NTV Asset Management LLC More: the full row for NTV Asset Management LLC 2,626 $386K 0.05% 0 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 2,626 $386K 0.16% +28 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,622 $385K 0.16% +800 13F-HR Timeline Group Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,789 $385K 0.04% -315 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 2,620 $385K 0.11% +275 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 2,597 $381K 0.03% +351 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 2,596 $381K 0.02% +100 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 2,596 $381K 0.16% -413 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 2,592 $381K 0.19% 0 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 2,586 $380K 0.12% -74 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 2,585 $380K 0.13% 0 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 2,584 $379K 0.06% new 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 2,580 $379K 0.03% 0 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 2,571 $378K 0.11% +137 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 2,569 $377K 0.21% +180 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 2,568 $377K 0.13% -63 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 2,567 $377K 0.03% +377 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 2,562 $376K 0.07% 0 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 2,554 $375K 0.04% +205 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 2,551 $375K 0.04% +62 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 2,550 $374K 0.01% 0 13F-HR/A Timeline Group DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 2,547 $374K 0.18% +425 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 2,543 $374K 0.04% -187 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 2,542 $373K 0.06% +36 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 2,542 $373K 0.3% 0 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 2,529 $371K 0.28% 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 2,529 $371K 0.11% +377 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 2,527 $371K 0.25% 0 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 2,518 $370K 0.1% +560 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,518 $370K 0.08% +736 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 2,516 $370K 0.28% 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 2,500 $367K 0.13% 0 13F-HR Timeline Fractal Investments LLC More: the full row for Fractal Investments LLC 2,500 $367K 0.05% 0 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 2,495 $366K 0.01% -100 13F-HR Timeline James Reed Financial Services, Inc. More: the full row for James Reed Financial Services, Inc. 2,494 $366K 0.41% -40 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 2,491 $366K 0.12% 0 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 2,487 $365K 0.1% +900 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 2,829 $365K 0.04% +10 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,474 $363K 0.16% -449 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,474 $363K 0.03% -524 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 2,465 $362K 0.06% +8 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 2,467 $362K 0.15% -315 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 2,464 $362K 0.05% -5,865 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 2,460 $361K 0.01% -150 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 2,452 $360K 0.1% -109 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 2,451 $360K 0.04% -142 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2,447 $359K 0.02% -146 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 2,431 $357K 0.07% -110 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 2,431 $357K 0.29% 0 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,430 $357K 0.03% +146 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 2,409 $354K 0.03% -85 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 2,405 $353K <0.01% -3,037 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 2,404 $353K 0.02% -2,666 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 2,403 $353K 0.1% -68 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2,400 $352K <0.01% -13 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 2,399 $352K 0.17% 0 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 2,396 $352K 0.03% +57 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 2,396 $352K 0.43% -133 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 2,392 $351K 0.04% +542 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 2,390 $351K 0.17% -10 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 2,383 $350K 0.14% new 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 2,378 $349K 0.05% +55 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 2,373 $348K 0.03% +1 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,360 $347K 0.06% -1 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 2,358 $346K 0.06% -42 13F-HR Timeline Bremer Bank National Association More: the full row for Bremer Bank National Association 2,351 $345K 0.06% 0 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 2,350 $345K 0.29% -332 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,348 $345K 0.04% +197 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 2,329 $342K 0.1% -282 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 2,321 $341K 0.03% +131 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,316 $340K 0.07% +202 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2,312 $340K 0.03% -61 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,314 $340K 0.02% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,308 $339K 0.01% -850 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 2,305 $338K 0.12% 0 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 2,304 $338K 0.07% -149 13F-HR Timeline Buffington Mohr McNeal More: the full row for Buffington Mohr McNeal 2,300 $338K 0.07% 0 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 2,299 $338K 0.24% 0 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 2,296 $337K 0.09% +1 13F-HR/A Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 2,288 $336K 0.27% +1 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 2,280 $335K 0.8% +11 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 2,279 $335K 0.03% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,279 $335K 0.02% +200 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 2,278 $335K 0.21% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 2,277 $334K 0.04% +93 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 2,267 $333K 0.1% -110 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,255 $331K 0.06% +123 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 2,251 $331K 0.11% +17 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 2,250 $330K 0.06% -260 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 2,236 $328K 0.11% +268 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2,263 $328K 0.05% -84 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 2,230 $327K 0.03% 0 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 2,230 $327K 0.01% 0 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 2,229 $327K 0.02% +135 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 2,225 $327K 0.39% +225 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 2,218 $326K 0.11% -55 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 2,218 $326K 0.02% 0 13F-HR Timeline Group WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 2,215 $325K <0.01% 0 13F-HR Timeline Group Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 2,210 $325K 0.15% new 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2,209 $324K 0.03% 0 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 2,203 $324K 0.04% -195 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 2,200 $323K 0.15% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 2,200 $323K 0.04% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 2,199 $323K 0.16% -575 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 2,198 $323K 0.06% -500 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 2,197 $323K 0.04% -500 13F-HR Timeline Priebe Wealth Holdings LLC More: the full row for Priebe Wealth Holdings LLC 2,197 $323K 0.2% -23 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 2,186 $321K 0.22% -100 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 2,175 $319K 0.37% new 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 2,169 $319K 0.08% +207 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 2,164 $318K 0.02% -136 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,159 $317K 0.17% +179 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 2,151 $316K <0.01% +411 13F-HR Timeline Group Heritage Trust Co More: the full row for Heritage Trust Co 2,146 $315K 0.04% 0 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 2,143 $315K 0.04% -1,000 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 2,125 $312K 0.1% -526 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 2,125 $312K 0.04% +13 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 2,120 $311K 0.1% 0 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 2,119 $311K 0.06% -431 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 2,117 $311K 0.08% -184 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 2,109 $310K 0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 2,101 $309K 0.06% 0 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 2,101 $309K 0.12% 0 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 2,100 $308K 0.17% 0 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 2,096 $308K 0.02% 0 13F-HR Timeline Group Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,094 $308K 0.11% -33 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,092 $307K 0.03% -500 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 2,087 $307K 0.07% +3 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 2,087 $306K 0.02% +151 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 2,086 $306K 0.21% -366 13F-HR/A Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 2,085 $306K 0.08% 0 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 2,083 $306K 0.23% -12 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,081 $306K 0.02% +12 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 2,080 $305K 0.09% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,078 $305K 0.01% new 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 2,075 $305K 0.11% +229 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 2,075 $305K 0.04% new 13F-HR/A Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 2,070 $304K 0.15% new 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 2,062 $303K 0.11% 0 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 2,053 $302K 0.09% 0 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 2,050 $301K 0.06% -125 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 2,048 $301K 0.21% -44 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 2,047 $301K 0.05% -58 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 2,035 $301K 0.11% 0 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 2,045 $300K 0.12% 0 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 2,045 $300K 0.26% -100 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 2,044 $300K 0.07% +1 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 2,040 $300K 0.01% 0 13F-HR Timeline Group Guardian Partners Inc. More: the full row for Guardian Partners Inc. 2,195 $299K 0.03% 0 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 2,027 $298K 0.16% +4 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 2,025 $297K 0.07% +4 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 2,023 $297K 0.04% +350 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 2,022 $297K 0.05% +1 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 2,020 $297K 0.11% 0 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 2,019 $296K 0.03% -24 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 2,017 $296K 0.01% -92 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,003 $294K 0.02% -278 13F-HR Timeline Torray Investment Partners LLC More: the full row for Torray Investment Partners LLC 2,000 $294K 0.04% 0 13F-HR Timeline SCHWARTZ INVESTMENT COUNSEL INC More: the full row for SCHWARTZ INVESTMENT COUNSEL INC 2,000 $294K 0.01% 0 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 2,000 $294K 0.25% 0 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 2,000 $294K 0.26% -2,000 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 1,998 $293K 0.05% +137 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 1,993 $293K 0.07% -135 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 1,986 $292K 0.06% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 1,983 $291K 0.07% -24 13F-HR/A Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,984 $291K 0.02% +255 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1,980 $291K 0.38% 0 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 1,974 $290K 0.17% -26 13F-HR Timeline Cook Wealth, LLC More: the full row for Cook Wealth, LLC 2,100 $290K 0.14% -400 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 1,970 $289K 0.09% -350 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 1,968 $289K 0.22% +58 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 1,966 $289K 0.01% -94 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 1,964 $288K 0.16% 0 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 1,962 $288K 0.01% +21 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,950 $286K 0.24% -12 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 1,945 $286K 0.02% -31 13F-HR Timeline Group Campion Asset Management More: the full row for Campion Asset Management 1,943 $285K 0.22% -7 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 1,930 $283K 0.02% 0 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 1,925 $283K 0.04% 0 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 1,923 $282K 0.05% +43 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,921 $282K 0.25% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 1,921 $282K 0.06% new 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 1,919 $282K 0.27% 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 1,917 $282K 0.06% 0 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 1,917 $282K 0.28% 0 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 1,914 $281K 0.27% -25 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 1,913 $281K 0.13% -39 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 1,899 $279K 0.05% -6,928 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 1,898 $279K 0.02% -717 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 1,893 $278K 0.03% -534 13F-HR Timeline NUANCE INVESTMENTS, LLC More: the full row for NUANCE INVESTMENTS, LLC 1,886 $277K 0.02% -584,071 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 1,873 $275K 0.04% +105 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 1,873 $275K 0.05% 0 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 1,869 $274K 0.05% -28 13F-HR Timeline Michael A. Dubis Financial Planning, LLC More: the full row for Michael A. Dubis Financial Planning, LLC 1,868 $274K 0.27% 0 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 2,155 $274K 0.12% 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 1,866 $274K 0.18% +266 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 1,855 $272K 0.02% -150 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 2,003 $272K 0.05% +2 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,863 $272K <0.01% -972 13F-HR/A Timeline Group