Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 6,621 $292K 0.08% +185 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 6,619 $292K 0.03% -406 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 6,082 $291K 0.12% 0 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 6,602 $291K 0.18% +285 13F-HR Timeline MAS Advisors LLC More: the full row for MAS Advisors LLC 6,594 $290K 0.49% +155 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 6,567 $289K 0.19% 13F-HR Timeline Executive Wealth Management, LLC More: the full row for Executive Wealth Management, LLC 6,543 $288K 0.02% -111,704 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 6,564 $288K 0.05% -722 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 6,524 $287K 0.12% -1,039 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 6,516 $287K 0.12% -706 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 6,514 $287K 0.01% -250 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 6,509 $287K 0.05% +83 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 6,483 $286K 0.02% 0 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 6,402 $282K 0.35% -29,892 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 6,382 $281K 0.08% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 6,363 $280K 0.08% +179 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 6,348 $280K 0.06% 0 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 6,330 $279K 0.24% 13F-HR/A Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 6,321 $278K 0.1% +4,540 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 6,313 $278K 0.02% +445 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 6,197 $278K 0.17% 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 6,297 $277K 0.23% +52 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 6,271 $276K 0.07% 0 13F-HR Timeline Brown Financial Advisory More: the full row for Brown Financial Advisory 6,267 $276K 0.2% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 6,258 $276K 0.02% +785 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 6,249 $275K 0.1% +90 13F-HR Timeline Elios Financial Group Inc. More: the full row for Elios Financial Group Inc. 6,248 $275K 0.13% +55 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 6,243 $275K 0.04% 0 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 6,227 $274K 0.06% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 6,221 $274K 0.04% +24 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 6,220 $274K 0.14% +5 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 6,214 $274K 0.02% -1 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 6,215 $274K 0.03% +832 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 6,212 $274K 0.01% new 13F-HR/A Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 6,201 $273K 0.13% +198 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 6,200 $273K 0.11% 0 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 6,159 $271K 0.28% 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 6,158 $271K 0.25% +13 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 6,126 $270K 0.03% 0 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 6,119 $269K 0.09% -980 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 6,112 $269K 0.06% new 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 6,109 $269K 0.05% -26 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 67,584 $269K 0.09% +6,453 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 6,102 $269K 0.07% -2 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 6,101 $269K 0.08% -139 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 6,096 $268K 0.1% +53 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 6,038 $266K 0.18% +23 13F-HR/A Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 6,038 $266K 0.02% 0 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 6,034 $266K 0.1% 0 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 5,942 $265K 0.11% new 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 6,023 $265K 0.28% 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 6,007 $265K 0.04% -755 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 5,999 $264K 0.02% -94 13F-HR Timeline Freestate Advisors LLC More: the full row for Freestate Advisors LLC 5,988 $264K 0.27% +1,631 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 5,959 $262K 0.08% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 5,955 $262K 0.09% 0 13F-HR Timeline New Harbor Financial Group, LLC More: the full row for New Harbor Financial Group, LLC 5,944 $262K 0.08% +239 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 5,944 $262K 0.08% +1,427 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 5,927 $261K 0.13% 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 5,925 $261K 0.05% new 13F-HR Timeline Swisher Financial Concepts, Inc. 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More: the full row for Strategic Wealth Partners, Ltd. 5,634 $257K 0.02% +696 13F-HR Timeline Centered Wealth LLC dba Miller Equity C… More: the full row for Centered Wealth LLC dba Miller Equity Capital Advisors 5,822 $256K 0.1% -2,200 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 5,820 $256K 0.11% +1,100 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 5,802 $256K 0.08% +130 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 5,794 $255K 0.07% -419 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 5,787 $255K 0.08% new 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 5,779 $255K 0.05% 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 5,762 $254K 0.17% 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 5,746 $253K 0.01% new 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 5,740 $253K 0.11% -16 13F-HR Timeline Stanich Group LLC More: the full row for Stanich Group LLC 5,713 $252K 0.19% 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 5,710 $251K 0.09% +22 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 5,686 $250K 0.09% -4,220 13F-HR/A Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 5,682 $250K 0.21% 13F-HR Timeline Cook Wealth, LLC More: the full row for Cook Wealth, LLC 5,630 $250K 0.12% +1,254 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 5,664 $249K 0.04% new 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 5,661 $249K 0.13% +22 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 5,656 $249K 0.09% 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 5,639 $248K 0.09% +565 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 5,627 $248K 0.09% -3 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 5,602 $247K 0.02% 0 13F-HR Timeline Alexander Randolph Advisory, Inc. More: the full row for Alexander Randolph Advisory, Inc. 5,583 $246K 0.23% 0 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 5,581 $246K 0.17% -10 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 5,572 $245K 0.13% -4,141 13F-HR/A Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 5,550 $244K 0.2% 0 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 5,529 $243K 0.36% 13F-HR/A Timeline William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 5,520 $243K 0.22% +48 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 5,515 $243K 0.03% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 5,508 $243K 0.04% +624 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 5,502 $242K 0.18% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 5,500 $242K 0.02% 0 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 5,509 $242K 0.09% +377 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 5,501 $242K 0.01% new 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 5,498 $242K 0.07% -394 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 5,479 $241K 0.12% 0 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 5,468 $241K 0.02% 0 