SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 2,466 $220K 0.06% new 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 2,556 $220K 0.03% new 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 2,556 $220K 0.07% new 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 2,553 $220K 0.1% new 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 2,562 $220K 0.04% new 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 2,547 $219K 0.04% +545 13F-HR Timeline EQ LLC More: the full row for EQ LLC 2,539 $219K 0.05% new 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 2,538 $219K 0.07% new 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 2,536 $218K 0.01% new 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 2,526 $218K 0.07% 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 2,522 $217K 0.09% new 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 2,520 $217K 0.03% +2,100 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 2,520 $217K 0.12% new 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 2,520 $217K 0.15% +821 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 2,516 $217K 0.05% new 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 2,500 $215K 0.06% new 13F-HR/A Timeline Foundation Wealth Management, LLC More: the full row for Foundation Wealth Management, LLC 2,499 $215K 0.13% +1,665 13F-HR Timeline Tenzing Financial LLC More: the full row for Tenzing Financial LLC 2,478 $215K 0.15% new 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 2,576 $215K 0.08% new 13F-HR Timeline Blue Sky Capital Consultants Group, Inc. More: the full row for Blue Sky Capital Consultants Group, Inc. 2,490 $215K 0.09% new 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 2,488 $214K 0.1% new 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 2,487 $214K 0.01% new 13F-HR Timeline ABNER HERRMAN & BROCK LLC More: the full row for ABNER HERRMAN & BROCK LLC 2,484 $214K 0.02% new 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 2,482 $214K 0.07% new 13F-HR Timeline Town Capital LLC More: the full row for Town Capital LLC 2,472 $213K 0.14% new 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 2,472 $213K 0.11% +2,065 13F-HR Timeline Mokosak Advisory Group, LLC More: the full row for Mokosak Advisory Group, LLC 2,458 $212K 0.05% new 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 2,458 $212K 0.04% +1,935 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 2,457 $212K 0.05% +2,002 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 2,453 $211K 0.05% new 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 2,454 $211K 0.14% 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 2,448 $211K 0.12% +2,040 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 2,440 $210K 0.17% new 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 2,438 $210K 0.05% new 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 2,436 $210K 0.1% new 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 2,436 $210K 0.06% new 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 2,436 $210K 0.04% new 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 2,433 $210K 0.03% new 13F-HR Timeline FIDELIS iM, LLC More: the full row for FIDELIS iM, LLC 2,430 $209K 0.07% new 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 2,430 $209K 0.18% new 13F-HR Timeline J. M. Brown & Associates Inc. More: the full row for J. M. Brown & Associates Inc. 2,430 $209K 0.12% 13F-HR Timeline Targeted Financial Services LLC More: the full row for Targeted Financial Services LLC 2,424 $209K 0.15% new 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 2,414 $208K 0.03% +1,895 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 2,412 $208K 0.01% new 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 2,414 $208K 0.12% new 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 2,413 $208K 0.06% new 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 2,412 $208K 0.07% new 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 2,411 $208K 0.04% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,409 $208K <0.01% new 13F-HR Timeline Group Constant Guidance Financial LLC More: the full row for Constant Guidance Financial LLC 2,406 $207K 0.13% new 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 2,406 $207K 0.08% new 13F-HR Timeline Madson Wealth Advisors Inc More: the full row for Madson Wealth Advisors Inc 2,406 $207K 0.14% new 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 2,406 $207K 0.01% +2,005 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 2,402 $207K 0.04% new 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 2,400 $207K 0.01% new 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 2,400 $207K 0.02% +2,000 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 2,399 $207K 0.05% new 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 2,396 $206K 0.09% new 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 2,394 $206K 0.01% +2,245 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 2,387 $206K 0.11% new 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 2,382 $205K 0.05% new 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 2,373 $204K 0.12% new 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 2,374 $204K 0.1% new 13F-HR Timeline PENN DAVIS MCFARLAND INC More: the full row for PENN DAVIS MCFARLAND INC 2,370 $204K 0.02% new 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 2,370 $204K 0.05% new 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 2,366 $204K 0.15% new 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 2,354 $204K 0.08% new 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 2,364 $204K 0.15% new 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 2,352 $203K 0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 2,352 $203K 0.01% new 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 2,352 $203K 0.02% new 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 2,352 $203K 0.2% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 2,346 $202K 0.12% +1,955 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 2,346 $202K 0.11% new 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 2,340 $202K 0.08% new 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 2,328 $201K 0.03% new 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 2,326 $200K 0.01% -1,754 13F-HR Timeline Group Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 2,324 $200K 0.02% new 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 2,314 $199K 0.05% +1,929 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 2,238 $193K 0.03% +1,865 13F-HR Timeline Virginia Estate & Retirement Planning A… More: the full row for Virginia Estate & Retirement Planning Advisors Inc. 2,222 $191K 0.23% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2,211 $189K 0.02% -60 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 2,172 $187K 0.12% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 2,160 $186K 0.01% +1,800 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,154 $186K <0.01% +1,823 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 2,132 $184K 0.05% +1,862 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 2,118 $182K 0.07% +1,765 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 2,106 $181K 0.07% +1,755 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 2,070 $178K 0.02% +1,675 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 2,064 $178K 0.06% +1,733 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 2,058 $177K 0.01% +1,715 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,047 $176K 0.02% +1,572 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 2,034 $175K 0.12% +1,695 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 2,017 $174K 0.04% +1,736 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 1,992 $172K <0.01% +1,660 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 1,944 $167K 0.06% +1,596 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 1,944 $167K 0.07% +1,620 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 1,932 $166K 0.12% +1,544 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 1,928 $166K 0.04% +1,584 