HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 10,314 $1.5M 0.48% -1,850 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 10,180 $1.48M 0.74% +102 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 10,140 $1.47M 0.31% +1,000 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 10,090 $1.47M 0.17% -560 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 10,044 $1.46M 0.67% 0 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 10,000 $1.45M 0.62% -112 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 10,000 $1.45M 0.25% 0 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 9,950 $1.45M 0.74% -179 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 9,949 $1.45M 0.23% -90 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 9,865 $1.43M 0.86% -185 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 9,859 $1.43M 0.52% -27 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 9,768 $1.42M 0.25% +544 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 9,714 $1.41M 0.05% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 9,609 $1.4M 0.16% -660 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 9,599 $1.39M 0.23% -3 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 9,498 $1.38M 0.19% -959 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 9,377 $1.36M 0.24% -343 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 9,316 $1.35M 0.86% new 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 9,131 $1.33M 1.19% -1,315 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 8,950 $1.3M 0.24% 0 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 8,945 $1.3M 0.49% +398 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 8,894 $1.29M 0.1% +147 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 8,835 $1.28M 0.4% +82 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 8,733 $1.27M 0.36% +32 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 8,686 $1.26M 0.68% 0 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 8,646 $1.26M 0.4% -191 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 8,627 $1.25M 0.02% +1,398 13F-HR Timeline Group Bank of New Hampshire More: the full row for Bank of New Hampshire 8,433 $1.23M 0.26% -45 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 8,432 $1.23M 0.17% +113 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 8,417 $1.22M 0.87% 0 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 8,383 $1.22M 0.26% +21 13F-HR Timeline Trust Co More: the full row for Trust Co 8,350 $1.21M 0.11% +166 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 8,302 $1.21M 0.16% +1,079 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 8,328 $1.21M 0.08% -70 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 8,281 $1.2M 0.1% +192 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 8,266 $1.2M 0.23% +775 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 8,238 $1.2M 0.35% +6,407 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 8,236 $1.2M 0.86% +671 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 8,238 $1.2M 0.44% -1,202 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 8,067 $1.17M 0.7% +189 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 8,031 $1.17M 0.21% -748 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 7,998 $1.16M 0.14% +26 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. InvesTrust More: the full row for InvesTrust 7,978 $1.16M 0.47% -220 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 7,874 $1.16M 0.15% +6,296 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 7,830 $1.14M 0.14% +950 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 7,790 $1.13M 0.75% -1,220 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 7,747 $1.13M 0.25% +638 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 7,739 $1.12M 0.13% -28 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 7,559 $1.1M 0.15% -50 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 7,400 $1.08M 0.19% +103 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 7,386 $1.07M 0.11% +159 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 7,267 $1.06M 0.01% -60 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 7,217 $1.05M 0.05% +435 13F-HR Timeline Braeburn Wealth Management LLC More: the full row for Braeburn Wealth Management LLC 7,145 $1.04M 0.44% +1,658 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 7,048 $1.02M 0.06% +284 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 6,915 $1M 0.24% -236 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 6,828 $992K 0.03% +466 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 6,803 $989K 0.55% -400 13F-HR Timeline Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 6,698 $973K 0.55% 0 13F-HR Timeline New Covenant Trust Company, N.A. 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More: the full row for Cohen Capital Management, Inc. 5,967 $867K 0.12% 0 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 5,943 $864K 0.31% -66 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 5,938 $863K 0.02% +480 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 5,935 $862K 0.07% -332 13F-HR Timeline Madson Wealth Advisors Inc More: the full row for Madson Wealth Advisors Inc 5,908 $859K 0.6% +178 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 5,884 $857K 0.1% +900 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 5,880 $854K 0.1% new 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 5,880 $854K 0.1% +1,475 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 5,826 $847K 0.06% -45 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 5,811 $844K 0.48% -78 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 5,803 $843K 0.65% -80 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 6,030 $841K 0.17% -131 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 5,757 $837K 0.48% +720 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 5,650 $821K 0.27% +54 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 5,589 $812K 0.21% -106 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 5,562 $808K 0.14% -110 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 5,398 $784K 0.15% -48,205 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 5,369 $780K 0.51% +11 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 5,289 $773K 0.51% 0 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 5,240 $762K 0.06% +19 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 5,328 $759K 0.54% -1,487 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 5,215 $758K 0.45% +2,432 13F-HR Timeline Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 5,149 $748K 0.63% 0 