Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 3,533 $621K 0.17% +37 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 3,524 $619K 0.08% +38 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 3,506 $616K 0.2% -250 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 3,497 $615K 0.3% -333 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 3,494 $614K 0.55% -3,416 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,492 $614K 0.13% +1,321 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 3,452 $607K 0.02% new 13F-HR/A Timeline Group MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 3,451 $607K 0.16% 0 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 3,440 $605K 0.07% 0 13F-HR Timeline Ellevest, Inc. 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Empirical Wealth Management 3,432 $603K 0.02% +1,184 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 3,432 $603K 0.32% -32 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 3,422 $601K 0.57% -335 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 3,415 $600K 0.13% -909 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 3,409 $599K 0.02% +433 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 3,403 $598K 0.31% +87 13F-HR Timeline Hapanowicz & Associates Financial Servi… More: the full row for Hapanowicz & Associates Financial Services, Inc 3,395 $597K 0.33% +442 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 3,393 $596K 0.12% +28 13F-HR Timeline Group EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 3,378 $594K 0.23% -15 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 3,366 $592K 0.39% +591 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 3,364 $591K 0.37% 0 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 3,342 $587K 0.06% +25 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 3,342 $587K 0.15% -498 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 3,341 $587K 0.06% 0 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 3,342 $587K 0.05% -2 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 3,335 $586K 0.18% +40 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 3,322 $584K 0.04% -1,971 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 3,322 $584K 0.16% +173 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 3,319 $583K 0.05% -893 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,312 $582K 0.03% new 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 3,302 $580K 0.05% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,294 $579K 0.02% +125 13F-HR Timeline Group BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 3,270 $575K 0.04% -230 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 3,267 $574K 0.06% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,264 $574K 0.05% -371 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,257 $573K 0.02% +69 13F-HR Timeline Group Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 3,248 $571K 0.24% 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 3,240 $569K 0.03% -739 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,208 $564K 0.02% +67 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 3,200 $562K 0.01% +500 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,198 $562K 0.02% +43 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,194 $561K 0.04% -3 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 3,180 $559K 0.01% -974 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 3,178 $559K 0.59% +106 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 3,175 $558K 0.32% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 3,168 $557K 0.38% +15 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 3,159 $555K 0.1% 0 13F-HR Timeline Bard Financial Services, Inc. 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More: the full row for Santori & Peters, Inc. 2,964 $521K 0.21% +17 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,960 $520K 0.01% -683 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,142 $515K 0.02% +371 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 2,929 $515K 0.12% -300 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 2,920 $513K 0.01% +95 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 2,909 $511K 0.17% -285 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Avantax Planning Partners, Inc. 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More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 2,485 $437K 0.18% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,485 $437K 0.04% new 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,476 $435K 0.07% +1 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 2,469 $434K 0.29% +17 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,464 $433K 0.02% +619 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,457 $432K 0.04% -378 13F-HR Timeline Francis Financial, Inc. 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More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 2,440 $429K 0.28% new 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 2,436 $428K 0.05% +115 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 2,225 $427K 0.28% +1,211 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,416 $425K 0.03% +10 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 2,415 $425K 0.21% +27 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 2,467 $424K 0.06% +24 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 2,413 $424K 0.05% -164 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,694 $424K <0.01% 0 13F-HR Timeline First City Capital Management, Inc. 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More: the full row for Institute for Wealth Management, LLC. 2,159 $379K 0.05% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,156 $379K 0.03% +568 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 2,149 $378K 0.27% +122 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 2,129 $374K 0.09% 0 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 2,128 $374K 0.11% -98 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 2,119 $372K 0.07% -3 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,113 $371K 0.04% +320 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 2,112 $371K 0.06% +1 13F-HR Timeline Carson Advisory Inc. 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