CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 2,224 $369K 0.05% +147 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 2,222 $369K 0.08% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 2,221 $369K 0.13% +466 13F-HR/A Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 2,218 $368K 0.04% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 2,213 $368K 0.06% +2 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 2,213 $368K 0.03% -3,869 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,210 $367K 0.03% -15 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 2,200 $365K 0.08% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,200 $365K 0.11% -109 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 2,198 $365K 0.06% new 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 2,197 $365K 0.09% +60 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 2,176 $362K 0.01% +149 13F-HR Timeline Group EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,175 $361K 0.16% +345 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 2,172 $361K 0.04% +3 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 2,171 $361K 0.04% -20 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 2,168 $360K 0.05% -205 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,164 $359K 0.04% +188 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 2,162 $359K 0.14% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,159 $359K 0 Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 2,156 $358K 0.04% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 2,148 $357K 0.01% -797 13F-HR Timeline Group Rossmore Private Capital More: the full row for Rossmore Private Capital 2,143 $356K 0.04% -2 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,142 $356K 0.02% new 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 1,980 $355K 0.02% +18 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 2,135 $355K 0.01% 0 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 2,129 $354K 0.02% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 2,117 $352K 0.05% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 2,104 $349K 0.03% -156 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 2,098 $348K 0.1% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,096 $348K 0.01% +4 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 2,093 $348K 0.04% -56 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 2,086 $347K 0.09% +9 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 2,086 $347K 0.12% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,086 $346K <0.01% -67 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 2,076 $345K 0.04% +71 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 2,076 $345K 0.05% 0 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 2,071 $344K 0.03% +10 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,067 $343K 0.02% 0 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 2,061 $342K 0.03% -154 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,054 $341K 0.01% -27 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 2,041 $339K 0.3% 0 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 2,034 $338K 0.03% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,031 $337K 0.06% +11 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 2,027 $337K 0.03% 0 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 2,027 $337K 0.14% +2 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 1,970 $335K 0.13% -1,174 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,007 $334K 0.04% +779 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 2,008 $334K 0.28% +5 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 2,008 $333K 0.08% -929 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 2,000 $332K 0.08% 0 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 2,000 $332K 0.12% 0 13F-HR Timeline PPS&V ASSET MANAGEMENT CONSULTANTS, INC. More: the full row for PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 2,000 $332K 0.21% 0 13F-HR Timeline AtlasMark Financial, Inc More: the full row for AtlasMark Financial, Inc 2,000 $332K 0.25% 0 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 1,998 $332K 0.11% -330 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 2,274 $331K 0.2% 0 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 2,258 $329K 0.24% +75 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,952 $324K 0.01% new 13F-HR Timeline Group PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 1,950 $324K 0.16% 0 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 1,949 $324K 0.08% -395 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 1,948 $324K 0.07% -14 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 1,941 $322K 0.01% 0 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 1,940 $322K 0.13% 0 13F-HR Timeline Horizon Advisory Services, Inc. More: the full row for Horizon Advisory Services, Inc. 1,936 $322K 0.17% +26 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,933 $321K 0.03% -80 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 1,928 $320K 0.03% +20 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 1,927 $320K 0.02% +9 13F-HR Timeline Brewster Financial Planning LLC More: the full row for Brewster Financial Planning LLC 1,927 $320K 0.22% 0 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 1,914 $318K 0.05% +135 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 1,907 $317K 0.1% new 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 1,903 $316K 0.11% 0 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 1,900 $316K 0.02% 0 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 1,892 $314K 0.03% +452 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 1,870 $311K 0.1% -100 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 1,869 $310K 0.02% +115 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 1,868 $310K 0.03% new 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 1,868 $310K 0.03% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1,867 $310K 0.01% -856 13F-HR Timeline Group FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 1,863 $309K 0.01% -167 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,862 $309K 0.01% +204 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 1,861 $309K 0.08% -78 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 1,860 $309K 0.21% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,852 $308K 0.02% +129 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 1,850 $307K 0.01% +141 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,850 $307K 0.08% -220 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,847 $307K 0.03% +8 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 1,842 $306K 0.15% new 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,842 $306K 0.02% +227 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 1,837 $305K 0.02% -493 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 1,835 $305K 0.02% new 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 1,828 $304K 0.08% -4,203 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 1,826 $303K 0.2% new 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 1,815 $301K 0.3% 0 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 1,812 $301K 0.05% +9 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 1,810 $301K 0.03% new 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 1,800 $299K 0.05% 0 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 1,799 $299K 0.09% +10 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 1,797 $299K 0.06% +7 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 1,795 $298K 0.05% +75 