Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 7,281 $1.57M 0.5% -1,225 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 7,275 $1.57M 0.85% +94 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 7,270 $1.57M 0.17% +81 13F-HR Timeline Essex LLC More: the full row for Essex LLC 6,981 $1.51M 0.23% -12 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 6,946 $1.5M 1.11% -345 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 6,898 $1.49M 0.5% +3 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 6,816 $1.47M 0.19% +918 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 6,611 $1.43M 0.91% +11 13F-HR Timeline InvesTrust More: the full row for InvesTrust 6,539 $1.41M 0.57% +482 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 6,524 $1.41M 1.19% +4,158 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 6,395 $1.38M 0.22% +27 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 6,269 $1.35M 0.03% +2,823 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 6,262 $1.35M 0.37% -366 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 6,205 $1.34M 0.48% +3 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 6,053 $1.31M 0.58% 0 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 5,914 $1.28M 0.33% -531 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 5,809 $1.26M 0.02% +2,768 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 5,769 $1.25M 0.74% +2,756 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 5,720 $1.24M 0.18% +2,860 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 5,624 $1.22M 0.14% 0 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 5,600 $1.21M 0.29% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 5,572 $1.2M 0.2% -28 13F-HR Timeline CORNERSTONE ENTERPRISES, LLC More: the full row for CORNERSTONE ENTERPRISES, LLC 5,556 $1.2M 0.7% new 13F-HR Timeline Lotus Asset Management LLC More: the full row for Lotus Asset Management LLC 5,424 $1.17M 0.96% +20 13F-HR Timeline Western Reserve Capital Management, LLC More: the full row for Western Reserve Capital Management, LLC 5,412 $1.17M 0.83% -28 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 5,230 $1.13M 0.12% +1,090 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 5,213 $1.13M 0.22% +509 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 5,150 $1.11M 0.29% +38 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 5,137 $1.11M 0.09% -42 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 5,067 $1.09M 0.26% +1,127 13F-HR Timeline TrustWell Financial Advisors, LLC More: the full row for TrustWell Financial Advisors, LLC 5,067 $1.09M 0.93% 0 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 5,062 $1.09M 0.23% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 4,944 $1.09M 0.05% +111 13F-HR Timeline Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 4,960 $1.07M 0.61% -198 13F-HR Timeline CWC Advisors, LLC. 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More: the full row for Keystone Financial Group, Inc. 4,092 $884K 0.47% +9 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 4,040 $873K 0.05% 0 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 4,019 $868K 0.59% +1,130 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 4,006 $866K 0.05% +87 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 4,004 $865K 0.23% 0 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 4,002 $865K 0.17% -34 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 3,982 $860K 0.08% +1,370 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 3,958 $855K 0.66% +55 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 3,953 $854K 0.1% +19 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 3,936 $851K 0.29% -63 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 3,909 $845K 0.19% 0 13F-HR Timeline JP Wealth Management, Inc. More: the full row for JP Wealth Management, Inc. 3,900 $843K 0.53% 0 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 3,680 $795K 0.1% -211 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 3,626 $783K 0.35% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 3,602 $778K 0.07% -20 13F-HR Timeline Legacy Private Trust Co. 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More: the full row for Yoder Wealth Management, Inc. 3,218 $695K 0.26% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 3,211 $694K 0.07% -111 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 3,198 $691K 0.05% +217 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 3,184 $688K 0.18% -195 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 3,158 $687K 0.31% 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 3,097 $669K 0.3% new 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 3,096 $669K 0.11% -1,399 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 3,053 $660K 0.22% 0 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 3,052 $659K 0.1% +1,348 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 3,026 $654K 0.27% +134 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 3,011 $651K 0.1% +71 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 2,980 $644K 0.07% -58 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 2,976 $643K 0.2% new 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 2,955 $638K 0.59% -396 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 2,931 $633K 0.13% 0 13F-HR Timeline Cape Investment Advisory, Inc. 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More: the full row for Mann Financial Group, Inc. 2,256 $487K 0.39% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,247 $486K 0.01% 0 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 2,223 $480K 0.01% -393 13F-HR Timeline Group jvl associates llc More: the full row for jvl associates llc 2,195 $474K 0.14% -18 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,194 $474K 0.02% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 2,184 $472K 0.09% +1 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 2,128 $460K 0.26% -7 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 2,127 $460K 0.08% -38 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2,121 $458K 0.03% -84 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 2,117 $457K 0.03% +1,040 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. 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Mason LLC 1,978 $427K 0.13% 0 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 1,964 $424K 0.25% +8 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 1,902 $413K 0.16% -85 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 1,892 $409K 0.13% +164 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. 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ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 1,272 $275K 0.15% +6 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 1,264 $273K 0.08% -109 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 1,242 $268K 0.13% 0 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 1,205 $260K 0.02% -164 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 1,201 $260K 0.09% +2 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 1,200 $259K 0.02% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 1,187 $256K 0.14% 0 13F-HR Timeline Pinnacle Wealth Management Group, Inc. 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