Private Portfolio Partners LLC More: the full row for Private Portfolio Partners LLC 10,396 $647K 0.12% -409 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 10,393 $647K 0.24% -190 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 10,385 $647K 0.19% +639 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 10,375 $646K 0.64% 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 10,339 $644K 0.37% -553 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 10,320 $643K <0.01% +4,847 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 10,314 $642K 0.17% +169 13F-HR Timeline Wills Financial Group, Inc. More: the full row for Wills Financial Group, Inc. 10,313 $642K 0.28% +27 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 10,310 $642K 0.02% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 10,285 $640K 0.06% +175 13F-HR Timeline Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 10,276 $640K 0.08% new 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 10,273 $640K 0.17% new 13F-HR/A Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 10,223 $636K 0.19% -130 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 10,211 $636K 0.02% +677 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 10,194 $634K 0.01% +9,819 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 10,196 $632K 0.06% -2,154 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 10,156 $632K 0.2% +3,168 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 10,155 $632K 0.15% +1,955 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 10,150 $632K 0.09% +15 13F-HR Timeline Tandem Investment Advisors, Inc. More: the full row for Tandem Investment Advisors, Inc. 10,143 $632K 0.02% +603 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 10,148 $632K 0.07% -218 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 10,147 $632K 0.59% 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 10,133 $631K 0.04% +39 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 10,130 $631K 0.17% -1,061 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 10,126 $630K 0.39% 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 10,124 $630K 0.49% 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 10,108 $629K 0.16% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 10,074 $627K 0.27% +133 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 9,852 $627K 0.08% 0 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 10,048 $626K 0.14% +72 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 10,038 $625K 0.53% -7,800 13F-HR Timeline Gibson Wealth Advisors LLC More: the full row for Gibson Wealth Advisors LLC 10,000 $623K 0.51% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 9,994 $622K 0.04% +1,408 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 9,980 $621K 0.11% 0 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 9,973 $621K 0.15% +10 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 9,770 $619K 0.3% +8 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 9,928 $618K 0.17% +1,308 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 9,923 $618K 0.12% -52 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 9,910 $617K 0.11% -550 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 9,893 $616K 0.22% 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 9,891 $616K 0.16% -212 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 9,890 $616K 0.11% +68 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 9,881 $615K 0.2% +140 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 9,869 $614K 0.6% 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 9,852 $613K 0.31% -31,863 13F-HR Timeline SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 9,830 $612K 0.41% +1,075 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 10,177 $612K 0.2% +184 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 9,821 $611K 0.03% -200 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 9,798 $610K 0.8% 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 9,786 $609K 0.08% -96 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 9,769 $608K 0.1% 0 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 9,753 $607K 0.02% +68 13F-HR Timeline Group Severin Investments, LLC More: the full row for Severin Investments, LLC 9,740 $606K 0.6% 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 9,714 $605K 0.43% -1,398 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 9,696 $604K 0.28% 0 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 9,698 $604K 0.16% +143 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 9,671 $602K 0.2% +576 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 9,665 $602K 0.46% +357 13F-HR Timeline CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 9,587 $601K 0.41% 0 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 9,878 $601K 0.13% +6 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 9,649 $601K 0.42% 0 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 9,627 $599K 0.24% 0 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 9,626 $599K 0.4% +2 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 9,592 $597K 0.27% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 9,582 $597K 0.09% -534 13F-HR Timeline Cullen Capital Management, LLC More: the full row for Cullen Capital Management, LLC 9,539 $594K 0.01% -680 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 9,523 $593K 0.17% +3 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 9,565 $592K 0.34% +604 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 9,513 $592K 0.34% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 9,510 $592K 0.04% +438 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 9,510 $592K 0.08% +756 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 9,493 $591K 0.16% +73 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 9,476 $590K 0.4% 0 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 9,476 $590K 0.14% -33 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 9,470 $590K 0.2% 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 9,466 $589K 0.22% +189 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 9,458 $589K 0.36% -755 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 9,457 $589K 0.17% -1,029 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 9,411 $586K 0.32% +1,236 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 9,408 $586K 0.54% 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 9,405 $586K 0.29% +128 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 9,405 $586K 0.03% +5,880 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 9,403 $585K 0.08% +1,545 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 9,372 $584K 0.07% -200 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 9,370 $583K 0.25% +400 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 8,117 $583K 0.05% 0 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 9,129 $583K 0.18% -166 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 8,214 $582K 0.26% 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 9,333 $581K 0.04% +43 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 9,319 $580K 0.12% +395 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 9,310 $580K 0.06% 0 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 9,309 $580K 0.46% -82 13F-HR Timeline TOBAM More: the full row for TOBAM 9,268 $577K 0.18% -2,492 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 9,255 $576K 0.43% +37 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 9,207 $573K 0.11% 0 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 9,185 $572K 0.09% -95 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 9,135 $569K 0.26% -55 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 9,108 $567K 0.06% 0 13F-HR Timeline Geller Advisors LLC More: the full row for Geller Advisors LLC 9,095 $566K 0.04% 0 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 