Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 2,523 $331K 0.14% 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 2,522 $330K 0.02% -8 13F-HR Timeline Group IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 2,521 $330K 0.04% -24 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 2,519 $330K 0.03% +83 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,503 $328K 0.09% 0 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 2,501 $328K 0.22% -8 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 2,500 $328K 0.19% 0 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 2,500 $328K 0.27% 0 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 2,492 $327K 0.09% 0 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 2,491 $326K 0.22% +21 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 2,491 $326K 0.03% -675 13F-HR Timeline HTLF Bank More: the full row for HTLF Bank 2,490 $326K 0.04% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 2,489 $326K 0.12% -8 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,479 $325K 0.01% +18 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 2,502 $324K 0.17% -15 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 2,471 $324K 0.12% -98 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2,468 $323K 0.04% +247 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,467 $323K 0.02% +62 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 2,460 $322K 0.12% -600 13F-HR Timeline Benchmark Wealth Management, LLC More: the full row for Benchmark Wealth Management, LLC 2,458 $322K 0.16% 0 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 2,452 $321K 0.17% -622 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 2,438 $319K 0.07% +1 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 2,438 $319K 0.07% 0 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 2,438 $319K 0.02% new 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 2,435 $319K 0.03% -484 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 2,435 $319K 0.09% -6,921 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 2,427 $318K 0.22% +480 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 2,426 $318K 0.1% -5,083 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 2,425 $318K 0.08% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,396 $317K 0.08% +245 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 2,419 $317K 0.1% +281 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 2,418 $317K 0.1% +98 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 2,415 $316K 0.12% 0 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 2,412 $316K 0.04% +12 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 2,412 $316K 0.12% -120 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 2,286 $316K 0.04% 0 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 2,410 $316K 0.27% 13F-HR Timeline City State Bank More: the full row for City State Bank 2,398 $314K 0.11% -84 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 2,391 $313K 0.15% -55 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 2,381 $312K 0.06% -685 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 2,380 $312K 0.14% -18 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 2,371 $311K 0.13% 0 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 2,370 $311K 0.02% +100 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 2,366 $310K 0.01% 0 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 2,350 $308K 0.04% -15 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 2,350 $308K 0.31% 13F-HR/A Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 2,441 $308K 0.17% +131 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 2,344 $307K 0.15% -8 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 2,346 $307K 0.02% -43 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 2,338 $306K 0.3% 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 2,336 $306K 0.04% +1 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 2,319 $304K 0.02% +17 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 2,313 $303K 0.15% 0 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 2,293 $300K 0.1% 0 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 2,293 $300K 0.03% -615 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 2,284 $299K 0.09% +1 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 2,282 $299K 0.01% +260 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,282 $298K 0.03% +1,052 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 2,269 $297K 0.28% -203 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,267 $297K 0.01% +216 13F-HR Timeline Group Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 2,259 $296K 0.01% -858 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 2,260 $296K 0.19% +783 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 2,255 $295K 0.03% -30 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 2,250 $295K 0.25% 0 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 2,249 $295K 0.03% -4,463 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2,245 $294K 0.03% -11 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 2,233 $293K 0.12% -6,402 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 2,229 $292K 0.05% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 2,226 $292K 0.15% 0 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 2,222 $291K 0.04% -113 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 2,209 $290K 0.05% -174 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 2,203 $289K 0.22% 0 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 2,203 $289K 0.06% 0 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 2,200 $288K <0.01% 0 13F-HR Timeline Group Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 2,198 $288K 0.05% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 2,192 $287K 0.11% -6 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 2,188 $287K 0.04% -17 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,184 $286K 0.03% +3 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 2,173 $285K 0.07% +100 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 2,250 $284K 0.02% +479 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 2,163 $283K 0.16% -800 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 2,162 $283K 0.02% 0 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 2,160 $283K 0.12% +8 13F-HR Timeline COERENTE CAPITAL MANAGEMENT More: the full row for COERENTE CAPITAL MANAGEMENT 2,160 $283K 0.05% 0 13F-HR Timeline BOYAR ASSET MANAGEMENT INC. More: the full row for BOYAR ASSET MANAGEMENT INC. 2,150 $282K 0.19% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 2,137 $280K 0.09% -139 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 2,093 $280K 0.03% new 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 2,129 $279K <0.01% new 13F-HR Timeline Group BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 2,125 $278K 0.1% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 2,120 $278K <0.01% +108 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 2,230 $278K 0.06% +3 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 2,112 $277K 0.11% -321 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 2,110 $276K 0.04% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,105 $276K 0.01% -44 13F-HR Timeline UNIONVIEW, LLC More: the full row for UNIONVIEW, LLC 2,100 $275K 0.2% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,087 $274K 0.01% +188 13F-HR Timeline M. Kraus & Co More: the full row for M. Kraus & Co 2,083 $273K 0.08% -190 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 2,077 $272K 0.24% 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 2,070 $272K 0.02% +184 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,062 $272K 0.01% new 