Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 5,867 $577K 0.22% -132 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 5,850 $576K 0.16% +3,315 13F-HR/A Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 5,850 $576K 0.56% -520 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 5,841 $575K 0.02% -13 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 5,838 $574K 0.08% -4,814 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 5,786 $569K 0.12% -137 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 5,739 $565K 0.09% -48 13F-HR Timeline Legacy Financial Advisors, Inc. 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Burns & Company, LLC 4,970 $489K 0.07% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 4,935 $485K 0.02% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 4,925 $485K 0.12% 0 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 4,921 $484K 0.07% +105 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,917 $484K 0.06% +477 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 4,914 $483K 0.04% +47 13F-HR Timeline Group Fulton Bank, N.A. 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Empirical Wealth Management 4,370 $430K 0.01% -4,245 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 4,364 $429K 0.1% -459 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 4,359 $429K 0.02% -130 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 4,516 $429K 0.07% +231 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 4,341 $427K 0.31% +2,024 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 4,337 $427K 0.27% +1 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 4,319 $425K 0.04% 0 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 4,315 $425K 0.05% +1,424 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 4,305 $424K 0.03% +2,185 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 4,274 $421K 0.04% -813 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 3,950 $420K 0.03% -106 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 4,266 $420K 0.03% -752 13F-HR Timeline OAKLAND FINANCIAL CORP More: the full row for OAKLAND FINANCIAL CORP 4,250 $418K 6.6% 0 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 4,250 $418K 0.02% -150 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 4,242 $417K 0.01% -1,152 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 4,238 $417K 0.01% +736 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,228 $416K 0.02% +3 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 4,227 $416K 0.24% 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 4,226 $416K 0.18% -3,507 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 4,211 $414K 0.1% +301 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 4,201 $413K 0.11% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 4,210 $413K <0.01% +132 13F-HR Timeline Group ASAHI LIFE ASSET MANAGEMENT CO., LTD. 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