MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 2,234 $630K 0.19% +280 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 2,232 $630K 0.24% +1 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 2,231 $630K 0.06% -166 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 2,230 $629K 0.1% +18 13F-HR Timeline V. M. MANNING & CO., INC. More: the full row for V. M. MANNING & CO., INC. 2,597 $629K 0.57% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 2,226 $628K 0.06% -80 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 2,220 $626K 0.51% -10 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 2,218 $626K 0.13% 0 13F-HR Timeline Financial Futures Ltd Liability Co. 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SCOTT NEAL, INC. More: the full row for D. SCOTT NEAL, INC. 2,150 $607K 0.28% -312 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 2,150 $607K 0.33% new 13F-HR Timeline Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 2,149 $606K 0.15% 0 13F-HR Timeline Knott David M Jr More: the full row for Knott David M Jr 2,142 $604K 0.25% 0 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 2,136 $603K 0.1% +50 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2,136 $603K 0.13% -19 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 2,134 $602K 0.16% +29 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,101 $602K 0.2% +106 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 2,128 $600K 0.13% +50 13F-HR Timeline Bellecapital International Ltd. 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More: the full row for Marathon Mission, Inc. 2,014 $568K 0.34% -41 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2,011 $567K 0.07% +1,010 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 2,010 $567K 0.22% new 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 2,004 $565K 0.15% +56 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 2,004 $565K 0.38% -198 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 2,000 $564K 0.11% 0 13F-HR Timeline Ergawealth Advisors, Inc. More: the full row for Ergawealth Advisors, Inc. 2,000 $564K 0.26% 0 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 1,996 $563K 0.45% -2 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 1,992 $562K 0.21% +427 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 1,980 $559K 0.18% +219 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 1,980 $559K 0.07% -38 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 1,949 $558K 0.06% +6 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 1,976 $558K 0.44% -16 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 1,967 $555K 0.03% new 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,967 $555K 0.22% +221 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 1,961 $553K 0.05% -176 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 1,958 $552K <0.01% +288 13F-HR Timeline Group BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 1,955 $552K 0.16% +27 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,954 $551K 0.08% new 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 1,776 $549K 0.09% +15 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,943 $548K 0.02% +1,467 13F-HR Timeline Group Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 1,939 $547K 0.13% +317 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 1,938 $547K 0.05% -175 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 1,936 $546K 0.29% -1 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 1,931 $545K 0.08% -13 13F-HR Timeline Willis Investment Counsel More: the full row for Willis Investment Counsel 1,930 $545K 0.03% +266 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 1,921 $542K 0.14% +847 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 1,917 $541K 0.07% +17 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 1,916 $541K 0.18% +50 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 1,939 $539K 0.02% +149 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 1,907 $538K 0.3% 0 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 1,906 $538K 0.13% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,905 $538K 0.06% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. West Wealth Group, LLC More: the full row for West Wealth Group, LLC 1,913 $537K 0.12% +374 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 1,903 $537K 0.03% new 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 1,901 $536K 0.36% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 1,899 $536K 0.05% -1,065 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,898 $536K 0.01% +649 13F-HR Timeline Group EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 1,892 $534K 0.25% -268 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 1,891 $534K 0.41% 0 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 1,884 $532K 0.14% -3 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 1,884 $532K 0.06% -1,206 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,883 $531K 0.12% -228 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 1,800 $531K 0.17% 0 13F-HR Timeline Pacifica Partners Inc. 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More: the full row for CacheTech Inc. 1,869 $527K 0.11% -96 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 1,868 $527K 0.19% -136 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 1,863 $526K 0.3% new 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 1,863 $526K 0.28% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 1,861 $525K 0.46% -39 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 1,860 $525K 0.36% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,859 $525K 0.06% -125 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 1,857 $524K 0.09% +2 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 1,851 $522K 0.06% +915 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 1,851 $522K 0.03% -55 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 1,847 $521K 0.42% +18 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 1,850 $521K 0.14% -397 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 1,844 $520K 0.63% +37 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 1,842 $520K 0.02% -1,266 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 1,842 $520K 0.11% +1,000 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 1,841 $519K 0.18% +46 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 1,839 $519K 0.05% -44 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 1,839 $519K 0.07% 0 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 1,837 $518K 0.09% +1 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,836 $518K 0.11% 0 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 1,834 $517K 0.03% new 13F-HR Timeline Group Challenger Wealth Management More: the full row for Challenger Wealth Management 1,830 $516K 0.4% +17 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 1,829 $516K 0.22% +100 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 1,828 $516K 0.29% -41 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 1,823 $514K 0.05% 0 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 1,822 $514K 0.05% 0 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 1,816 $512K 0.1% -10 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 1,813 $512K 0.4% +39 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,812 $511K 0.04% -2,765 13F-HR/A Timeline Carter Financial Group, INC. 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