FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 2,395 $404K 0.07% +6 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 2,426 $404K 0.05% 0 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 2,423 $403K 0.05% -18 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,418 $402K 0.12% -832 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 2,417 $402K 0.1% +2 13F-HR Timeline MCINTYRE FREEDMAN & FLYNN INVESTMENT AD… More: the full row for MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 2,413 $401K 0.24% new 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 2,412 $401K 0.32% -92 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 2,411 $401K 0.07% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,405 $400K 0.05% new 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 2,402 $400K 0.24% +90 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 2,400 $399K 0.28% 0 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 2,392 $398K 0.17% -6 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 2,391 $398K 0.06% +4 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 2,391 $398K 0.09% -66 13F-HR Timeline Parker Financial LLC More: the full row for Parker Financial LLC 2,388 $397K 0.16% +2 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 2,383 $396K 0.1% new 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 2,378 $396K 0.06% +830 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 2,371 $394K 0.04% +28 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,371 $394K 0.06% +545 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 2,362 $393K 0.03% 0 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 2,357 $392K 0.12% -267 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 2,355 $392K 0.06% +2 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 2,352 $391K 0.02% new 13F-HR/A Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 2,350 $391K 0.06% -5 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 2,350 $391K 0.2% 0 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 2,343 $390K 0.07% -15 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 2,339 $389K 0.16% +1,268 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 2,336 $389K 0.08% +344 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 2,335 $388K 0.22% +177 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 2,326 $387K 0.03% +138 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 2,323 $386K 0.02% -765 13F-HR Timeline Heron Bay Capital Management More: the full row for Heron Bay Capital Management 2,321 $386K 0.07% +34 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 2,320 $386K 0.03% 0 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 2,320 $386K 0.08% 0 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 2,316 $386K 0.06% -266 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 2,314 $385K 0.2% -17 13F-HR Timeline Avanda Investment Management Pte. Ltd. More: the full row for Avanda Investment Management Pte. Ltd. 2,300 $383K 0.3% new 13F-HR Timeline Koa Wealth Management, LLC More: the full row for Koa Wealth Management, LLC 2,300 $383K 0.28% 0 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 2,116 $382K 0.16% -30 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 2,298 $382K 0.06% new 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 2,295 $382K 0.05% -406 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 2,293 $381K 0.18% +255 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 2,394 $381K 0.31% -484 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 2,291 $381K <0.01% +68 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 2,291 $381K 0.05% -205 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,290 $381K 0.09% -80 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 2,287 $380K 0.13% +179 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 2,286 $380K 0.04% +114 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 2,275 $378K 0.13% -1 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 2,268 $377K 0.06% +3 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,262 $376K 0.03% +349 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 2,260 $376K 0.03% -19 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 2,255 $375K 0.27% +60 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 2,248 $374K 0.07% 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 2,240 $373K 0.04% +50 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 2,238 $372K 0.05% +114 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 2,237 $372K 0.01% -10 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,235 $372K 0.02% +76 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 2,233 $372K 0.03% -562 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 2,230 $371K 0.18% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 2,230 $371K 0.04% +192 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 2,227 $371K 0.17% 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 2,225 $370K 0.09% -385 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 2,219 $369K 0.08% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 2,217 $369K 0.09% -3,045 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 2,145 $368K 0.06% new 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 2,211 $368K 0.1% -4 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 2,209 $367K 0.12% -135 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 2,206 $367K 0.03% +51 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 2,205 $367K 0.29% new 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,204 $367K 0.04% -98 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 2,200 $366K 0.32% +47 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 2,194 $365K 0.25% +1 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 2,191 $365K 0.2% 0 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 2,190 $364K 0.27% +69 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 2,191 $364K 0.08% 0 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 2,185 $364K 0.11% +4 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 2,091 $362K 0.16% -638 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 2,174 $362K 0.2% +335 13F-HR/A Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,171 $361K 0.12% +702 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 2,173 $361K 0.16% -97 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 2,169 $361K 0.12% 0 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 2,168 $361K 0.13% 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,168 $361K 0.01% -4 13F-HR Timeline Group Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 2,160 $359K 0.08% +568 13F-HR Timeline Lauer Wealth, LLC More: the full row for Lauer Wealth, LLC 2,205 $359K 0.26% new 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 2,154 $358K 0.05% -1,083 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 2,149 $358K 0.01% +250 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 2,145 $357K 0.09% +430 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 2,143 $357K 0.11% +25 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 2,139 $356K 0.78% new 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 2,137 $356K 0.11% -13 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 2,135 $355K 0.22% 0 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 2,128 $354K +771 Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 2,126 $354K 0.08% +5 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 2,113 $351K 0.05% -4 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 2,112 $351K 0.03% -10 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 2,105 $350K 0.01% -12 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 2,100 $349K 0.22% new 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 2,098 $349K 0.2% -176 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 2,097 $348K 0.05% +81 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 2,088 $347K 0.12% +695 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 2,144 $345K 0.13% -212 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 2,069 $344K 0.13% +159 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 2,065 $343K 0.04% 0 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 2,060 $343K 0.01% -31 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 2,059 $343K 0.03% 0 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 2,058 $342K 0.06% +2 13F-HR Timeline BANK OZK More: the full row for BANK OZK 2,058 $342K 0.12% +78 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 2,058 $342K 0.01% +15 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 2,054 $342K 0.35% 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 2,053 $342K 0.06% +2 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 2,048 $341K 0.19% -38 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 2,045 $340K 0.05% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2,042 $340K 0.04% -200 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 2,037 $339K 0.02% new 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 2,035 $339K 0.02% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2,020 $336K 0.02% +6 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 2,019 $336K 0.25% +102 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 2,012 $335K 0.1% new 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 2,004 $333K 0.3% +2 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 2,004 $333K 0.23% 0 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 2,000 $333K 0.09% 0 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 2,001 $333K 0.05% -368 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 2,000 $333K 0.03% 0 13F-HR Timeline Game Creek Capital, LP More: the full row for Game Creek Capital, LP 2,000 $333K 0.14% 0 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 1,998 $332K 0.08% -115 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,996 $332K 0.02% -516 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,993 $332K 0.08% -30 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 1,993 $332K 0.04% -524 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 1,992 $331K 0.03% -38 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,986 $330K 0.23% +8 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 1,981 $330K 0.03% +176 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 1,980 $329K 0.25% 0 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 1,978 $329K 0.05% +306 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 1,978 $329K 0.1% 0 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 2,014 $328K 0.09% -68 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 1,962 $326K 0.02% -143 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,954 $325K 0.02% -18 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,953 $325K 0.09% 0 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 1,950 $324K 0.21% -16 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,948 $324K 0.01% -22 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,945 $324K 0.06% -34 13F-HR Timeline Alexander Randolph Advisory, Inc. More: the full row for Alexander Randolph Advisory, Inc. 1,940 $323K 0.27% 0 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 1,939 $323K 0.04% 0 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 1,938 $322K 0.08% -76 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 1,936 $322K 0.14% -100 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 1,935 $322K <0.01% 0 13F-HR Timeline Group Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 1,935 $322K 0.05% -245 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 1,934 $322K 0.08% new 13F-HR Timeline Group Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 1,930 $321K 0.32% +213 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,925 $320K 0.03% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,914 $318K 0.04% +30 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 1,914 $318K 0.08% +11 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 1,913 $318K 0.16% +183 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 1,912 $318K 0.17% +18 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 1,910 $318K 0.1% +158 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 1,910 $318K 0.12% -17 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 1,908 $317K 0.15% -165 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 1,905 $317K 0.06% 0 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 1,905 $317K 0.17% 0 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 1,900 $316K 0.25% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 1,900 $316K <0.01% 0 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 1,899 $316K 0.06% 0 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 1,896 $315K 0.09% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,892 $315K 0.02% +118 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 1,979 $315K 0.1% +6 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,889 $314K 0.01% new 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 1,888 $314K 0.18% 0 13F-HR Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 1,883 $313K 0.1% +358 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,876 $312K 0.1% +52 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 1,875 $312K 0.1% 0 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 1,869 $311K 0.04% -93 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 1,861 $310K 0.08% 0 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 1,859 $309K 0.05% +75 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 1,856 $309K 0.09% +24 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 1,854 $308K 0.23% -27 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 1,850 $308K 0.07% -37 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 1,846 $307K 0.1% 0 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 1,846 $307K 0.3% -159 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 1,838 $306K 0.03% +35 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 1,835 $305K 0.33% -32 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 1,811 $304K 0.06% +1 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,827 $304K 0.07% +61 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 1,821 $303K 0.06% 0 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 1,820 $303K 0.07% +31 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 1,816 $302K 0.04% -1,786 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 1,812 $301K 0.11% -749 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 1,810 $301K 0.11% -94 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 1,808 $301K 0.03% -533 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,807 $301K 0.01% new 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 1,803 $300K 0.04% -69 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 1,803 $300K 0.04% -55 13F-HR Timeline EHP Funds Inc. More: the full row for EHP Funds Inc. 1,800 $299K 0.39% -100 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 1,798 $299K 0.04% 0 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 1,793 $298K 0.04% 0 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 1,759 $297K 0.36% +63 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 1,785 $297K 0.02% +9 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 1,782 $296K 1.17% -40 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 1,779 $296K 0.26% +23 13F-HR Timeline