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Mason LLC More: the full row for S.A. Mason LLC 6,015 $598K 0.31% +7 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 6,008 $598K 0.33% 13F-HR Timeline Compound Global Advisors, LLC More: the full row for Compound Global Advisors, LLC 6,000 $597K 2.43% 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 5,999 $597K 0.13% -118 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 5,925 $594K 0.15% +51 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 5,971 $594K 0.11% -41 13F-HR Timeline Cohen Capital Management, Inc. 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LLC 5,809 $578K 0.04% -45 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 5,794 $576K 0.21% -34 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 5,783 $575K 0.18% -642 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 5,782 $575K 0.12% +50 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 5,765 $574K 0.07% -423 13F-HR Timeline Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 5,761 $573K 0.19% -64 13F-HR Timeline Vishria Bird Financial Group, LLC More: the full row for Vishria Bird Financial Group, LLC 5,755 $573K 0.2% -17 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 5,744 $571K 0.55% 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 5,738 $571K 0.17% -100 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 5,737 $571K 0.36% +815 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 5,732 $570K 0.15% -203 13F-HR Timeline Strategic Wealth Partners, Ltd. 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ALLISON & CO., INC. 5,448 $542K 0.6% 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 5,439 $541K 0.43% +445 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 5,439 $541K 0.04% -963 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 5,426 $540K 0.17% +5 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 5,410 $538K 0.27% -100 13F-HR Timeline Summit Financial Strategies, Inc. 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Advisory Services LLC 5,067 $504K 0.05% -218 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 5,062 $504K 0.34% -318 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 5,054 $503K 0.06% +310 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 5,056 $503K 0.05% 0 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 5,051 $502K 0.36% +35 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 5,043 $502K 0.51% 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 5,042 $502K 0.06% -25 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 5,038 $501K 0.22% +948 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 5,014 $499K 0.32% -242 13F-HR Timeline DELPHI MANAGEMENT INC /MA/ More: the full row for DELPHI MANAGEMENT INC /MA/ 5,007 $498K 0.48% -6,998 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 5,006 $498K 0.37% 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 4,954 $497K 0.32% +389 13F-HR Timeline BENDER ROBERT & ASSOCIATES More: the full row for BENDER ROBERT & ASSOCIATES 4,982 $496K 0.12% 0 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 4,979 $495K 0.11% -421 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 4,951 $493K 0.18% 0 13F-HR Timeline Liberty Capital Management, Inc. 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