Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 794,281 $67.5M 13.37% -13,921 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 430,280 $36.2M 0.87% +129,182 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 310,134 $26.3M 16.41% -3,416 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 269,930 $22.9M 3.51% +6,523 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 252,194 $21.4M 0.15% +42,084 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 213,841 $18.2M 1% -2,101 13F-HR Timeline Mallini Complete Financial Planning LLC More: the full row for Mallini Complete Financial Planning LLC 199,512 $17M 11.88% +2,037 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 192,726 $16.3M 0.21% +5,156 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 138,502 $11.8M 8.14% +9,517 13F-HR Timeline Friday Financial More: the full row for Friday Financial 129,934 $11M 2.17% +84,405 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 119,473 $10.2M 0.67% +34,593 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 106,574 $9.05M 0.97% -20,611 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 78,747 $6.69M 0.09% +34,704 13F-HR Timeline McAlister, Sweet & Associates, Inc. More: the full row for McAlister, Sweet & Associates, Inc. 72,883 $6.19M 3.91% +1,768 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 65,611 $5.57M 0.62% +3 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 64,559 $5.49M 0.66% -852 13F-HR Timeline Group DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 61,150 $5.2M 0.91% +650 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 61,042 $5.19M 1.66% +28 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 57,481 $4.88M 0.1% -336 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 52,633 $4.47M 0.46% +2,803 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 46,553 $3.96M 0.26% +9,558 13F-HR Timeline CACTI ASSET MANAGEMENT LLC More: the full row for CACTI ASSET MANAGEMENT LLC 42,392 $3.63M 0.19% 0 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 40,864 $3.47M 2.07% +1,303 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 40,493 $3.44M 0.36% -1,005 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 37,137 $3.16M 0.19% +1,670 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 34,662 $2.94M 1.44% +6,585 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 34,462 $2.93M 0.18% -1,894 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 31,607 $2.69M 0.55% -933 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 28,336 $2.41M 0.57% +10 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 27,622 $2.35M 0.07% +4,183 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 25,520 $2.19M 1.01% -122 13F-HR Timeline FSA Investment Group, LLC More: the full row for FSA Investment Group, LLC 24,084 $2.05M 0.65% +2,425 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 23,472 $1.99M 0.06% -2,216 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 21,597 $1.83M 0.61% +3,139 13F-HR Timeline Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 19,467 $1.65M 0.83% 0 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 17,553 $1.49M 0.51% -827 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 16,629 $1.41M 0.45% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 16,316 $1.38M 0.41% +13,234 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 16,051 $1.36M 0.36% +4,362 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 13,320 $1.14M 0.36% 0 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 12,652 $1.07M 0.02% +1,437 13F-HR Timeline Group Wealth Group Ltd More: the full row for Wealth Group Ltd 12,383 $1.06M 0.2% +119 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 11,321 $962K 0.03% +10,963 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 11,199 $951K 0.08% +10,261 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 10,500 $892K 0.01% 0 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 9,591 $815K 0.24% -1,717 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 8,514 $723K 0.19% +2,634 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 8,134 $691K 0.05% 0 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 7,797 $662K 0.08% -2,023 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 7,473 $635K 0.14% 0 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 7,335 $623K 0.14% -198 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 7,260 $617K 0.33% +3 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 6,994 $594K 0.4% 0 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 6,802 $578K 0.24% 0 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 6,661 $566K 0.07% +22 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 6,568 $552K 0.02% +1,118 13F-HR Timeline LBJ Family Wealth Advisors, Ltd. More: the full row for LBJ Family Wealth Advisors, Ltd. 6,502 $552K 0.28% 0 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 6,355 $540K 0.08% +234 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 6,337 $538K 0.11% +2 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 6,330 $538K 0.03% +617 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 6,239 $530K 0.06% +220 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 5,964 $507K 0.01% +270 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 5,883 $500K 0.06% +2,595 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 5,579 $476K 0.21% 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 5,528 $470K 0.14% +5,375 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 5,318 $452K 0.13% +353 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 4,838 $411K 0.07% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 4,663 $396K 0.03% 0 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 4,480 $381K 0.03% -25 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 4,077 $346K 0.13% -139 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 3,730 $317K 0.13% 0 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 3,453 $293K 0.08% +9 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 3,426 $291K 0.05% new 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 3,379 $287K <0.01% 0 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 3,308 $281K 0.13% new 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 3,220 $274K 0.04% +387 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 3,102 $264K 0.08% +35 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 3,090 $263K 0.1% 0 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 3,060 $260K 0.04% +5 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,968 $252K 0.01% +1,284 13F-HR Timeline Cassilly Financial Group LLC More: the full row for Cassilly Financial Group LLC 2,836 $241K 0.16% 0 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 2,809 $239K 0.12% +29 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 2,603 $221K 0.01% -500 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,597 $221K 0.01% +2,340 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 2,494 $212K 0.05% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 2,421 $206K 0.04% -464 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 2,364 $201K 0.02% 0 13F-HR Timeline Group Capital Planning LLC More: the full row for Capital Planning LLC 2,359 $200K 0.05% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 2,116 $180K 0.05% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 1,993 $169K 0.07% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 1,628 $138K 0.08% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,621 $138K 0.01% +200 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,474 $125K 0.01% +180 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 1,440 $122K 0.08% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,400 $119K 0.01% new 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 815 $69.2K <0.01% +500 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 793 $67.4K 0.04% 0 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 570 $48.3K 0.03% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 555 $47.2K 0.01% 0 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 469 $39.8K 0.02% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 454 $38.6K <0.01% -1 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 268 $22.8K <0.01% -90 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 29 $2.48K <0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 22 $1.82K <0.01% +1 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 8 $706 <0.01% 0 13F-HR Timeline