9,092 $566K 0.07% +2,705 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 9,079 $565K 0.52% 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 9,051 $564K 0.04% +105 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 8,805 $562K 0.09% +205 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 9,022 $562K 0.17% new 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 9,001 $560K 0.43% +302 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 8,995 $560K 0.09% +216 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 8,993 $560K 0.07% -1,384 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 8,987 $560K 0.57% -11 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 8,986 $559K 0.42% +7 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 8,960 $558K 0.38% 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 8,931 $556K 0.2% -50 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 8,918 $555K 0.37% -904 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 8,919 $555K 0.3% new 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 8,899 $554K 0.1% +17 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 8,880 $553K 0.24% -869 13F-HR Timeline Financial Partners Group, LLC More: the full row for Financial Partners Group, LLC 8,852 $551K 0.23% -2,654 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 8,839 $550K 0.38% +38 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 8,835 $550K 0.06% -214 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 8,830 $550K 0.4% -459 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 8,820 $549K 0.07% -515 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 8,795 $548K 0.08% +293 13F-HR/A Timeline Lazard Freres Gestion S.A.S. More: the full row for Lazard Freres Gestion S.A.S. 8,775 $546K 0.01% 0 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 8,758 $545K 0.23% new 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 8,758 $545K 0.17% +246 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 8,743 $544K 0.04% +1,536 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 8,711 $542K 0.13% +8 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 8,708 $542K 0.12% -170 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 8,707 $542K 0.57% 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 8,702 $542K 0.28% +334 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 8,696 $541K 0.09% 0 13F-HR Timeline Cutter & CO Brokerage, Inc. More: the full row for Cutter & CO Brokerage, Inc. 8,691 $541K 0.13% 0 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 7,513 $540K 0.37% +172 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 8,671 $540K 0.12% +1,867 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 8,659 $539K 0.11% 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 8,645 $538K 0.11% +500 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 8,640 $538K 0.06% -124 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 8,614 $536K 0.43% 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 8,615 $536K 0.18% 0 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 8,608 $536K 0.34% 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 8,584 $534K 0.23% +1,832 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 8,573 $534K 0.12% 0 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 8,572 $534K 0.13% +781 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 8,569 $534K 0.49% 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 8,562 $533K 0.08% 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 8,550 $532K 0.54% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 8,538 $532K 0.15% -97 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 8,530 $531K 0.14% -427 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 8,527 $531K 0.26% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 8,523 $531K 0.35% +1,482 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 8,517 $530K 0.1% new 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 8,512 $530K 0.12% -154 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 8,480 $528K 0.16% -250 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 8,479 $527K 0.21% 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 8,462 $527K 0.32% +1 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 8,461 $527K 0.15% +140 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 8,441 $526K 0.05% -223 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 8,436 $525K 0.19% -15 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 8,420 $524K 0.78% 13F-HR/A Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 8,410 $524K 0.14% +56 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 8,407 $523K 0.09% -98 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 8,400 $523K 0.38% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 8,389 $522K 0.07% +1,063 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 7,573 $522K 0.06% +668 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 8,369 $521K 0.06% -1,101 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 8,343 $519K 0.24% +156 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 8,332 $519K 0.3% -139 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 8,316 $518K 0.05% +1,135 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 8,152 $516K 0.45% +87 13F-HR Timeline Goldstream Capital Management Ltd More: the full row for Goldstream Capital Management Ltd 8,276 $515K 0.22% -10,322 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 8,274 $515K 0.04% -1,355 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 8,265 $515K 0.46% +818 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 8,259 $514K 0.07% -19 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 8,409 $512K 0.1% 0 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 8,215 $511K 0.11% +1,833 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 8,212 $511K 0.09% +1,758 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 8,191 $510K 0.12% +31 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 8,170 $509K 0.04% -1,500 13F-HR Timeline Grant/GrossMendelsohn, LLC More: the full row for Grant/GrossMendelsohn, LLC 8,155 $508K 0.27% -2,734 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 8,149 $507K 0.08% +91 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 8,141 $507K 0.07% 0 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 8,136 $507K 0.15% -374 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 8,115 $505K 0.11% +7,600 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 8,108 $505K 0.27% +1,064 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 8,107 $505K 0.25% +426 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 8,104 $505K 0.08% -230 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 8,075 $503K 0.15% +2 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 8,075 $503K 0.06% -750 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 8,061 $502K 0.06% -588 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 8,043 $501K 0.1% 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 8,020 $499K 0.24% +3 13F-HR Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 8,003 $498K 0.27% -43 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 7,988 $497K 0.18% new 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 7,977 $497K 0.28% -253 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 7,973 $496K 0.46% 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 7,971 $496K 0.15% +6,696 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 7,960 $496K 0.29% 0 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 7,954 $495K 0.29% +929 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 7,928 $494K 0.02% -201 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 7,908 $492K 0.08% -100 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 7,904 $492K 0.04% -68 13F-HR Timeline