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,783 $296K 0.02% +1,185 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 1,778 $295K 0.03% new 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 1,775 $295K 0.04% -35 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 1,772 $294K 0.29% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 1,758 $292K 0.16% -1,500 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 1,755 $292K 0.09% -2,301 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 1,752 $291K <0.01% 0 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 1,750 $291K 0.12% +69 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 1,742 $289K 0.09% +95 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1,740 $289K 0.02% -536 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,716 $289K 0.02% +121 13F-HR/A Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 1,734 $288K 0.08% -45 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 1,730 $287K 0.09% 0 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 1,726 $287K 0.24% -985 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 1,719 $286K 0.19% -250 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 1,715 $285K 0.03% -403 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 1,713 $285K 0.02% +8 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 1,710 $284K 0.03% -2 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 1,707 $284K 0.17% +163 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 1,700 $282K 0.07% 0 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,700 $282K <0.01% 0 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,696 $282K 0.17% +54 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 1,692 $281K 0.22% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 1,692 $281K 0.09% 0 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 1,685 $280K 0.07% -2 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 1,684 $280K 0.04% +63 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,675 $278K 0.03% 0 13F-HR Timeline Group Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 1,671 $278K 0.14% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,664 $276K 0.04% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,659 $276K 0.11% +308 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 1,661 $276K 0.08% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,660 $276K 0.14% -848 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 1,659 $276K <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,657 $275K 0.02% -2,072 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 1,653 $275K 0.1% +5 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 1,648 $274K 0.05% +48 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 1,647 $274K 0.05% 0 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 1,646 $273K 0.03% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,641 $273K 0.01% 0 13F-HR Timeline Group Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,636 $272K 0.03% new 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 1,636 $272K 0.01% -215 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 1,635 $272K 0.03% -5 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,587 $270K 0.06% -146 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 1,626 $270K 0.07% 0 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 1,625 $270K 0.07% 0 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 1,625 $270K 0.01% +17 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,622 $269K 0.01% -251 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 1,615 $268K 0.04% +9 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1,615 $268K 0.01% -29 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 1,610 $267K 0.01% +4 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 1,609 $267K 0.01% -93 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 1,608 $267K 0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 1,837 $267K 0.23% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,607 $267K 0.01% -85 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,606 $267K 0.04% -50 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 1,463 $267K 0.09% -415 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,605 $267K 0.02% +369 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,600 $266K 0.12% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,599 $266K 0.02% -89 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,598 $266K 0.01% 0 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 1,598 $265K 0.09% -5 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 1,594 $265K 0.07% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,590 $264K 0.03% -77 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 1,589 $264K 0.08% +1 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 1,585 $263K 0.02% -2 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 1,584 $263K 0.04% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 1,577 $262K 0.05% +64 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 1,575 $262K 0.09% +108 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 1,575 $262K 0.11% 0 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 1,575 $262K 0.05% -92 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,557 $259K 0.09% 0 13F-HR Timeline Group Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 1,554 $258K 0.04% 0 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 1,552 $258K 0.01% 0 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 1,551 $258K 0.16% -9 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 1,550 $257K 0.15% -155 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,545 $257K <0.01% new 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 1,544 $256K 0.04% 0 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 1,537 $255K 0.14% 0 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 1,526 $253K 0.04% +8 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 1,525 $253K 0.05% new 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 1,525 $253K 0.03% 0 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 1,519 $252K 0.04% 0 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 1,482 $252K 0.15% -45 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 1,510 $251K 0.08% 0 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,507 $250K 0.03% new 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 1,506 $250K 0.15% new 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 1,486 $247K 0.14% new 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 1,481 $246K 0.05% +81 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 1,481 $246K 0.02% 0 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 1,478 $246K 0.01% -243 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,476 $245K 0.05% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,474 $245K 0.01% +264 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 1,459 $242K 0.12% -457 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 1,457 $242K 0.22% -5 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 1,453 $241K 0.02% 0 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 1,450 $241K 0.09% 0 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 1,448 $241K 0.05% -101 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 1,448 $241K 0.05% 0 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 1,447 $240K 0.12% -153 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,442 $240K 0.03% +160 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 1,440 $239K 0.03% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,440 $239K 0.02% -723 13F-HR Timeline Group