ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 10,209 $1.94M 0.47% +455 13F-HR Timeline Waycross Investment Management Co More: the full row for Waycross Investment Management Co 10,202 $1.94M 1.47% -1,204 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 10,161 $1.93M 0.08% -6 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 10,140 $1.92M 0.12% -29,813 13F-HR Timeline Group Greenfield Savings Bank More: the full row for Greenfield Savings Bank 10,093 $1.91M 0.73% -75 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 10,057 $1.91M 0.39% +6,409 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 10,044 $1.91M 0.73% -446 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 10,044 $1.91M 0.83% -386 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 10,040 $1.9M 0.38% -108 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 10,025 $1.9M 0.41% +1,742 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 9,965 $1.89M 0.23% -400 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 10,304 $1.89M 0.04% +8,789 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 9,889 $1.88M 0.24% -108 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 9,886 $1.88M 0.09% -343 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 9,880 $1.87M 0.19% -761 13F-HR Timeline Brookmont Capital Management More: the full row for Brookmont Capital Management 9,864 $1.87M 1% -51 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 9,862 $1.87M 0.47% -10 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 9,800 $1.87M 0.09% -9,491 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 9,850 $1.87M 1.49% -280 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 9,834 $1.87M 0.69% +107 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 9,789 $1.86M 0.16% -540 13F-HR Timeline CDM FINANCIAL COUNSELING SERVICES, INC. More: the full row for CDM FINANCIAL COUNSELING SERVICES, INC. 9,777 $1.85M 1.6% +4 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 9,753 $1.85M 0.94% -4,228 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 9,714 $1.84M 0.49% -5 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 9,699 $1.84M 1.41% +23 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 9,698 $1.84M 0.09% +1,391 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 9,697 $1.84M 1.01% -579 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 9,691 $1.84M 0.26% +23 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 9,659 $1.83M 0.38% -721 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 9,638 $1.83M 0.14% -7 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 9,637 $1.83M 0.15% -781 13F-HR Timeline Group Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 9,622 $1.83M 0.91% +2,935 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 9,596 $1.82M 0.15% -783 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 9,592 $1.82M 0.29% +4,228 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 9,591 $1.82M 0.45% -66 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 9,585 $1.82M 0.25% -112 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 9,584 $1.82M 0.7% -4,059 13F-HR Timeline SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 8,408 $1.81M 1.22% -1,110 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 9,532 $1.81M 0.06% -2,086 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 9,486 $1.8M 1.11% -584 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 9,486 $1.8M 0.57% +3 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 9,481 $1.8M 0.09% -494 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 9,467 $1.8M 0.88% -629 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 10,032 $1.79M 0.04% +180 13F-HR Timeline Group Elm Partners Management LLC More: the full row for Elm Partners Management LLC 9,440 $1.79M 0.05% +2 13F-HR/A Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 9,432 $1.79M 1.44% +1 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 9,414 $1.79M 0.27% -145 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 9,395 $1.78M 0.92% +6,242 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 9,395 $1.78M 0.16% +46 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 9,393 $1.78M 0.58% -20 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 9,370 $1.78M 0.82% +593 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 9,364 $1.78M 0.04% -1,033 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 9,347 $1.77M 0.36% -66 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 9,324 $1.77M 0.34% +738 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 9,322 $1.77M 0.21% +20 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 9,296 $1.76M 0.67% -110 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 11,400 $1.75M 0.63% +1,900 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 9,172 $1.74M 0.02% +3,172 13F-HR Timeline Group RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 9,153 $1.74M 0.42% +8 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 9,126 $1.73M 0.22% -52 13F-HR/A Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 8,667 $1.73M 0.12% -73 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 9,096 $1.73M 0.15% 0 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 9,077 $1.72M 0.47% +244 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 9,070 $1.72M 0.77% +1,450 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 9,069 $1.72M 0.12% +269 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 9,046 $1.72M 0.07% +2,988 13F-HR Timeline