Grove Bank & Trust More: the full row for Grove Bank & Trust 809 $404K 0.05% -31 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 808 $403K 0.06% -7,161 13F-HR Timeline Belfer Management LLC More: the full row for Belfer Management LLC 808 $403K 5.6% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 805 $402K 0.22% +235 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 805 $402K 0.22% 0 13F-HR Timeline Corton Capital Inc. More: the full row for Corton Capital Inc. 804 $401K 0.99% new 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 804 $401K 0.15% +2 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 802 $400K 0.2% -588 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 800 $399K 0.09% 0 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 800 $399K 0.12% 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 800 $399K 0.04% -22 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 799 $399K 0.08% 0 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 817 $398K 0.04% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 797 $398K 0.07% +4 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 796 $397K 0.24% +12 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 877 $396K 0.06% new 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 789 $394K 0.01% -123 13F-HR Timeline KW WEALTH MANAGEMENT LLC More: the full row for KW WEALTH MANAGEMENT LLC 788 $394K 0.67% 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 788 $393K 0.14% 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 785 $392K 0.03% +209 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 785 $392K 0.02% -50 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 785 $392K 0.09% -13 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 784 $391K 0.08% +51 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 780 $390K 0.26% -70 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 780 $389K 0.39% -112 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 778 $388K 0.05% -206 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 777 $388K 0.14% +5 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 777 $388K 0.05% -240 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 775 $387K 0.1% +253 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 775 $387K <0.01% 0 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 771 $385K 0.06% -210 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 770 $384K 0.15% new 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 769 $384K 0.02% 0 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 769 $384K 0.04% 0 13F-HR/A Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 768 $383K 0.03% +61 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 767 $383K 0.05% -379 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 762 $380K 0.03% -31 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 760 $379K 0.27% -9 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 759 $379K 0.15% 0 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 757 $378K 0.02% 0 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 751 $375K 0.09% -24 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 750 $374K 0.03% 0 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 750 $374K 0.15% +190 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 750 $374K 0.07% 0 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 748 $373K 0.09% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 748 $373K 0.12% +11 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 748 $373K 0.02% +10 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 748 $373K 0.01% +73 13F-HR Timeline Ashurst Perkins Coie Trust Co More: the full row for Ashurst Perkins Coie Trust Co 746 $372K 0.07% -7 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 745 $372K 0.09% +68 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 745 $372K 0.03% -137 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 744 $372K 0.15% 0 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 744 $371K 0.07% +6 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 742 $370K 0.09% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 742 $370K 0.13% +2 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 741 $370K 0.14% 0 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 740 $369K 0.03% -23,600 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 739 $369K 0.14% +5 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 739 $369K 0.03% -45 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 733 $366K 0.02% -99 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 731 $365K 0.02% -21 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 730 $364K 0.16% 0 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 729 $364K 0.18% 0 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 728 $364K 0.1% -62 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 728 $363K 0.05% -63 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 728 $363K 0.09% -220 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 727 $363K 0.07% 0 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 727 $363K 0.02% 0 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 726 $362K 0.01% 0 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 726 $362K 0.25% -1 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 725 $362K 0.1% -53 13F-HR/A Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 725 $362K 0.19% +37 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 724 $361K 0.09% -4 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 723 $361K 0.1% -10,094 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 722 $361K 0.16% -20 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 720 $359K 0.13% +431 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 719 $359K 0.1% +92 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 717 $358K 0.19% 0 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 716 $357K 0.06% +18 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 715 $357K 0.05% -133 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 723 $357K 0.24% 0 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 713 $356K 0.11% +30 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 712 $355K 0.15% -413 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 711 $355K 0.1% -22 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 711 $355K 0.06% +3 13F-HR Timeline BAILARD, INC. 