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,900 $164K 0.08% +1,615 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,896 $163K 0.07% +1,580 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 1,884 $162K 0.05% +1,570 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 1,881 $162K 0.09% +1,568 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 1,878 $162K 0.02% +1,565 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 1,854 $160K 0.04% new 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,838 $158K 0.03% +1,532 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 1,818 $157K 0.11% +1,515 13F-HR/A Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 1,815 $156K 0.05% +1,373 13F-HR Timeline Merrithew & Thorsten Inc More: the full row for Merrithew & Thorsten Inc 1,809 $155K 0.13% +1,508 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 1,758 $151K 0.01% +1,465 13F-HR Timeline Group Clean Yield Group More: the full row for Clean Yield Group 1,758 $151K 0.04% +1,465 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 1,740 $150K 0.05% +1,450 13F-HR Timeline Group Corsicana & Co. More: the full row for Corsicana & Co. 1,734 $149K 0.07% +1,480 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 1,723 $148K 0.06% +1,436 13F-HR Timeline Allianz SE in group Allianz SE More: the full row for Allianz SE 1,710 $147K <0.01% +1,425 13F-HR Timeline Group BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,704 $147K 0.02% +1,420 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 1,704 $147K 0.07% +1,420 13F-HR Timeline Harborfront Financial Group LLC More: the full row for Harborfront Financial Group LLC 1,691 $146K 0.55% 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 1,679 $145K 0.05% +1,493 13F-HR Timeline HARRIS ASSOCIATES L P More: the full row for HARRIS ASSOCIATES L P 1,677 $144K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,674 $144K 0.02% +1,390 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 1,640 $141K 0.07% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 1,621 $140K 0.05% +1,352 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 1,566 $135K 0.01% +1,305 13F-HR/A Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,556 $134K 0.02% +1,297 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 1,548 $133K 0.11% +1,290 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,530 $132K 0.05% +1,257 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 1,512 $130K 0.11% +1,260 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 1,506 $130K 0.01% +1,255 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 1,502 $129K <0.01% new 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 1,500 $129K 0.03% new 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1,418 $122K 0.02% +1,157 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,392 $120K 0.01% +1,160 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1,382 $119K 0.06% +1,270 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,380 $119K 0.04% +1,150 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 1,338 $115K 0.05% +1,115 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 1,319 $114K 0.06% +1,222 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 1,280 $110K 0.12% +2 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 1,252 $108K 0.03% +836 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 1,251 $108K 0.02% +1,047 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 1,248 $107K 0.09% new 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 1,248 $107K 0.05% 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 1,230 $106K <0.01% +1,025 13F-HR Timeline Group TOEWS CORP /ADV More: the full row for TOEWS CORP /ADV 1,209 $104K 0.02% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,206 $104K 0.02% +1,005 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 1,200 $103K 0.04% +1,000 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,200 $103K <0.01% +1,000 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 1,194 $103K 0.08% +995 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 1,192 $103K 0.04% -426 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 1,188 $102K 0.06% +937 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 1,110 $95.6K 0.03% new 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 1,080 $93K 0.08% +900 13F-HR Timeline VIMA LLC More: the full row for VIMA LLC 1,056 $91K 0.09% 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1,026 $88.4K 0.02% +855 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 1,026 $88.4K 0.03% +874 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 1,020 $87.9K 0.02% +850 13F-HR/A Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,020 $87.9K 0.01% +850 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 1,020 $87.9K 0.07% +862 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 1,009 $86.9K 0.05% +1,007 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 978 $84.2K 0.03% +815 13F-HR Timeline Group Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 960 $82.7K 0.02% +800 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 958 $82.5K 0.01% +766 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 953 $82.1K 0.05% +794 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 943 $81.2K 0.02% +786 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 924 $79.6K 0.03% +770 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 907 $78.1K 0.04% +756 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 906 $78K 0.01% +670 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 900 $77.5K 0.01% +750 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 175 $76.4K 0.05% -995 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 882 $76K 0.02% +744 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 876 $75.5K 0.05% new 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 858 $73.9K 0.02% +713 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 858 $73.9K 0.02% +715 13F-HR Timeline SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 846 $72.9K 0.02% new 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 840 $72.4K 0.04% +700 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 840 $72.4K 0.01% +700 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 834 $71.8K 0.02% +695 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 810 $69.8K 0.02% +708 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 800 $68.9K 0.01% +700 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 782 $67.4K 0.01% new 13F-HR Timeline Group Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 774 $67.3K 0.02% +645 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 774 $66.7K <0.01% +645 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 774 $66.6K 0.02% new 13F-HR Timeline ARK Investment Management LLC in group ARK Investment Management LLC More: the full row for ARK Investment Management LLC 768 $66.2K <0.01% +675 13F-HR Timeline Group WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 768 $66.2K 0.01% +640 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 738 $63.6K 0.01% +615 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 735 $63.3K <0.01% new 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 700 $60.3K 0.01% +575 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 698 $60.1K 0.02% +575 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 688 $59.3K 0.03% +565 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 658 $56.7K 0.02% +537 13F-HR Timeline CNB Bank More: the full row for CNB Bank 657 $56.6K 0.02% +539 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 636 $54.8K 0.01% +538 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 631 $54.3K 0.04% +526 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 606 $52.2K 0.03% +601 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 602 $51.8K 0.01% +502 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 601 $51.7K 0.01% new 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 600 $51.7K <0.01% +500 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 600 $51.7K 0.02% +500 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 588 $50.6K 0.04% +490 13F-HR Timeline