SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 3,854 $647K 0.17% +3 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 3,500 $647K 0.03% +103 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3,496 $646K 0.11% -7 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 3,491 $645K 0.02% 0 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 3,488 $644K 0.47% -249 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 3,481 $643K 0.08% -207 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 3,480 $643K 0.07% +100 13F-HR Timeline Maytree Asset Management Ltd More: the full row for Maytree Asset Management Ltd 3,480 $643K 0.42% new 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 3,471 $641K 0.23% -254 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 3,465 $640K 0.02% -235 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 3,457 $639K 0.05% -928 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 3,455 $638K 0.03% -127 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 3,866 $637K 0.03% +200 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 3,445 $637K 0.19% -1,034 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 3,440 $636K 0.12% +1,101 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 3,439 $635K 0.24% -679 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 3,438 $635K 0.08% -363 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 3,434 $635K 0.06% +3 13F-HR Timeline Merrithew & Thorsten Inc More: the full row for Merrithew & Thorsten Inc 3,434 $634K 0.54% +16 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 3,430 $634K 0.01% +307 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 3,421 $632K 0.27% +157 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 3,475 $632K 0.13% -16,764 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 3,406 $629K 0.12% +1,447 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 3,403 $629K 0.07% +206 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 3,394 $627K 0.04% -2,722 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 3,394 $627K 0.12% 0 13F-HR/A Timeline ROGCO, LP More: the full row for ROGCO, LP 3,394 $627K 0.19% +205 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 3,385 $625K 0.36% +1 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 3,380 $625K 0.06% -949 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 3,377 $624K 0.37% 0 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 3,374 $623K 0.1% -440 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 3,371 $623K 0.33% 0 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 3,365 $622K 0.04% +1,228 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 3,359 $621K 0.1% +96 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 3,359 $621K 0.04% +35 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 3,357 $620K 0.25% +66 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 3,356 $620K 0.37% -2,254 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 3,514 $619K 0.71% -35 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 3,350 $619K 0.07% new 13F-HR Timeline Group Cooper Financial Group More: the full row for Cooper Financial Group 3,348 $619K 0.05% -1,600 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 3,348 $619K 0.17% 0 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 3,344 $618K 0.1% +355 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3,332 $616K 0.08% +227 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 3,328 $615K 0.17% -244 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 3,328 $615K 0.29% +5 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 3,326 $615K 0.27% -64 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 3,313 $612K 0.21% +89 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 3,305 $611K 0.06% -36 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 3,274 $611K 0.18% +62 13F-HR Timeline Amova Asset Management Americas, Inc. in group Amova Asset Management Americ… More: the full row for Amova Asset Management Americas, Inc. 3,299 $610K 0.01% +50 13F-HR Timeline Group AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 3,296 $609K 0.21% -203 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,280 $606K 0.01% -53 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 3,278 $606K 0.14% -154 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 3,278 $606K 0.26% +2 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 3,274 $605K 0.06% 0 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 3,273 $605K 0.1% +58 13F-HR Timeline Axxion S.A. More: the full row for Axxion S.A. 3,272 $605K 0.04% 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 3,252 $601K 0.1% 0 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 3,250 $600K 0.29% +4 13F-HR Timeline Blue Sky Capital Consultants Group, Inc. More: the full row for Blue Sky Capital Consultants Group, Inc. 3,248 $600K 0.26% -721 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 3,239 $599K 0.15% -73 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 3,238 $598K 0.36% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 3,236 $598K 0.21% +15 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 3,230 $597K 0.1% -140 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 3,238 $596K 0.26% -331 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 3,216 $594K 0.16% -53 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 3,214 $594K 0.46% -3,845 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 3,213 $594K 0.14% -500 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 3,204 $592K 0.27% +1,393 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 3,202 $592K 0.09% +41 13F-HR Timeline Gladstone Capital Management LLP More: the full row for Gladstone Capital Management LLP 3,200 $591K 0.06% new 13F-HR Timeline AtlasMark Financial, Inc More: the full row for AtlasMark Financial, Inc 3,200 $591K 0.29% 0 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 3,193 $590K 0.37% -785 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 3,186 $589K 0.23% +3,150 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 3,180 $588K 0.1% -62 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,176 $587K 0.03% +418 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 3,176 $587K 0.03% +30 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 3,173 $586K 0.12% -75 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 3,160 $584K 0.1% +118 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 3,153 $583K 0.12% -34 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 3,152 $582K 0.05% +101 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 3,147 $582K 0.09% -37 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 3,143 $581K 0.23% new 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 3,140 $580K 0.31% -415 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 3,134 $579K 0.02% +600 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 3,058 $578K 0.09% +679 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,126 $578K 0.15% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 3,114 $575K 0.11% +13 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 3,114 $575K 0.06% 0 13F-HR Timeline Group Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 3,104 $574K 0.14% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 3,095 $572K 0.08% -2,855 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 3,080 $569K 0.16% +1,271 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 3,075 $568K 0.01% +385 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 3,065 $566K 0.17% -1,741 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 3,057 $565K 0.21% +3 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 3,055 $565K 0.09% -1,041 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 3,050 $564K 0.3% +57 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 3,049 $563K 0.13% +26 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 3,045 $563K 0.19% +218 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 3,611 $562K 