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 2,465 $701K 0.18% +46 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 2,464 $701K 0.27% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 2,477 $700K 0.39% -20 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 2,442 $695K 0.38% -46 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 2,370 $674K 0.37% 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 2,349 $668K 0.12% +222 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,331 $663K 0.04% +292 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 2,311 $657K 0.16% 0 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 2,299 $654K 0.39% +20 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 2,268 $645K 0.11% +18 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 2,254 $641K 0.33% -110 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 2,233 $635K 0.05% -156 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 2,229 $634K 0.12% +3 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 2,229 $634K 0.57% -12 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 2,199 $626K 0.06% -255 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 2,197 $625K 0.42% -927 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 2,189 $623K 0.3% +12 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 2,170 $617K 0.05% -36 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 2,147 $611K 0.13% +17 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 2,140 $609K 0.06% -11 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 2,105 $599K 0.29% +116 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 2,087 $594K 0.04% -159 13F-HR Timeline BankPlus Wealth Management LLC in group BankPlus Trust Department More: the full row for BankPlus Wealth Management LLC 2,071 $590K 0.26% +30 13F-HR Timeline Group Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 2,036 $579K 0.07% +43 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 2,028 $577K 0.07% -146 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 1,975 $562K 0.03% -97 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,975 $562K 0.12% -265 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 1,971 $561K 0.05% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,941 $552K 0.1% +174 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 1,925 $548K 0.39% -166 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 1,907 $543K 0.08% 0 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 1,907 $543K 0.08% -18 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 1,900 $541K 0.38% 0 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 1,901 $541K 0.17% -76 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 1,865 $531K 0.19% -90 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 1,860 $529K 0.02% +188 13F-HR Timeline N10 WEALTH, LLC More: the full row for N10 WEALTH, LLC 1,829 $520K 0.15% +1,197 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 1,821 $518K 0.1% -36 13F-HR Timeline Advisory Solutions Group, LLC More: the full row for Advisory Solutions Group, LLC 1,809 $515K 0.11% new 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 1,808 $514K 0.09% 0 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 1,803 $513K 0.24% -195 13F-HR/A Timeline Trust Co More: the full row for Trust Co 1,800 $512K 0.04% +171 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 1,794 $510K 0.13% -24 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 1,776 $505K 0.18% +91 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 1,772 $504K 0.2% +703 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 1,726 $491K 0.08% 0 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 1,724 $490K 0.36% -30 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 1,717 $488K 0.15% +36 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 1,697 $483K 0.29% 0 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 1,664 $473K 0.14% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,654 $471K 0.08% -40 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 1,634 $465K 0.18% -281 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 1,629 $464K 0.23% -1,400 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 1,622 $461K 0.05% -1,028 13F-HR Timeline Generate Investment Management Ltd More: the full row for Generate Investment Management Ltd 1,620 $461K 0.02% -48,553 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 1,609 $458K 0.17% -2,803 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 1,576 $448K 0.31% +196 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 1,574 $448K 0.19% +293 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 1,530 $435K 0.09% -55 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 1,530 $435K 0.19% -184 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 1,523 $433K 0.09% +287 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,523 $433K 0.33% +3 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 1,506 $428K 0.02% +185 13F-HR Timeline ZynergyRetirementPlanningLLC More: the full row for ZynergyRetirementPlanningLLC 1,499 $426K 0.23% 0 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 1,205 $425K 0.13% 0 13F-HR Timeline Pacific Park Financial, Inc. More: the full row for Pacific Park Financial, Inc. 1,447 $412K 0.24% 0 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 1,423 $405K 0.12% -33 13F-HR Timeline 25 LLC More: the full row for 25 LLC 1,416 $403K 0.11% +23 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 1,414 $402K 0.06% +621 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 1,413 $402K 0.09% +139 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,406 $400K 0.1% +1 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 1,392 $396K 0.09% +9 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 1,391 $396K 0.1% +505 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 1,387 $395K 0.14% 0 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 1,376 $393K 0.05% -74 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 1,376 $391K 0.18% +1,100 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 1,376 $391K 0.11% -55 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 1,373 $390K 0.11% +546 13F-HR Timeline Sherman Wealth Management LLC More: the full row for Sherman Wealth Management LLC 1,092 $385K 0.29% 0 13F-HR Timeline AtlasMark Financial, Inc More: the full row for AtlasMark Financial, Inc 1,350 $384K 0.19% 0 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 1,341 $382K 0.15% -62 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 1,341 $382K 0.11% +119 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 1,331 $379K 0.32% +32 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 1,325 $377K 0.06% 0 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 1,317 $375K 0.13% -15 13F-HR Timeline Value Investment Professionals, LLC More: the full row for Value Investment Professionals, LLC 1,303 $371K 0.32% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 1,300 $370K 0.17% 0 13F-HR Timeline Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 1,292 $368K 0.09% -19 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 1,287 $366K 0.17% 0 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 1,272 $362K 0.04% +10 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 1,263 $359K 0.04% -25 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 1,261 $359K 0.14% -2 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 1,257 $358K 0.09% +150 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 1,251 $356K 0.05% 0 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 1,241 $353K 0.01% +88 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 1,240 $353K 0.04% 0 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 1,239 $352K 0.11% -124 13F-HR Timeline Phraction Management LLC More: the full row for Phraction Management LLC 1,235 $351K 0.08% 0 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 1,225 $348K 0.04% -68 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,218 $346K 0.57% -3,067 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 1,208 $344K 0.1% +5 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 1,198 $341K 0.06% -40 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 1,182 $336K 0.97% +274 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 1,178 $335K 0.12% 0 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 1,149 $329K 0.13% -145 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 1,157 $329K 0.05% 0 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 1,152 $328K 0.2% 0 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 1,141 $325K 0.02% +22 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 1,137 $323K 0.13% -73 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 1,122 $319K 0.03% +1 13F-HR Timeline CACTI ASSET MANAGEMENT LLC More: the full row for CACTI ASSET MANAGEMENT LLC 1,100 $317K 0.02% 0 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 1,111 $316K 0.03% +1 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 1,090 $310K 0.08% +2 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 1,077 $306K 0.16% -182 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 1,063 $302K 0.04% +40 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 1,061 $302K 0.14% -12 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 1,041 $296K 0.15% 0 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 1,036 $295K 0.14% 0 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 1,036 $295K 0.18% 0 13F-HR Timeline Financial Architects, LLC More: the full row for Financial Architects, LLC 1,025 $292K 0.15% -35 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 1,022 $291K 0.03% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 1,017 $289K 0.2% -20 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 972 $283K 0.03% -884 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 981 $279K 0.2% +108 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 979 $279K 0.07% -19 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 975 $277K 0.06% +155 13F-HR Timeline Seven Hills Financial, LLC More: the full row for Seven Hills Financial, LLC 967 $275K 0.17% 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 963 $274K 0.12% -119 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 962 $274K 0.03% 0 13F-HR Timeline Parrish Capital LLC More: the full row for Parrish Capital LLC 953 $271K 0.26% -547 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 956 $270K 0.02% 0 13F-HR Timeline Group Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 937 $267K 0.16% +165 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 922 $262K 0.2% new 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 919 $261K 0.12% +160 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 916 $261K 0.11% -23 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 915 $260K 0.16% +19 13F-HR Timeline