Group Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 9,039 $1.72M 0.08% +1,389 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 9,037 $1.71M 0.06% -272 13F-HR Timeline Group Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 8,987 $1.71M 0.31% new 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 8,954 $1.7M 0.24% +136 13F-HR Timeline Group KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 8,902 $1.69M 0.21% -1,039 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 8,890 $1.69M 0.79% -295 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 8,885 $1.69M 0.18% +50 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 8,878 $1.68M 0.27% -587 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 8,846 $1.68M 0.97% +26 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 8,814 $1.67M 0.38% +110 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 8,793 $1.67M 0.2% +267 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 8,786 $1.67M 0.78% -750 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 8,770 $1.66M 0.16% -231 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 8,762 $1.66M 0.91% +580 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 8,756 $1.66M 0.83% -75 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 8,729 $1.66M 0.13% +4,373 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 8,720 $1.65M 0.36% +124 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 8,717 $1.65M 0.52% -2,578 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 8,686 $1.65M 0.5% -269 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 8,656 $1.64M 0.88% -5 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 8,638 $1.64M 0.09% -30 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 8,637 $1.64M 0.42% -441 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 8,624 $1.64M <0.01% -48 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 8,623 $1.64M 0.34% +4 13F-HR Timeline Eliot Finkel Investment Counsel, LLC More: the full row for Eliot Finkel Investment Counsel, LLC 8,593 $1.63M 0.76% 0 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 8,575 $1.63M 0.39% +2,798 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 8,567 $1.63M 0.71% -254 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 8,563 $1.62M 0.27% +699 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 8,530 $1.62M 0.01% -1,445 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 8,525 $1.62M 0.17% -56 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 8,515 $1.62M 0.19% +3,094 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 8,506 $1.61M 0.13% -796 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 8,495 $1.61M 1.08% -152 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 8,483 $1.61M 0.08% +31 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 8,480 $1.61M 0.41% +112 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 8,465 $1.61M 0.02% +2,151 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 8,446 $1.6M 0.01% -116 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 8,432 $1.6M 0.13% +96 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 8,428 $1.6M 0.2% +470 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 8,419 $1.6M 0.03% +246 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 8,412 $1.6M 0.06% -99 13F-HR/A Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 8,394 $1.59M 0.33% -86 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 8,393 $1.59M 0.57% +160 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 8,387 $1.59M 0.26% -346 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 8,382 $1.59M 0.16% +933 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 8,369 $1.59M 0.85% +66 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 8,363 $1.59M 0.09% -69 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 8,353 $1.58M 0.3% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 8,350 $1.58M 0.1% +133 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 8,312 $1.58M 0.06% +209 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 8,299 $1.57M 0.28% -524 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 8,288 $1.57M +1,477 Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 8,277 $1.57M 0.64% -252 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 8,256 $1.57M 0.59% +5,410 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 8,243 $1.56M 1.24% +22 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 8,199 $1.56M 0.18% +99 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 8,186 $1.55M 0.45% new 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 8,176 $1.55M 0.27% -231 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 7,875 $1.55M 0.91% new 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 8,137 $1.54M 0.2% -1,827 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 8,122 $1.54M 0.04% -150 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 8,102 $1.54M 0.47% -1,218 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 8,075 $1.53M 0.58% +110 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 8,070 $1.53M 0.3% -100 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 8,067 $1.53M 0.12% +445 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 8,068 $1.53M 0.05% +456 13F-HR Timeline INTERCAPITAL, LLC More: the full row for INTERCAPITAL, LLC 8,050 $1.53M 0.67% +1,550 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 8,048 $1.53M 0.25% +35 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 8,045 $1.53M 0.32% +40 