0.04% -741 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 3,040 $562K 0.12% -300 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 3,036 $561K 0.07% -817 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 3,030 $561K -24,382 Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 3,032 $560K 0.08% 0 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 3,030 $560K 0.06% -15 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 3,020 $558K 0.12% 0 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 3,018 $558K 0.13% +1,144 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 3,008 $556K 0.35% +1 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 3,001 $555K 0.3% +50 13F-HR Timeline ABS Investment Management LLC More: the full row for ABS Investment Management LLC 185 $554K 0.35% 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 3,000 $554K 0.04% 0 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 2,996 $554K 0.17% new 13F-HR Timeline Group Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 2,996 $554K 0.1% 0 13F-HR Timeline Massar Capital Management, LP More: the full row for Massar Capital Management, LP 2,990 $553K 0.19% -3,227 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 2,990 $552K 0.2% +190 13F-HR Timeline WILSEY ASSET MANAGEMENT INC More: the full row for WILSEY ASSET MANAGEMENT INC 2,979 $551K 0.08% -279,334 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 2,979 $550K 0.49% +162 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 2,974 $550K 0.31% +3 13F-HR Timeline Platt Wealth Management LLC More: the full row for Platt Wealth Management LLC 2,970 $548K 0.44% +135 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 2,965 $548K 0.11% +891 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 2,954 $546K 0.42% +662 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 2,950 $545K 0.41% +105 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 2,948 $545K 0.31% -385 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 2,946 $544K <0.01% new 13F-HR Timeline Group Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 2,944 $544K 0.1% +50 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,919 $539K 0.1% -329 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 2,918 $539K 0.36% +35 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 2,909 $538K 0.12% -182 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 4,170 $537K 0.01% 0 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 2,900 $536K 0.27% new 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 2,894 $535K 0.27% -162 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 2,883 $533K 0.27% -2,016 13F-HR Timeline BLUEFIN CAPITAL MANAGEMENT, LLC More: the full row for BLUEFIN CAPITAL MANAGEMENT, LLC 2,880 $532K 0.15% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,877 $532K 0.3% -67 13F-HR Timeline NBH Bank More: the full row for NBH Bank 2,877 $532K 0.22% 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 2,876 $531K 0.14% -4,062 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 2,871 $530K 0.01% -16,316 13F-HR Timeline Kingstone Capital Partners Texas, LLC More: the full row for Kingstone Capital Partners Texas, LLC 2,870 $530K 0.28% +13 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,867 $530K 0.07% -600 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,866 $530K 0.14% -2,732 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 2,852 $527K 0.02% 0 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 2,849 $526K 0.04% -81 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,846 $526K 0.05% -1,074 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,833 $524K 0.13% -286 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 2,833 $524K 0.09% +60 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,832 $523K 0.02% -275 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 2,825 $522K 0.13% new 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 2,816 $520K 0.09% new 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 2,807 $519K 0.38% +496 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 2,802 $518K 0.34% +57 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 2,799 $517K 0.13% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 2,800 $517K 0.06% 0 13F-HR Timeline Capital CS Group, LLC More: the full row for Capital CS Group, LLC 2,788 $515K 0.75% new 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,788 $515K 0.02% +59 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 2,785 $515K 0.06% -3,945 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,775 $513K 0.03% +562 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 2,774 $513K 0.14% +234 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 2,764 $511K 0.03% new 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 2,762 $510K 0.04% -372 13F-HR/A Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 2,757 $510K 0.14% +746 13F-HR Timeline VARCOV Co. More: the full row for VARCOV Co. 2,757 $509K 0.19% +1,033 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 2,757 $509K 0.11% -85 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 2,750 $508K 0.23% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 2,748 $508K 0.11% +3 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,747 $508K 0.14% +22 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 2,745 $507K 0.36% -2,591 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 2,742 $507K 0.2% +478 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 2,741 $507K 0.03% -237 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 2,740 $506K 0.04% -1,471 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 2,734 $505K 0.07% -620 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 2,721 $503K 0.09% -537 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 2,721 $503K 0.02% +176 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 2,715 $502K <0.01% 0 13F-HR Timeline Group Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,715 $502K 0.16% -167 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 2,714 $502K 0.09% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 2,712 $501K 0.06% +163 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 2,709 $501K 0.15% -13 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 2,704 $500K 0.31% +337 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 2,702 $499K 0.11% +233 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 2,702 $499K 0.04% +203 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 2,700 $499K <0.01% +300 13F-HR Timeline Group PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 2,697 $498K 0.19% -329 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 2,695 $498K 0.27% -719 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,689 $497K 0.02% -365 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 2,682 $496K 0.08% +10 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 2,678 $495K 0.07% -236 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 2,675 $494K 0.34% +275 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 2,671 $494K 0.2% -501 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 2,670 $493K 0.06% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,667 $493K 0.06% +269 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 2,665 $493K 0.05% new 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 2,663 $492K 0.05% -816 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 2,637 $492K 0.19% new 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 2,662 $492K 0.17% -59 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 2,659 $491K 0.03% +291 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 2,826 $490K 0.07% +1,047 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 2,651 $490K 0.34% -636 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 2,646 $489K 0.11% 0 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 2,639 $488K 0.37% +14 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 2,632 $486K <0.01% +625 13F-HR Timeline