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 5,444 $240K 0.04% +39 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 5,436 $239K 0.11% -1,275 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 5,426 $239K 0.06% -1,060 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 5,388 $237K 0.02% -318 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 5,388 $237K 0.01% +19 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 5,354 $236K 0.12% +284 13F-HR/A Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 5,347 $235K 0.03% -3,208 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 5,321 $234K 0.07% -17 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 5,317 $234K 0.05% +62 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 5,314 $234K 0.09% -3,445 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 5,308 $234K 0.17% -372 13F-HR Timeline Team Hewins, LLC More: the full row for Team Hewins, LLC 5,299 $233K 0.09% 0 13F-HR/A Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 5,293 $233K 0.04% +14 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 5,261 $232K 0.03% -282 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 5,245 $231K 0.04% -427 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 5,235 $231K 0.19% 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 4,901 $227K 0.22% -20 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 5,157 $227K 0.2% 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 5,154 $227K 0.06% +40 13F-HR Timeline VILLERE ST DENIS J & CO LLC More: the full row for VILLERE ST DENIS J & CO LLC 5,153 $227K 0.02% 0 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 5,147 $227K 0.07% -1,112 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 4,725 $226K 0.16% new 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 5,107 $225K 0.11% -20 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 5,122 $224K 0.14% 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 5,082 $224K 0.1% new 13F-HR Timeline EQ LLC More: the full row for EQ LLC 5,074 $223K 0.1% +395 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 5,073 $223K 0.09% 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 5,042 $222K 0.11% -23 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 5,035 $222K 0.02% -1,020 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 5,034 $222K 0.01% -991 13F-HR Timeline Group Tillman Hartley LLC More: the full row for Tillman Hartley LLC 5,006 $220K 0.06% new 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 5,000 $220K 0.08% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 4,980 $219K 0.15% -385 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 4,944 $218K 0.02% -1,757 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 4,914 $216K 0.02% 0 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 4,934 $216K 0.04% -91 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 4,906 $216K 0.03% -1,097 13F-HR Timeline Group ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 4,896 $216K 0.03% -202 13F-HR Timeline Chico Wealth RIA More: the full row for Chico Wealth RIA 4,891 $215K 0.19% -1,102 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 4,885 $215K 0.09% +113 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 4,879 $215K 0.15% +30 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 4,849 $214K 0.01% +248 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 4,846 $213K 0.11% -474 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 4,839 $213K 0.1% +12 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 5,760 $212K 0.1% +134 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 4,808 $212K 0.26% 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 4,787 $211K 0.22% new 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 4,786 $211K 0.12% +64 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 4,774 $210K 0.08% +80 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 4,771 $210K 0.12% +1,671 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 4,762 $210K 0.05% +46 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 4,729 $209K 0.13% -117 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 4,726 $208K 0.06% -493 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 4,712 $208K 0.02% -1,127 13F-HR Timeline Safeguard Financial, LLC More: the full row for Safeguard Financial, LLC 4,707 $207K 0.05% -193 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 4,699 $207K 0.17% 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 4,697 $207K 0.02% +200 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 4,692 $207K 0.05% new 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 4,683 $206K 0.18% 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 4,685 $206K 0.01% +385 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 4,674 $206K 0.13% +109 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 4,648 $205K 0.17% -400 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 4,622 $204K 0.04% -267 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 4,609 $203K 0.01% -156 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 4,597 $202K 0.02% +8 13F-HR/A Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 4,574 $201K 0.13% new 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 4,556 $201K 0.01% new 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 4,550 $200K 0.12% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 4,545 $200K 0.02% +1,996 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 4,455 $196K 0.04% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 4,415 $195K 0.08% new 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 4,412 $194K 0.11% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 4,403 $194K 0.01% +120 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 4,399 $194K 0.13% 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 4,345 $191K 0.04% 0 13F-HR Timeline Group FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 4,256 $189K 0.14% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 4,178 $184K 0.02% -2,289 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 4,140 $182K 0.02% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 4,053 $178K 0.09% -25 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 3,858 $170K 0.03% -975 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 3,812 $168K 0.05% +724 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 3,485 $167K 0.15% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3,780 $166K 0.01% +1 13F-HR Timeline Security National Bank More: the full row for Security National Bank 3,698 $163K 0.02% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,688 $162K 0.04% +8 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 3,598 $158K 0.03% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3,584 $158K 0.06% +228 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 3,573 $157K 0.02% -837 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 3,555 $157K 0.08% 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 3,502 $154K 0.11% 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 3,440 $152K 0.06% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 3,398 $150K 0.02% -1,244 13F-HR Timeline Group Kennebec Savings Bank More: the full row for Kennebec Savings Bank 3,494 $148K 0.15% 0 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 3,347 $147K 0.06% -2,732 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 3,313 $146K 0.1% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 3,308 $146K 0.08% 13F-HR Timeline RE Dickinson Investment Advisors, LLC More: the full row for RE Dickinson Investment Advisors, LLC 329,617 $145K 8.19% +10,489 13F-HR/A Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3,260 $144K 0.07% +204 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3,236 $142K <0.01% 0 13F-HR Timeline