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 5,071 $737K 0.05% +19 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 5,204 $729K 0.34% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 4,975 $723K 0.21% +7 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 4,935 $717K 0.17% 0 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 4,940 $705K 0.08% -15 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 4,756 $691K 0.08% +134 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 4,730 $687K 0.25% -130 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 4,721 $686K 0.15% -141 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 4,715 $685K 0.29% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 4,654 $676K 0.27% -179 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 4,599 $668K 0.26% -226 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 4,564 $663K 0.11% -1 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 4,542 $660K 0.26% -506 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 4,458 $648K 0.23% 0 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 4,424 $643K 0.12% +398 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 4,415 $642K 0.07% +166 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 4,377 $636K 0.13% +310 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 4,345 $631K 0.05% +696 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 4,324 $628K 0.15% +10 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 4,310 $626K 0.16% -750 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 4,244 $617K 0.01% +521 13F-HR Timeline Group Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 4,282 $616K 0.26% -51 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 4,227 $614K 0.23% -193 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 4,215 $612K 0.53% 0 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 4,185 $608K 0.49% -73 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 4,176 $607K 0.18% -588 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 4,166 $605K 0.09% -757 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 4,143 $602K 0.14% +11 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 4,136 $601K 0.33% +74 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 4,121 $599K 0.32% -1,370 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 4,080 $593K 0.15% +1,415 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 4,143 $590K 0.03% -774 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 4,574 $588K 0.19% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 4,043 $587K 0.15% +55 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 4,031 $586K 0.09% -48 13F-HR Timeline RTD Financial Advisors, Inc. 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More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 3,523 $512K 0.12% -400 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 3,482 $506K 0.05% +54 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 3,477 $505K 0.21% +4 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 3,467 $504K 0.15% -132 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 3,436 $499K 0.22% +1,000 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 3,420 $497K 0.05% +662 13F-HR Timeline Post Resch Tallon Group Inc. 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More: the full row for Aurora Investment Managers, LLC. 3,169 $461K 0.26% +2 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 3,125 $454K 0.11% +61 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 3,122 $454K 0.21% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 3,127 $450K 0.25% +100 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 3,061 $447K 0.08% -50 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 3,038 $441K 0.45% +5 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 3,037 $441K 0.11% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 2,998 $436K 0.07% +48 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 2,983 $433K 0.22% +19 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 2,978 $433K 0.15% +53 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 2,966 $431K 0.18% +141 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 2,938 $429K 0.15% -45 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 2,993 $425K 0.17% -2,991 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 2,915 $424K 0.09% -63 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 2,766 $402K 0.08% -8 13F-HR Timeline ASL Financial, LLC More: the full row for ASL Financial, LLC 2,764 $402K 0.27% 0 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 2,755 $400K 0.06% +84 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2,716 $395K 0.07% +17 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 2,709 $394K 0.26% +3 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 2,662 $387K 0.17% +1,004 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 2,660 $387K 0.1% -44 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 2,654 $386K 0.1% -10 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 2,611 $379K 0.08% new 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 2,598 $378K 0.09% -59 13F-HR Timeline FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 2,545 $372K 0.15% 0 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 2,465 $358K 0.14% +37 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 2,482 $346K 0.08% -95 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 2,363 $343K 0.01% 0 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 2,353 $342K 0.02% +167 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 2,303 $335K 0.15% -25 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 2,278 $331K 0.16% -172 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 2,277 $331K 0.12% +94 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 2,192 $319K 0.09% -20 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 2,171 $315K 0.2% 0 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 2,170 $315K 0.1% 0 13F-HR Timeline Delta Wealth Advisors LLC More: the full row for Delta Wealth Advisors LLC 2,169 $315K 0.22% 0 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 2,157 $313K 0.05% +3 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 2,120 $308K 0.18% +29 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 2,097 $305K 0.05% +464 13F-HR Timeline Reliant Investment Management, LLC More: the full row for Reliant Investment Management, LLC 2,088 $303K 0.11% -1 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 2,085 $303K 0.13% -17 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 2,075 $302K 0.04% 0 13F-HR Timeline