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 8,021 $1.52M 0.82% -50 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 8,014 $1.52M 0.62% +78 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 8,009 $1.52M 0.59% new 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 8,009 $1.52M 0.59% -2,258 13F-HR Timeline NEEDHAM INVESTMENT MANAGEMENT LLC in group NEEDHAM INVESTMENT MANAGEMENT… More: the full row for NEEDHAM INVESTMENT MANAGEMENT LLC 8,000 $1.52M 0.05% +400 13F-HR Timeline Group Barbara Oil Co. More: the full row for Barbara Oil Co. 8,000 $1.52M 0.51% 0 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 7,974 $1.51M 0.09% -73 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 7,967 $1.51M 0.29% -29 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 7,950 $1.51M 0.04% -67 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 7,926 $1.5M 0.92% +53 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 7,926 $1.5M 0.22% 0 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 7,665 $1.5M 0.66% +194 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 7,893 $1.5M 0.1% +2,256 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 7,868 $1.49M 0.51% 0 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 7,868 $1.49M 0.59% 0 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 7,853 $1.49M 0.2% -58 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 7,849 $1.49M 0.02% new 13F-HR Timeline Group Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 7,849 $1.49M 0.08% -90 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 7,830 $1.49M 1.01% +52 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 7,829 $1.49M 0.9% -178 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 7,827 $1.48M 0.35% +119 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 7,827 $1.48M 0.13% -21 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 7,825 $1.48M 0.23% +463 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 7,810 $1.48M 0.09% +258 13F-HR Timeline ELEMENT CAPITAL MANAGEMENT LLC More: the full row for ELEMENT CAPITAL MANAGEMENT LLC 7,800 $1.48M 0.08% -22,200 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 7,800 $1.48M 0.01% new 13F-HR Timeline Group Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 7,797 $1.48M 0.39% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 7,795 $1.48M 0.14% -263 13F-HR Timeline WILLIAM JOHN SEMPOLINSKI More: the full row for WILLIAM JOHN SEMPOLINSKI 7,790 $1.48M 0.6% +438 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 7,789 $1.48M 0.01% -375 13F-HR Timeline Group Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 7,789 $1.48M 0.31% -163 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 7,782 $1.48M 0.08% +201 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 7,785 $1.48M 0.05% -2,425 13F-HR Timeline Group Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 7,773 $1.47M 0.06% +69 13F-HR Timeline Group Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 7,766 $1.47M 0.35% -2,335 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 7,761 $1.47M 0.25% +145 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 7,709 $1.46M 0.08% +925 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 7,689 $1.46M 0.11% +921 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 7,684 $1.46M 0.37% 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 7,667 $1.45M 0.07% -384 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 7,662 $1.45M 0.12% 0 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 7,655 $1.45M 0.18% -311 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 7,650 $1.45M 0.15% -2,904 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 7,639 $1.45M 0.59% +291 13F-HR Timeline Group Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 7,638 $1.45M 0.45% -421 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 7,380 $1.44M 0.67% +139 13F-HR Timeline Bluebird Wealth Management LLC More: the full row for Bluebird Wealth Management LLC 7,586 $1.44M 1.25% -163 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 7,558 $1.43M 0.22% +173 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 7,540 $1.43M 0.12% -1,200 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 7,514 $1.43M 0.36% 0 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 7,512 $1.43M 0.25% 0 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 7,499 $1.42M 0.32% -99 13F-HR Timeline Boston Trust Walden Corp group of 2 filers holding More: the full row for Boston Trust Walden Corp 7,486 $1.42M -60 Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 7,469 $1.42M 0.04% +240 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 7,464 $1.42M 0.43% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 7,454 $1.41M 0.13% -405 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 7,428 $1.41M 0.11% +60 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 7,424 $1.41M 0.11% -1 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 7,423 $1.41M 0.84% -216 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 7,423 $1.41M 1.01% +13 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $1.41M 0.34% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Kennebec Savings Bank More: the full row for Kennebec Savings Bank 7,404 $1.4M 1.13% -11 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 7,381 $1.4M 0.14% +4,640 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 7,380 $1.4M 0.3% +35 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 7,625 $1.4M 0.16% -64 13F-HR Timeline