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More: the full row for Fingerlakes Wealth Management, Inc. 708 $353K 0.23% -78 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 707 $353K 0.1% 0 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 707 $353K 0.32% 0 13F-HR Timeline Group S. R. Schill & Associates More: the full row for S. R. Schill & Associates 707 $353K 0.25% 0 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 706 $352K 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 706 $352K 0.03% -105 13F-HR Timeline Group Montecito Bank & Trust More: the full row for Montecito Bank & Trust 705 $352K 0.05% 13F-HR Timeline J. Stern & Co. LLP More: the full row for J. Stern & Co. LLP 705 $352K 0.03% 0 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 705 $352K 0.08% -48 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 704 $351K 0.06% -105 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 703 $351K 0.17% -135 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 702 $350K 0.04% -13 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 701 $350K 0.02% -7 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 701 $350K 0.03% -22 13F-HR Timeline Saratoga Research & Investment Manageme… More: the full row for Saratoga Research & Investment Management 695 $347K 0.02% 0 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 691 $345K 0.03% -43 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 690 $344K 0.16% +220 13F-HR Timeline Group Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 687 $343K 0.18% -11 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 686 $343K 0.02% +264 13F-HR Timeline Group Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 686 $342K 0.08% -50 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 686 $342K 0.27% -36 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 684 $342K 0.1% +1 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 683 $341K 0.13% -43 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 683 $341K 0.18% +200 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 682 $340K 0.04% -200 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 676 $337K 0.03% -676 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 676 $337K 0.28% -234 13F-HR Timeline McMill Wealth Management More: the full row for McMill Wealth Management 676 $337K 0.1% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 676 $337K 0.04% -3 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 675 $337K 0.1% +7 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 675 $337K 0.08% -29 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 675 $337K 0.03% +4 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 673 $336K 0.03% -225 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 672 $336K 0.07% -4 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 672 $336K 0.02% new 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 670 $334K 0.02% 0 13F-HR Timeline Goldstream Capital Management Ltd More: the full row for Goldstream Capital Management Ltd 669 $334K 0.12% 0 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 665 $332K 0.1% -54 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 665 $332K 0.12% -59 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 664 $331K 0.1% -83 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 664 $331K 0.09% new 13F-HR Timeline ALETHEA CAPITAL MANAGEMENT, LLC More: the full row for ALETHEA CAPITAL MANAGEMENT, LLC 663 $331K 0.21% new 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 661 $330K 0.11% -70 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 659 $329K 0.02% +2 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 659 $329K 0.01% -299 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 658 $328K 0.24% +1 13F-HR/A Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 658 $328K 0.06% -3 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 657 $328K 0.11% +69 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 657 $328K 0.22% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 657 $328K 0.02% +106 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 656 $328K 0.11% +13 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 655 $327K 0.06% +3 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 654 $326K 0.09% new 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 654 $326K 0.32% +3 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 653 $326K 0.07% -37 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 653 $326K 0.39% 0 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 653 $326K 0.09% -2 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 653 $326K 0.12% -10 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 651 $325K 0.04% +173 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 651 $325K 0.04% +60 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 650 $325K 0.1% +123 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 650 $324K 0.02% 0 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 649 $324K 0.2% new 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 649 $323K 0.18% -1,569 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 648 $323K 0.31% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 643 $321K 0.03% -399 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 641 $320K 0.04% -104 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 640 $320K 0.1% +102 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 638 $318K 0.02% 0 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 637 $318K 0.05% 0 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 637 $318K 0.01% +9 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 634 $316K 0.1% -2 13F-HR Timeline Alpha Advisors, LLC/VA More: the full row for Alpha Advisors, LLC/VA 632 $316K 0.24% +51 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 631 $315K 0.03% +46 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 631 $315K 1.24% +1 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 629 $314K 0.26% +16 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 629 $314K 0.21% +126 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 625 $312K 0.07% -46 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 624 $312K 0.05% +16 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 623 $311K 0.07% -21 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 622 $311K 0.13% +6 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 620 $310K 0.08% -2 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 620 $310K 0.27% -113 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 617 $308K 0.08% +9 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 617 $308K 0.03% -26 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 617 $308K 0.01% +46 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 616 $308K 0.07% 0 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 616 $307K 0.09% +3 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 608 $307K 0.18% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 615 $307K 0.03% -246 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 614 $307K 0.12% -50 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 613 $306K 0.08% -8 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 613 $306K 0.22% -5 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 612 $306K 0.19% -4,385 13F-HR Timeline ASSET PLANNING CORPORATION More: the full row for ASSET PLANNING CORPORATION 612 $306K 0.14% 0 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 612 $306K 0.09% -37 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 610 $305K 0.06% 0 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 610 $305K 0.01% new 13F-HR/A Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 609 $304K 0.09% 0 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 608 $304K 0.01% +55 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 664 $302K 0.12% -18 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 605 $302K 0.13% 0 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 609 $301K 0.11% 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 601 $300K 0.21% +380 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 600 $300K 0.03% -62 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 600 $300K 0.1% -2 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 600 $300K 0.06% 0 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 600 $300K 0.09% new 13F-HR Timeline