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 2,078 $271K 0.05% 0 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 2,061 $270K 0.02% -431 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 2,149 $270K 0.03% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,053 $269K 0.1% 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 2,050 $269K 0.02% -102 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 2,048 $268K 0.09% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,048 $268K 0.02% +39 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 2,047 $268K 0.13% -4 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 2,046 $268K 0.23% 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 2,039 $267K 0.18% 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 2,038 $267K 0.08% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,038 $267K 0.01% -98 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 2,035 $267K 0.12% +1 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,034 $266K 0.02% -309,239 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,023 $265K 0.01% -388 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 2,018 $264K 0.08% +47 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 2,016 $264K 0.21% -1,866 13F-HR Timeline Group Sabal Trust CO More: the full row for Sabal Trust CO 2,010 $263K 0.02% -76 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 2,002 $262K 0.28% 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 1,983 $260K 0.1% -34 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,978 $259K 0.03% 0 13F-HR/A Timeline New Hampshire Trust More: the full row for New Hampshire Trust 1,977 $259K 0.05% 0 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 1,976 $259K 0.02% -71 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 1,974 $259K 0.03% 0 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 1,967 $258K 0.15% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 1,962 $257K 0.01% -35 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 1,948 $255K 0.01% -152 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 1,945 $255K 0.13% 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 1,935 $254K 0.11% +154 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,933 $253K 0.04% +1,076 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 1,934 $253K 0.09% +360 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,907 $252K 0.02% -46 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 1,925 $252K 0.19% -8 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 1,918 $251K 0.05% -246 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,910 $250K 0.03% -44 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,906 $250K 0.02% -8 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,905 $250K 0.01% +11 13F-HR/A Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,903 $249K 0.01% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,902 $249K 0.01% -97 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 1,883 $249K 0.01% +114 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,974 $249K 0.09% +238 13F-HR Timeline Nexus Investment Management ULC More: the full row for Nexus Investment Management ULC 1,900 $249K 0.02% -550 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 1,900 $249K 0.03% -102 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,897 $249K 0.03% +264 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,892 $248K 0.02% +11 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 1,890 $248K 0.13% 0 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 1,735 $247K 0.05% 0 13F-HR Timeline Griffith & Werner, Inc. More: the full row for Griffith & Werner, Inc. 1,882 $247K 0.16% 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 1,878 $246K 0.04% +145 13F-HR Timeline Group First Nebraska Trust Co More: the full row for First Nebraska Trust Co 1,878 $246K 0.02% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,876 $246K 0.02% 0 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 1,876 $246K 0.13% -42 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 1,875 $246K 0.03% +100 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 1,870 $245K 0.04% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 1,944 $244K 0.09% +203 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,861 $244K 0.02% -7 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,857 $243K 0.01% 0 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 1,851 $243K 0.05% 0 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 1,854 $243K 0.03% -5 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,851 $242K 0.02% +5 13F-HR/A Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 1,847 $242K 0.11% -82 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 1,847 $242K 0.2% 0 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 1,700 $242K 0.02% 0 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 1,837 $241K 0.08% -50 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 1,832 $240K 0.16% 0 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 1,833 $240K 0.07% -290 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 1,830 $240K 0.18% -61 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 1,830 $240K <0.01% 0 13F-HR Timeline Group Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 1,830 $240K 0.23% new 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 1,830 $240K 0.01% -236 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,827 $239K 0.04% 0 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 1,822 $239K 0.02% -267 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,817 $238K 0.01% -60 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 1,815 $238K 0.01% -19 13F-HR Timeline Group American Trust More: the full row for American Trust 1,811 $237K 0.02% -1,960 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 1,811 $237K 0.06% new 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,796 $235K 0.02% 0 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 1,800 $235K 0.07% 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 1,791 $235K 0.03% -217 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 1,789 $234K 0.04% 0 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 1,783 $234K 0.03% 0 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 1,773 $232K 0.13% -223 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 1,767 $232K 0.18% 0 13F-HR Timeline TrinityPoint Wealth, LLC More: the full row for TrinityPoint Wealth, LLC 1,763 $231K 0.03% +52 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 1,759 $230K 0.21% 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 1,756 $230K 0.08% 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 1,756 $230K 0.12% +245 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 1,752 $230K 0.17% -66 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 1,752 $230K 0.1% 0 13F-HR Timeline Richard C. Young & CO., LTD. More: the full row for Richard C. Young & CO., LTD. 1,751 $229K 0.02% +62 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 1,748 $229K 0.02% -20 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 1,736 $228K 0.13% +213 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,736 $227K 0.03% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,727 $226K 0.01% +96 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,725 $226K 0.01% -1,171 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,721 $226K 0.02% +2 13F-HR Timeline Reliant Investment Management, LLC More: the full row for Reliant Investment Management, LLC 1,720 $225K 0.1% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 1,717 $225K 0.06% +7 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 1,713 $224K 0.07% -150 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 1,708 $224K 0.22% -2,269 13F-HR Timeline